Capturing expenses

Four ways to get a receipt into Nummio — manual entry, CSV import, an in-product upload, or forwarding an email — all land in the same review queue.

Four ways in

• Manual entry — type in the vendor, amount, date, and account yourself, with an optional receipt attached.
• CSV import — map your spreadsheet's columns once, and Nummio cleans up vendor names as it brings the batch in.
• Upload a receipt — attach a photo or PDF and Nummio reads the vendor, date, and total off it for you.
• Email forwarding — forward the receipt to your business's own address, and it's captured without opening the app.

Forwarding an email

Every business gets its own address at receipts.numm.io — shown during setup and any time from settings, so you never have to remember or type it yourself. Forward a receipt there — from your phone, from a supplier's invoice email, from wherever it lands — and Nummio reads the attachment, matches the sender to someone on your team, and starts the same pipeline a manual upload would.

If Nummio can't match the sender to anyone on your team, the email is held for review rather than dropped. An Owner or Bookkeeper can approve or discard it from settings.

What happens after capture

Every path — typed in, imported, uploaded, or forwarded — produces the same kind of expense record and lands in the review queue with a proposed account and, where there's a receipt, the extracted vendor and total. Splitting one expense across more than one account is available from the expense itself once it's captured.

Vendor names

Raw vendor strings from a receipt or a bank export ("AMZN Mktp US*2H4") get cleaned up into a name you'd recognize, and Nummio remembers the mapping for next time.