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NEW - Purchase History Report
NEW - Purchase History Report

The Purchase History Report includes the basic information and status of the purchases and give you an overview of multiple folders at once.

Lubica Jakubac avatar
Written by Lubica Jakubac
Updated over a week ago

In addition to the Actionable items report, you can now run a history of all your transactions imported into Datamolino in the last 30/60/90 days across one or multiple folders.

The Purchase History Report includes the basic information and status of the purchases and give you an overview of multiple folders at once. This report is generated into Excel which allows you to filter and search the data to run a deeper analysis on the imported transactions.

Basic information:

(captured from the document)

  • Folder Name

  • Document ID - Datamolino’s unique identifier, you can find it in the URL of the document

  • Supplier

  • Invoice Description

  • Supplier ID

  • Issue Date

  • Due Date

The report also gives you the status of each imported transaction:

Standard folders:

  • Import date

  • Document State (ready, exported)

  • Comment

  • Export Date

  • Exported By

Folders with Approval add-on

  • Import date

  • Document State (ready, exported)

  • Approval state (review, awaiting approval, approved, rejected)

  • Approval date

  • Comment

  • Name of the Approver

  • Export Date

  • Exported By

Feel free to explore also our Actionable items report.

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