How to upload documents to Numonis
Upload invoices, receipts, and supporting documents so Numonis and your accountant can review them.
How to upload documents to Numonis
Uploading documents is the main workflow for sending accounting information to Numonis. You can upload invoices, receipts, contracts, bank supporting documents, and other files your accountant requests.
From Documents, press Upload and drag files in or select them from your device.
What you can upload
- Supplier invoices.
- Receipts and tickets.
- Expense supporting documents.
- Bank or administrative documents your accountant requests.
Before you start
Check that the document is legible and includes the important details: supplier, date, amount, VAT if applicable, and expense description.
How to get there
- In the sidebar, press Documents.
- On mobile, press Documents in the bottom navigation.
How to upload files
- Press Upload.
- Drag the files into the window or press to select them.
- Check that all files appear before confirming.
- Press Upload documents.
- Wait for Numonis to confirm the upload.
After uploading a document
Numonis processes the file. The status may appear as Processing, Pending, Verified, Rejected, or Duplicate. If information is missing, your accountant may leave a note, open a task, or write to you through messages.
Common problems
The document is not clear
Upload a higher-resolution version or take the photo again with good lighting.
I do not know whether a receipt is enough
If you have a full invoice, upload the invoice. If you only have a receipt, upload it anyway and your accountant will tell you if more information is needed.