New Shoeboxed Reports (Beta Version) Is Here!

The Beta Reports section will allow users to create customized expense reports based off a selected date range and a set of categories. Users will then be directed to specify an email address to send the report to, as well as select whether they want the report to be a .PDF or an Excel Spreadsheet (similar to current expense report uploads).

Over the past few months the Shoeboxed team has been hard at work speaking with users and coming up with new ideas to make our product more useful than ever. The feedback we received has been phenomenal and we want you all to keep it coming our way!

With that being said, we’re pleased to announce that starting this week we will be testing out a new Beta Reports section in the Shoeboxed dashboard.

Shoeboxed

The Beta Reports section will allow users to create customized expense reports based off a selected date range and a set of categories. Users will then be directed to specify an email address to send the report to, as well as select whether they want the report to be a .PDF or an Excel Spreadsheet (similar to current expense report uploads).

Our goal with Beta Reports is to make the process of creating an expense report fast and effortless. As with any Beta, we will continually be adding features to make it more useful. If you have any specific feedback of features you would like to see added with reports, please be sure to let us know.

Additionally, we warmly welcome anyone who is interested in becoming a Beta tester for future product releases. We’re eager to know what you think and are ready to show off what we are working on. If you are interested in becoming a Beta tester, please email Claudia at claudia@team.Shoeboxed.com.

New Feature: View All Uncategorized Receipts

Hey Shoeboxers! We’re excited to let you know that you can now view all of your uncategorized receipts on one screen, so it’s even easier to add all of your receipts to the correct categories and stay super organized.

As you know, adding your receipts to the correct category (or categories) makes it easier to sort and view your receipts. Thank you to all of you who submitted your feedback on the need to view all uncategorized receipts in one place.

Shoeboxed View All Uncategorized ReceiptsNow, when you log into Shoeboxed, right under the “Last 5 Receipts” section you’ll see a line that says “You have X uncategorized receipts, better get going.” Simply click that link and you’ll be taken to a page with all of your uncategorized receipts so that you can quickly add them to the right category. If you don’t have any uncategorized receipts then you’re already organized (way to go!) and that line will not be displayed.

If you have any feedback or questions about viewing all uncategorized receipts, please reach us 24/7 at help@team.shoeboxed.com or give us a shout on Twitter @ShoeboxedHelp.

Stay Organized,

The Shoeboxed Team

Shoeboxed ScanSnap Profile Maker for Mac Released

Hey Mac ScanSnap users, we didn’t forget about you!

Shoeboxed ScanSnap Profile Maker for MacWe’ve just released a new Shoeboxed Profile Maker for Mac! Now Apple users can enjoy scanning items directly from their Fujitsu ScanSnap into Shoeboxed in one seamless process that won’t disrupt normal workflow in the slightest.

Simply scan your receipts, business cards and other documents using your ScanSnap as you normally would. Then, using our new Profile Maker, you can have these files simultaneously sent to Shoeboxed, where we data extract, organize and archive the data for you.

To begin enjoying the benefits of our new Profile Maker immediately, simply download the free Profile Maker here and then follow the easy step-by-step installation instructions, found here.

For more information, including screenshots, you can also visit our ScanSnap page here.

Note: The Shoeboxed Profile Maker is available for both Windows and Mac users. If you’d like to download our Shoeboxed Profile Maker for Windows, please click here.

If you have any feedback or questions about our new Profile Maker or how to use your ScanSnap with Shoeboxed please reach us 24/7 at help@team.shoeboxed.com or give us a shout on Twitter @Shoeboxed.

We’ll be sure to keep you in the loop as more upgrades and fun new features are released!

Stay Organized,

The Shoeboxed Team