[Update] The All-New Overview Dashboard
We’re excited to bring you news of the latest update to Shoeboxed’s web app: an all-new Overview dashboard!
So what’s different about the new Overview page? We’re glad you asked. You can now:
View receipts in compact time windows
Toggle between receipts from the current month, previous month, current year and previous year in the same window without refreshing the page. In other words, you won’t be taken to the receipts page whenever you want to switch date periods. Comparing expenses from different time frames takes a second!
Create instant expense reports
Automatically build custom expense reports directly from the overview page based on time period and category using our brand new Reports section. In addition to cutting even more time from creating expense reports and bypassing the old manual process, these new “quick reports” will help you analyze and better understand your spending habits based off category and month.
View and categorize uncategorized receipts
If you have any receipts that are uncategorized for a given time period, the overview page will automatically notify you. From there, you can click “view and categorize” receipts to label and organize uncategorized receipts under the correct category.
See total amount of spending by time period, broken down by category
We hope these new overview page updates make it even easier and faster for you to keep track of your receipts. Excited about any of these new features or didn’t see anything you were anticipating? Comment below!