FAQ
I already backed up, can I do it more than once?
Yes! If you've made some changes (e.g. uploaded some final invoices and expenses) you can backup again. You can do this as many times as you need within 60 days of paying for the backup.
What is the best way to view the CSV file after download?
Any text editor, such as Notepad on Windows, can open and display the contents. You can use free tools like https://csviewer.com/ LibreOffice Calc or commercial software such as Microsoft Excel. These tools will allow you to filter and sort the columns of data and make it easier to work with.
I can find the invoice reference in the CSV file - how do I find the attachments that go with it?
In the CSV there are two columns to help you. The first column is titled “AttachmentFolder”. The ZIP file of attachments contains two folders: one for invoices and one for bank transactions. Now you know which folder to look in. There is an adjacent column called “AttachmentFilenames”. This will help you find the file in the folder. Please note the column “HasAttachments” which indicates whether this item has attachments or not.
How can I get an invoice from Numerint?
When you checkout using our Stripe integration (the payments system) you will be prompted for payment details including an email address to send an invoice. This will come from Stripe.
I lost my invoice. Can I get a copy?
Sure. Email us at info@numerint.com using the email address you originally provided in the checkout and we will resend it.
There are multiple attachments to one transaction, how does this work?
The transaction will be represented by a single row in the CSV file. The “AttachmentFilenames” column will include multiple file names separated by a colon. For example: receipt_01.jpg : receipt_02.jpg.
Where do my expense claims go?
Expenses within xero are handled as “Bills” and therefore all expense claims will be shown in the data under ACCPAY and the relevant attachments related to them will show in the attachment folder.
What is meant by the option: “Generate Customer Invoice PDFs”?
If you have attached anything to your Accounts Receivable (sales) invoices,
then it will be exported. However, Xero doesn't retain the PDF invoices it generates when you create a sales invoice,
but many people want PDFs of their sales invoices.
This might be to ensure they can always re-send a copy to their customer should they request it.
Selecting this checkbox will instruct the export to generate a PDF for every sales invoice.
This will increase the number of attachments which will be reflected in the quoted price.
Note that any attachments that are already attached will still be exported.
What are the “Filters” for each Xero organisation on the Status page?
The filters allow you to customise your export. The first row of filters allows you to choose which of the Xero types you want to export. For example, you could choose to export everything except Purchase Orders.
In addition to choosing which Xero types to include or exclude you can also choose the date range you wish to export. For example, you might have more than a decade of accounts held in Xero but only want the past financial year to support an audit. The dates are inclusive e.g. selecting May as the end month will retrieve attachments up to the 1st of June 00:00.
Once you have selected your filters, press the "Calculate Price" button to calculate the new price.
What are the different Xero types?
- Invoices - this includes sales invoices and purchase bills (also known as accounts receivable and accounts payable).
- Bank Transactions - this includes spend and receive money transactions, overpayments and prepayments.
- Credit Notes
- Manual Journals
- Purchase Orders
I have a tight schedule and need my backup quickly, but I have many attachments. What can I do?
On the "Backup" page, use the filters to select the entire range you want, then proceed to payment. After payment, you'll be redirected to the "checkout_success" page. Do NOT click the "Start Backup" button. Instead, use the navbar to go back to the "Backup" page. Here, you can adjust the filters to focus on your most urgent needs, like backing up only the last 3 months. You can perform as many backups with different filters as you need for 60 days after purchase. If you encounter any issues, feel free to contact support.