NumReceipt - Personal Accounting - Web Tutorial


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Overview

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 1000 Parkwood Circle, Suite 900, Atlanta, GA, 30339,USA.

Your Trust! Our Success!!

How to Sign Up / Login in NumReceipt Account - Tutorial


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DashBoard

Dashboard shows Approved, Rejected and Pending for approval receipt details

Approved :

Receipts added by Business owner / Employees which is approved by business owner known as Approved Receipts.

Rejected :

Rejected receipts known as Employee sent receipt to business owner for approval but business owner rejected.

Pending for Approval :

Employee send receipts to business owner for approval. But business owner not reviewed yet.

  • The dashboard shows your monthly expenses by Category with Pie-Chart.
  • Your Receipt Gallery for the Month: This section shows your receipt images for the month.
  • Your Monthly Income Vs Expenses summary : This section shows your income and expenses for the month with the chart.
  • Your monthly Expenses by Retailer:This section shows your expenses for every retailer.
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  • Your Monthly Expenses by Day: This section shows your daily expenses by date in chart.
  • Receipt Calendar: This section shows your daily expense details in the calendar.
  • Top 10 receipt transaction for the month: This section shows your top expenses of the month.
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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.

How to view your Expense Report in NumReceipt - Tutorial


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Report

Simple Report

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.

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Previous Month:

Previous month's report will show your previous month's expenses by category.

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current vs previous month:

This option is to compare current and previous month's expenses by Category.

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Custom report:

You can generate the Custom report of your date range to analyze your spending on categories.

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Dynamic Report

  • In Dynamic report you can view your expenses in Pie-chart and in Bar chart with Retailer details.
  • You can customize expense chart by selecting/ unselecting Main Category/Subcategory, Account type, Payment mode, Retailer, Total and Tax.
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Profit & loss

  • Profit & Loss option is used for analyzing your Profit & Loss for the year / month.
  • You can customize this analysis by selecting your date range / Account type.
  • You can View your Profit & Loss details and also export as PDF / Excel file.
steps :
  • Click Reports
  • Click Profit & Loss
  • Click Search
  • Select From and To date
  • Click Generate (This is only for view)
  • Click Export to
  • Select PDF / Excel
  • Click Export

After your PDF / Excel export you can see a link to download.

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Exports :

You can download all your profit & Loss reports

steps :
  • Click Reports
  • Click Profit & Loss
  • Click My Exports

You can view a list of exported Reports in My Exports. You can download by clicking on click to download.

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How to Add, Edit & Delete Expenses in NumReceipt Account - Tutorial


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Business Expense

Expense Inbox:

It shows 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.

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  1. Approved
  2. Pending
  3. Rejected
Quick Edit
  1. Click on your receipt image,
  2. View a popup with your receipt image,
  3. To edit click on Quick edit,
  4. You can edit Retailer, date, Total, etc.,
  5. Click save.
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Move To Trash
  • To delete your receipt, click check box on your receipt's left side,
  • Click Move to Trash.
  • Selected receipt will be moved to Trash.
  • You can retrieve it from Trash whenever required.
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Gallery

  • Gallery shows your receipt images with Retailer, Receipt Date and Total.
  • You can view your monthly Gallery images by clicking left arrow / right arrow.
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Calender

  • Calendar shows your daily expenses, you can customize this to Weekly / Monthly / Daily.
  • You can view your daily expenses by clicking left arrow / right arrow.
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Add Expenses

You can add your expense receipts with / without image to calculate your Monthly / Yearly expenses.

Quick Without Recipt

To add a receipt without image you can use this

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Steps :
  • Expenses - Add Expenses - Quick (Without Receipts),
  • Enter Retailer, Total, Tax Category,Select Recurring Expense etc.,
  • Click Save.

Recurring Expenses

If your expense is of recurring nature of Weekly,Biweekly or Monthly, select your option once and save to avoid uploading it every time.

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Single with receipts picture

This option allows you to upload image from your PC.

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Steps :
  • Click Select File to upload paper receipt image from your PC,
  • Enter your Retailer, Total, etc.,
  • Click Save. Now your receipt will be available in Inbox with image.

Bulk

If you have bulk of receipt images in your PC, you can use this option to upload

Steps :
  • Click Select File
  • Choose from your PC (Choose multiple image by clicking Ctrl button)
  • After uploading all images click Start upload.
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From Credit Card Statement

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.


How to upload?

  • Please click Expense option from the sidebar menu and click 'Add Expense' and select 'From Credit Card Statement' option from the dropdown list.
    Now select your Bank and Pay mode and upload your statement for a preview. We support xls, xlsx and CSV files only.

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  • Please map Retailer, Date and Total from your uploaded CC statement to our format. Once it is mapped, please scroll down to see your data for a review in an order with 3 distinct symbols as NO MATCH, PROBABLE MATCH, and EXACT MATCH.

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  • NO MATCH: The particular transation is not available in your Numreceipt account.You can review/edit and save the transaction now to your Numreceipt account by checking the box and click Save

  • PROBABLE MATCH: If any one of the detail about Retailer/Total/Date is matching with already uploaded receipts, then it is shown as Probable Match. You can review/edit and save the transaction now to your Numreceipt account by checking the box and click Save.

  • EXACT MATCH: The particular transaction is already available in your Numreceipt account.You need not do anything.

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From Checking Account Statement

Use this option to add your expenses receipt in Numreceipt from your Checking Account statement.

  • Select Your Bank and Pay Mode,
  • Click Select File,
  • Choose your Checking Account statement,
  • Click Upload to Preview,
  • Map Retailer, Date, Total with your statement,
  • Click Save.
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Search And Export

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.

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Search :

The search option is for searching and viewing your expenses.

Steps :
  • Choose, From and To date , Account type, Payment Mode, Currency, Category, Retailer or Notes.
  • Click Search.
Export to :

Export option is to Export your expense receipts to PDF / Excel / Quick Books.

steps:
  • Choose From and To date, Account type, Payment Mode, Currency, Category, Retailer or Notes.
  • Click Export to,
  • Select PDF / Excel / Quick Books.

Now your expense receipts will be exported to PDF / Excel and you will receive a Link "Click to Download" to download your exported receipt.

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My Expense Exports

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.

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Trash

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.

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How to Add Income - NumReceipt Tutorial


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Business Income

Inbox is to Add new Income or Edit / Delete already added incomes.

Add New Income
Steps :
  • Click Add,
  • Fill up Income Category, Account Type, Income Info and Total Income,
  • Click "Submit" to view your added income
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Income Edit :
  • Click the checkbox on your Income to be Edited,
  • Click Edit,
  • Now you can edit your Income and Click Submit.
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Income Delete :

You can delete your already added income.

  • Click the checkbox on your income to be deleted
  • Click Delete.

Search and Export

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."

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Search

Search option is used to search and view your Incomes.

Steps :
  • Choose From and To date / currency / Account type / Income Info / Total / Recurring
  • Click Search.
Export to :

Export option is for Exporting your incomes to PDF / Excel.

steps:
  • Choose "From and To" date / currency / Account type / Income Info / Total / Recurring ,
  • Click Export to,
  • Select PDF / Excel.

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

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.

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How to add bank accounts & pull transaction in NumReceipt account - Tutorial


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Bank Transactions

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 ...

  • CHASE
  • BANK OF AMERICA
  • WELLS FARGO
  • CITI BANK
  • US BANK
  • USAA
  • PNC BANK
  • CAPITAL ONE CREDIT CARD
  • CAPITAL ONE BANK
  • TD BANK
  • SILICON VALLEY BANK
  • SUN TRUST BANK
  • BB&T BANK
  • HSBC BANK
  • UNION BANK
  • FIFTH THIRD BANK
  • NORTHERN TRUST
  • CITIZENS FEDERAL CREDIT UNION
  • CHARLES SCHWAB
  • REGIONAL FCU
  • MORGAN STANLEY ONLINE
  • AMERICAN EXPRESS CARD
  • DISCOVER CARD

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.

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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.

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Pull the transactions from Bank page.

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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".

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You can add your income and receipts to Numreceipt account by clicking "Batch ADD" from Review.

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Once it is added you can view the details in "In Numreceipt".

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You can subsequently use the "Update" option to synchronize the latest bank statement. Please "Update" at least once in 3 months.

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How to manage your settings in NumReceipt Account - Tutorial


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My Account Info

My Profile

Account Info:

Account Info contains your personal details (Name, Age, Date of Birth etc.,)

Password Change :

You can change your Numreceipt login password.

steps:
  • Enter your old / Current Password,
  • Enter your new password,
  • Click Save.
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Default Configuration Info :

Default Configuration Info option is to select your own account configurations.

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Default Currency:

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 :

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.

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My Employee List

Adding new Employee :
Step:
  • Click Add,
  • Enter your employee email id and click add,
  • Now your employee will get an email link from NumReceipt team.
  • Your employee need to create a password for his/her account by clicking that link.
  • After creating password, your employee can login to NumReceipt with Email ID and password.

Note : If your employee's email id is already registered with Numreceipt then you can not add that id. You can add his other id.

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Delete Employee : Step:
  • Choose radio button on the employee you want to delete,
  • Click Delete.
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My payement mode

My Payment mode is to sort / search your particular Expenses by Payment mode.
You can create multiple Payment modes. You can choose different Payment methods when adding new receipts.

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Steps :
  • Click Add,
  • Enter Payment Mode and select Icon
  • Click Submit.
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Your new Payment mode will be added

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Edit Payment Mode : steps
  • Click the checkbox on Payment mode to be Edit,
  • Click Edit,
  • Update your new Payment mode / Icon and click Submit.
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Delete Payment Mode : Steps :
  • Click the Checkbox on Payment mode to be deleted.
  • Click Delete.
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Set default :

This option is to set your default Payment mode. Selected payment mode will be used in all expenses upload by default.

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My categories

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.

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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 Add Category,
  • Enter Category name and choose Icon,
  • Click Submit.
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Add Sub Category :
  • Click on Add sub category,
  • Choose your Main category,
  • Enter Sub Category,
  • Choose Icon and Click Submit.
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Edit Category :

Click the check box on Category / Sub category to be Edited,

  • Click Edit,
  • Edit your Old values and Click Submit.
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Note: You can edit a category created by you and cannot edit the list of Categories given by NumReceipt.

Delete Category :
  • Click on the Category / Sub category to be Deleted,
  • Click Delete.

Note: You can delete a category created by you and cannot delete the list of Categories given by NumReceipt.

My Reatailer

To add a New Retailer :

  • Click Add,
  • Enter Retailer details,
  • Click Submit.

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Edit Retailer :

  • Click the Checkbox on retailer to be Edited,
  • Click Edit,
  • Edit Retailer name and Click Submit.
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Delete Retailer :
  • Click the Checkbox on retailer to be Deleted,
  • Click Delete.
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My BIlling info

My Plan :

This option is for viewing your current plan and to upgrade / downgrade your plan.

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How to track your Business Expenses & Travel miles with NumReceipt - Tutorial


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Business Miles

Add Trips :

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.

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My Trips

My Trips option shows your trips with edit and delete options.

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Edit Trip :

To edit a trip,

  • Click the checkbox of your Trip to be Edited,
  • Click Edit,
  • Update with new values,
  • Click Submit.
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Delete Trip :

To delete a trip,

  • Click the checkbox of your Trip to be deleted,
  • Click Delete.
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Search and Exports

Export option is for Exporting your Miles / Trips to PDF / Excel.

Steps :
  • Choose "From and To date" / currency / Account type / Trip name / Total / Distance Unit,
  • Click Export to,
  • Select PDF / Excel.
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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.


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My Miles Export

My Miles Export 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.


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Upgrade

Click the link below for Plan details and options available:

https://www.numreceipt.com/pricing/pageUI?planType=Busfreepluspro
Steps :
  • Click Upgrade button,
  • Choose your Plan/ Recurrence (Monthly / Yearly),
  • Fill up your Credit card details,
  • Click Submit.
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Downgrade :

To Downgrade to FREE,

  • Click My Account Info,
  • Click My Billing Info,
  • Click My Plan,
  • Click DOWNGRADE.
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Deactivate :

To deactivate your Numreceipt account,

Go to My Account info

  • Click My Profile,
  • Click Inactivate me
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Send Receipt for Approval

How to send Employee receipts to Business Owner?

After adding receipt employee need to send for approval.

Steps :

  • Click the checkbox on the receipt you want to send for approval,
  • Click "Send for Approval",
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Overview

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!!


MENU OPTION

Click the three buttons at Top Left or Swipe from Left to Right to view Image 2, 3, and 4.

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Click the down arrow to get other options of menu

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Dashboard

  • The Dashboard shows the last 6 Months expenses with highest, lowest and average expenses in a graphical manner. It provides you an overview of the highest, lowest and average expenses of the last six months. Bar graph representation of the last four month's income and expense is also shown. Click any month to get a bar graph representation of the expense and income
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  • Spending by Category: This Shows the list of categorized expenses of a month.
  • Top Transactions of the last four months. The top transaction will show the Top transaction of the month selected in spending by category.
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Expense Inbox

  • Expense Inbox shows all the details of your receipts.
  • You can view the details of the Retailer logo and name, Date, Amount, Category and the image of the receipt.
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  1. Month and Year of the Receipt
  2. Name of the Retailer
  3. Logo of the retailer
  4. Amount
  5. Category
  6. Image of Receipt
  7. Date of Receipt
  8. For adding a new expense
  9. Scan expense
  10. Search your receipts

Expense Calender

The expense calendar shows your daily expenses by date.

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Expense Gallery

Expense Gallery shows your receipt images with Retailer Logo, Retailer name, Category symbol, and Total.

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Expense Search

This option is for finding a particular receipt you want. You can search by retailer name, total, Category, Account types or Notes.

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Expense-By Rejected

Click Expense Reject to View the rejected Expenses

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Add Expense

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  1. Save Details by clicking the Save button,
  2. Add an image by clicking the camera icon,
  3. Add an image by selecting from your gallery
  4. Date and time selector
  5. Add Retailer name,
  6. Add category name,
  7. Currency
  8. Tax,
  9. Add notes, if any,
  10. Click more options to add additional details,
  11. Select Account type,
  12. Select Payment modes,
  13. Select the type of recurrence,
  14. Select the option to back up your image and data,
  15. Use this option to add several items,
  16. Click Less options to close the expanded features,

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.

  • A New Expense page will appear on the screen.
  • Upload receipts if necessary.
  • Enter Date, Retailer, Add Categories, Total, Tax will be automatically calculated for Pro users .
  • Add Notes-Notes can be any info, warranty period, etc
  • Select from the Dropbox to select Project, Personal, Test and Business according to the expense.
  • Select the Card option from the dropbox.
  • Add expenses that are recurring on the basis of its recurrence (Weekly / Biweekly / Monthly), based on your Selection your expenses will be added automatically.
  • Select any Backup in Dropbox or Google Drive.
  • Add manually the list of purchases in the bills/categories in the receipts.
  • Click Save for saving the expense.

Scan Expense

  • Click on the Scan expense. Click the image of Receipt or the Document you want to capture.
  • Click 1-for Image crop, Click2- OCR for pulling the details like retailer name, amount and tax details, click done.Click 3 for rotating the image, Click 4-T for adding text.Image 5 for enhancing the image.
  • Click Tick mark icon for saving the expense.
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Click the + button for easy accessibility and navigation to Scan expense, Add Expense, Add Income, Add Miles and Scan Expense (Legacy).

  1. Scan Expense (Legacy) Clicking this option opens your mobile camera. Take a photo of the receipt using your smartphone, to extract data like the retailer's name, the total amount paid, tax, date from your paper bills for automatic uploading.
  2. Add Miles-Add your trip details
  3. Add Income-Add your income details
  4. Add Expense-Add your expense
  5. Scan Expense-Scan your receipt
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Report

Expense Report gives you a glimpse of your expenses for the month with category details.

  • Click on the Expenses section on the left top sidebar. Click Report.
  • When you open an expense report, you see PDF,XLS CHART, EMAIL and ACCOUNT TYPE icons at the bottom. If you click on the icons, you will see the following options:
    • PDF - Allows you to export your report as PDF.
    • XLS -Allows you to export your report as XLS
    • Chart -Provides a systemic bar graph and pie chart view of expenses.
    • Email - Allows you to Email your reports in XLS and PDF reports.
    • Select Account type-. You can also sort by Categories / Account types.
  • Click the 3 dots on the top right side. You can select the time period you want to generate a report.
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Income Inbox

The user can view their saved income on the Income Inbox page.

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  1. Refresh
  2. Using this icon you can Add your income

Add Income

Add income on the basis of its recurrence. (Weekly / Biweekly / Monthly).Based on your Selection your income will be added automatically.


  • Enter Income Info, Income category and enter the total.
  • Click More To Choose.the Account type.
  • Set Recurring for None, Weekly, Biweekly and Monthly. The recurring option is for adding your recurring income. You can choose Weekly / Biweekly / Monthly as recurring and save the Income.
  • To edit or delete the income,long press the income to be deleted or edited.

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Employee

Add Employee, Employee User ID
  • Log in as Business Owner -> Click the sidebar menu -> My Account Info -> My Employee List -> Click Add - > Enter Employee's email ID and click Add. Now your employee email id will receive a link from the NumReceipt support team, Using that link need to create a new password for his/her account.
  • Note : If Employee's email ID is already registered with NumReceipt will not be accepted as Employee.
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  • Click +
  • Add Employee Or Partner email Id/user-id

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Expense Rejected :
  • Click Expense Rejected to View the rejected Expenses
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Adding Expense by Employee
  • The workflow used is create-> review-> Pending Approval -> Approved or Rejected. Once the employee creates, reviews, uploads the receipt and send for approval, then the receipt will be seen in business owners inbox for approval. Unless the employee send the receipt for approval Business Owner would not get the receipt..


  • Click on the email link and set a new password.

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  • Log in with the employee id and password

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  • Add expense
  • Long press the expense and send it for approval. The Expense will be sent for Employers Approval.

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  1. Year and Month
  2. Retailer name
  3. Retailer logo
  4. Total
  5. Date
  6. Receipt image
  7. Category
  8. Status of receipt

Business Miles/Business KMs

Business Miles is for tracking your travel and for calculating your Travel expenses. When clicked + Navigates to Create Trip.

Add Miles

  • Add your trip- enter Trip name.
  • Add Start Odometer and End Odometer for Manual Entry.
  • Select Account type for Personal Or Business.
  • You can add the Distance manually for calculating the Expense.
  • The rate is assigned as 0.565 by default. You can change your rate.
  • Select GPS Tracking to automatically track and detect the trips. Click the Start button at your starting location, and click the End button after you reach your destination.
  • Click Save to save your Trip.
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  1.     Trip Details
  2.     Miles driven
  3.     Total Expense
  4.     Date

Add Business or Travel(Personal/Business)

Add a Business name for Business. This will be updated in the Account type for the personal user to track his business expenses separately from his personal expense.

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Settings

User name :

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 / Report

Select 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.com

Steps:
  • Click BackUp option in NumReceipt Settings page,
  • Click Dropbox from dialog (Dropbox / SD Card),
  • Click LINK WITH DROPBOX,
  • Choose your browser to open DropBox sign in,
  • Sign In with your EmailID and password in a the dropbox page, Click Allow,
  • Select From and To date (it will upload all the receipts of the selected period), Click Upload,
  • All your receipts will be stored under Apps/NumReceipt/Photos in your Dropbox account.

To save your receipt images in your SD Card :

steps:
  • Click BackUp option in NumReceipt Settings page,
  • Click SD Card from the dialog (Dropbox / SD Card),
  • Select From and To date (it will upload all the receipts of the selected period), Click Download.
  • Receipts will be stored under the "NumReceipt" folder.
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File Picker type :

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:
  • Click this option,
  • Choose the image to upload your own logo from Gallery / Photos.
  • You can type your query/suggestions and can send it to us.
Default Payment Method

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.

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Steps:
  • Click on Passcode Lock option in NumReceipt App settings page,
  • Enter 4 digit passcode,
  • Re-enter your passcode for confirmation,
  • Now your account is protected with a passcode.
To disable this option:
  • Click on Passcode Lock option in NumReceipt App settings page,
  • Enter 4 digit passcode.
  • Google Drive Backup: You can upload all of your receipts to Google Drive Account.
Steps:
  • Click Google Drive Backup option in NumReceipt settings page,
  • Click CONNECT WITH GOOGLE DRIVE,
  • Choose your Gmail account (Receipts will be stored in this account),
  • Select From and To date(it will upload all the receipts of the selected period to your Drive),
  • Click UPLOAD TO GOOGLE DRIVE.
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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)
  • Click on Auto BackUp option choose Dropbox,
  • Click LINK WITH DROPBOX,,
  • Choose your browser to open Dropbox page,
  • If you already have an account in Dropbox login/signup and login, Click Allow.
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Steps : (Google Drive)
  • Click on Auto BackUp option - choose Google Drive,
  • Click "LINK WITH GOOGLE DRIVE",
  • Choose your GMAIL account (All your receipts will be stored in this Drive account only).It is a one time process. Then all your Receipts will be automatically uploaded to Dropbox / Google Drive.,
  • If you already have an account in Dropbox login/signup and login, Click Allow.

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:

https://www.numreceipt.com/pricing

Set Image Color:

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 :
  • English,
  • French,
  • Spanish,
Note :

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.


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Upgrade :

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:
https://www.numreceipt.com/pricing

STEPS :
  • Click Upgrade button,
  • Choose your Plan/ Recurrence (Monthly / Yearly),
  • Fill up your Credit card details,
  • Click Submit.

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Downgrade :

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.

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Chat

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,

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Choose your client from the dropdown list,enter subject message and click SEND.

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Long press the expense and send it for approval. The Expense will be sent for Employers Approval.

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Click Refer to refer your friends and Earn Money on Upgrade.

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Overview

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 1000 Parkwood Circle, Suite 900, Atlanta, GA, 30339,USA.

Your Trust! Our Success!!

Menu Option

The following User-friendly options for easy navigation are available as follows:


  1. Dashboard
  2. Inbox
  3. Report
  4. Manual Receipt
  5. Business Miles
  6. Scan Expense
  7. Employees
  8. Income
  9. Settings
  10. Sync
  11. Upgrade
  12. Log Out
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Dashboard

  • The Dashboard shows last 6 Months trend with highest, lowest and average expenses at a glance.
  • The first block of Dashboard shows your highest, lowest and average expenses of last six months.
  • Next block shows your current month's Income and Expenses in Bar Chart.
  • Spending By Category: This Block shows your current month's expenses by Category with icon.
  • Top Transactions: This block shows your Top transactions of the current month.
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Inbox

Inbox shows all the details of your receipts. The header shows the total for the month.

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  1. Retailer Logo
  2. Receipt Image
  3. Retailer Name
  4. Receipt Total
  5. Category Icon
  6. Month And Date
  7. Receipt Status

Delete Expenses

  • Go to Inbox > Tap the receipt to be deleted > Click Delete > click yes to delete.
How to Approve/Reject Employee's receipts? Step
  • Swipe right to left on the receipt you want to Approve / Reject and select your option.

       (or)

  • Open the receipt,
  • Click on Receipt status (Reviewed),
  • You will get the options to Approve / Reject.
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Draft :

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.


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Search :

you can search your receipts by retailer name,total, category, Account types or notes.

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Calendar View :

Expense calendar shows your daily expenses by date.

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Gallery View

Expense Gallery shows your receipt images with Retailer Logo, Retailer name, Category icon and Total.

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Scan Expense :

Scan Expense option is for uploading your paper receipt with the image to your expenses account.


Steps
  • Click Scan & Upload in menu
  • Take picture of your paper receipt
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After taking picture we are giving some more options to upload your receipt image

Crop:

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:
  1. Click Scan & Upload option in Menu,
  2. Take picture,
  3. Auto crop will detect extra spaces in your receipt image with Orange Rectangle,
  4. Click Tick() button to accept or Click Cancel(X) to retake picture.
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Upload

Upload option is to upload your receipt image to server. And you can review your receipt from Inbox


Extract

Extract option is to extract Retailer, Category and Total from your receipt image.


Edit

If you want to manually enter Retailer, Category and Total., etc., Click this option and enter receipt details


Append

If you want to upload a long receipt you can use Append option to append more than two images


Manual Receipt

This option is to upload your expenses without paper receipts.

Options in Manual Receipt:
  1. You can Upload details without paper receipts,
  2. You can take a photo of your receipt and upload,
  3. You can add an existing image of your receipts from gallery.
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You can Upload receipt without paper receipts :

Steps
  • Click Manual Receipt in Menu,
  • Enter your Retailer, Category and Total,
  • Click Save

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?

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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

You can take a photo of your receipt and upload

Steps
  • Click on the icon highlighted (from the first picture), to choose Camera,
  • Take a picture of your Receipt image to be uploaded,
  • Click Done,
  • Enter Retailer, Category and Total,
  • Click Save.
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You can add an existing image of your receipt from Gallery :

Steps

  • Click on the icon highlighted (from the first picture), and choose Gallery,
  • Choose picture of your Receipt image,
  • Enter Retailer,Category and Total ,
  • Click Save.
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Report

  • You can generate your report for the day,week,month,quarter,year etc and custom range. You can export the generated reports in PDF/XLS format by mail.

  • Next block displays the catagorywise expenses.

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    Export to PDF :

    To generate your PDF report click three dots button > Select your option > Click done > Click PDF icon > Select your option.


    Email Your Report :

    Click Email icon > Select Excel/PDF > Click email Zip


    Export to XLS:

    To generate your XLS report click three dots button > Select your option > Click done > Click XLS icon > Select your option.


    All Account Types:

    To view your report based on your required account type Click All account types icon > Select your required account type.


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    Business miles :

    You can track your Business/personal Mileage.

    • You have the option of manually entering the start/end details.
    • Rate is assigned as 0.565 by default, you can change your rate at https://www.numreceipt.com
      Refer this web manual.
    • You can also use GPS option by clicking Start. You can Pause, Resume and Stop GPS tracking by clicking respective buttons.
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    To add a new trip, enter Trip name, Distance,and Rate. Total will be calculated on the basis of your default rate.

    How to send Employee receipts to Business Owner?

    After adding receipt employee need to send for approval.

    Steps :
    • Swipe on the receipt you want to send for approval
    • Click "Send for Approval" at Top
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    Employee

    Add Employee :

    Here you can add employee to your account.

    Steps:
    • Click Add (+)
    • Enter your employee's email id and click signup,employee will get an email link from NumReceipt team,
    • By clicking that link your Employee need to create a password for his / her account,
    • After creating password, your employee can login to NumReceipt with Email ID and password.

    Note: You cannot add an empolyee's mail id if it is already registered with Numreceipt. You have to enter his other mail id.

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    Delete Employee : Steps
    • Long press on your employee email id you want to delete,
    • Click Yes.
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    Income

    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
    • click + symbol to add income,
    • Enter Income Info,
    • Select Category,
    • Enter Total,
    • Click more to add Account type / Recurrence.
    • Click Save.

    You can view your Income in Income Inbox.


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    Edit Income

    To edit an income.

    • Click on the income to be Edited in Income Inbox,
    • Edit your Income value,
    • Click Save.

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    Delete Income

    To Delete an income.

    • Click on the income to be Deleted in Income Inbox,
    • Click Delete.

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    Settings

    User info :

    Shows your user id and current plan.

    About:

    You can view our Terms of Service and Privacy Policy and also our current version details.

    Contact Us :

    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

    • Click Link Dropbox
    • Login with your dropbox account
    • Choose from and To date
    • Click Upload.
    Distance Unit:

    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 :

    Size option is to increase your storage size for storing your paper receipts image. You have to upgrade to PLUS/PRO to increase your size.
    Refer : https://www.numreceipt.com/pricing/pageUI?planType=Empfreepluspro

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    Set Image Color :

    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.

    Steps:

    • Click this option,
    • Choose image to upload your own logo from Gallery / Photos.
    Passcode Lock :

    It is an additional security feature. This option is for protecting your NumReceipt account details.

    Steps:

    • Click on Passcode Lock option in NumReceipt App settings page,
    • Enter 4 digit passcode,
    • Re enter your passcode for confirmation,

    Now your account is protected with passcode.

    To disable this option

    • Click on Passcode Lock option in NumReceipt App settings page,
    • Enter 4 digit passcode.
    Google Drive Backup :

    You can upload all of your receipts to Google Drive Account.

    Steps :
    • Click Google Drive Backup option in NumReceipt settings page,
    • Click Link Google Drive,
    • Enter your Gmail Username and Password (Receipts will be stored in this account),
    • Select From and To date to upload, (it will upload all the receipts of the selected period to your Drive),
    • Click UPLOAD .
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    Unlink from Google Drive :

    To Change your Google Drive account or to remove Click Unlink Google Drive.

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    Auto BackUp :

    Auto backup option is to backup your receipts automatically to your (Dropbox / Google Drive).

    Default Business or Travel Account :

    You can set your Default Account type in this option. For Adding receipts with other Account types please choose Enter and Upload / Edit page.

    Language :
    • English,
    • French,
    • Spanish.

    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 :

    Sync option is to update your receipts in Draft and pull latest Retailer and Categories from the server.

    Upgrade :

    Upgrade is available only on our Website. Login to Please Refer here.


    Downgrade :

    Please Refer here.


    Deactivate :

    Please Refer here.


    Client :

    Using this page you can view the list of your Clients.

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    Add client

    1.To add a client click the + symbol.

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    2.Enter your Client's mail ID and click Sign Up.

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    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.

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    Chat :

    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,

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    Choose your client from the dropdown list,enter subject message and click SAVE.

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    Num Receipt Tracker / Receipt Scanner / Online Receipts System