Overview
With a single click Numerint will export all the files and receipts attached to your supplier bills and bank spends. HMRC requires that businesses must keep financial records for six years from the end of the last company financial year they relate to, or longer under some conditions. Whether you are shutting down, restructuring or moving from a sole trader to a limited company you are likely closing and moving all of your online services. Xero supports exporting reports, contacts, VAT returns and account transactions but not the files you attached. To avoid paying and caring for dormant accounts use Numerint to export the important data and attachments to help with any HMRC queries. Your attachments will download in their original format (e.g. PDF, JPG) and the associated data will download as a CSV file. This ensures that you will be able to access your records on any device in the future without any special software.
NumerintBackup + Xero
Numerint Backup extracts all the files and receipts attached to your supplier bills and bank spends. By signing in with your Xero credentials you are requested to grant read-only access to Numerint. Numerint Backup exports your attachments and makes them available to download as a single ZIP file accompanied with a CSV data file that contains all the data about the attachments. This can be used as a backup for peace of mind or before closing a Xero account which might happen when winding down, transitioning from sole trader to limited or restructuring.
Remember, HMRC requires that businesses keep financial records for six years from the end of the last company financial year they relate to, or longer.
Getting started
Numerint.com is optimised for ease of use. You do not create an account with Numerint Backup and there is nothing to configure. You log in using your Xero credentials and grant read-only access. Your Xero credentials are not shared with Numerint, and you are invited to disconnect Numerint Backup once you have finished.
After logging in, you click a button to scan your account to assess how many attachments need to be backed up. You are quoted a price based on the pricing policy shown on the Numerint.com home page. The next step is to click the button to backup and provide your card payment details (hosted by Stripe which will also send you an invoice). The backup will begin immediately. The status of the backup will be displayed (it includes an estimated time of completion). Depending on the number of attachments it could take minutes, hours or even days.
When the backup has completed, you click to download the data and attachments. A CSV data file and a ZIP file containing all the attachments (e.g. PDFs, JPGs) will download to your computer's download folder. We suggest you store these files safely for long-term keeping.
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LJGreat app, works perfectly!
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