If you want to set up the default coding for new contacts created in Datamolino, please use our new 'Default settings' available in the Supplier Automation. This was previously part of Folder settings but now, we've introduced an improved version with more settings you can automate.
When to use this feature?
If you use default coding per folder, for example, the same tracking category or approval status for all invoices, feel free to use this feature, so the same settings are used for any new created contacts in Datamolino.
If you use multiple folder structure for one company and each folder requires different coding based on a project/location/company branch the folder represents.
How to set it up?
Go to Supplier Automation:
Then:
Change the settings you wish to apply as defaults.
Leave 'Blank' for those you do not want to set up.
Click 'Save'.
Default coding will be applied to any new contact created by using the option 'Add contact' in Invoice view. This step is needed when you receive an invoice from a new supplier and the contact has not been created in Xero yet.
If you need to update coding for existing contacts, please use the option 'MASS EDIT'.