How do I create categorization rules for receipts?

Welcome to our New Manage Categories Section, check out the great features!
  • Add New Categories 
  • Set rules to include vendors by category
  • Set rules to exclude vendors by category
  • Set default payment methods by category
The first thing you will want to do is go to the manage categories section which can be found under the Receipts Section, you will then go to the right side of the page where the filter options are listed, next you will scroll down to Categories and select 'Manage'.

Next you can add new custom categories by selecting the Add button as shown below.

After you get all your categories added you may want to set some rules.

First you'll click the arrow beside the category you want to add rules to in order to expand the options.

The first option is to add a vendor to the Included Vendors List as shown below. This will allow you to have any receipts from this vendor to be automatically tagged with that category.

The second option you have is to add a vendor the Excluded Vendors List. This will make sure that any time  a receipt is processed from the vendor it will not be tagged as that category. 

Lastly you have the option to set the Payment Process rule. This will allow you to have receipts from certain payment types to go into preset categories. For example if you have a card that you only use for your business and you want to make sure it goes into a specific business category each time you can set it here.

Getting Started

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  2. Can I edit the information that is extracted from my documents?
  3. One of my documents was rejected. What do I do?
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  5. How do I add new payment types and edit or delete old ones?
  6. How do I separate personal and business expenses?
  7. Neopost Customers
  8. How do I create categorization rules for receipts?
  9. Does Shoeboxed categorize my receipts? Can I customize the categories?
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  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 a new 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)?
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  31. What counts toward my monthly limit and what doesn't?
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  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?
  39. Reporting Sales Tax With Shoeboxed

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