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Having the smart vendor icon and information would make it much easier for me to understand all of the vendors. Can you add more then just the vendor’s name?
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.
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
Can you make it clearer which items or components can be searched for when building new reports?
We were honored when the AICPA invited Digits to be part of its 10th-annual Digital CPA conference in Nashville.We wanted to take this opportunity to really show the accountants and finance professionals how much we appreciated them and enjoy building the next-generation of finance tools they use.I hope you can join us at one of our upcoming Digits Events!
Hey - so in the same way that Digits Boost can create a new Vendor, is it possible to add the functionality so that a new category can be created. There is added complexity in that the user would need to be able to define the category properties but this would be mega helpful for both new client clean-ups as well as possibly changing Chart of Accounts reporting structures at the beginning of a fiscal year.
There should be a way to reach support with questions when using Digits - might be me but I can’t see a support / log a request option anywhere
Possible to translate the inputs of QBs balance sheet into a standard equity table? Might be difficult as QB would show $ amounts, but maybe it could start a template where owners could key in stock counts, potentially prepopulated with other attributes from QB. Thinking out loud
Having the tool to make industry analysis to judge how well the clients are meeting the standard. Taking the NAICS to break down industries. This could be broken down by revenue number to get a more accurate picture.
Hey! I’m currently managing crypto, would love to manage crypto balances on digits.
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