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Review & Export your invoices in bulk
Review & Export your invoices in bulk

New improved Bulk Export arrived allowing you to easily code and export multiple invoices in one go.

Lubica Jakubac avatar
Written by Lubica Jakubac
Updated over a week ago

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 πŸ‘‡

Use this feature when you need to:

πŸ‘‰ 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.

πŸ‘‰ Quickly review and export regular supplier invoices in one go

πŸ‘‰ 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

πŸ‘‰Access 'Review & Export' screen

There are two ways how you can get to this screen:

  1. 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.

  2. 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.

πŸ‘‰ 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

πŸ’‘ 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).

πŸ‘‰ 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.

πŸ‘‰ Access the original document

To check the original document uploaded into Datamolino, simply click here:

πŸ‘‰ Export all invoices at once or one by one

Finally, to export documents from Datamolino to your cloud accounting, you have the following options:

  1. Export all invoices present on the screen

  2. Export invoices from the same supplier

  3. Export invoices individually

πŸ’‘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.

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