Datamolino fills in the invoice description for you automatically, and you can set a fixed one per supplier if you'd rather it never changed.
Where the invoice description comes from
š Where does the default invoice description come from?
Datamolino takes it from the first line item on the invoice. This happens automatically for every processed document, so the description can be different on every invoice from the same supplier if the first line item changes.
How to customise invoice description for a supplier
If a supplier's invoices should always carry the same description, for example a recurring monthly charge, you can override the default with a fixed one.
š How do I set up a fixed description for a supplier?
Open a document from that supplier and click Automation Enter your text in the Invoice description field and click Save.
Once saved, this description overrides the default first-line text and is used on all invoices from that supplier going forward.
š Does the fixed description apply to invoices I've already processed?
Only if you choose to. Clicking Save applies the fixed description to future invoices only. To also apply it to invoices already sitting in the system as ready to export, use the dropdown next to Save and choose Save & Apply settings to "ready to export" bills instead.
š I only want to change description on one invoice
In that case, edit the Invoice description field directly on that document in Document View
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