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
- Bookmark some pages to access them directly:
- Expense Report History: https://app.shoeboxed.com/member/receipt-export-history.htm
- Manage categories: https://app.shoeboxed.com/member/v2/categories
- Manage Envelopes: https://app.shoeboxed.com/member/v2/envelopes
- Email Quarantine: https://app.shoeboxed.com/member/my-emails.htm
- Export Expenses: https://app.shoeboxed.com/member/receipt-export.htm
- Old Receipts table: https://app.shoeboxed.com/member/my-receipts.htm
- Old Other documents table: https://app.shoeboxed.com/member/my-other-documents.htm
- Old Business Cards table: https://app.shoeboxed.com/member/my-business-cards.htm
- 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