Streamline your document processing with Datamolino’s new feature that allows you to set up rules based on keywords found in line items descriptions.
When a specified keyword is detected, Datamolino will automatically allocate the appropriate coding, making your document processing even quicker and more efficient.
Access the 'Keyword-Based Rules' through the 'Automation' Button
Add a New Rule
Specify the Keyword, Conditions and Allocate Appropriate Coding
Enter the keyword that you want Datamolino to detect in the line items descriptions. This could be anything relevant to your expenses, such as “shipping”, “lease”, “office supplies”, etc. written on the invoice.
You can add multiple rules with different conditions based on your needs.
Review and Test Rules
Review your newly created rules and ensure it is correctly set up. You can now apply this rule to your documents.
Additional options:
Create folder rules for all contacts in your folder
The rules that you create for one supplier can be converted to folder rules, meaning they will be used across all invoices in that folder. Datamolino will search for relevant keywords across all documents and apply the rule.
To review the rules on the folder level, go to the 'Folder Menu' and then 'Line Item Rules'
