Expense Reports

How do I export my receipts into a PDF file?

You have two different options for exporting receipts as PDF files from Shoeboxed. Exporting an expense table of receipts, which includes an expense table as well as the original receipt image. Or exporting single receipts as PDFs.

Exporting an Expense Table of Receipts

Our PDF reports are great for expense reporting, as they include both a table of your data as well as the original images of your receipts. Want to create a PDF report from your Shoeboxed receipts?

Here's how:

 

Step 1. Log into your account and click on Receipts.

Step 2. You can then filter the receipts by using the filters on the right side of the page to specify exactly what you want exported.

Step 3. To create a report, simply select the checkboxes next to the receipts you want to export, then select Export all, Choose PDF, enter your email and select Export to PDF. 

Note: PDF exports must contain fewer than 450 receipts or the file will be too large to generate

Exporting a Single Receipt as a PDF

Here's how:

Step 1. Log into your Shoeboxed account and click on Receipts.

Step 2. Click on the receipt that you wish to export.

Step 3. From the viewer, click on Download PDF in the lower right hand corner and it will start to download.