Shoeboxed New Document Table


Welcome to our New Document Table, Check out its great features!
  • The new receipt Viewer
  • Choose the number of items per page
  • Sort by Vendor, Date, Total, Payment Type, Date added
  • Filter by Vendor, Date Range, Price Range, Currency, Category, Envelope code, Payment Type
  • Manage categories
  • Manage envelopes
  • View Trash
  • Export All
  • View Past Expense Reports
  • Mark as Business cards or Other Documents
  • Trash/Delete one or multiple receipts at once
  • Export one or more receipts at once
  • Add/Remove a category
  • Bookmark some pages to access them directly
  • Known issues

Details with screenshots below:
  • The new receipt Viewer: Click on the receipt and check out our new receipt viewer
  • Choose number of items per page, navigate from one page to another: scroll down to the bottom to choose your viewing settings
  • Sort by Vendor, Date, Total, Payment Type, Date added: Click on the column name in blue
  • Filter by Vendor, Date Range, Price Range, Currency, Category, Envelope code, Payment Type: All can be done from the right end panel, note our new  features
  • Manage categories: Click on "Manage" from the Categories' filter panel on the right end side
Also accessible from the Export Expense page Click on Export all from the receipts page
  • Manage envelopes: Click on "Manage" from the Envelopes' filter panel on the right end side

  • View Trash: you can find it at the bottom right end corner
  • Export All, one click button
  • View Past Expense Reports: Accessible from the Export Expense page Click on Export all from the receipts page
  • Mark as Business cards or Other documents: Open the Receipt viewer and Click on the word receipt

  • Trash/Delete one or multiple receipts at once

  • Export one or more receipts at once
  • Add/Remove a category

  • Known issues as at 21 August 2014
  • Added category (new or existing) doesn't immediately updates table UI, you need to click Save
  • Shift select doesn't work bottom up
  • Few glitches when removing filters, if you are confused, refresh the page and see the latest selection.
  • Manage exchange rates / see the default currency amount
  • The receipt previewer shows the last image until it downloads the new one(2-3 secs)
  • Evernote Export
Previous known issues that have been fixed:

Fixed on 21 August 2014:
  • The search everything feature loads forever "Searching...".
  • Sorting by 'date added' has a glitch 
  • Tax shows as 'undefined' if not set
  • Clicking the "x" in the category panel from the receipt viewer doesn't refresh the receipt list, make sure you click Save
  • Ability to restore trashed items
  • Business card & other document exports
  • PDF export in viewer 
  • Payment types filter is missing specific cards
  • Selection/De-selection of receipts improvement when bulk assigning categories.
  • Access to the Share this read-only link
  • View the document source
  • Can't change from non-receipt to receipt
  • There is no 'loading' indicator/spinning wheel when the pages are just loading

Feedback and Knowledge Base