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jamesonNew Decimal

jamesonNew Decimal

MichaelDigits Team

Accountants and Bookkeepers

Transaction Review and Client Portal video walkthrough

With Transaction Review, you’ll be creating and interacting with your clients through the Digits’ Client Portal. If you want to see the full flow from reviewing transactions, interacting with your clients, their responses to your questions and finally updating QBO, please watch the videos below. First-time Accountant ExperienceFirst-time Client ExperienceReturning Accountant Experience

Zeb SmithNew Decimal

Remove client team member

Hello!A client needs me to remove one employee from the client account. When I go settings > Team Members, I see the employee but there is no way to edit or remove the employee. What do I need to do to remove the employee?

ellenflowersAdvisory Board

Is there any way for my client to access their reports with her iPad, she rarely has access to desktop.

Chris ScottNew Decimal

Can we see a P&L by Class in reporting?

I routinely use a P&L by Class/subclass. Are classes available and if so how can I enable this view?

JDBNew Decimal

Is Development Still Active? Concerned about Lack of Updates

Hi all, I have been a user for over a year, at first I really loved it. But recently haven’t seen any new functionality or meaningful updates to the platform in a long time. At one point I wondered if it was worth upgrading my subscription, but now I’m doubting if I should continue to use it with my clients. Concerned I onboard clients to a platform that has no additional benefit to them or myself. Are there any plans for new functionality? I also don’t see a high volume of posts in the community, so has Digits flat-lined?

Ti BaNew Decimal

survey makingNew

Reading book and newspaper is hobby that make easy for us to have more knowledge.

Josh McGeeNew Decimal

Digits Setup taking multiple days

Hello! I have questions regarding integrating accounts with digits. The first account I set up works great, so I added several more. One of the accounts has been pending for four days now. Is that normal? Additionally, the other accounts I set up do not have the transaction review or quality check function available. I would appreciate any help.

RbpinneyAdvisory Board

Data not showing

P&L data is not showing. Balance sheet data is incorrect. Screen shot attached.

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