A few questions from a newbie about Zoho Expense

Hi,

I am totally new to Zoho Expense. I am a refugee from Shoeboxed trying to determine if Zoho Expense is right for me. I am a full-time, self-employed person. I realize Zoho is geared toward companies, but I am hoping it will work well for an individual.

I have a few newbie questions.

1. I posted some test receipts from 2017 to ZE, categorized them and assigned them to a report. I went into the analytics section to generate an expense/by category list for 1/1/2017 to date, but kept getting the message that no receipts fit these parameters. What am I doing wrong?

2. Is there any way to establish rules so that receipts from certain vendors automatically get assigned categories?

3. Is there any way to connect ZE with Evernote or Dropbox?

Thanks!

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