Now it’s easier than ever to filter your receipts, business cards, bills and other documents with our shiny new document filters!
With our new and improved filters you can now select multiple criteria at once, making the process of sorting your organized documents even more effortless than it already was.
Still not fast enough for you? Simply type the particular criterion you wish to search for at the top of the column where it says: “Type here to filter.”
As always, you can sort receipts by: date range, category, payment type, envelope code, or viewed & unviewed. You can also sort business cards, bills and other documents by: date range, envelope code and viewed & unviewed.
Power tip: Looking for one document in particular? Try our brand new search tool!
You can now sort through your organized receipts, business cards, bills and other documents even faster with the brand new next/previous buttons in the document viewer!
To quickly sort through documents in your Shoeboxed account from the document viewer simply open up a document as you normally would and then click on the left and right arrow buttons at the bottom of the screen. It really is that easy!
Power Tip: You can sort through your documents in the document viewer even faster by using the left and right arrow keys!