Once your documents are processed and ready, the next step is getting them into your accounting software. Datamolino offers two export options: Individual Export and Bulk Export. Let's explore when each option is the right fit.
When to use individual export?
When you want to review invoices one by one before exporting. This option is recommended when you’re working with a new supplier or if you do not feel confident about the document quality which could cause OCR-based errors.
How does it work? - By clicking the 'Export & Next' button, the invoice is exported and the next document in line will be shown for review.
When to use bulk export?
When you're working with regular suppliers and already trust the way their invoices are processed. If there’s no need to adjust figures or invoice descriptions, exporting multiple invoices at once can save you a significant amount of time.
How does it work? - Either click on Bulk edit button from your 'Ready to Export' tab - this will automatically select all invoices ready to export OR select invoices you wish to export by ticking the checkbox next to them in your folder and then click the Bulk edit button.
Use this feature when you need to:
👉 Bulk edit multiple invoices at once - you can change ledger code, tax code or tracking categories for multiple invoices to the same values at once.
👉 Quickly review and export regular supplier invoices in one go
👉 Easily code your one-off supplier invoices. You can either quickly assign an existing contact or create a new one without the need to go into the document detail.
To learn more about Bulk edit feature, check this article.