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Datamolino user guide
What are Folders and how do I use them?
Invite users to Folders
Can I have multiple folders?
Folder settings
Folder defaults
Search in all folders
Use filters to setup forwarding of supplier invoices from Gmail to one or multiple Datamolino folders.
Reports: Purchase History
Reports: Export Automation Report
Supplier Automation Settings report (Xero)
Use due date rules to automate due dates on your supplier invoices
Account management
Account roles & folder roles
GDPR Data Request Tool
Export data to file: Original PDF, CSV or Excel
Duplicate detection
How to get started with Basic Approval
Pop Out Invoice
Invoice Archive
Contact form - Update all details about your contacts!
Contact management - MERGE & EDIT your contacts
How contact matching works
Credit notes (Xero, QuickBooks)
New Folder and Automation Preferences
Client ID Field for Easy Navigation and Tracking
Reports: Actionable items
Reports: User Exports
Reports: Folders Summary