FAQ
I already backed up, can I do it more than once?
If you manually disconnect your company (and you have paid for a backup),
you will be given the option to select how long we hold onto your data.
The disconnect options at the bottom of this page.
If you do not manually disconnect we will disconnect you after 2 weeks of inactivity and
we won't delete your data for 365 days.
However, please note that if your account remains inactive for one year,
we will delete your data.
If you would like us to delete your data at point please contact us at info@numerint.com.
Note - Once we have deleted your data, you will have to pay to back it up again.
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 options: “Generate Customer Invoice PDFs” and “Generate Quote PDFs”?
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.
The invoices checkbox must be selected to Generate PDFs.
Generate Quote PDFs:
If you have attached anything to your Quotes,
then it will be exported. However, Xero doesn't retain the PDF quotes it generates when you create a quote,
but many people want PDFs of their quotes.
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 quote.
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.
The quote checkbox must be selected to Generate PDFs.
What are the “Filters” for each Xero organisation on the Status page?
The filters allow you to customise your export. The first filter options allow 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 "Recalculate" button to calculate the new price.
I have a tight schedule and need my backup quickly, but I have many attachments. What can I do?
You can select the data that you need most urgently by clicking on the "Filters" button and selecting the options that suite your needs (like backing up the last three months). If you encounter any issues, feel free to contact support.
I am disconnecting my company, what do the different disconnect options mean?
Option 1 - Instantly remove my data:
You are confident that you have completed your use of Numerint and have securely stored all the data you need.
Option 2 - Remove my data in 2 weeks:
You would like a grace period as you aren't 100% sure you have finished using Numerint.
Option 3 - Don't remove my data unless I am inactive for one year:
You want to continue using Numerint regularly to re-export your data without incurring additional charges for what you have already paid for. However, please note that if your account remains inactive for one year, we will delete your data.
Once your data has been deleted from Numerint, if you ever want it again, you will have to pay and re-export again.