If you need to download the invoice originals or export the data into a CSV or Excel file, it is easy to do in Datamolino.
How to export selected documents from your folder
1. Select the files that you need to export
2. Click on the dropdown arrow of the 'Bulk edit' button
3. Click 'Export to file'
4. Choose the file type you want to export to
5. Untick the default option 'Mark as exported' if you want to keep the status unchanged after exporting your transactions.*
6. Click on Export.
*This can be relevant if you are exporting transactions for your internal review first, but later you will be exporting them to your accounting system too.
If you want to set it as the default option for all future exports, you can do so in the folder settings. Please navigate to folder menu - accounting and automation.
And then 'Workflow' and scroll down to find 'Export to file'. Choose your preference from the dropdown menu and click 'Save'.
Export your transactions by date, price and payment status
If you wish to download invoices for a selected period of time, feel free to use the 'Filter' inside the folder. You can filter out documents by supplier, invoice number, description, date, price, payment status or document type.
Click 'Export all' to get documents that match your filter criteria:
Export ALL your data in Datamolino
If you need to backup all your Datamolino data, the owner of Datamolino account can perform this action through "GDPR Data Request Tool".
Please contact our support@datamolino.com if you need assistance.