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.

Author: Emily Farrar

At Shoeboxed, Emily focuses on keeping our users happy and engaged. She is a graduate of UNC-Chapel Hill with a degree in Public Relations and an avid Tar Heels fan. She enjoys traveling, staying active and spending time with her six-year-old Maltese, Madam.