General

The possibilities are endless with the Living Model.

  • 100 Topics
  • 267 Replies

100 Topics

Michael
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! 

33521
Michael
2 months ago
Wayne Chang
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

2035
Michael
4 months ago
Michael
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.  

610
Michael
9 months ago
Wayne Chang
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

1000
Wayne Chang
1 year ago
Wayne Chang
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. 

450
Wayne Chang
1 year ago
R
Advisory Board
RbpinneyAdvisory Board
asked in General

Cash reporting

I have been using Digits for 2 years now and requested cash based reporting since day 1.  I have been told numerous times that it will be done but never received a firm commitment from Digts that it is actually being worked on.I’m not the only person asking for this.  Many others need to show financial reports for cash based clients.Are you really going to do this or just keep kicking the can down the road?

6
Michael
1 month ago
J
jsanchezcpaNew Decimal
asked in General

Editing Reports Footnotes

We need additional footnote customization to meet US AICPA compliance requirements.Need to disclose in footnote on each page of financial statements:   For Management Use Only - No Assurance Provided.   See accompanying notes to financial statements.Currently, editing reports to show this footnote does not fit onto area designated.We would also need to include an additional page to the report “Notes to FInancial Statements” with further disclosures that need to accompany these reports.IF we can get this to work, it would be FANTASTIC! and we’ll become paid members to roll-out to all our clients.Thanks for you assistance.

2
Michael
1 month ago
N
nickhardyNew Decimal
asked in General

General

What can I use digits for? 

1
Michael
1 month ago
E
Advisory Board
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

1
Michael
1 month ago
T
Tina NailNew Decimal
asked in General

Demo

Is it possible to get a demo to see how this would work with my clients.  I thought Digits was all about reports but someone told me that it works similar to Keeper.  Thank you. 

1
Michael
1 month ago
C
Chris KachmarNew Decimal
asked in General

Real time application

Hi,We did some transaction reclassifications in our client who is using QBO. When will it be synced with Digits?Thank you

1
Michael
1 month ago
C
Chris KachmarNew Decimal
asked in General

Change the Graph Dates

Hi,is there a way we can change the graph dates - currently they are in comparison to THE PAST 12 MONTHS. I wanted to filter the date to THIS YEAR TO LAST MONTH.Is there a way we can do that?Thank you!

2
C
1 month ago
C
Chris KachmarNew Decimal
asked in General

HISTORY

Where can we find the history of the reports we have shared - date and email address we have shared a specific report.Thank you!

1
Michael
1 month ago
Michael
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!  

0
Michael
1 month ago
C
Catrina CraftNew Decimal
asked in General

Trainings and Reporting

Please share training videos for Digits.Do you have template IA prompts to utilize in Digits?Can i download the overview information so that I can edit and share with my clients in a report?Additional information about Digits Boost needed 

7
Michael
1 month ago
R
Advisory Board
RbpinneyAdvisory Board
asked in General

Profit & Loss monthly report not showing

I am creating the monthly report for a client and the P&L report is not showing.

2
Michael
2 months ago
G
GarrettRNew Decimal
asked in General

Transactions not showing up in transaction review

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!

4
Michael
2 months ago
R
Advisory Board
Regina TrilloAdvisory Board
asked in General

Integrate Brex to Digits

Hi! I tried connecting Digits to my bank, Brex and it’s not working, can you help, please?Thanks!Regina

3
Michael
2 months ago
C
Chad StewartNew Decimal
asked in General

What does Digits do?

Hi everyone, I am new to Digits and I’m trying to figure out how it can help me.  I am honestly just confused about what Digits is. I have connected 2 of my bookkeeping clients with QuickBooks Online and I am confused if Digits is supposed to automate the bookkeeping functions (transaction classification, etc.) or if it is mostly a reporting platform?

1
Michael
2 months ago
RWali
RWaliNew Decimal
asked in General

Consolidated Reporting

Is there a way to get the Digits platform analyze multiple QBO entities and provide insights in coonsolidation?

2
RWali
2 months ago
tfctobias
tfctobiasNew Decimal
asked in General

White Labeling

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

5
Michael
3 months ago
M
Mike CarpenterNew Decimal
asked in General

refresh numbers

How do I get the model to refresh.  In the current month.  As I make closing entries and accruals the model does not refresh.

5
Michael
3 months ago
Chris Scott
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?

5
Michael
3 months ago
Traci Harper
Traci HarperNew Decimal
asked in General

removed old account

please remove my old account called: account effects - oldi have a good one with dianne harper as the admin - but i cant acess it with my intuit userid or google id. very annoying instead keeps logging into this one  

1
Michael
3 months ago
Jennifer Syers
Jennifer SyersNew Decimal
asked in General

Cash Basis Reporting

Has Digits added the cash basis feature yet?All of my clients are cash basis so Digits is kind of pointless for me right now.

4
Michael
3 months ago

Badge winners

Show all badges
Terms & ConditionsCookie settings