Working in Document View
Learn steps before exporting - how to review, code, split documents
By Alex and 2 others3 authors22 articles
- Repair - how to report a data capture error
- Checksum validation: how Datamolino checks your data before export
- Mark a document as paid
- Document statuses explained
- Bill split: split one document into multiple custom lines
- Advanced search in Datamolino
- Bulk review and edit documents
- Archive or delete a document
- Document history and audit trail
- Move a document to a different folder
- View the original email and its attachments
- Line items: enter, edit, and work with the table
- Export formats: Totals, Line items, or Tax summary compared
- Edit document fields: dates, amounts, supplier, invoice number
- What data Datamolino extracts from a document
- Contact Notes
- Split or merge a PDF containing multiple files
- Add or edit a supplier contact from Datamolino (Xero and QuickBooks Online)
- Rotate a document preview in Datamolino
- Pop-out preview: open the original document in a separate window
- Inbuilt calculator in Datamolino
- Date calculator and date shortcuts