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description= Learn how to use Shoeboxed to the fullest.;
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e 3 5 business days classic 2 3 business days business 1 2 business days if you received notification that your envelope was received by shoeboxed more than 5 days ago and your envelope has not been processed please contact our support team at help team shoeboxed com expediting processing by mailing method the easiest way to speed up your processing is to send receipts business cards and other documents using fedex ups for us or express post for australia or another fast carrier since the longest part of processing is the mail make sure to include a cover sheet with your name and shoeboxed username or email address inside your envelope so that we can easily identify the package magic envelopes do not require you to further identify yourself as they are all embedded with unique tracking codes that associate them with your account automatically you are welcome to use your own packaging and postage any time you are responsible for any shipping expenses incurred outside of our postage paid basic envelopes i travel a lot and won t receive magic envelopes at my home address if you don t have one of our magic envelopes readily available just send your documents to us in any packaging that you prefer just make sure to include a cover sheet with your name and email address so we know which account it belongs to if you travel frequently we can send you a handful of magic envelopes to travel with so that you can send them in from anywhere in the us if you re outside the us just mail documents to us in any packaging that you prefer here are the addresses to send to for the us postal service shoeboxed po box 1411 durham nc 27702 for fedex or ups 3414 north duke street suite 100 durham nc 27704 what are envelope codes can i name my envelopes envelope codes are assigned to envelopes either when we receive them or pre assigned on our magic envelopes before we send them out to you this code enables shoeboxed to identify which envelopes belong to which users and to know with 100 certainty where an envelope is located in our operations facility for the duration of its processing each magic envelope has a unique envelope code before a magic envelope is sent to you we associate its envelope code with your account and then we wait for that envelope to come back when we receive it we know it belongs to you for lite users and people sending in receipts and business cards in their own envelopes you will need to include a cover sheet containing your name and e mail with your envelope so that we can identify its owner then we assign an envelope code to your envelope once it arrives at this time envelope codes are not customizable and cannot be changed what kind of scanner is used to scan my documents we use state of the art scanners to ensure that your document images are as clear and legible as possible what sets our scanners apart advanced clarity features that make even unreadable images legible automatic image orientation adjusts skewed images even completely rotating upside down ones so all captured images are oriented in the same direction correctly identifies and retains color when it is integral to a document e g logo photo date stamp and eliminates it when it is not e g colored paper stock laser recognition of paper width in the feed tray to ensure that all receipts are scanned one at a time capability to scan extra long receipts standard desktop and portable scanners are usually limited to paper under 14 inches in length we can process receipts that are up to 3 feet long where should i send my documents to be processed us and international customers if you signed up for a lite plan or are sending documents in something that is not a magic envelope all you need to do is address it to shoeboxed and include a cover sheet with your first and last name and your shoeboxed username or email address you can find our mailing addresses on this page along with a button to print a ready to use cover sheet by clicking here for the us postal service shoeboxed po box 1411 durham nc 27702 for fedex or ups 3414 north duke street suite 100 durham nc 27704 will my documents be returned to me document return if you are signed up for a shoeboxed startup professional or business plan your receipts and business cards are mailed back to you by default we will also include a fresh magic envelope with the return envelope for you to send in your next shipment of documents return and green er shred and recycle program if you are a startup professional or business plan user and do not want your documents returned you can choose to enable the shred and recycle option in your account here s how open your accounts settings select my mail in settings check the box shred and recycle my documents mobile apps how to use the shoeboxed mobile app 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 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 the round filter button to the 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 document yourself you can edit the vendor total amount tax amount payment method date and categories be sure to click save after making any changes you can also re process the document and send it back through data entry delete the document by clicking the delete receipt link at the bottom you can also swipe left on a specific receipt and choose to edit the data process the data automatically or delete the receipt 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 how to use it select mileage in the bottom navigation bar select start mileage tracking to begin tracking your trip 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 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 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 how long does it take to process receipts on the iphone and android apps when you submit a receipt via the iphone or android app it will take no longer than 1 business day to process typically it will take a much shorter time ranging from a few minutes up to a few hours depending on when you submit the receipt if you have receipts in your app that have been processing for longer than 1 business day then there was a problem with the submission and the image never made it into our processing queue please contact our support team for assistance at help team shoeboxed com integrations how do i integrate with quickbooks online integration with quickbooks online intuit consists of the followings steps go to your receipts tab and click on export all button and choose quickbooks online then put in your qbo details to authenticate and authorize the connection export your receipts to quickbooks online and categorize them during the process click on export all or if you want to export specific documents check the check box to select each item and select export selected under the receipts tab then choose quickbooks online here you can link payment types to a specific account so that they will auto fill for you next you will see your receipts grouped by vendor name link each one to the correct expense account from quickbooks categories assigned within the shoeboxed account have no impact on the export process receipts must be categorized during the export regardless of whether they have a shoeboxed category assigned or not note you ll only have to do this once for every vendor as the system will set a rule for future receipts with the same vendor name to be allocated to that particular account click the export all to quickbooks and you re done your receipts will be automatically sent to quickbooks as general journal entries we will send an email when the export is complete shoeboxed exports will appear in quickbooks online under the expenses tab notes the quickbooks integration is only available in the united states receipt images are not exported a link to the image is included in the notes field in quickbooks online if the credit account is a bank account it goes into qb as a check if the credit account is a credit card it goes into qb as a credit card expense otherwise it goes in as a journal entry how do i integrate my shoeboxed and xero accounts before you start it is a good idea to remove the default shoeboxed set categories first here s how click on your name icon choose account settings choose international then untick show australian tax categories and hit save xero is an online accounting system based in new zealand your shoeboxed account directly integrates with xero want to connect the two instructions for shoeboxed s direct integration with xero by default you will be able to export your documents as draft bills but you will have the option to choose to export as approved bills please note that your xero user needs xero standard privileges with non cash coding and no reports as a minimum xero privileges required for the integration xero integration requires 3 main steps importing your xero chart of accounts categorizing your receipts exporting receipts importing your xero chart of accounts select export all from the receipts tab then choose other from the shoeboxed export expense page scroll down to the import chart of accounts option choose xero from the drop down button and then click import you will be prompted to authenticate with your xero account once you have entered your credentials you will be able to choose a respective xero account once done you will see the number of account categories that are successfully imported note shoeboxed will not import any accounts that don t have a corresponding account code 2 categorizing your receipts go to your receipts tab and then start categorizing your receipts using the xero chart of accounts category you will notice that there s the word xero in front you can use the vendors filter to select vendors that belong to the same category and make sure that all items are displayed select all by ticking the checkbox on the top left hand side and assign a particular category while you are categorizing your documents you will notice a pop up box asking you if you would like to create rules for future receipts with the same vendors to be allocated the same particular category exporting receipts as draft bills select export all and choose other under the receipts tab alternatively you can select the individual receipts you want exported and choose the export selected button either option will take you to the export expenses page then select send to xero by default the option don t export receipts that have been exported to xero is chosen where the system will pick only documents that haven t been exported if you want to export receipts that were previously exported please use the export all selected receipts option if you want to export within a date range you can use the date range feature in the export expenses page itself note the date range is based on the date of issue of the receipt you can either use the send to xero button but we recommend using the verify send to xero the verification page provides an easy way to check and recode your receipts or add any missing codes before exporting click on continue if you click send to xero you will skip the verification stage otherwise you will be taken to this screen where you can add categories or modify them during the verification process if you notice any yellow flag you can safely ignore them as they are only for information about the gst but if there s a red flag this means that the gst amount is more than 10 please use the calc gst button to correct it before exporting as xero doesn t allow any items with gst higher than 10 click the finish export button where you will be taken back to the export screen with a summary of how many receipts were successfully exported by default your receipts will be exported as draft bills you can access draft bills either from the invoices owed to you section from the xero dashboard or from the menu bar accounts purchases bills export to xero as approved bills during the process of exporting to xero please tick the check box of send to xero as approved invoices note that to export as approved bills it is mandatory to have a xero category for all your receipts keep in mind the verify send to xero process where you can quickly categorize your receipts if it s missing if you find this article helpful please select helpful below how do i integrate my shoeboxed and dropbox accounts you can quickly and easily export your receipts business cards more from your shoeboxed account to dropbox here s how first you need to associate your dropbox account with your shoeboxed account click on the user icon in the top right corner of your shoeboxed account choose settings then my integrations on that page under dropbox click grant permission and then you ll be asked to authenticate with dropbox don t worry we never see or store your dropbox credentials once that s done dropbox will now appear as an export destination in your documents table just like your other existing export methods how do i integrate my shoeboxed and wave accounting accounts wave accounting is the fast easy 100 free accounting app for small businesses look below to learn how to integrate your shoeboxed account to have your receipts appear automatically in wave accounting here s how sign in to wave accounting and click integrations on the left side of the page underneath settings select shoeboxed located under integrations and click connect you will be taken to shoeboxed com where you ll need to enter your shoeboxed username and password and select the box next to allow shoeboxed to transfer data to wave accounting then click authorize app you ll be taken back to wave to choose the business your shoeboxed account will import into use the drop down menu to make your selection each category in shoeboxed can be paired with a category in wave so that each is imported into the right place you can make your selec...
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