Set folder defaults and workflow preferences
Find the folder settings that save time on every document: coding defaults, workflow preferences, email import and who works in the folder.
Watch tutorialCreate 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.
Before you start
- An active Datamolino account with the Owner or Manager role.
- One or two invoices or receipts to upload.
Follow the workflow
On the folder dashboard, click Add Folder.
Enter a folder name, check the country and currency, then click Create Folder.
Connect the folder to Xero, QuickBooks or FreeAgent, or click I’ll do this later.
Open the folder, click Import and choose where the documents go: Purchases, Sales or Bank statements.
Keep Single invoice or choose Auto to split a multi-invoice PDF, then drop your files in. They appear in the Ready tab after processing.
Good to know
- Owners and Managers can create folders and invite the people who work in them.
- A folder works offline until you connect it, exporting to a file. Connect it any time from the folder list.
- Documents can also arrive by the folder’s own email address, or as photos from the mobile app straight into Purchases.
Transcript
Every company or client you work for gets its own folder in Datamolino. Here’s how to create one and upload your first documents.
A folder holds one company’s documents, with its own email address and its own link to your accounting software. Inside, purchases, sales and bank statements each have their own area.
On your dashboard, click Add Folder.
Give it a clear name, check the country and currency, then click Create Folder.
Next, connect the folder to Xero, QuickBooks or FreeAgent. Or click I’ll do this later, and connect it whenever you’re ready.
There are three ways to get documents in: upload them from your computer, forward them to the folder’s email address, or snap them with the mobile app.
Open the folder and click Import. Choose where the documents go: purchases, sales or bank statements.
Keep Single invoice for one invoice per file, or choose Auto to split a PDF that holds several. Then drop your files in. They’ll appear in the Ready tab, ready to review.
That’s it. Each client has its own folder, documents land in the right area, and you can connect your accounting software now or later.
You’ll find a step-by-step guide in the Datamolino Help Centre.
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