Setting Categorization Rules

Rules are how your Shoeboxed account learns to categorize your receipts. Change a receipt to the correct category, create a rule, and the next receipt from that vendor will be given the same category.


You will be prompted to create a “rule” after you add a category on a receipt. The prompt will appear at the top of the receipts list, and will ask if you want to add future receipts from that vendor to the same category.


  

If you want future receipts from that vendor to go into the same category, select “create rules,” if not, select “dismiss.”


You will also be prompted to create a rule when you remove a category from a receipt.

 

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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