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General

The possibilities are endless with the Living Model.

  • 134 Topics
  • 333 Replies
134 Topics
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GeoffNew Decimal
asked in General
SFA for Digits Login

Is there a 2FA setup for Digits Login?

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Michael MeilingerNew Decimal
asked in General
I am evaluating this AI as an accountant

It seems like I cant generate reports - it only giving me the ability to invite an accountant 

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Michael MeilingerNew Decimal
asked in General
Can't get past the start screen

Seems Like I am in a loop that keeps sending me back to the quickbooks connect I connect to quickbooks and then it goes back  

71
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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. 

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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

231
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ozgurdenizyusuf
ozgurdenizyusufNew Decimal
asked in General
When Will Digits Be Available?

When will Digits be available?

151
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rebecca
rebeccaNew Decimal
asked in General
Update my Google Login

I need to update my Google login. When I go to Setting - Login it doesn’t let me update anything. I am the admin. 

101
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hubelefpcNew Decimal
asked in General
Budgeting

Is there a way to bring the budget in from QBO to create a report of budget vs. actuals?

292
Liveoakbk
Advisory Board
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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

161
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Trish Fields
Trish FieldsNew Decimal
asked in General
QB Online Refresh after reports created

I noticed today that after making some changes in QB Online, my newly created reports refreshed after about a half hour. What didn’t refresh was the data in the Executive Summary. The executive summary still reflected the old data.  I thought I’d let you know! 

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Dakota
DakotaDigits Team
published in General
Digits recognized as one of the most innovative financial companies in 2023!News

We are very excited to share that Digits has landed a spot on Fast Company’s Annual List of the World’s Most Innovative Companies for 2023 We've been included on their prestigious annual list, specifically in the finance category joining the ranks of OpenAI, Disney, Tiffany & Co., and many more incredible businesses! As you all know, here at Digits we've been focused on using AI-powered technology to build the next generation of accounting tools that help you save time and WOW your clients.  Your continued use of Digits, feedback, and your help to further our mission has been instrumental in helping us build these innovative tools.Join us for a moment to celebrate, as this amazing honor is just as much yours as it is ours! Once again, thank you for your continued commitment to Digits!  

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Dakota
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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!

233
Dakota
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!

231
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Seth Brody
Seth BrodyNew Decimal
asked in General
Deleting clients

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

201
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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? 

211
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Hatim HijaziParticipating Frequently
asked in General
Onboarding

How long the process takes to onboard a client on digits. I have been waiting for more than 4 days. Thanks,Hatim Hijazi

363
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Rich ConleyNew Decimal
asked in General
Video for New Clients

Do you have an instructional video on introducing the product from a clients perspective (not bookkeeper) ? .  We would like to include it in our onboarding email to get people familiar with the product rather than doing a bunch of 1:1 calls. 

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Dakota
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Alison HerbenerNew Decimal
asked in General
client removal

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

201
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Advisory Board
ellenflowersAdvisory Board
asked in General
Issues connecting clients

Hi there, I tried to connect two clients today. the first is missing most of last years data (Zephyrhills) the second said I needed to contact you (RFT)?Thank you,Ellen

245
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Adele GruberNew Decimal
asked in General
deleting a client from my digits list

How do I delete a client from my digits list please 

181
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Jill VillanuevaNew Decimal
asked in General
Run Report by Fiscal Year

Hello,  How can I generate a report for their Fiscal year? (July- June)

111
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Tristan NguyenNew Decimal
asked in General
Issues with the cash flow report

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

2346
Yass Baharvandy
Joseph Damiens
Joseph DamiensNew Decimal
asked in General
Clean Up - Transactions not showing in boost

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? 

332
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GarrettRNew Decimal
asked in General
Client Portals login

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! 

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Luis TrilloNew Decimal
asked in General
How do I link more bank accounts?

Hello, I cannot find anywhere how to link another bank account to my Digits account (impressive!). Not even in the integration sections. How do I do that???

771
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