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.
Watch tutorialReview 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.
Before you start
- A folder connected to your accounting software, with processed invoices in the Ready tab.
- A quick look at any invoice that needs attention before you export.
Follow the workflow
In the folder’s Ready tab, select the invoices you want to work on and click Bulk Review.
Select whole invoices or individual lines, then set the shared coding: ledger account, tax code and tracking.
Assign or create the accounting contact where needed, and open the original document to compare any value you want to check.
Export the invoices from one supplier, or all checked invoices on the screen, in one click.
Good to know
- Bulk Review works on the Ready tab of one folder at a time.
- The coding fields match your accounting software, so you set exactly what Xero, QuickBooks or FreeAgent expects.
- In folders with approvals, Bulk Review follows the same approval rules before export.
Transcript
Save time by reviewing and exporting many invoices at once. In the folder’s Ready tab, tick the invoices you want, or select them all, and click Bulk Review.
Inside, select whole invoices or just the lines you want to update. Set the coding they share: ledger account, tax code and tracking category.
Assign an existing contact from the drop-down, or create a new one without leaving the screen. To compare a value with the original document, open it right here.
When everything looks right, export all the checked invoices on the screen, or just the ones from one supplier.
You’ll find a step-by-step guide in the Datamolino Help Centre.
