How to use Datamolino with Xero
By Jan and 2 others3 authors40 articles
Datamolino & Xero - step by step
Connect / Disconnect a folder 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)
1-05 Export data as Bank Transactions (great for Xero Cashbook)
1-06 Work with Sales invoices
1-08 Export foreign currency invoices into Xero
1-09 Tracking Categories in Xero
1-10 See your document in Xero
Edit Xero Contact and direct link to Xero
NEW - Export checksum validation for line items and tax summary
How to connect multiple folders to one Xero organisation (how to re-use Xero connection for multiple folders)
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!
3-06 Tax Settings (only for Xero users)
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
Summary of all known Xero export errors
Contact is mandatory
At least one Line item is mandatory!
Forbidden access. If the issue persists please reconnect your folder to Xero
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
The item exists in Xero with status different than draft