What counts toward my monthly limit and what doesn't?

All submissions to Shoeboxed that our extraordinary team processes and puts into your online account count towards your monthly limit. We add up all the receipts, business cards, documents, family pictures and any other scannable item (you name it!) you send to us when determining the number of processing credits you've used for the month. 

If you want to submit documents that do not count towards your monthly limit, just use the Web Uploader (via the Add document button in your online account), uncheck the box next to process automatically, and then upload your documents. You can then enter the data for them yourself (and save those valuable credits for use later in the month). 

Submission methods

  • Regular mail
  • Email*
  • Mobile apps
  • Desktop uploaders
  • Web uploader

Trying to figure out what month that envelope you just mailed will count towards? For any envelopes that are mailed into our headquarters for processing, the day that the receipts are processed (not scanned) will be the date on which the receipts are counted towards your monthly limit. If you believe there is a billing error due to a processing date, please contact our Support team here, and we will be happy to resolve the issue. 

*The only exception to this is if you email in more than 5 documents on the DIY plan. In this case, these documents will automatically be added to your account for DIY data entry. You can access them by clicking the number icon in the top right corner of your account and selecting X documents need data entry from you or clicking here.

Getting Started

  1. How do I change my plan?
  2. Can I edit the information that is extracted from my documents?
  3. One of my documents was rejected. What do I do?
  4. How do I delete documents?
  5. How do I separate personal and business expenses?
  6. Neopost Customers
  7. How do I create categorization rules for receipts?
  8. Does Shoeboxed categorize my receipts? Can I customize the categories?
  9. How does the search bar in my Shoeboxed account work?
  10. How can I view all of my documents from a particular envelope?
  11. How do I change my email address?
  12. Help I can't log in to Shoeboxed! How do I reset my password?
  13. How do I update my billing information?
  14. How do I update my mailing address?
  15. Only the first receipt on my submission was processed. What happened?
  16. How do I change my preferences for email notifications?
  17. What is a Shoeboxed DIY account?
  18. How much does Shoeboxed cost?
  19. How do I refer a friend to Shoeboxed?
  20. How to Categorize Individual Receipts in the Web App
  21. How to categorize multiple receipts
  22. Setting Categorization Rules
  23. How to remove categories from multiple receipts
  24. Can I speak with a real person to help me get set up with an account?
  25. What if receipts are miscategorized?
  26. Does Shoeboxed scan and process receipts in other currencies?
  27. Can I trust Shoeboxed with my receipts and documents?
  28. Are Shoeboxed receipt scans accepted by the Internal Revenue Service (IRS) or Canada Revenue Agency (CRA)?
  29. Is my information secure and backed up?
  30. When does my monthly limit start over? What happens if I go over my limit?
  31. What counts toward my monthly limit and what doesn't?
  32. What is Account Sharing?
  33. Can multiple people log into one Shoeboxed account?
  34. I signed up for a Shoeboxed account and did not receive a confirmation email. What's up?
  35. Can I use Shoeboxed from anywhere in the world?
  36. How do I cancel my Shoeboxed account?
  37. Where is Shoeboxed located?
  38. How do I Import my OneReceipt Data into Shoeboxed?

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