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.
Watch tutorialReview and update saved supplier coding
See where each supplier’s saved coding lives and how to change it for future documents.
Before you start
- A folder connected to your accounting software.
- A supplier already paired with an accounting contact and a checked example invoice.
Follow the workflow
Open Supplier Automation from the dashboard, or from an invoice for that supplier.
Check the saved coding fields and change the defaults you need.
Save the defaults for future uploads. You can also apply them to the supplier’s documents in Ready.
Use bulk editing when the same change is needed for several suppliers.
Good to know
- Supplier defaults are rules saved from your own coding decisions, stored per folder.
- Updated defaults apply to future documents, and you choose whether to apply them to documents in Ready too.
- Auto-export is a separate setting for each supplier, for documents you’re happy to send without a manual check.
Transcript
Want more control over coding, supplier by supplier? Supplier Automation gives it to you. Open it from the main dashboard, or straight from the invoice with this button.
When you export a supplier’s first invoice, Datamolino saves the coding you chose as that supplier’s defaults. Here you can see and change every export setting for the supplier, and switch on Auto-export.
Set the coding for this supplier and save it for future uploads, or save it and apply it to all documents in Ready. To change several suppliers at once, use bulk editing.
You’ll find a step-by-step guide in the Datamolino Help Centre.
Watch next
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 tutorial
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.
Watch tutorial