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TylerOttoNew Decimal

Digits Reports Builder: Budget Vs Actuals (supporting class/location/etc)New

Please allow for Budget Vs actuals comparison against every field that is “budgetable” in QBO

3 days ago

sanjeetdasDigits Team

🔒 Labs

Digits Boost: Now in Labslabs

I’m excited to share a new tool we’ve been building – Digits Boost!Digits Boost is an amazing new tool that will suggest actions to take on behalf of your clients’ ledgers.Anytime a Boost is available, you’ll be notified. For example:Category Suggestions Digits looks at each transaction and alerts you if we notice that it is categorized with a different category compared to similar transactions Vendor Suggestions If we spot a vendor that we think can be cleaned up or modified we’ll alert you. Personally Identifiable Information Suggestions If we notice credit card information or social security numbers in transaction descriptions, we can clean it up and remove it By popular demand, Quickbooks Push now supported with Boost!Make sure data stays aligned, any suggestion you accept will be pushed to QBO automatically, no need to switch apps. Getting access to Digits Boost(Labs-access required - request access here) Setting up Boost No setup required. Seriously. (It automa

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5 days ago

AndrewProduct

🔒 Labs

Digits Advisory Tools: Now in LabsLabs

I’m excited to share a set of new tools we’ve been building: Digits Advisory Tools!Digits Advisory ToolsDigits Burn and Digits Sales, the first two tools in our Advisory Tools, kicks off our goal with these tools to make you the ultimate advisor.Wow and dazzle your clients with incredible visibility and insight -- at a moment’s notice.Built on top of our powerful Living Model, our team took a massive leap forward using machine learning and AI to give you the power of an entire team of analysts. Individually - for every single one of your clients!No setup required. Just click on the icons on your dashboard and it’ll just work, fully preconfigured for each of your clients.Incredible advantageNow you won’t need to spend hours pouring over financials to do analysis to find the perfect nuggets for your client. Let your competitors do that time consuming work. Meanwhile, you and your team will be deep diving into clients with speed and ease to drive real value to your clients. Now, a bit mor

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5 days ago

CLOVANAdvisory Board

Account Manager Role to have automatic access to new clientsNew

The account manager role should have access to new clients automatically while the associate role will need to be given access.

7 days ago

shannonpAdvisory Board

Digits Reports Builder: Report showing YTD split by monthsDiscussion ongoing

FEATURE REQUEST!!! In addition to the profit & loss for the last month, many of my clients like to see a report showing the year-to-date split by months. See below. This feature (and cash basis reporting) would definitely make me a dedicated Digits user.

11 days ago

shannonpAdvisory Board

Digits Reports Builder: Cash Basis ReportingNew

98% of my clients are on cash basis. I would LOVE the capability of toggling between cash and accrual. Please add this feature ASAP!

13 days ago

MichaelDigits Team

52 New Ideas + 242 Votes = 19 Ideas DeliveredProduct Ideas

Our mission is to build the next generation of finance tools that solve the industry's biggest pain points. We do this with our Community to strengthen industry trust. We do this by building in public. Here are the great ideas that were submitted in Q2 2022. Remember, our product team reviews each idea you submit and is eager to hear what other features you would love for us to build. If you have a product idea feel free to submit it here Quick Stats for Q2 2022 19 52 242 Ideas Delivered New Ideas Created Votes Ideas we deliveredThe following 19 ideas you submitted on Digits community have been delivered, with a total of 47 votes delivered in Q2 2022. Thanks to all of our brilliant idea contributors: @JAM · @EFarrington · @amcnary · @Shelly · @JAM · @ALS22 · @rynaecalder · @AmandaW · @Helix Point · @shannonp · @sarahbrooke · @michaelalliman · @TylerOtto · @Amanda · @rdavis · @Judah · @abhopmann @focalpointbk · @balancebookkeeping · @ksalem

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13 days ago

ellenflowersAdvisory Board

General

Reports templating

Is there a way to memorize a report so you don’t have to go in and customize it each time you run it? if things change in QBO after report has been created does it update the report or do we need to rerun it?Thank you,Ellen

13 days ago

bradyAdvisory Board

Digits Reports Builder: Reporting tempatesImplemented

It would be great to be able to save monthly reporting templates (layouts / executive summary) so that we don't need to recreate each month.

13 days ago

contractorskeeperllcAdvisory Board

Digits Reports Builder: Collapse optionImplemented

Is there a way to collapse the rows in the reports? For example, I organize my COAs with parent accounts and child accounts. This allows me to have detail when needed in QuickBooks but also view easy-to-read reports. It would be nice to have that same option in Digits reports.

15 days ago

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