Check a receipt read by NumWise before you save the cost

NumWise can read a receipt or a supplier invoice and fill in the expense form for you. Reading is not perfect, so the form waits for you: nothing is saved until you check it and choose Create Expense. This guide shows what to check.

1. Add the document

1. Open Expenses and choose New expense.
2. Under Start from the document, choose Add a receipt photo for a till receipt, or Add a supplier invoice for an invoice from a supplier.
3. Take a photo with your phone or choose a file: a PDF, JPEG, PNG or WebP file of up to 10MB.

While NumWise reads it you see Reading the receipt... (or Reading the invoice...). Then Receipt read (or Invoice read) appears with a confidence level (High, Medium or Low) and what was found, such as the supplier, date and total.

2. Check each value against the document

The form now holds what was read, and the Summary says Read from the receipt. Hold the receipt next to the screen and check:

• Description and Shop or supplier name: the right shop, and a description you will recognise later.
• Amount incl. VAT: the total you paid, with the right currency.
• Date: the date on the receipt, not the day you photograph it.
• Category: one of the standard categories. What you can claim is for you and your accountant to decide.

A Low or Medium confidence is a reason to look twice, but check a High one too.

3. Check the VAT

Under VAT and business use, tick VAT is reclaimable only if you are entitled to reclaim the VAT on this purchase. When NumWise finds a VAT rate on the document, it ticks the box for you: untick it if the VAT cannot be reclaimed, for example when you are not registered for VAT.

With the box ticked, choose the VAT rate. The VAT amount is worked out from the amount and the rate, so check that it matches the VAT printed on the receipt.

4. Set the business share

For something you also use privately, such as a phone or a car, set Business use (%). The Summary then shows the Business share of the total and the VAT to reclaim. Reports count only the business share, and only that share of the VAT.

5. Save with the document attached

The file you added is attached to the expense under Document. When every value matches, choose Create Expense. The receipt stays with the cost, and you can download it later from the expense.

Good to know

• Each workspace can have up to 100 documents read in 30 days, failed reads included.
• You can always type the details yourself, with or without a document attached.