Datamolino user guide

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47 articles in this collection
Written by Jan Korecky and Lubica Jakubac
Folders

What are Folders and how do I use them?

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Written by Jan Korecky
Updated over a week ago

Invite users to Folders

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Written by Jan Korecky
Updated over a week ago

Can I have multiple folders?

How to connect multiple folders to one company
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Written by Jan Korecky
Updated over a week ago

Folder settings

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Written by Lubica Jakubac
Updated over a week ago

Folder defaults

Available under 'Folder settings'
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Written by Lubica Jakubac
Updated this week

Search in all folders

Find invoices in any folder that you have access to.
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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.
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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.
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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.
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Written by Jan Korecky
Updated over a week ago

NEW - Export Automation Report

Understand how much you automate your exporting flow in Datamolino
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Written by Lubica Jakubac
Updated over a week ago

NEW - Supplier Automation Settings report (Xero)

Review your supplier automation settings in bulk
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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.
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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.
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Written by Lubica Jakubac
Updated over a week ago

Account roles & folder roles

Access privileges in Datamolino
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Written by Lubica Jakubac
Updated over a week ago

GDPR Data Request Tool

Download all your originals from Datamolino
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Written by Lubica Jakubac
Updated over a week ago

Export data to file: Original PDF, CSV or Excel

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Written by Jan Korecky
Updated over a week ago

Duplicate detection

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Written by Jan Korecky
Updated over a week ago

How to get started with - Simple Approval - BETA

How to get started with Datamolino simple approval flow for documents in your folder.
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Written by Jan Korecky
Updated over a week ago

Pop Out Invoice

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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.
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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?
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Written by Lubica Jakubac
Updated over a week ago

Contact form - Update all details about your contacts!

For Xero & QuickBooks users
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Written by Lubica Jakubac
Updated over a week ago

Contact management - MERGE & EDIT your contacts

Improved 'Contact management'
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Written by Lubica Jakubac
Updated over a week ago

How contact matching works

Improved 'Contact management'
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Written by Lubica Jakubac
Updated over a week ago

Credit notes (Xero, QuickBooks)

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Written by Jan Korecky
Updated over a week ago