The New & Improved Shoeboxed Search is Here!

The new and improved Shoeboxed web search is here. You can now locate receipts faster than ever with our new search algorithm!

Last August our team began speaking with Shoeboxed users to better understand how you all are using our service and what we could do to make it better.

Six months and hundreds of phone calls later, we arrived at a very clear picture of what you both love about Shoeboxed and what you would like to see improved.

The #1 request we received focused on our web app’s search functionality and the ability to locate specific receipts fast and accurately.

Some specific statements we heard were:

The search results are less than ideal. Typically I’m searching for a vendor or something specific and your search results don’t always locate the receipt even though I know it’s in my account.”

“Date range search does not work well.”

“When I go into the web app and try to search for a receipt or an invoice, I can’t really find it easily. I’m hoping it’s there, but I worry if I need to track down a specific invoice or receipt I won’t be able to find it because the search is not awesome.” 

We took all of your feedback to heart and got to work! Our team spent two months perfecting our search algorithm and we think you’re going to find it very useful.

Here’s what’s changed:

Searching by Vendor

  • You no longer have to be mindful of capitalization, punctuation or even general spelling when trying to locate a receipt based on the vendor name.
  • The “fuzzy search” algorithm makes it extremely simple to find receipts based on vendor. For example, a receipt from “Nana’s” can by located by searching for any variation of: “Nanas” “nanas” “Nana” “Nana’s” and even “Mana’s.”

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Searching by Amount

  • The ability to find receipts based on a total amount is a critical component of Shoeboxed.
  • Our refined search makes it easy to locate receipts with or without typing a currency symbol. Some common searches would include queries like: “$45.67” “301.12” and “£134.”
  • If you aren’t sure of an exact total on a receipt, you can also search for a general amount such as “$200” and receipts within $100 of that amount will appear.

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Searching by Date

  • Locating receipts by searching for a date used to be a bit cumbersome since date searches would sometimes be interpreted as amount searches.
  • This has been completely alleviated. Simply search using the date syntax of “12/03/2015” or “23/01/2014”

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As always, a huge thank you to Shoeboxed users! We couldn’t have made these improvements to search without your wonderful feedback.

With that in mind, we’d love to continue to hear your thoughts on Shoeboxed web search. If you have any specific feedback or feature requests you would like to see added, please be sure to let us know.

How to Slash Your Work Week by 5+ Hours

With these 5 productivity tips, your 35-hour work week is no longer a pipe dream. Find out how you can shave hours off your busy schedule and get more done.

What if you could start the weekend early by leaving at noon every Friday? Or how about coming in an hour late – five days a week?

With these 5 proven productivity tips, your 35-hour work week is no longer just a pipe dream. Find out how you can shave hours off your busy schedule by getting more done.

1. Do one thing at a time
Just because you can check Facebook, write an email, scan a receipt, and attend a webinar all at the same time, doesn’t mean you should. Multitasking may be the norm in the new millennium, but that doesn’t means it’s the most productive way to work.

When you silence your phone, close unneeded browsers, and inform colleagues you’re in the “don’t interrupt me”-zone, you can truly focus on completing one task, doing it well, and finishing much faster than if you’d stopped to tweet every ten minutes.

2. Enforce a two-hour time limit
Research shows that our brains are wired to go hard and fast for two hours at a time – no longer. If you push yourself beyond that mark, you’re likely to experience brain fog, forgetfulness, and weaker attention to detail.

Take a break, step away from your desk, and go for a brisk walk to get your blood pumping. After a solid 10 minutes away where you engage in a relaxing, non-work-related activity, you’ll be able to return to total focus for another two hours.

3. Give yourself a hard deadline
If a project can get done, y’know, whenever, you’ll probably take much more time to complete it. Self-imposed deadlines are great motivators to finish quickly – sort of like a competition with yourself, where the winner gets to leave early to go to Happy Hour.

4. Send less email
If you’re like a lot of small business owners, hours of your day can end up devoted to unnecessary emails. Instead of the never-ending back and forth, try to include all relevant instructions and questions in a single email, and only respond when it’s absolutely necessary.

5. Break down big goals
When you have a big goal to accomplish or a huge project to complete, you can waste lots of time deciding to decide, or planning to plan. Break big tasks down into smaller, manageable chunks that are easy to tackle. When you know exactly what needs to be done, you can dive in and do it, instead of wasting hours wondering where to start.

When you focus on a single task, take breaks every two hours, stick to self-imposed deadlines, resist the urge to hit “reply all,” and break down goals into specific tasks, slashing your work week by 5+ hours is a snap.

See you at Happy Hour!

3 Ways Shoeboxed Can Help Take the Stress Out of Tax Season

Tax season is officially upon us, and the entire Shoeboxed team is here to support you during this stressful time! We hope to be your partner in organization to help you file your taxes with as little time and effort as possible.

Tax season is officially upon us, and the entire Shoeboxed team is here to support you during this stressful time! We hope to be your partner in organization to help you file your taxes with as little time and effort as possible.

So how can Shoeboxed help you with your taxes?

Good news! All of our digital receipt images are IRS-accepted.
The IRS has been accepting digital images of receipts since 1997. We make sure we meet their requirements over here at Shoeboxed by ensuring that your receipts are legible and that they link back to other purchasing references, like credit card spending. This can be a lifesaver in case of an audit!

Our Magic Envelopes are a great way to catch up on paper clutter.
Simply drop all of your receipts, invoices, and important tax documents into one of our prepaid envelopes and drop it in the mail. Within a few days, you’ll have a searchable online archive to help you find any document you might need to file your taxes.

Not on a premium service and don’t have Magic Envelopes? Upgrade and try a free trial of our Classic, Business or Executive plan and we’ll send you some!

We automatically categorize your receipts into default tax categories.
Shoeboxed uses an algorithm to automatically put your receipts into the correct default tax category, like Office Supplies and Meals/Entertainment. You can also customize the categories to make it even easier to find tax deductions and write-offs.

Have any questions about other ways Shoeboxed can help? Feel free to visit our Help Desk or drop us a message.

Here’s to a hassle-free tax season in 2016!