Datamolino

How to turn on auto-export for a supplier or customer, what stops a document from auto-exporting, and how it behaves with approval and archive.

Auto-export: set it up and manage it

How to code a document in Datamolino: set the account, tax code, and tracking categories before exporting.

Code a document: accounts, tax codes, and tracking categories

How Datamolino learns your coding from the first invoice for a supplier and reuses it on every invoice from that supplier after that.

Supplier defaults: auto-code documents by supplier

How to mass edit supplier defaults for all contacts in a folder, and how to export the current settings as a report.

Update supplier automation settings in bulk

How Datamolino codes Tax Summary lines, why it overrides Invoice Total coding, and how it learns per VAT rate.

Tax summary automation

How Datamolino remembers line item coding from exact-match descriptions and where keyword rules pick up the exceptions.

Automate line items

How to auto-code line items whose descriptions vary each time by matching a keyword inside the description.

Keyword rules: auto-code documents by keyword

How Datamolino learns your coding from the first invoice and reuses it across suppliers, line items, and VAT.

Automation in Datamolino: overview

How to set a due date rule on a supplier so Datamolino fills the due date automatically on every invoice from that supplier.

Due date rules: automate due dates on your documents

How folder defaults give every new supplier a consistent starting point for coding, view detail, and other document settings.

Folder defaults: set starting values for new documents

Quick Split lets you divide an invoice total into two lines: one amount you define, and a calculated remainder that Datamolino fills in automatically.

Quick Split

Alex

Lubica Jakubac

Tina

Set up automation rules to streamline how documents are processed in Datamolino

Automation Rules

Find answers and get help from Intercom Support and Community Experts

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