Datamolino user guide

Web upload

Written by Jan Korecky
Updated over a week ago

Email upload

Written by Jan Korecky
Updated over a week ago

Import History

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

Written by Jan Korecky
Updated over a week ago

Datamolino mobile app and how to use it

How to use Datamolino phone app

Written by Lubica Jakubac
Updated over a week ago

Scan quality is important!

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

Written by Jan Korecky
Updated over a week ago

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

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

Written by Jan Korecky
Updated over a week ago

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

Written by Lubica Jakubac
Updated over a week ago

@nosplit - Do not split feature

Works great for multi-page invoices

Written by Lubica Jakubac
Updated over a week ago

Benefits of Direct Debit and how to set it up

Written by Lubica Jakubac
Updated over a week ago

Set up payment method for your account

Written by Jan Korecky
Updated over a week ago

User plans

Written by Jan Korecky
Updated over a week ago

Difference between Standard and Detailed plans

How Standard and Detailed plans differ

Written by Lubica Jakubac
Updated over a week ago

How to cancel a subscription

Written by Jan Korecky
Updated over a week ago

How can I start using Datamolino?

Written by Jan Korecky
Updated over a week ago

I want to edit my Datamolino account

Written by Jan Korecky
Updated over a week ago

I forgot my password

Written by Jan Korecky
Updated over a week ago

What data is extracted?

Written by Jan Korecky
Updated over a week ago

How do I delete an invoice?

Written by Jan Korecky
Updated over a week ago

How can I review and edit supplier invoices?

Written by Jan Korecky
Updated over a week ago

Accelerate the process! Tell your suppliers!

Written by Jan Korecky
Updated over a week ago

How to capture line items

Written by Jan Korecky
Updated over a week ago

How much does it cost?

Written by Jan Korecky
Updated over a week ago

What are Folders and how do I use them?

Written by Jan Korecky
Updated over a week ago

Invite users to Folders

Written by Jan Korecky
Updated over a week ago

Can I have multiple folders?

How to connect multiple folders to one company

Written by Jan Korecky
Updated over a week ago

Folder settings

Written by Lubica Jakubac
Updated over a week ago

Folder defaults

Available under 'Folder settings'

Written by Lubica Jakubac
Updated over a week ago

Search in all folders

Find invoices in any folder that you have access to.

Written by Jan Korecky
Updated over a week ago

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

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

Written by Jan Korecky
Updated over a week ago

NEW - Purchase History Report

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

Written by Lubica Jakubac
Updated over a week ago

NEW - Reports: Actionable items

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

Written by Jan Korecky
Updated over a week ago

NEW - Export Automation Report

Understand how much you automate your exporting flow in Datamolino

Written by Lubica Jakubac
Updated over a week ago

NEW - Supplier Automation Settings report (Xero)

Review your supplier automation settings in bulk

Written by Lubica Jakubac
Updated over a week ago

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

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

Written by Jan Korecky
Updated over a week ago

Account management

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

Written by Lubica Jakubac
Updated over a week ago

Account roles & folder roles

Access privileges in Datamolino

Written by Lubica Jakubac
Updated over a week ago

GDPR Data Request Tool

Download all your originals from Datamolino

Written by Lubica Jakubac
Updated over a week ago

Export data to file: Original PDF, CSV or Excel

Written by Jan Korecky
Updated over a week ago

Duplicate detection

Written by Jan Korecky
Updated over a week ago

How to get started with Basic Approval

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

Written by Jan Korecky
Updated over a week ago

Pop Out Invoice

Written by Lubica Jakubac
Updated over a week ago

Invoice Archive

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

Written by Jan Korecky
Updated over a week ago

Two-factor authentication (2FA)

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

Written by Lubica Jakubac
Updated over a week ago

Contact form - Update all details about your contacts!

For Xero & QuickBooks users

Written by Lubica Jakubac
Updated over a week ago

Contact management - MERGE & EDIT your contacts

Improved 'Contact management'

Written by Lubica Jakubac
Updated over a week ago

How contact matching works

Improved 'Contact management'

Written by Lubica Jakubac
Updated over a week ago

Credit notes (Xero, QuickBooks)

Datamolino automatically detects and processes credit notes

Written by Jan Korecky
Updated this week

'Invoice 0-body’

Mobile App error

Written by Lubica Jakubac
Updated over a week ago