Welcome to NumReceipt! We thank you for choosing our Services. Numreceipt is designed to cater to the needs of everybody in keeping an eye on their everyday expenses. NumReceipt is built on the idea that personal paper receipts can become more meaningful when it is stored. It's an efficient way of storing receipts. It is simple, easy, hassle free and user friendly. NumReceipt supports Android, iOS and Web Platforms. Whatever data you enter in any one of the platforms is synchronized to the other automatically. Initially started as a tracker/scanner app with an idea "For everyone who pushed or clicked a shopping cart", we are now catering to the needs of the Self-employed and Small Business with your support. We are always working on improvement. Happy Tracking! This Manual is designed to help you in navigating the App with screenshots for easy guidance. The services are provided by NumReceipt Inc., located at1000 Parkwood Circle, Suite 900, Atlanta, GA, 30339,USA.
Your Trust! Our Success!!
Note: You can customize this view by clicking Current month (JAN 2017), Last month (DEC 2016), 1 week before, 2 weeks before, 3 weeks before / Account type.
Report option is to view your current and previous month expenses by category with Pie chart and Bar chart.Current Month :
Current month's report will show your current month's expenses by category.
Previous month's report will show your previous month's expenses by category.
This option is to compare current and previous month's expenses by Category.
You can generate the Custom report of your date range to analyze your spending on categories.
After your PDF / Excel export you can see a link to download.
You can download all your profit & Loss reportssteps :
You can view a list of exported Reports with a link to Download the link at right hand side. You can download by clicking this link.
It is showing all uploaded receipts with information on Retailer, Receipt image, Date, Total Category and Notes. You can view and edit your expenses by clicking on the name of the particular receipt's retailer.
You can add your expense receipts with / without image to calculate your Monthly / Yearly expenses.Quick Without Recipt
You can add a receipt without an image.
If your expense is of recurring nature of Weekly,Biweekly or Monthly, select your option once and save to avoid uploading it every time.
This option allows you to upload image from your PC.
If you have bulk of receipt images in your PC, you can use this option to uploadSteps :
Your itemized list of the purchases and payments contained in your credit card statement can be synchronized by uploading it to your Numreceipt account. You can also upload different credit card statements individually and generate a separate report. This process will make sure that none of the expenses are missed and also reduce the redundancy of the receipts.
Inbox is to Add new Income or Edit / Delete already added incomes.Add New Income
You can delete your already added income.
Search & Exports option is for searching your Incomes and to
export them to PDF / Excel.
You can customize your search by "from and to date / currency / Account type / Income Info / Total / Recurring."
Search option is used to search and view your Incomes.Steps :
Export option is for Exporting your incomes to PDF / Excel.steps:
Now your Income will be exported to PDF / Excel and you will receive a Link to "Click to Download" To download your exported receipt.
My Income Exports option is for downloading already exported PDF / Excel. You can view the already exported PDF/Excel link. You can download or delete it.
Account Info contains your personal details (Name, Age, Date of Birth etc.,)
Password Change :
You can change your Numreceipt login password.steps:
Default Configuration Info option is to select your own account configurations.
You can set your own currency value.
Time Zone :
You can change your Time zone.
Distance Unit :
You can change your Distance Unit to Miles / KMs,
Is OCR Enabled :
If you will use Auto extraction of Retailer and Total from Mobile Scan Expense you need to set it to True.
Is Places Search Enabled :
If you want to save your receipts with its GPS location.
NewsLetter Freq :
Please select the option of your choice to receive your expenses newsletter Weekly / Monthly.
Include Miles / KMs expense in Report :
This option will enable your Business Miles expenses in your reports (Search and Export-PDF/Excel).
My Categories Only :
This option will disable Numreceipt's categories and will show only Categories created by you.
Default Payment Mode :
This option is to set your default payment mode.
Default Date Format :
This option is to set your default date format.
Default Account Type :
This option is to set your default Account type.
Address Info is to update your contact Address.Business Info :
This option is to update your Business Logo, Business Name, Business Fax and Cost per Mile.
Business Logo: Your uploaded Logo will appear on all PDF reports. Your Logo will be printed in PDF report.
Cost Per Mile: This will reflect in your business miles. The Total amount will be calculated per Mile.
My Payment modes are to sort / search your particular Expenses by
You can create multiple Payment modes. You can choose different Payment methods when adding new receipts.
Your new Payment mode will be added
This option is to set your default Payment mode. Selected payment mode will be used in all expenses upload by default.
Categories are used to customize your expenses. You can use different categories for your expenses. NumReceipt have a collection of default categories. You can use them or you can create your own categories.
If you want to use your own categories instead of NumReceipt's Categories, click "I want to use My Categories only"Add Category :
To add your own category,
Click the check box on Category / Sub category to be Edited,
Note: You can edit a category created by you and cannot edit the list of Categories given by NumReceipt.Delete Category :
Note: You can delete a category created by you and cannot delete the list of Categories given by NumReceipt.
To add a New Retailer :
Edit Retailer :
This option is for viewing your current plan and to upgrade / downgrade your plan.
Business Miles option is for tracking your travel expenses and to
calculate your expenses on travel. You can add your start and end
odometer. Your Rate/ Miles set to $0.565 by default. If you want
to change the rate go to->
My Account Info ->My Profile->Business Info Change Cost per Miles and save.
My Trips option shows your trips with edit and delete options.
To edit a trip,
To delete a trip,
Export option is for Exporting your Miles / Trips to PDF / Excel.Steps :
Now your Miles / Trips will be exported to PDF / Excel and you will receive a Link "Click to Download" and you can download your exported Miles.
My Miles Exports option is for downloading already exported miles PDF / Excel. If it is already exported to PDF / Excel, you will see your Exported PDF / Excel link. You can download or delete it.
Use this option to add your expenses receipt in Numreceipt from your Checking Account statement.
This option is for searching your expenses and exporting them to
PDF / Excel/ Quick Books.
You can customize your search by selecting from and to date / currency / Payment Mode / Account type / Category / Retailer / Notes.
The search option is for searching and viewing your expenses.Steps :
Export option is to Export your expense receipts to PDF / Excel / Quick Books.steps:
Now your expense receipts will be exported to PDF / Excel and you will receive a Link "Click to Download" to download your exported receipt.
This option is to download already exported PDF / Excel. If you have already exported PDF / Excel file, you will see your Exported PDF / Excel link. You can download or delete it.
Trash option is to recover your deleted / trashed receipts. If you delete any receipts in Mobile application or moved your receipts from Web inbox to trash, you can retrieve it from this option.
Click the link below for Plan details and options available:https://www.numreceipt.com/pricing/pageUI?planType=Accountant
To Downgrade to FREE,
To deactivate your Numreceipt account,
Go to My Account info
This page allows you to connect to Bank and pull latest transactions and import to NumReceipt only the transactions, which are not saved already.. Supported Banks are ...
Please keep the details about Type of Account, Date of opening and Opening balance readily to link your bank transactions to NumReceipt.
Opening Balance/Type of Account/Date of opening
It is the balance of the amount of funds available in your bank account by which Numreceipt will track your "Available Balance" based on your income and expenses. Usually, it is the beginning of a new financial year period/ Calendar year/ fiscal year. Please select your start date based on your tax year and the balance on that day from your account.You cannot edit this amount once it is entered.
Please click the Bank Transaction option from the side bar menu to open "Link your Accounts"page.Please read the Terms and Conditions and agree to get started.
Now you can easily link your Bank Account and view your accounts in three steps by selecting your bank from " Select a site".
On selecting your Bank, you will be directed to the selected bank page to verify your credentials. Once the verification is successfully completed, you can view the details of your linked account with the balance of the day.
Pull the transactions from Bank page.
Once it is linked you can view the transactions from the Date of Opening to the date on which it was linked to Numreceipt under "For Review".
You can add your income and receipts to Numreceipt account by clicking "Batch ADD" from Review.
Once it is added you can view the details in "In Numreceipt".
You can subsequently use the "Update" option to synchronize the latest bank statement. Please "Update" at least once in 3 months.
You can add, delete and manage your paid clients from this page.You can also Activate /In activate your Client.You can also view and edit the Profit and Loss account of your client.
You can store and share your Tax Notices/Documents through this option.You can also add,edit and delete those documents.Add Important Documents:
Welcome to NumReceipt, a cloud-based expense
reporting software to record and report all your personal, business expenses.
NumReceipt is a smart and user-friendly app that allows users to track and
balance the income and expenses incurred. They can be added, categorized
and subcategorized according to the transactions done, thereby helping the
users to understand where their money is spent. With advanced features like
auto scan for receipts, Tracking the Miles, income, and expense with the auto
Exchange rate, Getting PDF/XLS report and Storing it on the Cloud, NumReceipt
stands out as a simple, yet efficient solution to manage and optimize your
Personal and company's expenditures.NumReceipt helps you manage complete
expense reporting workflow, right from the uploading of a receipt, to its
approval and reimbursement It works seamlessly across devices and platforms
and is available on the web, Android and iOS.
Download now and Start your expense tracking to unlock your financial freedom with NumReceipt.
Your Trust! Our Success!!
Click the three buttons at Top Left or Swipe from Left to Right to view Image 2, 3, and 4.
The expense calendar shows your daily expenses by date.
Expense Gallery shows your receipt images with Retailer Logo, Retailer name, Category symbol, and Total.
This option is for finding a particular receipt you want. You can search by retailer name, total, Category, Account types or Notes.
This option is for sorting your expenses by your account types
Click the + Expand icon present next to the Expenses section on the bottom right corner and select Add Expense or go to the menu, Click Expenses inbox section and click Add Expense.
Click the + button for easy accessibility and navigation to Scan expense, Add Expense, Add Income, Add Miles and Scan Expense (Legacy).
The user can view their saved income on the Income Inbox page.
Add income on the basis of its recurrence. (Weekly / Biweekly / Monthly).Based on your Selection your income will be added automatically.
Business Miles is for tracking your travel and for calculating your Travel expenses. When clicked + Navigates to Create Trip.Add Miles
Your name and NumReceipt login UserID.App Version :
Current App version installed in your mobile.Contact us :
You can contact us to get help with support, suggestions, and subscriptions.Steps:
Click contact us, Select Gmail App Select your mail provider, Type your query/suggestions and send it to us.OCR :
Enable this option to use our Extraction of Retailer, Category, and Total from your paper Receipts.Places Search :
Enable this option to add the locations of your receipts.Set Home Page:
By default your home page is Dashboard. You can change the homepage of your choice from Dashboard to Expense Inbox / Scan Expense / Add Expense / ReportSelect the Camera App :
NumReceipt's camera is your default camera. If you want you can choose your device camera as an option.Select Distance Option :
Both Miles and KMS options are available. You can choose your option. The calculation of cost will be based on your selection.Default Currency :
By this option, you can select your own currency.BackUp:
Using this option you can upload the receipt images available in your NumReceipt account to DropBox / can be downloaded to your SD card.Setting up DropBox :
To use this option you should have an account with DropBox.If you do not have one, please signup here. https://www.dropbox.comSteps:
To save your receipt images in your SD Card :steps:
This option is for selecting the type of files between image and pdf.Remind Me:
To remind you to upload your expense receipts.Basic Features :
No Advertisements: Enable this option to disable Ads.Calendar/Gallery View :
Enable this option to view the previous month's expenses in Expense Calendar and Expense Gallery pages.PLUS Features - Paid feature :
Business Logo in PDF Report: The PDF report generated by NumReceipt App carries the NumReceipt logo at the top left. By selecting this option you can replace the logo with your own business logo.Steps:
You can change your default payment methods to DebitCard / GiftCard / Check / Cash / CreditCard. The selected default mode shows up in Add Expense and Scan Expense while uploading new receipts. This payment method will be stored in your expense receipts.Select Date format :
The default date format is dd-MMM-yyyy hh:mm: ss a. By selecting this option you can change your Date format.Passcode Lock :
It is an additional security feature. This option is for protecting your NumReceipt account details.
It is a one time process. Then every time the user opens the date selection page, it will open. You can choose the date and click "UPLOAD TO GOOGLE DRIVE"
To save your receipt images in your SD Card :Auto BackUp :
The auto-backup option is to back up your receipts automatically to your Dropbox/Google Drive.Steps:(Dropbox)
You can enable the option in Add Expense or Scan Expense page also by clicking the Dropbox / Google Drive icon.Size:
The size option is to increase your storage size for storing your paper receipts image.Refer:
By default, the receipt image is in Black and White mode. If you want to upload your receipt images in color, click this option and choose Color.Default Business or Travel Account :
You can set your Default Account type in this option. For Adding receipts with other Account types please choose to Add Expense / Edit page.PRO Features - Paid features: Language :
The Selection of language option is for Pro users only.Tax & Data Extraction:
You can enable this option to auto-extract the date and tax from your receipt image.Profit & Loss Report :
You can generate your Profit & Loss report.To generate Profit & Loss report (Please refer our Web manual)Storage Size : Exchange Rate Download :
You can convert your currency in Offline mode. You can change / Convert your total value to any currency.Enable Multiple Currency Save :
Enable this option to currency conversion in Offline mode.
Upgrade :You can upgrade to BASIC / PLUS / PRO by clicking the UPGRADE button in the Sidebar Menu.
Click the link below for Plan details and options available:
To Downgrade to FREE, Please refer here.Deactivate :
If you want to deactivate your Numreceipt account, Please refer here.Free Trial :
Click free Trial,Select plan and tryout the features of NumReceipt.
Click the sidebar menu from the dashboard. Click the dropbox upward.
The Accountant can chat with multiple clients.
Click Refer to refer your friends and Earn Money on Upgrade.
Welcome to NumReceipt! We thank you for choosing our Services. Numreceipt is designed to cater to the needs of everybody in keeping an eye on their everyday expenses. NumReceipt is built on the idea that personal paper receipts can become more meaningful when it is stored. It's an efficient way of storing receipts. It is simple, easy, hassle free and user friendly. NumReceipt supports Android, iOS and Web Platforms. Whatever data you enter in any one of the platforms is synchronized to the other automatically. Initially started as a tracker/scanner app with an idea "For everyone who pushed or clicked a shopping cart", we are now catering to the needs of the Self-employed and Small Business with your support. We are always working on improvement. Happy Tracking! This Manual is designed to help you in navigating the App with screenshots for easy guidance. The services are provided by NumReceipt Inc., located at 31000 Parkwood Circle, Suite 900, Atlanta, GA, 30339,USA.
Your Trust! Our Success!!
The following User-friendly options for easy navigation are available as follows:
Inbox shows all the details of your receipts. The header shows the total for the month.
If the receipt upload fails or if you tried to upload in offline mode,the receipt is saved in draft. You can resend the receipt from draft or by clicking Sync option in Menu to complete the upload.
you can search your receipts by retailer name,total, category, Account types or notes.
Expense calendar shows your daily expenses by date.
Expense Gallery shows your receipt images with Retailer Logo, Retailer name, Category icon and Total.
Scan Expense option is for uploading your paper receipt with the image to your expenses account.
After taking picture we are giving some more options to upload your receipt imageCrop:
After taking picture NumReceipt app will recognize your receipt to remove extra space from your receipt images. If the auto crop is wrong, you can modify it by tap and drag on the Orange rectangle.Step:
If you want to upload a long receipt you can use Append option to append more than two images
If you want to manually enter Retailer, Category and Total., etc., Click this option and enter receipt details
If the captured photo is incorrect then Click this option and capture new photo
Extract option is to extract Retailer, Category and Total from your receipt image.
Upload option is to upload your receipt image to server. And you can review your receipt from Inbox
This option is to upload your expenses without paper receipts.Options in Manual Receipt:
To add your Tax, Notes and to change your Payment method or Account type click "more".
How can I add a new Category / Sub category?
Click on Category-Click Add Category-Enter the category name and click Ok.
Click on your Category-Click Add Sub Category-Enter Subcategory name-Click Ok.
How can I Delete a Category / Sub Category ?
Category Delete option is available only on Web. Please refer here.
How can I Edit a Category/Sub Category ?
Category Edit option is available only on Web. Please refer here
To generate your PDF report click three dots button > Select your option > Click done > Click PDF icon > Select your option.
Click Email icon > Select Excel/PDF > Click email Zip
To generate your XLS report click three dots button > Select your option > Click done > Click XLS icon > Select your option.
To view your report based on your required account type Click All account types icon > Select your required account type.
You can track your Business/personal Mileage.
To add a new trip, enter Trip name, Distance,and Rate. Total will be calculated on the basis of your default rate.
By using this page you can add your Income.
You can also add income on the basis of its recurrence.(Weekly / Biweekly / Monthly).Based on your Selection,your income will be addded Automatically.Steps
You can view your Income in Income Inbox.
To edit an income.
To Delete an income.
Shows your user id and current plan.About:
You can send mail to support regarding any bugs/suggestions.OCR:
Enable this option to use our Extraction of Retailer, Category and Total from your paper Receipts.Places and Search:
Enable this option to add your receipts with location.Defualt Currency:
By this option you can select your own currency.DropBox BackUp:
Using this option you can upload your receipt images(already uploaded to your NumReceipt account) to DropBox.
Setup DropBox Connection
Both Miles and KMS options are available.You can choose your option.The calculation of cost will be based on your selection.No Advertisements :
Enable this option to disable Ads.Default Payment Method:
You can change your default payment method to DebitCard /
GiftCard / Check / Cash / CreditCard.
The selected Payment method will be your default payment method and show up in Manual Receipt and Scan & Upload option while uploading new receipts. This payment method will be stored in your expense receipts.
Size option is to increase your storage size for storing your
paper receipts image. You have to upgrade to PLUS/PRO to increase
Refer : https://www.numreceipt.com/pricing/pageUI?planType=Empfreepluspro
By default the receipt image is in Black and White mode. If you want to upload your receipt images in color, click this option and choose Color.Select Date format :
Default date format is dd-MMM-yyyy hh:mm:ss a. By selecting this option you can change your Date format.Business Logo in PDF Report :
The PDF report generated by NumReceipt App carries the NumReceipt logo at top left. By selecting this option you can replace the logo with your own business logo.
It is an additional security feature. This option is for protecting your NumReceipt account details.
Now your account is protected with passcode.
To disable this option
You can upload all of your receipts to Google Drive Account.Steps :
To Change your Google Drive account or to remove Click Unlink Google Drive.
Auto backup option is to backup your receipts automatically to your (Dropbox / Google Drive).Language :
Note : The Selection of language option is for Pro users only.Extract date and tax:
Pro plan users can extract date and tax from their receipts by enabling this option.Enable Multiple Currency:
This feature is available for Pro users only.Exchange Rate Download:
This feature is available for Pro users only.Restore Purchases :
You can restore your plan using this option,if your successful upgrade fails to show you in correct plan.
Sync option is to update your receipts in Draft and pull latest Retailer and Categories from the server.
Upgrade is available only on our Website. Login to Please Refer here.
Please Refer here.
Please Refer here.
Using this option you can add a client and view the list of your Clients.
1.To add a client click the + symbol.
2.Enter your Client's mail ID and click Sign Up.
3.On successful Sign Up,he will be added as a client. A communication mail will be sent to him to create a password for his account.
This option is for exclusive communication between Accountant and his Clients. Using this Option you can add your client account for the chat.
Click + symbol to compose a mail,
Choose your client from the dropdown list,enter subject message and click Send Arrow.