General

The possibilities are endless with the Living Model.

  • 100 Topics
  • 267 Replies

100 Topics

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
3 months ago
A
Anonymous
published in General

Digits Pricing is Live!

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 

220
A
11 months ago
Kristen Nies Ciraldo
Kristen Nies CiraldoNew Decimal
asked in General

Changing assigned vendor name

Client’s payroll is entered in bulk by journal entry, so those expenses do not have a vendor associated with them.Somehow in Digits, all the je’s for payroll have become associated with a vendor name.  So that vendor name is consistently coming up as #1 in spend in the top 5 lists, etc.  I am guessing this MIGHT have been something that happened within assigning vendor names with the Boosts.How do I:Edit the vendor associated with these journals entries  AND/OR Edit the vendor entry in digits so it can be called something else (ie: payroll)Thanks!

1
Michael
8 months ago
C
Advisory Board
contractorskeeperllcAdvisory Board
asked in General

paid features

Is there anywhere I can see what custom branded reports and custom branded portals look like? Also how does file storage work? How is it structured? 

1
Michael
8 months ago
C
CryptotaxcookNew Decimal
asked in General

Client Action Items not Related to Specific Transactions?

Is there a way to ask Client questions or assign action items that aren’t connected to specific transactions? Thanks!

3
Dakota
8 months ago
A
Alison HerbenerNew Decimal
asked in General

client removal

Hi, how do I remove clients from my account? Thanks!

1
Michael
9 months ago
R
Ryan CaseParticipating Frequently
asked in General

Client Portal

Does the client portal not have the “Ask Digits” AI feature? See attached. I logged in as if I were a client and it looks like clients don’t have access to this. 

4
R
4 months 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
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
R
Advisory Board
RbpinneyAdvisory Board
asked in General

Does my email for registering to Digits need to be same as Quickbooks email?

Does the email i use for digits need to be the same as my QuickBooks email?

1
Michael
1 year ago
RuthScottSolutions
RuthScottSolutionsNew Decimal
asked in General

Customer Receivables Categories not working.

The Under Customer Transactions and Receivables, the totals at the top are correct but the Categories are picking up all sales not just for that customer. Any ideas?

2
courtney
1 year ago
J
jsanchezcpaNew Decimal
asked in General

New to Digits

I Just joined, very interested to see how this can help our firm’s accounting service.Am I suppose to see something on my client Dashboard?

2
J
1 year 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
3 months ago
J
Joy GaschlerNew Decimal
asked in General

Digits Reports

Can clients view the Digits Report on a mobile device? Thank you,Joy G.

1
Michael
10 months ago
Seth Brody
Seth BrodyNew Decimal
asked in General

Deleting clients

Hi, I’d like to delete several clients. How do I do that?

1
Michael
8 months ago
R
Richard ArmstrongNew Decimal
asked in General

Cannot launch Digits in QBO

I have connected QBO and Digits.  I connected the bank account to Digits.  I go into My Apps to launch the app in QBO - nothing.  Taking me back to home screen in Digits.  Where am i going wrong?THXRick Armstrong

1
Michael
4 months ago
M
Mariko Hayashi-HallNew Decimal
asked in General

Set issues

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.

1
Rob Hamilton
10 months ago
A
Adele GruberNew Decimal
asked in General

deleting a client from my digits list

How do I delete a client from my digits list please 

1
Michael
9 months ago
E
Elba RushingNew Decimal
asked in General

Reports Dark Mode?

I’m not sure if I’m asking this question correctly or not but here it goes:When I run a report it has a dark background, this is difficult to read for myself and our clients. Is there a way to make the background in the reports lighter?Thank you!Elba Rushing

1
Michael
6 months ago
K
Keith JamesNew Decimal
asked in General

Why is quickbooks not syncing all of the sudden?

I received this message randomly while using the software, and I am wondering what I am supposed to do to fix it if anything, “We ran into an issue syncing with Quickbooks.Don’t worry, our engineering team is ready to help.CONTACT US”What is the next step I am supposed to take?

1
Dakota
4 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
4 months 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
3 months ago
K
kmacyNew Decimal
asked in General

Non Profit Language

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.?

1
Michael
1 year ago
ozgurdenizyusuf
ozgurdenizyusufNew Decimal
asked in General

When Will Digits Be Available?

When will Digits be available?

1
Michael
5 months ago
G
GeoffNew Decimal
asked in General

SFA for Digits Login

Is there a 2FA setup for Digits Login?

3
Michael
4 months ago

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