Using Datamolino
Learn how to manage documents, folders, features, and plans effectively
How can I start using Datamolino?
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!
How to capture line items
Connect your folder to cloud accounting software
Web upload
Email upload
Datamolino mobile app
Email upload: @nosplit / @split / @sales /@purchases
Mobile app - Add comments to your images
Bank statements upload
Import History
Scan quality is important!
Upload from Dropbox / OneDrive / Box / Google Drive to your Datamolino Folder using Zapier
Keep Track of Attachments in Datamolino
Auto(split) - Splitting a (PDF) file into multiple documents
What are Folders and how do I use them?
Invite users to Folders
Managing Folders in Datamolino
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 documents
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 Invoice 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
Reports: User Permissions
Manage Xero Contact Groups in Datamolino
Auto-Archive Exported Documents
Search documents by Contact inside your Folder in Datamolino