iOS App Update: iPad Views, Business Cards and more!

The new version of the Shoeboxed Receipt & Mileage Tracker for iOS is available today and includes some helpful new features and upgrades. Download it now!

If you’re a regular user of the Shoeboxed Receipt & Mileage Tracker for iOS, we have good news for you! As of today, there’s an update available on the App Store that includes some new features and upgrades we think you’ll appreciate.

The new version includes:

  • iPad optimized views – Back and better than ever in this version of the app!
  • The ability to choose Receipt or Business Card when submitting a document – This new option was added to clear up any confusion when it comes to submitting business cards through the app, as well as to cut down turnaround time on documents submitted through the app! Since you’re selecting the document type, that’s one less step for your document to go through during processing.
  • The ability to attach a contact to a receipt needing reimbursement – Ever find it difficult to keep track of who owes you money? Simply mark a receipt as “Reimbursable” and we’ll give you the option to enter the contact information of whomever needs to pay you back.
  • Option to edit the currency or payment type for a receipt – You can now edit these additional fields without leaving the app.

Download the update today!

As always, if you have any questions, you can reach our Support Heroes at help@team.shoeboxed.com or on Twitter at @ShoeboxedHelp.

Introducing a Better Way to Manage Categories

We know how important it is to correctly categorize your receipts for monthly accounting and tax purposes. So when you asked for a better method of handling categorization inside Shoeboxed, we got to work. Today, we’re thrilled to share with you a new and improved way to manage your categories!

We know how important it is to correctly categorize your receipts for monthly accounting and tax purposes. So when you asked for a better way to handle categorization inside Shoeboxed, we got to work. Today, we’re thrilled to share with you a new and improved way to manage your categories!

On the new Manage Categories page, you can set rules for certain vendors and/or payment types to always go into a specific category. Once a receipt is processed in your account, it will be automatically categorized according to your rules.

category management

Each category has three sections for rules associated with it: Included Vendors, Excluded Vendors and Payment Types. These three sections make it easy to ensure that a certain vendor is always or never added to a particular category, and our new Payment Types section allows you to tag all purchases on a certain credit card to always be added to a particular category. A good example would be to make sure that all receipts for your small business credit card are always tagged as “Business” expenses.

You can add or remove vendors or payment types rules anytime, and, as always, the Manage Categories page allows you to create, edit and delete custom categories.

Go check out the new way to manage your categories and let us know what you think!

If you have any questions about category management, send our support team an email at help@team.shoeboxed.com or give us a shout on Twitter at @ShoeboxedHelp.