Datamolino

What fields Datamolino reads from invoices, credit notes, and receipts, and what affects which fields appear.

What data Datamolino extracts from a document

How to edit the core fields on a document - dates, amounts, supplier, invoice number, currency - and when editing is locked.

Edit document fields: dates, amounts, supplier, invoice number

How the three export formats differ, when to use each, and how Xero and QuickBooks handle the amounts.

Export formats: Totals, Line items, or Tax summary compared

How to switch to the line items table, add or edit lines, code each line, and what differs by accounting software.

Line items: enter, edit, and work with the table

How to open the email a document was imported from and review its body, sender, and attachments.

View the original email and its attachments

How to move one document or in bulk, who can do it, and how the destination folder's coding rules apply.

Move a document to a different folder

How the Audit Trail panel and the Document History modal track system checks and activity on each document in Datamolino.

Document history and audit trail

How to archive, delete, or restore documents in Datamolino, what cannot be removed, and how the 100-document bulk limit applies.

Archive or delete a document

How to select multiple documents in a folder and edit shared fields like account code, tax code, tracking, and contact in one go.

Bulk review and edit documents

How to find documents using the search field, filters, search scope, and approval-flow tabs in the document list.

Advanced search in Datamolino

How to do a one-off bill split, save rules for reuse, and set up a recurring Bill Split per supplier.

Bill split: split one document into multiple custom lines

What each document status means in Datamolino and which actions are available in each one.

Document statuses explained

How to mark a document as paid in Datamolino - a tracking label that lives only inside Datamolino.

Mark a document as paid

Checksum validation: how Datamolino checks your data before export

Leave reminders, instructions, or context for any supplier or customer contact - visible to everyone working on that contact's documents.

Contact Notes

Learn how to split a PDF file into multiple documents manually in Datamolino. Learn how to merge a split PDF into one.

Split or merge a PDF containing multiple files

Alex

Lubica Jakubac

Learn steps before exporting - how to review, code, split documents

Working in Document View

Find answers and get help from Intercom Support and Community Experts

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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