Terminology guide

Common terms used for Numonis, the Numonis platform, invoicing, banking, documents, and collaboration.

This guide keeps the main terms consistent across the documentation.

Numonis and the platform

Numonis: the accountants and team who support your business.
Numonis platform: the software you use to upload documents, review banking, issue invoices, answer tasks, and talk to Numonis.
Business: the SME or freelancer activity being managed.
Organization: the selected workspace inside the Numonis platform. One user account may have access to more than one organization.
User account: your personal sign-in and profile.
Team member: another person invited to access an organization.
Primary contact: the main person Numonis should contact for important organization matters.

Supporting document: document that explains income, expense, collection, or payment.
Supplier invoice: invoice sent to you by a supplier.
Receipt or ticket: purchase or payment document, usually with fewer details than a full invoice.
Duplicate document: file that Numonis detects as repeated or already uploaded.
Pending: status showing that review, information, or processing is still needed.
Verified: document reviewed and accepted for the accounting workflow.
Rejected: document that cannot be used or needs correction.

Bank transaction: charge or credit that appears in an account.
Bank account: a bank or credit card account shown in the platform, either connected through open banking or maintained manually.
Reconciled: transaction linked to its document or accounting explanation.
Missing document: transaction that does not yet have a supporting document linked.
No document needed: transaction that does not require a supporting document.
Expired connection: bank authorization that must be renewed to keep syncing transactions.

Draft: editable document before it is issued.
Issued invoice: invoice that has been officially generated.
Corrective invoice: invoice that corrects a previous invoice.
Simplified invoice: invoice with fewer details, valid only in allowed cases.
Proforma: commercial proposal without tax effect.
Quote: estimate sent before a sale or service is confirmed.
Sales Invoices: the section for creating and managing invoices, customers, and items.
Payment method: how an invoice is collected, such as bank transfer, cash, direct debit, confirming, or card.
Direct debit: SEPA collection. It needs a customer mandate when the organization has direct debit files enabled.
VeriFactu: system related to Spanish electronic invoicing and invoice registration requirements.

VAT: indirect tax applied to many sales and purchases.
Modelo 303: periodic VAT return in Spain.
Deductible expense: expense that can reduce the taxable base when applicable requirements are met.
Withholding: amount deducted or declared on certain invoices or payments.

Task: specific request from Numonis or your accountant, usually with a due date.
Message: conversation with Numonis for questions, clarifications, or follow-up.
Communication: the platform section for conversations with Numonis. It includes the Messages and Meetings tabs.
Insights: the financial reports section, with revenue, EBITDA, and the profit and loss statement.
Integrations: optional section, shown only when Numonis enables it for the organization. It currently shows Stripe.