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The possibilities are endless with the Living Model.

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130 Topics

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MichaelDigits Team

published in General

Reports not loading

We are currently investigating an incident where reports are not loading or viewable within Digits. We will keep this thread updated and apologize for the inconvenience.--Michael

161

6 months ago

MichaelDigits Team

published in General

Welcome to the Digits Community!

We’re thrilled to have you here! The Digits community is a collective of accountants, bookkeepers, and business owners, as well as your trusty Digits team. Our community is SO important to us because our customers shape everything we do. Your feedback, ideas, input, and unique business needs influence every step of the Digits journey. Really!Take a moment to introduce yourself and let us know where you’re from, what you do, and what your current personal and/or business goals are. We’d love to support you and your business to help you expand and succeed! Once you’ve introduced yourself, take a moment to explore all that our community has to offer. We recommend starting with our Knowledge Base to learn more or our Product Ideas page, where you can see what features have been requested & are being built. If you need anything at all, just let us know. We can’t wait to get to know you!

36321

1 year ago

Wayne ChangCo-founder

published in General

I'm a Bookkeeper/Accountant, How do I....?Bookkeepers/Accountants

Hello Accountants & Bookkeepers!We at Digits are extremely excited to have built and made available to you the world’s first living model. Allowing us to build groundbreaking tools for professionals in the finance field — including you!One of our first areas of focus has been to build out tooling that meets the needs of bookkeepers to solve your most frequent and time intensive tasks.These tools will help drive efficiency and time savings. All while still making you look great to your clients :-) Here are just a couple of the workflows we have unlocked with our next generation tools:Create and send beautiful, interactive monthly end reports to your clients in one-click. Why spend hours reconciling and designing a report by hand? Generate one with Digits Reports, proof, and then send. See how easy it is here! Save hours of time doing manual variance analysis through using our robust reports analytics toggles. Quickly see if any accounts, vendors or transactions are out of place th

2305

1 year ago

MichaelDigits Team

published in General

Digits needs your help!

Here at Digits, we relentlessly try to push the boundaries on building delightful tools for Accountants. In our process of digging deeper into the finance world and furthering our understanding, we've realized we'd like to know more about where the money movement actually happens.We would love if you could take a second to share some general information about if and how much accounts payable work you do for your clients.

640

1 year ago

Wayne ChangCo-founder

published in General

I'm an Operator of a Business, How do I....?operators

Hello Operators!We at Digits are extremely excited to have built and made available to you the world’s first living model. Allowing us to build groundbreaking tools for professionals in the finance field — including you!One of our first areas of focus has been to build out tooling that meets the needs of folks who operate businesses to solve your most frequent and time intensive tasks.These tools will help drive efficiency and time savings, allowing you to not only spend more time running your business but also do it with the confidence of fully understanding the finances as well! :-) Here are just a couple of the workflows we have unlocked with our next generation tools:Find out how much you spend every month without combing through all your bank accounts. See it all in once place in seconds with Digits Search. Feel the speed here! Updating investors and your team on the latest on the business has never been easier! Create and send beautiful, interactive monthly end reports in one-cli

1090

2 years ago

Wayne ChangCo-founder

published in General

I'm an Accountant focused on Audit, How do I....?auditors

Hello Auditors!We at Digits are extremely excited to have built and made available to you the world’s first living model. Allowing us to build groundbreaking tools for professionals in the finance field — including you!One of our first areas of focus has been to build out tooling that meets the needs of Auditors to solve your most frequent and time intensive tasks.These tools will help drive efficiency and time savings. All while still giving you the power you need to deep dive into the depths of a companies financials :-) Here are just a couple of the workflows we have unlocked with our next generation tools:Even with the thinnest of context like a transaction ID or a vendor to go off of, find the details to assess what is throwing off the numbers in no time with Digits Search. Find everything you need, down to the transaction level. Witness the speed here! With thousands of transactions, vendors and customers to comb through, keeping track of notes you find along the way is painful.

470

2 years ago

Nancy ClarkNew Decimal

asked in General

Digits sync to QBO

My Digits last updated 11 hours ago so none of the QBO reports from today are matching. Is there anything I can do to manually sync this information? Thank you!

jamesonNew Decimal

jamesonNew Decimal

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?

150

1 month ago

Trish PetersonNew Decimal

asked in General

Getting Started

I added Digits app in QBO accountant. I have launched digits from QBO and I am logged in. However, I get a screen that states Add your accounting firm and has a button Get Started. However, that button is overlaying the “terms” link and does nothing to go to Get Started. ?? Suggestions?

121

1 month ago

ellenflowersAdvisory Board

asked in General

Ipad

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

1 month ago

Chris ScottNew Decimal

asked in General

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?

598

2 months ago

JDBNew Decimal

posted in General

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?

140

2 months ago

Josh McGeeNew Decimal

asked in General

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.

271

3 months ago

RbpinneyAdvisory Board

asked in General

Data not showing

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

100

3 months ago

Hendrik BartelNew Decimal

asked in General

Reports not supported on iPadOS

Digits reports can’t be displayed on Safari or Chrome for iPadOS, as it thinks the requests comes from a mobile browser. Please fix.

121

4 months ago

Ryan IngersollNew Decimal

asked in General

How to Delete Report

How I do I delete a Digits Report I no longer need? I made a copy customized it, but I don’t want the old version any longer.

315

5 months ago

ellenflowersAdvisory Board

asked in General

How do I delete/disconnect a business

How do I delete/disconnect a business I don't work with anymore? I need to delete Statecraft, schoolcraft and northarc

293

5 months ago

MichaelDigits Team

posted in General

Updated Client Welcome Video

Hey there! Wanted to share that due to the changes we’ve made to Digits, including Digits AI, we have created a new Client Welcome video that you may want to share with your clients. You can find the video here: As always, we are here and listening, so feedback or suggestions are welcome!

tfctobiasNew Decimal

Is there a way to remove “Secured by Digits” from the reports? I thought that the white label option would remove all Digits branding.

527

5 months ago

MichaelDigits Team

published in General

Upcoming Digits' Maintenance

At approximately 10pm EST/ 7pm PST, Digits will be unavailable for approximately 15 minutes as we conduct routine maintenance. Thank you for your patience and understanding. --Michael

5 months ago

Kenny BobekNew Decimal

asked in General

Updates?

Hello,I have bounced back and forth between Digits over the last year or so, but it seems there is not much activity in the community forums, however on the website it shows messaging and a document vault coming soon. Those 2 things would be amazing, are there any updates on the timeline of these features? Thanks

281

6 months ago

Kyle ChristensenNew Decimal

asked in General

Cash balance

We keep a majority of our corporate cash in short-term liquid investments which sit within current assets. Is there a way to change how the reporting formula for Cash balance, Runway, etc is calculated to include “Total Current Assets” from quickbooks?

365

8 months ago

bfausett21Participating Frequently

asked in General

Profit and Loss Missing Data - previous month comparison

The dollar amount comparison to previous month is not working on the Profit and Loss report. It’s the same on all clients. I’m including a screenprint. Thank you 😊

234

8 months ago

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