The possibilities are endless with the Living Model.
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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!
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
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.
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
The statement of cash flow shows the net total cash flow correctly, but it does not show the correct cash flow from operating and/or investing. It appears that the net operating cash flow is calculated by taking net income for the period and then adjusting that by the delta of balance sheet account balances to arrive at net cash flow. That is a good first step, however, more is needed to be done in order for the cash flow to be accurate.Here are some of the scenarios where this would be an issue.Assume in Year 1, the only transaction is that the business received an invoice for $100k for an equipment that they purchased and did not pay it until Year 2 and the business has zero net income. In Year 1, the only entry would be Dr. Fixed Asset $100k Cr. Accounts Payable $100k. With this scenario, would the cash flow reports here show that the Net Cash Flow from Operating as a positive $100k (zero net income plus the increase in Accounts Payable)? If yes, did this business generated $100k in
I imported a client into digits yesterday that has some cleanup work we need to do for 2022. I see the transactions are visible in search and reports, but the boost is not recommending any yet, and transaction review doesn’t let me recategorize. The transactions were all imported into qbo as uncategorized transactions. Is there delay for boost or am I doing this incorrectly?
This is a question but potentially an idea. As of right now, when I send the client portal email to a client they can log in from that link but when they try and log in a week later they are getting confused as they are never asked to set up a password or anything.Has there been any work on creating a client portal login page separate from the regular digits login.Is it also possible for the client to be forced to set up a password . As of right now the work around is for them to click the “forget password” link and then set one up which seems tedious. Thanks!
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!
We have been waiting for several days for our first five clients to be set up in Digits. We want to use the tool, so we can roll it out to our other clients. I also need to invite my team members to the Digits account. Can you please help with this? We are excited about the tool, but we are concerned about the set up, and how little information and functionality seems to be available to get started.
Hello everyone! We’ve just launched an updated design to your portal experience to make it even easier to navigate, focus on the client at hand, and invite colleagues to Digits.To start, we’ve introduced a collapsable sidebar on the left hand side of your screen. This will be where you can see notifications, an activity feed, contact community, view your ‘Shared with me’ page, and sign out. We’ve also removed the permanent sidebar that housed all of your different clients, and replaced it with a dropdown menu at the top left of your portal. This will allow you to stay focused on one client at a time without getting overwhelmed or distracted. Within this dropdown, you’ll also see a badge with a number of work items to address for each client, so you know which accounts need your attention. This is where you’ll be able to add a new client as well. Finally, we’ve made it easier to see how many colleagues are linked to each of your clients and included a link to the settings page where you
Questions about Digits pricing are often top of mind when we chat with our amazing community. Our members are using Digits amazing tools to WOW their clients, but they can’t believe it is free to use! Over time, we’ve engaged with and learned from many of you in the community about your thoughts on pricing so that it’s sustainable to your firm and lets you grow your business. We are happy to share that as we continue to build, improve and expand Digits' offerings, we are introducing pricing to Digits. As mentioned, we want our pricing to truly unlock the growth of your firm on Digits. To that effect, we made the decision to allow for the first 5 clients on Digits to be free forever. Beginning Nov 30th, Digits is offering three additional paid plans. The details of these plans can be seen here. If you are an Admin in your Digits organization, you will see pricing details in your Accountant dashboard. As you take a look, if you have any questions not answered below, please ask us here!
A few weeks ago, we sent everyone an email letting them know that we’d be introducing pricing tiers, and how that would affect each of you. If you missed that email, please check your inbox for a note from @Michael. As of today, you’ll see a new experience within your Digits account. Our pricing tiers are based on the number of clients you link. Your first five clients will be free forever – once you add additional clients, you’ll see a prompt to upgrade to our next tier. We put together an article explaining more about this process here. Leave a comment and let us know what questions you have, or schedule a call with us here. Thank you again for being on this journey with us and for supporting Digits. Don’t hesitate to reach out with any feedback - you know we’re all ears!Lily
I had a meeting with a potential new client who is a non profit and they liked the software, and maybe I Just don’t see how yet because they aren’t my client yet, but can Digits reports be created with the non profits language? “Statement of Financial Position” and “Statement of Activity”, etc.?
The Digits team had a wonderful time at last week’s Women Who Count conference in Chicago! It was inspiring to meet so many brilliant women, and we had so much fun handing out our signature green nail polish and sharing how Digits can help supercharge your business and WOW your clients. We were honored to partner with AFWA to host a special reception for the Chapter Achievement Award winners which included endless cocktails, gourmet bites and beats provided by DJ Liz Ladoux.Digits will be hosting events like this for any chapter of AWFA that is interested! You can learn more about our partnership here. Here are a few snapshots from the conference & reception!
Hello everyone! We all know that there are simply too many passwords to remember these days, so we wanted to make your life just a little bit easier on Digits 👀We’ve gotten many requests for an easier login experience, and we’re thrilled to introduce magic links! Any user with an existing account will now be able to request a magic link to sign in. Here’s how it works:Head to https://my.digits.com/login to enter your email address and click “Sign in with Email” Click “Send Magic Link to Email” and head to your inbox Find the email and click “Sign In”. Ta-da! You’re in!If you prefer to use your password, you can still do so :) We’ll be using magic link technology to improve other features in the future as well. Stay tuned! Let us know if you have any questions, and enjoy the magic of Digits! 🪄
It has turned into fall in Rhode Island (where I live)! For myself and my family, we quickly adopt fall's wonderful assortment of delicious drinks. Our favorite fall drinks are hot chocolate for my 8 yr old, Pumpkin Chai for my wife, and a Brick Wall (Apple cider syrup, bourbon, and a splash of ginger ale) for me.What is your favorite fall drink?
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