Opiniones de Shoeboxed

The ability to submit both paper and electronic receipts, easily and quickly organize them through the online interface, and prepare them for our use with reports, taxes, etc. Also, the ability to organize the information by location, date, or category; and, export in Excel/CSV format is excellent. Lastly, the ability to create rules for future receipts (for example, what category should be assigned) is great.

The online interface sometimes operates a little slow when opening up and looking through individual receipts, but it is a minor inconvenience. The cost is a little high, but in the end worth it for the time that is saved annually preparing for taxes.

Ease of use. It's really convenient to keep an envelope in a car to collect receipts on the go and to mail in once a week once a new envelope arrives. I really like this feature and it has allowed us to save all our receipts!

I wish it automatically matched with my QuickBooks banking. Right now we use quckbooks independently of shoeboxed as it will double enter the same transactions and not automatically match them. This is unfortunate!

I like that I can save a picture of my receipt before I leave the store. The system is simple. The free membership, leaves a lot of work, but is still helpful.

1. It would be nice if i didn't have to tell it to got to camera (instead of library) every time.
2. Rarely the page to enter the info right when I take the picture appears. Usually it just gives an opportunity to make a note, which isn't helpful.

I'd like to open the app, take a pic, and enter the data. All right away.

Their proprietary magic envelope system is very, easy to use and incorporate into your routine w/r/t any paper that needs to be captured.

Search functionality inside website is very limited. They should consider adding Google custom search functionality or partnering with a service like Findo.

I don't have to do the data entry and organization. This is done for you. You just set up the categories.

It grabs items from your email that are NOT purchases and then you have to clean those out of your account.

I like that I can forward receipts to an email, I like that it pulls the info from the receipt and that I can search for info to pull up relevant receipts

I don't like that I always need to switch accounts when I sign it, I don't get why I have an account in my name and I have to switch to the business one (I purchased it for business). The info taken from receipt images are not always correct and makes it hard to find and reconcile. Also don't like that it doesn't account well for different currencies, we are a Canadian company but deal with many currencies.

It's free and super simple. The way you enter info and can export it under different headings and the tracking of receipts is a real time saver.

The receipts don't load up on the app and there was a glitch with the mileage tracking in the first month or two of the year.

I am tech challenged and self employed - a horrible combination. This program makes it SO easy to track receipts right down to the exact tax category. No more hours digging thru receipts (lol often in an ACTUAL shoebox) Even if this is not your primary method of receipt tracking, any one who needs to track receipts would be nuts not to keep this on their phone!

I wish I could magically program it not to put my manicure receipts in as tax deductible. Lol not sure that will fly.

The interface is not cluttered and is clean which makes navigation a breeze. App does exactly what I need it do. I am a pet sitter and I use the app to track my mileage when visiting my clients.

When saving a trip under the mileage tracker it can be slow at times to log the trip so I'm sitting there waiting to verify the trip was properly saved. Once in a great while it might not save the trip at all so it would be amazing if I could enter a trip manually.

I like the ease of use the of the application on my phone and how I can categorize my expenses. I also like the ease of use of the website and how I can filter for expenses.

Sometimes the app on my phone has some functionality issues. But it seems to get better with each update.

The flexibility to mail in receipts, scan with iPhone or email in as attachment combined with the auto classification is what puts you guys ahead of the rest. Expense reports are great but could use some additional features - i discuss some below in the Cons section.

As it stands now the Expense Report creation is not great.

would be great to be able to have more filter options for creating expense reports. If you could search by notes that you add when scanning receipts with mobile app it would be a HUGE help.

I run multiple projects at a time so using dates to sort receipts for expense reports does not help me out much. I still have to drill in and manually filter out non-relevant receipts.

Would be great if you could create expense report templates on a project by project basis that could be configured auto run.

The ability to utilize pre-paid envelopes makes the service super easy to use. Just drop in any receipts or business cards that you have and they do the rest! Plus, they go ahead and categorize all of your receipts so that you know exactly where your money goes.

Sometimes, the categorization is off due to the fact that they have to guess what each receipt is for. For instance, if I have a receipt for a local store they might not know what type of store that is (retail, grocery, office supplies, etc.). Other than that, the service is great!

I enjoy how easy it is to send the receipts off and have them returned.
I like how easy it is to search for the receipts you have sent in.
Customer service is always very helpful and I appreciate that you have a live chat option
I like the new feature of being able to update the types of payments

I struggle with the restrictions of the receipts that can be sent it. When I email a pdf across and I look for that receipt in the system, the receipt will just be blank and shows nothing. I also sometimes forward email receipts and get an email back saying it's invalid but the receipt has been processed.
I would like for the system to work with more databases other than Quickbooks. We would love for it to work with Autotask for instance and it would save a huge step and much time for us.

You can edit and create your own categories to match your bookkeeping. This will easily sync with your Quickbooks program or other accounting software. Prevents the need for having to keep a "zillion" paper receipts and then needing to process them at the end of the year. Instead, you download a report and have an image of the receipt if needed for an audit

You have to make sure that your picture images are clear or your data may not be accurate. Is easily edited, but I would eliminate the receipt until you have a chance to spot check the information.

Easy to find receipts with the search feature. I know my receipts are safe and archived. Intergration with quickbooks is fantastic.

EXPENSIVE. Very expensive. Also sometimes take 24 hours for uploaded receipts to be scanned. I wish you could choose your default view between what has and has not been exported.

All the reciepts are accessible with just a click of the mouse. I can search so many different ways and get the information I need to run my business and household.

Because I'm in Canada I do find I have to review the receipts that have been documented and I often have to make changes to what has been entered.

Easy to take pic of reciept. And mailing in receipts via magic envelopes is very convenient.

Customer service is HORRIBLE. I have called and emailed. No response

I like how shoeboxed provided a number of options to using their product:

Paper Envelopes
Browser Plugin
Search-ability in their portal

From my knowledge, the OCR piece isn't the best, I would be if their search and tag piece worked better.

It allows us to move towards a paperless system and a more secure way to move data on internet. It is easy to use and allows us to communicate well with client.

There are several small features we have requested for over a year and still have not been addressed.

Very clear cut. You can look ahead and plan out your week. I like the color coding option which gives you clarity.

Would be great to have more features on free version like notes. That is all really. I love the software.

The fact that there are multiple ways to input receipts (upload, email, envelopes, etc). I also appreciate that you can set rules to make it more efficient as you go.

I think that pricing should be streamlined and expanded. I go over my limit several times per year and the overage charges are intense but upgrading fully doesn't make sense for my business either.

Easy to navigate and to track my mileage. Love the pinning while driving my route. It was so easy at tax time to print off the whole year and have it broke down by category.

I would like to see a line for me to enter the total cost on the expense section. There have been a few times where you entered the wrong amount (like missing a tax or service charge on the bill). I would also like to see if there is a way to add more pins on the mileage app. I sometimes have 8-10 stops.

I like the ability to look at the receipts I have submitted in the various time frames. Monthy/yearly. I also like the ability to categorize the expenses and print reports for each category. This has made keeping track of expenses easier and the ability to have all the necessary information for my accountant at tax time easier to review and ensure expenses are not missed.

I don't like not having the ability to review the receipts as category and generate reports from the mobile app.

I like that I can just scan my receipts while I am out running errands and don't have to keep them since I am always losing them.

I don't like that it only named a few receipts and that I had to purchase the upgraded plan in order to get the software to recognize the names on anything over the minimum.

The ability to forward in receipts or take a picture with the app and automatically upload. I love that the app doesn't make you save the picture to your camera roll.

When searching for a receipt, sometimes it doesn't bring up all the receipts with the applicable keyword.