If you’ve logged into your account recently, then you’ve probably noticed some of the huge improvements we’ve made throughout the site. At Shoeboxed we are dedicated to providing you with the best user experience possible. Based on the feedback and suggestions we receive from our users, we periodically perform system-wide updates with the goal of bringing you the best online application possible. All of us at Shoeboxed are very excited about the new features we added in the latest update—and we hope you are too!
When you click to view a receipt, business card or document, a new toolkit allows you to easily zoom in and out, view your documents in full screen and switch between pages of multi-page documents. You can also print, email and export your receipts, business cards and documents directly from the view/edit pane. Other improvements to the view/edit pane make it easier for you to edit and add details, fields, and notes, and to move items between your receipts and bills/documents folders.
New drop-down menus at the top of the business cards page make it easier to manage and export your contacts. We also made improvements to the CSV export feature—there are now separate fields for first and last name, address line 1, address line 2, city, state, zip code and country.
You can now download PDF files of your documents simply by clicking on the export button at the bottom of the view/edit pane.
Track and view your business cards, documents and receipts by envelope
Easily view your receipts by credit card
Payment type field added for PDF/CSV receipt files
How to organize your receipts while you are waiting for your Mail-In envelopes
Our most popular Receipt Mail-In plan is Mail-In Classic, where you send us your receipts, we scan them and upload them to your account, and then mail them back. Well, what are you supposed to do with the receipts you accumulate when your envelope is on its way to Shoeboxed and back?
Well, you’ve got a few options. The key is to try to keep them in one place, so you can easily transfer them over to your Shoeboxed envelope when it arrives. Here are some ideas:
- Grab a regular 9″x12″ manila envelope and unload your receipts in there every day. It will be the same size as your Shoeboxed envelope, so you will know roughly how many you will be able to fit in the envelope.
- If you’re like me, you can just keep all your receipts in your wallet. This takes some discipline, but I have been able to train myself to always put my receipts in my wallet when I make a transaction. The receipts build up this way, but my next blue envelope is only gone for a matter of days anyway.
- You could also forgo the wallet and just get a money clip for your receipts. It would be nice to separate the receipts out from your money and credit cards anyway, for organization’s sake.
- You can use a magnetic clothes pin or one of those Chip Clips to pin all your receipts up on the fridge.
- You can buy one of those plastic pencil holders. Just stick the receipts inside and zip it up. It’s easy to see how many are in there, and they won’t slip out.
If you all have any ideas on how you manage your receipts when your envelope is in the mail, let me know! I would love to hear them!