Question: How do I use the Shoeboxed Iphone app?

Answer:

Step 1. Add a document by clicking the "+" button in the middle of the navigation bar. You can choose to take a photo or upload one from your photo library from here.

Pending documents will be listed at the top of your receipts feed as "Processing."

Step 2. View all of your receipts or business cards by clicking their label on the navigation bar.

To filter your receipts based on category or reimbursement status, click filter to the top right of the search bar.

How to Edit A Receipt

Select a processed receipt or a receipt in processing and select Cancel Processing in the upper right-hand corner. From there, click the Edit button in the same corner.

Here you can edit the vendor, total amount, tax amount, payment method, date and categories. Be sure to click save after making any changes.

Or you can select Re-process to send the document back through data entry.

Lastly, you can delete the document by clicking the delete option.

Swiping left on a specific receipt will quickly give you the options such as exporting and deleting.

Running a Report

In order to generate an expense report, click Select at the top of the receipt section and select the receipts you want to export. From there, click Export and your report will be generated in your email and is ready to send!

How to use the Shoeboxed Mileage Tracker

The Shoeboxed Mileage Tracker is available on both the iPhone and Android App.

Here is How:

Step 1. Select Mileage in the bottom navigation bar.

Step 2. Select Start Mileage Tracking to begin tracking your trip.

Step 3. Drop a pin to log the point where you would like to start tracking mileage. To ensure accuracy, drop separate pins at different locations if you are making multiple stops on a single trip.

Step 4. Hit End Mileage Tracking as soon as you’re ready to stop and your mileage will be calculated using the standard mileage rate and it will appear in your receipts section!

Step 5. Enter in the details and Save!

It's that simple, now get out there and start tracking!

Note: That the continued use of GPS can affect the battery life of your mobile device