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.
Watch tutorialCapture receipts with the Datamolino mobile app
Photograph receipts with the Datamolino app and send them straight to the right folder, ready for coding and export in the web app.
Before you start
- A Datamolino account with access to the folder you want to use.
- The Datamolino app for iOS or Android, with camera access allowed.
Follow the workflow
Install the Datamolino app and sign in with your Datamolino account.
Choose where receipts go: open the settings wheel and pick the Active Folder.
Tap Add Document and capture a single page or several pages, or choose a photo you already have.
Keep the scan and tap Save to upload. Code and export the receipt in the web app.
Good to know
- Receipts from the app go straight to the folder’s Purchases area.
- The upload queue shows each scan until it reaches Datamolino, which helps when the signal is weak.
- Coding and export happen in the web app, with the same supplier rules as every other document.
Transcript
No more carrying receipts around. Scan them the moment you get them, and you’ll always have a copy. Download the Datamolino app from the App Store or Google Play and sign in with your Datamolino account.
Choose where your receipts go: open the settings wheel and pick the Active Folder. Then tap Add Document and scan a single page or several pages. You can also pick a photo you already have.
Happy with the photo? Tap Keep Scan. Add more receipts, or tap Save to upload them all to your folder. Processing starts automatically.
The app gets your receipts in. You code them and export them to your accounting software in the web app.
You’ll find a step-by-step guide in the Datamolino Help Centre.
