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.

 

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