Datamonster knowledge sitemap
This page maps the full information architecture of the bookkeeping-focused knowledge center: onboarding, document intake, approval controls, payment queues, admin setup, AI prompt workflows, and chart of accounts structure.
Getting Started
Onboarding flow, first login behavior, and the client starter journey.
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Client onboarding and first login flow
/article/client-onboarding-and-first-login
How Datamonster decides whether a user lands on Get Started or Dashboard, and what the onboarding checklist actually tracks.
Product Overview
Why teams adopt Datamonster, what the official site promises, and how trial signup works.
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Why businesses adopt Datamonster
/article/why-businesses-adopt-datamonster
A reference summary of the official product positioning: AI bookkeeping, OCR automation, approval support, and reduced manual workload.
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Starting a trial and choosing a plan
/article/starting-a-trial-and-choosing-a-plan
How the official trial flow works, what information a prospect needs to submit, and how the two public plan options differ.
Document Operations
Upload, classify, review, and maintain invoices, claims, statements, suppliers, and vault records.
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Uploading and classifying documents
/article/uploading-and-classifying-documents
What happens when a file is added, how business scoping works, and where the five document types appear across the product.
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Reviewing document detail and line items
/article/reviewing-document-detail-and-line-items
How detail view is structured, which accounting and payment fields matter, and how operators correct OCR output.
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Document statuses, approvals, and archives
/article/document-statuses-approvals-and-archives
How list tabs and status mutations are wired, including processing, accurate, approval, and archive transitions.
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Working with Vault and cross-type moves
/article/working-with-vault-and-cross-type-moves
How the Vault behaves as an operational catch-all and when moving a document type is useful.
Approval & Payment
Two-level approval logic, rejection handling, and ready-for-payment prioritization.
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Approval levels and rejection logic
/article/approval-levels-and-rejection-logic
The real two-step approval model in Datamonster, including role separation, counts, pending queues, and reject officer visibility.
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Managing ready-for-payment priorities
/article/managing-ready-for-payment-priorities
How payment officers see urgent, medium, low, and unset queues after approvals are complete.
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Dashboard views by role
/article/dashboard-views-by-role
What each role sees on the main dashboard and why the dashboard is really a routing layer into operational queues.
Admin & Access
Business setup, packages, users, roles, permissions, and menu visibility.
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Managing businesses, packages, and timezones
/article/managing-businesses-packages-and-timezones
What super admins can configure at the business level and how those settings affect document operations.
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Managing users, roles, and permissions
/article/managing-users-roles-and-permissions
How access control works in practice, from role permissions to role-based menus and business-scoped data access.
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Email workspace and sent history
/article/email-workspace-and-sent-history
How the app stores outbound email activity and where it appears in the UI.
AI & Automation
Prompt workflows, chat sessions, exports, and document retrieval behavior.
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Using the AI prompt workspace
/article/using-the-ai-prompt-workspace
What the in-product prompt assistant can do, how sessions are stored, and why exports are part of the chat workflow.
Accounting Structure
Chart of accounts templates, hierarchy rules, and per-business cloning behavior.
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Chart of accounts templates and business cloning
/article/chart-of-accounts-templates-and-business-cloning
How account hierarchies are managed, why parent-child integrity matters, and how new businesses inherit COA templates.