NumReceipt - Personal Accounting - Web Tutorial





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 320 Decker Dr, #100,Irving TX 75062 USA.

Your Trust! Our Success!!


How to Sign Up / Login in NumReceipt Account - Tutorial







DashBoard

  • 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







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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Location Report

Location report shows the location of your Receipt upload with Retailer and Total.

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Note:You have to enable Places Search in Numreceipt App's settings to view the Location report. You can view the Receipts uploaded from Mobile App only.

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 with a link to Download the link at right hand side. You can download by clicking this link.

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







Expenses

Expense Inbox:

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.

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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

You can add a receipt without an image.

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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 Choose 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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How to Add Income - NumReceipt Tutorial







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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Account Info

How to manage your settings in NumReceipt Account - Tutorial







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 payement mode

My Payment modes are 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 account Types

My Account types are used to sort / search your particular Expenses by Account types. You can create multiple Account types. You can choose different Account types when adding new receipts.

Add New Account Types :
Steps :
  • Click Add,
  • Enter Account,
  • Click Submit.
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Edit Account type
  • Click checkbox on your account type to be Edited,
  • Click Edit,
  • Edit your account type,
  • Click Submit.
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Delete Account type :
  • Click the Checkbox on Account type to be deleted,
  • Click Delete.
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Note:You can delete an Account type created by you. You cannot delete the default account type of Numreceipt.

Set Default

This option is for setting up your default Account type. The selected account type will appear by default in your uploaded receipts.

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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 Template(Xls)

My Template option is to create your Excel report (Expenses / Incomes / Miles) with your own design template. A default Template was provided by Numreceipt. You can create your own design by using this option.

Add Template : Steps :
  • Click Add,
  • Click Select File,
  • Select your existing Template format,
  • Click Upload to Map columns,
  • Map columns with your template,
  • Click Save.

After this setup you can see your Template option whenever you export from Expenses / Income / Miles.

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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







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 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.

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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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Upgrade

Click the link below for Plan details and options available:

https://www.numreceipt.com/pricing/pageUI?planType=Empfreepluspro
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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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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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 320 Decker Dr, #100,Irving TX 75062 USA.

Your Trust! Our Success!!


MENU OPTION

How to navigate Numreceipt App? Click the button at Top Left or Swipe from Left to Right to view the options as in the third and fourth image.

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Click the down arrow to get other options of menu

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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 last four month's Income and Expenses.
  • Spending By Category: This Block shows your last four month's expenses by Category in icon.
  • Top Transactions: This block shows your Top transactions of the last four month.
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By clicking + icon

  • You can add your Miles
  • You can add your income
  • You can add your expense receipts either by scan or manual option
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Expense Inbox

  • Expense Inbox shows all the details of your receipts.
  • You can view the details of Retailer logo and name,Date,Amount,Category and the image of a receipt.
  • The total is shown for the day, yesterday,1 week ago,2 weeks ago, 3 weeks ago, and for the current month and for the previous months.
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  1. Retailer Logo
  2. Receipt Image
  3. Retailer Name
  4. Receipt Total
  5. Category

Expense Calender

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 searching your receipts. You can search by retailer name, total, Category, Account types or Notes.

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Expense-By Account

This option is for sorting your expenses by your account types. To know more about Account type please refer here

Steps
  • Click By Account,
  • Select Account type to sort,
  • Click ok.
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Add Expense

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  1. Save Details by clicking Save button,
  2. Add image by selecting from your gallery,
  3. Add image by clicking camera icon,
  4. Date and time selector,
  5. Add Retailer name,
  6. Add category name,
  7. Add total
  8. Click more options to add additional details,
  9. Currency,
  10. Add tax,
  11. Add notes,if any,
  12. Select Account type,
  13. Select Card details,
  14. Select option to back up your image and data,
  15. Use this option to add more number of items,
  16. Click less options to close the expanded features,
Options in Add Expense :
  1. You can Upload receipt without paper receipts,
  2. You can take a photo of your receipt and upload,
  3. You can add a receipt image from your photo gallery.

How can I Upload receipt without paper receipts?

If you do not have a paper receipt, you can manually enter Retailer, choose Category (Ref 5 from Add Expense image) and Total and Click Upload button.

If you want to add receipt with multiple items,click down arrow (Ref 7), you can see a small table with Item name, Category,and Item Price.

How can I Take a photo of receipt and upload?

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Click Camera button, view the image of your receipt to be uploaded. Take a picture and Click Done.


View your image in Image view, then fill Retailer, Category and Total and click Upload.


How can I Upload already existing receipt image?

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Click folder button to get receipts from your mobile phone, Choose your receipt image from Gallery / Photos. Your receipt image will be shown in Image view of Add Expense page. Now manually type Retailer, Category and Total and Click Upload.

How can I add new Category / Sub category?

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Add Category: Click on Category chooser-Click Add Category-Enter your new category-click yes


Add Sub Category: Click on Category-Click Add sub category-type your new Sub category- Click Yes


How can I Delete Category?

To delete a category please Login to our website (https://www.numreceipt.com)
For more details please refer our web page here

How can I Edit Category?

If you want to edit a category Login to our website (https://www.numreceipt.com)
For more details please refer our web page here

Scan Expense

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

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Click Pencil icon to edit details.

Manually enter Retailer, Category and Total-Click Done Button at bottom.

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Options available in Scan Expense.

  1. Auto extract,
  2. Append receipt images,
  3. Crop extra spaces in receipt image.
1.Auto Extract
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a) Take a photo of your paper receipt click Extract button to Auto extract your Retailer, Category and Total.

b) You can also Crop your receipt and do Auto extraction as follows:

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After taking a picture click CROP-focus with green rectangle and Crop your receipt as per requirement-Click CROP&OCR. Now Auto Extraction will be done and your Retailer, Category and Total will be detected.

c) You can review your Retailer, Category and Total later also.

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Steps
  • Take Picture,
  • Click Upload,
  • Click later.
note
  1. Auto extraction accuracy depends on the quality of your receipt image.
  2. Please make sure OCR is enabled in NumReceipt App's settings page.


2.Append Receipt images :

Using Append option you can upload a long receipt as one image with good image quality.

steps
  • Take Picture,
  • Click Append,
  • Again focus on second part of your receipt and take picture.
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While appending for second part, view the focus on the bottom end part of last image (First part of receipt) and adjust.


3.Crop extra space in receipt image

Using Crop option you can remove extra space from your receipt image.

Steps
  1. Take a picture,
  2. Click CROP (Bottom left corner),
  3. See the focus (Green rectangle) on your receipt,
  4. Fix Green rectangle on your receipt to remove unwanted area,
  5. Now Click Crop.

View your cropped receipt image, you can continue to upload or use other options.

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Report

You can generate expense report by daily/weekly/monthly/customized reports/yearly. You can also sort by Categories / Account types.

Options available in Report :

  • Export to PDF.
  • Export to Excel.
  • Email report.
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  1. You can select months of your choice,
  2. Export to PDF,
  3. Export to Excel,
  4. Email option,
  5. Account type,

Income Inbox

Select Income Inbox from sidebar menu or from dashboard + icon to 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.

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  1. Date chooser,(You can change date)
  2. Income Info,(Information to understand/differentiate from multiple incomes)
  3. Income Category,(Using this you can add your income with different categories)
  4. Enter Total,
  5. Account Type,(You can use different account types also)
  6. Recurring(You can choose your income Weekly/Biweekly/Monthly It will be added.(Weekly/Biweekly/ Monthly) automatically)
  7. Add notes,if any
  8. Save your details

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You can see your saved income in your Income Inbox page.



Delete Income:

To delete an income from Income Inbox,long press on the income to be deleted,a confirmation dialog will open, then click Yes to delete, Click No to cancel. Otherwise click on your income and you will find Delete button at the Top of Income page.

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Edit Income

To edit any field in income, click on your income in Income Inbox page. edit the details appearing on the page and click save

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Business Miles/Business KMs

Business Miles option is for tracking your travel and to calculate your expenses on Travel.

To add your trip, enter Trip name, Distance, Rate and Total(Calculation of distance and total will be automatic.)

  • Start Odometer and End Odometer is optional,you can also add the details.
  • Rate is assigned as 0.565 by default.You can change your rate at https://www.numreceipt.com
    Refer this web manual
  • If you want to detect location using NumRecipt GPS option, click Start button at your starting Location, and Click End button after you reach your Destination.
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Note : For Accuracy of Starting location, click Start button while you are moving

Add Business or Travel:(Account Types)

You can add your own Account types to sort your expenses easily (Ref Following Screen shot).

what is account type?
  • If you are an individual business owner, you can add your "Business Name" and track all receipts under this new account.
  • If you are a frequent traveller, you can use this to create a new travel/trip name. You can tag all receipts under this account.
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Settings

You can customize your account in Settings page.

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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 on support,suggestions and subscriptions.

steps:
  • Click contact us ,
  • Select Gmail App,
  • 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 and Search : Enable this option to add your locations of your receipts.

Set Home Page : By default your home page is Dashboard.You can change your homepage of your choice from Dashboard to Expense Inbox / Scan Expense / Add Expense / Report

Select 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 signin,
  • Signin with your EmailID and password in 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

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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"NumReceipt"folder.

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File Picker type :This option is for selecting type of files between image and pdf.

NumReceipt Reminder :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 previous month's expenses in Expense Calendar and Expense Gallery pages.


PLUS FEATURES:

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.

Default Payment Method :

You can change your default payment methods to DebitCard / GiftCard / Check / Cash / CreditCard. The selected default mode show up in Add Expense and Scan Expense while uploading new receipts. This payment method will be stored in your expense receipts.

Select Date format :

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.

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 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 an onetime process. Then every time the date selection page will open. You can choose date and click "UPLOAD TO GOOGLE DRIVE"

Auto BackUp : Auto backup option is to backup 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 to this Drive account only).

It is an one time process. Then all your Receipts will be automatically uploaded to Dropbox / Google Drive.

You can enable the option in Add Expense or Scan Expense page also by clicking DropBox / Google Drive icon.

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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

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 Add Expense / Edit page.


PRO FEATURES:
Language :
  • English,
  • French,
  • Spanish.

Note : The Selection of language option is for Pro users only.

Tax & Date Extraction:

You can enable this option to auto extract 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 Off line 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 UPGRADE button in Side bar Menu.

Refer here for PLAN details and options available:
https://www.numreceipt.com/pricing/pageUI?planType=Empfreepluspro

Steps :
  • Click Upgrade,
  • Choose your PLAN to Upgrade,
  • Choose payment mode (Credit Card / Google Play Subscriptions),
  • Click Upgrade.
OR
Steps :
  • Go to NumReceipt Settings page,
  • Use Upgrade button at top right of every plan.

Note :After payment please exit from the NumReceipt app and reopen (or) Sign out and Sign in to use your Upgraded features.

Downgrade :

To Downgrade to FREE, Please refer here.

Deactivate :

If you want to deactivate your Numreceipt account, Please refer here.

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 320 Decker Dr, #100,Irving TX 75062 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. Income
  8. Settings
  9. Sync
  10. Upgrade
  11. 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 blockshows 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

Delete Expenses

  • Go to Inbox > Tap the receipt to be deleted > Click Delete > click yes to delete.
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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 & Upload :

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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Append

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


Edit

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


Retake

If the captured photo is incorrect then Click this option and capture new photo


Extract

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


Upload

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


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.

    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.


    Num Receipt Tracker / Receipt Scanner / Online Receipts System