Shoeboxed Help & FAQs
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- How do I categorize my receipts?
How do I categorize my receipts?
To add or remove a category to multiple receipts at once, check mark the boxes to the left of the receipts, then in the drop down action menu at the top of the receipts table, choose the category you want to add or remove from the list. If you want to create a new category, choose “New Category.” Whenever you categorize a receipt, our auto-categorization system will prompt you to ask if you want to make rules to auto-categorize receipts from that same vendor in the future. To edit or add auto-categorization rules any time, click on “My Stores” on the left hand side of your account page and add or remove rules by vendor. You can also click into a receipt from the receipts table, then edit the category from the view receipt page.
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