USING THE APP: AN OVERVIEW OF NUMRECEIPT REPORTING

  

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Hello! We hope you are having success storing information from paper receipts in the NumReceipt app and using the dashboard for a quick view of your expenses. Today's post dives into a new area of functionality: reports. 


NumReceipt offers reports that are easy to use and understand , empowering you to take control of your spending . Let's jump right in!


Using NumReceipt from your laptop or desktop offers a clear, elegant view of its reports, as you'll see in this post. 

Navigate to NumReceipt.com from your browser and sign in with your email address and password.  

Upon sign-in, you'll see your dashboard as well as a menu of options on the left side of your screen.


Select 'Reports' to expand the drop-down, then 'Simple Report.'  

The Simple Report shows the amount spent by category as well as the percent to total spend for each category represented.  You can view it as either a pie chart or a bar graph - it just depends on your visual preference.



If you'd like to compare expenses over time, click over to the 'Current vs. Previous Month' tab.  A bar chart will show the amount spent per category for the current and previous month side-by-side.



The last option for a simple report allows you to select a custom date range.  This feature may be useful for tracking expenses during a specific trip or excluding a period in which you incurred unusual expenses. 

This report can also be viewed as either a pie chart or a bar chart. 



 


Next, for an in-depth look that allows you to generate reports up to three years in the past, navigate to 'Dynamic Report'  After choosing your desired date range (simply click to select the months and years you would like to include), you may filter on specific categories, select the account type or employee, and print or download the report.



Further down, you'll see several more options for customising your report: you may choose the currency, receipt total range, whether to show tax paid, payment mode, and retailer(s).



The final reports listed on the left-hand menu show receipts by location captured and your profit and loss, which requires a Pro subscription for unlimited exports.  

The Profit and Loss report defaults to show a calendar year by month.  Your spending, or 'Loss,' is displayed in red, your income, or 'Profit,' is displayed in green, and the 'Net Profit' data point in orange shows your net profit for the month.  The example below shows a profit of $277.26 in February 2017.



Simply scroll down to view a list of your profit and loss by category.  



We hope NumReceipt reporting helps you to gain insight into your expenses!

As always, please feel free to contact support@numreceipt.com should you need assistance.

 



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