General

The possibilities are endless with the Living Model.

  • 122 Topics
  • 325 Replies

122 Topics

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
1 year 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
1 year 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
1 year ago
H
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

3
Michael
1 year ago
R
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. 

4
Dakota
1 year ago
A
Alison HerbenerNew Decimal
asked in General

client removal

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

1
Michael
1 year ago
E
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

5
Michael
1 year 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
1 year ago
J
Jill VillanuevaNew Decimal
asked in General

Run Report by Fiscal Year

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

1
Michael
1 year ago
T
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

6
Yass Baharvandy
1 year ago
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? 

2
Michael
1 year ago
G
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! 

1
Michael
1 year ago
L
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???

1
Michael
1 year ago
M
Mariko Hayashi-HallParticipating Frequently
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
1 year 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
1 year ago
L
Lindsay CalalangNew Decimal
asked in General

I can't see the "add client" button

I swear I’m not new to computers, but I cannot find the “add client” button to link Quickbooks to save my life!! Help!

3
Rob Hamilton
1 year ago
J
Jeff RudnerNew Decimal
asked in General

Pricing

What is the pricing to be able to run my clients’ financials in Digits and issue reports to them regularly?

2
Michael
1 year ago
A
Anonymous
posted in General

New Portal Experience!

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

2
Michael
1 year ago
Michael
MichaelDigits Team
published in General

Digits Pricing — Your First 5 clients are free forever

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!

4450
Michael
1 year 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
1 year 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
P
Patricia GrimesNew Decimal
asked in General

Re-sync to QuickBooks

If I make a change in QB - how do I re-sync this with Digits?

1
jseibert
1 year ago
amir g
amir gNew Decimal
asked in General

Quickbooks integration isnt working

Hey team! we are having issues with connecting quickbooks, it hasnt successfully integrated and it has been a few weeks. Pleas help! 

2
amir g
1 year ago
A
Anonymous
posted in General

Digits x AFWA

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!  

2
N
1 year ago
E
Advisory Board
ellenflowersAdvisory Board
asked in General

Can't see clients

I went to send a report today but all of my clients have disappeared? I can see history of messages when they viewed previous ones. 

5
Michael
1 year ago

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