Create a folder and upload your first documents
See how to create a folder for a company or client, connect it now or later, and upload your first documents to the right area.
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See how to collect documents, set coding rules, work with line items and export to your accounting software.
Coding and allocation
Allocate recurring bills with Bill Split rules
See how fixed amounts and percentages split one bill into coded lines, preview the result and save the split for every new bill from the supplier.
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Code invoice line items with keyword rules
Set up a keyword rule for recurring words in line descriptions, test it, and let it code matching lines automatically.
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Review and update saved supplier coding
See where each supplier’s saved coding lives and how to change it for future documents.
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Download bank statement transactions as CSV
Download one statement, a filtered set of transactions or several statements combined into one CSV file, ready to import into your accounting software.
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Review coding and export a batch of invoices
Select a batch of Ready invoices, apply shared coding in one go and export them to your accounting software together.
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Export invoice line items with Datamolino
Review individual invoice lines, give each one its account and tax code, and export the full detail to your accounting software.
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Find step-by-step instructions in the Help Centre, or ask our team in the app.
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