Skip to main content

Managing Folders in Datamolino

Designed for Managing Clients, Entities, Multiple Locations, Branches, or Projects in Datamolino

Jan Korecky avatar
Written by Jan Korecky
Updated over a week ago

In Datamolino, users typically organise folders in one of two ways - depending on whether they manage multiple clients or internal operations.

  • Accountants and bookkeepers typically use folders to keep client work separate.

  • Businesses use folders to separate internal workflows, like departments or project sites.

Each folder acts as a separate environment with its own settings for automation, sharing, and export.This makes it easier to tailor your workflow to the specific needs of each client or team.

Use Case 1: Accountants Managing Multiple Clients

If you're managing multiple clients, folders help you stay organised by giving each one a dedicated space. You can:

  • Create unlimited folders: create a dedicated folder for every client you manage.

  • Connect to multiple cloud accounting organisations: each folder can be connected to a separate Xero, QuickBooks or FreeAgent entity.

  • Set 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: Businesses with Multiple Locations or Projects

If you're a business managing internal workflows, folders can represent your branches, departments, or projects. This setup works especially well for companies with multiple locations — for example, a construction firm managing several building sites, or a catering company handling multiple restaurant branches. You can:

  • Create multiple folders: organise documents by department, location, or team.

  • Connect all folders to a single 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 a folder to Xero, QuickBooks Online, or FreeAgent, go to your dashboard and click the ‘Connect Folder’ tab in the Connections column.

For step-by-step instructions, see this article on connecting folders to your cloud accounting software.


Did this answer your question?