Datamolino

Archive Folders in Datamolino

How to view and work with line items Datamolino. Checksum, fullscreen, automation, keyword rules and bill split explained.

Working with Line Items in Datamolino

This article explains how Datamolino handles supplier statements and what you can and cannot do with them.

How do supplier statements work in Datamolino?

Tina

Lubica Jakubac

Jan Korecky

Learn how to manage documents, folders, features, and plans effectively

Using Datamolino

How can I start using Datamolino?

How to change your company details, subscription or set up 2FA

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!

Connect your folder to Xero. Connect your folder to Quickbooks. Connect your folder to FreeAgent.

Connect your folder to cloud accounting software

Learn the three methods for uploading documents to Datamolino: web upload, email forwarding, and the mobile app.

How to import documents into Datamolino

Alex

Getting started with Datamolino

Web upload

Email upload

Datamolino mobile app

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

Mobile app - Add comments to your images

Switch to the correct sub-folder before importing your bank statements to prevent extraction issues.

Bank statements upload

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

Import History

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

Keep Track of Attachments in Datamolino

How and when to use the auto(split) import.

Auto(split) - Splitting a (PDF) file into multiple documents

Uploading documents

What are Folders and how do I use them?

Invite Users to Folders

Designed for Managing Clients, Entities, Multiple Locations, Branches, or Projects in Datamolino

Managing Folders in Datamolino

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.

Get a quick overview of all transactions imported into Datamolino across one or multiple folders.

Reports: Purchase History

Understand how much of your exporting flow in Datamolino is automated.

Reports: Export Automation Report

Review your supplier automation settings in bulk

Supplier Automation Settings report (Xero)

Organising with Folders

Xero users can automate Due Dates using our automation feature.

Use due date rules to automate due dates on your documents

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 Invoice Approval

Pop Out Invoice

How to keep your folder tidy without losing important documents

Invoice Archive

Contact form - Update all details about your contacts!

Contact management - MERGE & EDIT your contacts

How contact matching works

This article explains how Datamolino detects credit notes, how credit note amounts are prepared for export, and what to do if a credit note is exported incorrectly or fails to…

Credit notes (Xero, QuickBooks)

New Folder and Automation Preferences

Client ID Field for Easy Navigation and Tracking

Download a quick Excel summary of everything that needs attention across your Datamolino folders.

Reports: Actionable items

Track document export activity across your team with the User Exports report.

Reports: User Exports

The Folders Summary report gives you a clear record of every folder added to your Datamolino account, including who created it and when.

Reports: Folders Summary

The User Permissions Report gives you a clear overview of who has access to which folders in your Datamolino account, and what role each person holds.

Reports: User Permissions

See which invoices are waiting to be exported across your folders, grouped by the month they were issued.

Reports: Pending Exports by Issue Date

Manage Xero Contact Groups in Datamolino

Auto-Archive Exported Documents

Search documents by Contact inside your Folder in Datamolino

How to export emails to Xero or Quickbooks as supporting documents.

Export your supporting email communication to Xero or Quickbooks

This article describes how to delete, re-activate, re-instate a folder.

Delete a folder in Datamolino

Set up automatic delivery of detailed reports to one or more email recipients.

Scheduled reports

Features Guide

Understand how pricing works in Datamolino

Subscription Options: Business vs. Accountant Plans

Guide on how to set up or update Credit card details

Payment method - Credit card

Find out how to se up and cancel a direct debit mandate

Payment method - Direct Debit

Find out how to select the plan and subscribe to our services

How to subscribe to Datamolino

Final invoice and data access after cancelling

How to cancel your subscription

Understanding Your Datamolino Trial

This article explains how the 14-day Datamolino trial works, what limits apply during the trial, and what happens when those limits or the trial period itself are reached.

Trial limits

Understanding Service Fees in Datamolino

Uploads are paused due to a processing limit

Plans & Billing

Invoice 0-body

Data duplicate detected

Name can't be blank, Surname can't be blank

Error messages

Find answers and get help from Intercom Support and Community Experts

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