How to Manage your Receipt Data

Every time you collect receipts using IQBoxy, those receipts are instantly available for editing. The receipts end up in your Documents section. Clicking on the listed receipt allows you to edit its meta data on the fly. Here's how this done.

Why waste time infront of a desktop when mobile is here. With Connected Apps you can auto sync (backup) your Receipts to Dropbox, Box, Google Drive, Evernote or OneDrive. Using Xero or QuickBooks for your business accounting needs? No worries. We have those connections covered too. Learn more.

EDITING TIP: All the fields in the Receipt Detail (shown below right) are editable. Just click a field you want to change and edit it. Easy.

Documents view showing receipts from Yesterday
Edit view of Trader Joe's Receipt

Changing Total and Currency for your transaction

To edit the values of Total, Tip and Tax, click on the actual value. The view will transition to a specific screen for editing these values (as shown below).

To change the currency of this total, tap the currency code (below the Tax field). In the example below left, this is the USD currency code. The screen shown below right will list all the currencies available. If we missed one then please email us.

Changing receipt total is easy
Changing currency for this total is also easy
Payment Type screen in IQBoxy mobile app

Changing Payment type

Press the area next to the text "Payment" (in Receipt Detail view) takes you to a listing of all your Payment types. Tap the one which is right for your transaction. Otherwise if the OCR did a good job of identifying your payment you don't need to do much more.

You can also add your own Payments to this list by pressing the + icon ( located in the header navigation). Or Edit an existing payment type by swiping the cell you want changed (as illustrated left).

Tagging your IQBoxy receipt screen

Tag your Receipt

Tags are like Categories. There is no limit on how many you add per receipt. Use them for content grouping eg. Lunch, when Receipt from a meal. Correctly tagging your receipts will also allow you to find them faster and run detailed ledger expense reports.

Tagging comes in handy when:

  • You go on a holiday and want to keep track of spending specific to that holiday - like grouping.
  • Keep track of all your medical expenses for insurance purposes.

  • Find out how much you spend on that morning latte. It could be adding up.
  • Seperate your business from personal receipts.
  • Keep track of monthly shopping bills and/or baby expenses.
There is no limit! Tagging is fun.