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 tutorialCode 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.
Before you start
- A document with line items and the coding you want to apply.
- For a supplier rule, pair the document with an accounting contact first.
Follow the workflow
Open the document and select Automation, then Line Item Automation. Switch to Keyword Rules and add a rule.
Enter a name and the keyword or phrase to match. Choose Begins with, Ends with or Contains, and whether all or any conditions must match.
Choose the relevant account, tax code and other coding fields. Save the rule.
Test a representative description, confirm the result, then apply the rule to the current document or the intended Ready documents.
If the coding should apply across suppliers, use a folder rule and review it in Folder Menu, Line Items Rules.
Good to know
- Each supplier uses Keyword Rules or Bill Split Rules, whichever fits its bills.
- The coding fields match your accounting software.
- Offline folders use folder-level keyword rules, which apply to every supplier in the folder.
Transcript
Speed up line item coding with keyword rules. Inside a document, click Automation, then Line Item Automation. Switch to Keyword Rules and click Add New Rule.
Enter the keyword to look for in the line descriptions: anything that appears on the invoice, such as shipping, lease or a product name.
Set the conditions for the rule. You can add more than one. When a line matches, the rule assigns the ledger account, tax code and item code you chose. Save the rule.
Test the rule to make sure it works as intended, then apply it to the current document or to all Ready documents.
A rule made for one supplier can become a folder rule and apply to every invoice in the folder. Folder rules live in the folder menu, under Line Items Rules.
You’ll find a step-by-step guide in the Datamolino Help Centre.
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