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Datamolino user guide
Datamolino user guide
48 articles in this collection
Written by
Jan Korecky
and
Lubica Jakubac
Documents upload
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
Payments and User plans
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
Getting started
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
Folders
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
Features
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
Error messages
'Invoice 0-body’
Mobile App error
Written by
Lubica Jakubac
Updated over a week ago