Datamolino

Jan Korecky

Lubica Jakubac

Xero

1-01 Create a Folder and connect it to Xero

1-02 Upload documents to Datamolino (web, email or mobile app)

1-03 Make sure your documents have good quality

1-04 Export data as Purchase Bills (or Sales Invoices)

1-06 Work with Sales invoices

1-05 Export data as Bank Transactions (great for Xero Cashbook)

1-08 Export foreign currency invoices into Xero

1-09 Tracking Categories in Xero

1-10 See your document in Xero

Datamolino & Xero - step by step

Getting started

2-01 Move documents between folders

2-02 Supplier Automation

2-03 Auto-Export your supplier invoice

Getting comfortable

You can now go to the Xero contact directly from Datamolino. It is also easy to google the company name directly from the document detail.

Edit Xero Contact and direct link to Xero

NEW - Export checksum validation for line items and tax summary

This will show you a step by step guide on how to connect folders to Xero organisations that are already connected in your account.

How to connect multiple folders to one Xero organisation (how to re-use Xero connection for multiple folders)

This is a guide on how to disconnect an app directly from Xero

How to disconnect Datamolino from Xero

3-01 Use the Tax Summary

3-02 Export to Xero is not possible. Why?

3-03 Datamolino search tool - Become even more efficient!

3-04 Need the original? It's just one click away!

3-05 Something is missing? Something is wrong? Repair it!

Let Xero calculate vs Send exact tax amount

3-06 Tax Settings (only for Xero users)

Mass edit, default settings, refresh supplier list

3-07 Automation settings for Xero contacts

3-08 Mass edit settings for Xero contacts

3-09 Default settings for Xero contacts

3-10 Set due dates for your suppliers

Becoming a ninja

Export error: "Xero internal error/downtime. Please retry later."

Summary of all known Xero export errors

Contact is mandatory

This may be a duplicate

At least one Line item is mandatory!

Ooops. Something went wrong. Try to re-connect your cloud accounting.

The status 'DELETED' cannot be applied to the document.

An existing Invoice with the specified InvoiceID could not be found.

Unknown response code 301 or 302

This invoice is already in Xero and cannot be modified. It is either “approved” (awaiting payment) or it has been “voided” in Xero.

Blank Message (only date and time appear)

The TaxType code “OUTPUT2” cannot be used with account code ‘####’

Sales invoices error (unique number)

The document date cannot be before the period lock date, currently set at Day/Month/Year

Xero

Getting started

Getting comfortable

Becoming a ninja

Xero - Export errors