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Calling to a clients attention the transaction questions they have not answered

  • 27 April 2022
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Have you ever not been able to close out a clients books for the month because they wont answer your questions you have about some of their transactions? 

 

Fear not - Through Digits, it is easy to call our missing data points with Digits Reports comments!

 

 

There are two ways to achieve your goals in Digits!

1. Run the Profit & Loss and make a comment on a Digits report highlighting that the Profit & Loss is wrong because they have not gotten back to you.

2. Categorize all of that spend into a "Waiting for client response" bucket so that the Profit & Loss ties out. Once done, you can add a comment highlighting this bucket in your report to draw attention to it.


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