Reviewing invoices in one comprehensive view and exporting them in a single go can be a major time saver.
In this short article we explain 👇
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.
How it works - key features
Edit multiple invoices at once including Invoice Header and Coding preferences
👉Access 'Review & Export' screen
There are two ways how you can get to this screen:
Export all ready invoices - Click the Review & Export button in your folder and the system will automatically fetch all invoices that are ready for export into the Bulk Export view.
Export only selected invoices - Select invoices you wish to export by ticking the checkbox next to them in your folder and then click the Review & Export button.
👉 Edit multiple invoices at once
Select all invoices or just the ones you wish to update. Then, edit the following settings:
Invoice header - issue date, due date, currency
Invoice coding - ledger account, tax code, tracking category
💡 When editing only selected lines, you can update invoice coding but not the header details (to update header details, you need to select the entire invoice).
👉 Assign contacts
If an invoice is from a new supplier and the contact hasn't been matched:
Assign the existing contact from the dropdown
Create a new one without leaving the export session.
👉 Access the original document
To check the original document uploaded into Datamolino, simply click here:
👉 Export all invoices at once or one by one
Finally, to export documents from Datamolino to your cloud accounting, you have the following options:
Export all invoices present on the screen
Export invoices from the same supplier
Export invoices individually
💡All changes made on this screen are saved to the documents. This means you can leave the export session and finish it later from here or from the document detail.
