General

The possibilities are endless with the Living Model.

  • 92 Topics
  • 245 Replies

92 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! 

30717
Michael
1 month 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

1965
Michael
2 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.  

600
Michael
7 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

950
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. 

430
Wayne Chang
1 year 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
3 days 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 

5
Michael
5 days 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
9 days 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
24 days 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
1 month 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
1 month 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
1 month 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
1 month 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
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.

1
Michael
1 month ago
Chris Scott
Chris ScottNew Decimal
asked in General

Is it possible to add commentary in a report but not in the executive summery?

The Executive Summary is a great spot for big observations but we would like to be able to add context and comments in the body of the P&L, BS etc.  Is there a way to add comments in more than the executive summary?

3
Michael
1 month ago
F
Fernando Sanchez MontielNew Decimal
asked in General

Training

Hello Digits Team, where or when can I have a quick training for me and  my team?

1
Dakota
1 month ago
Chris Scott
Chris ScottNew Decimal
asked in General

How long is reasonable to wait for a client to load?

On Monday we added 5 clients to Digits, 4 of the 5 finished and were available in 24 hours, the 5th appeared to still be loaded at 48 hours and now 3-4 days later it says pending.  Is this normal?  Is there a way to get an estimate of when it will be available?

1
Dakota
1 month ago
Chris Scott
Chris ScottNew Decimal
asked in General

How to Add my coworkers

I’ve recently setup an account for my firm and I added several colleagues but they didn’t get invites, how do I share access to digits with additional members of my accounting firm?

5
Michael
1 month ago
Kenny Bobek
Kenny BobekNew Decimal
asked in General

Non Transaction Questions

Is there a way to ask a client non-transaction-related questions/tasks like document uploads? I understand there is no file sharing in Digits but I would like to be able to at least ask for the document.Ex: “Can you please upload your most recent Chase Ink Statement into our shared google drive folder?” Might be nice to be able to add the link as well for them to the folder. Thoughts?

1
Michael
1 month ago
J
Jamie MacdonaldNew Decimal
asked in General

YTD Reporting to be comparative with the previous YTD period (and not the full previous year)?

YTD Reporting to be comparative with the previous YTD period (and not the full previous year)?

1
Rob Hamilton
1 month ago
bfausett21
bfausett21New Decimal
asked in General

Remove client from portal

I need to remove access to the client portal for a former partner. I see how to add client access to the portal but can’t figure out how to remove someone. The client account needs to remain in Digits, I just need to remove access for one of the parties who has now left the company.Can you tell me how to do that? Thank you 😊  

3
Dakota
1 month ago
Kelly Marcella
Kelly MarcellaNew Decimal
asked in General

Badges

How do you earn additional badges?  

1
Michael
2 months ago
Shelly
Advisory Board
ShellyAdvisory Board
asked in General

Error in Summary of Executive Report

I am having issues with typing a summary in the Executive Report.When I hit enter to create a line in between paragraphs it does not work. I do not see the signature of my company name as I did in one of my other clients reports I get an Error 37927Please help.cc: @courtney  

10
Michael
2 months ago
R
Ryan CaseParticipating Frequently
asked in General

Mobile

Will Digits have the capability to view reports on a mobile phone soon or is that in the works anytime soon? Thanks much!

3
Michael
2 months ago

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