Datamolino

Jan Korecky

Lubica Jakubac

Datamolino user guide

Web upload

Email upload

Review if all files have been uploaded and processed. Check WHO has uploaded WHAT files to your Folder.

Import History

Datamolino mobile app

Mobile app - Add comments to your images

Datamolino automates your invoice and receipt processing. This works best with files that have good image quality.

Scan quality is important!

How to use third party cloud storage to upload your files to Datamolino

Upload from Dropbox / OneDrive / Box / Google Drive to your Datamolino Folder using Zapier

Email upload: @nosplit / @nosplit / @sales /@purchases

@nosplit - Do not split feature

Documents upload

Set up payment method for your account

Benefits of Direct Debit and how to set it up

User plans

Difference between Standard and Detailed plans

How to cancel a subscription

Automatic document split detection - Paid feature

Payments and User plans

How can I start using Datamolino?

I want to edit my Datamolino account

I forgot my password

What data is extracted?

How do I delete an invoice?

How can I review and edit supplier invoices?

Accelerate the process! Tell your suppliers!

How to capture line items

How much does it cost?

Getting started

What are Folders and how do I use them?

Invite users to Folders

How to connect multiple folders to one company

Can I have multiple folders?

Folder settings

Folder defaults

Find invoices in any folder that you have access to.

Search in all folders

This tutorial shows you how to setup email forwarding based on filters to your Datamolino folders.

Use filters to setup forwarding of supplier invoices from Gmail to one or multiple Datamolino folders.

The Purchase History Report includes the basic information and status of the purchases and give you an overview of multiple folders at once.

NEW - Purchase History Report

Get a quick report on what is happening in your Datamolino account. Download an Excel breakdown actionable items across all your folders.

NEW - Reports: Actionable items

Understand how much you automate your exporting flow in Datamolino

NEW - Export Automation Report

Review your supplier automation settings in bulk

NEW - Supplier Automation Settings report (Xero)

Folders

Xero users can automate Due Dates using our Supplier Automation feature.

Use due date rules to automate due dates on your supplier invoices

Change your billing details, see how many documents you processed or manage who is invited to your Datamolino account.

Account management

Account roles & folder roles

Download all your originals from Datamolino

GDPR Data Request Tool

Export data to file: Original PDF, CSV or Excel

Duplicate detection

How to get started with Datamolino simple approval flow for documents in your folder.

How to get started with Basic Approval

Pop Out Invoice

How to archive invoices and documents you no longer work with but do not wish to delete.

Invoice Archive

How do I setup 2FA for my account? Why is 2FA mandatory for logging into Datamolino?

Datamolino user guide

Documents upload

Payments and User plans

Getting started

Folders

Features

Error messages