What’s New at Shoeboxed This Week: 3 New Features

This week, we’ve released even more updates to our new receipt tables!

Here’s a quick list of three new features to try:

  • Filter by “None” to find receipts without a vendor or category: Find all receipts that are missing a vendor or category, then enter the missing field(s) yourself or click our new Reprocess Document button to send them back through data entry.
  • Batch EditBatch edit currency on receipts: You asked for it, and we delivered! You can now select a group of receipts and change the currency.
  • Batch change document type: If a document was mistakenly sorted into the wrong section of your account (i.e., a couple business cards accidentally made it into your receipt table), you can now quickly select those documents and send them to the correct section of your account.

We hope that these features make managing your receipts faster and easier than ever. As always, if you have any questions or feedback about the new receipt tables, please reach us 24/7 at help@team.shoeboxed.com.

P.S. Have you tried our new PDF Expense Report? You should check it out… and also stay tuned for a new CSV export, coming soon!

More Updates and Improvements to New Receipt Tables

This week, we’re thrilled to announce even more updates and improvements to our new receipt tables. Read on to find out what’s new.

This week, we’re thrilled to announce even more updates and improvements to our new receipt tables. If you missed the last update, click here to get caught up on what’s new.

batch edit

Here’s a quick rundown of the latest changes:

  • The ability to edit the vendor name for a batch of receipts at once. Simply select one or more receipts in the receipt table, then use the new Batch Edit button to update the vendor name on all selected receipts.
  • Your online account will now display the converted tax and totals for receipts in a currency different from your account default. If you have receipts in more than one currency, we’ll now display the converted total in your account’s default currency, as well as the original total in the original currency in italics.
  • The total sum of receipts displayed will now show at the top of the receipt table. This was temporarily removed while we transitioned to the new receipt tables, but it’s back!
  • We also fixed a few issues that our users were experiencing. Phone numbers now display correctly for all business cards, invoice numbers are now editable, and you can remove categories from receipts.

We hope that these features make managing your receipts faster and easier than ever. As always, if you have any questions or feedback about the new receipt tables, please reach us 24/7 at help@team.shoeboxed.com.

P.S. We just released a new version of our iOS app. Have you updated yet?

How to Send a Magic Envelope [VIDEO]

Using our famous Magic Envelopes is easy! Watch this informative video to learn everything you need to know about mailing your first envelope.

Of all of the different ways you can get your receipts to Shoeboxed, our famous Magic Envelopes have always been a fan favorite. After all, what’s easier than stuffing a prepaid envelope full of paper clutter and dropping it in the mail?

If you’re a new Shoeboxer or you aren’t quite sure if you’ve been using your Magic Envelopes to their full capacity, don’t worry! Watch the video above to learn everything you need to know about sending in a Magic Envelope.

More questions about our Magic Envelopes and mail-in service? Visit our Help Desk or give us a shout on Twitter at @ShoeboxedHelp.