Datamolino’s folder system is flexible, making it easy to organise your documents whether you’re managing multiple clients or handling various branches, departments, or projects within your own company.
Use Case 1
For Accountants Managing Multiple Clients
If you’re an accountant working with multiple clients, folders help you stay organised by separating documents for each client.
Unlimited Folders: Create a dedicated folder for every client you manage.
Connect to Multiple Cloud Accounting Organisations: Each folder can be connected to a unique organisation in your accounting software, like Xero or QuickBooks Online.
Automation Rules for Each Client: Set individual automation rules for invoice processing, saving you time on repetitive tasks.
👉 The Accountant plan is ideal for this setup, as it allows unlimited cloud connections and folders.
Use Case 2
For Businesses Managing Multiple Locations, Branches or Projects
If you’re a business managing internal workflows, folders can represent your branches, departments, or projects.
Multiple Folders: Organize documents by department, location, or team.
Single Cloud Accounting Connection: All folders are connected to the same cloud accounting organisation.
Collaborate Easily: Invite team members to specific folders for seamless collaboration.
👉 The Business plan is perfect for companies needing a cost-effective way to organise their documents while connecting to one accounting entity.
How to connect your folders to your cloud accounting
To connect your folders to Xero or QuickBooks Online, follow these steps 👇
Connect folder to a Xero organisation
1. Choose Connect folder in your main dashboard.
2. Select Connect to Xero. This way you can connect one folder or multiple folders to one Xero organisation.
Connect folder to a QuickBooks organisation
1. Choose Connect folder in your main dashboard.
2. Select Connect to QuickBooks. You can connect one folder to one QuickBooks company, or multiple folders to one QuickBooks company using this method.