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The statement of cash flow shows the net total cash flow correctly, but it does not show the correct cash flow from operating and/or investing. It appears that the net operating cash flow is calculated by taking net income for the period and then adjusting that by the delta of balance sheet account balances to arrive at net cash flow. That is a good first step, however, more is needed to be done in order for the cash flow to be accurate.Here are some of the scenarios where this would be an issue.Assume in Year 1, the only transaction is that the business received an invoice for $100k for an equipment that they purchased and did not pay it until Year 2 and the business has zero net income. In Year 1, the only entry would be Dr. Fixed Asset $100k Cr. Accounts Payable $100k. With this scenario, would the cash flow reports here show that the Net Cash Flow from Operating as a positive $100k (zero net income plus the increase in Accounts Payable)? If yes, did this business generated $100k in
Enable a full service client portal providing the ability for document storage, thus eliminating the need to purchase a client portal elsewhere. I have to limit the amount of logins & clicks my client has to do to work with me. This is a pain point for not sending my client access to the Digits portal, as they already use my Intuit tax portal, and client management software portal [currently used for document storage]. Too many touchpoints for them to remember. Thanks and great work with this product! I love it so far!
How long the process takes to onboard a client on digits. I have been waiting for more than 4 days. Thanks,Hatim Hijazi
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
Does my client have to have an activated dashboard/portal in order to receive and answer Transaction Review requests?
I imported a client into digits yesterday that has some cleanup work we need to do for 2022. I see the transactions are visible in search and reports, but the boost is not recommending any yet, and transaction review doesn’t let me recategorize. The transactions were all imported into qbo as uncategorized transactions. Is there delay for boost or am I doing this incorrectly?
I’d love the client portal to be able to have the option drop in documents somewhere. Like client bank statements or anything similar instead of files flying all over creation. Having one location for everything on the client side has always been something I desperately seek.
This is a question but potentially an idea. As of right now, when I send the client portal email to a client they can log in from that link but when they try and log in a week later they are getting confused as they are never asked to set up a password or anything.Has there been any work on creating a client portal login page separate from the regular digits login.Is it also possible for the client to be forced to set up a password . As of right now the work around is for them to click the “forget password” link and then set one up which seems tedious. Thanks!
I have a client with a “Ask My Accountant” expense account and none of the transactions in that account ace showing up. I have 2 other accounts where it seems to be working perfectly but I cant figure out why this specific account isn't working. Let me know if anyone has an Idea. Thanks!
Hello, I cannot find anywhere how to link another bank account to my Digits account (impressive!). Not even in the integration sections. How do I do that???
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