General

The possibilities are endless with the Living Model.

  • 117 Topics
  • 311 Replies

117 Topics

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?

7
Michael
19 days ago
K
Kyle ChristensenNew Decimal
asked in General

Cash balance

We keep a majority of our corporate cash in short-term liquid investments which sit within current assets. Is there a way to change how the reporting formula for Cash balance, Runway, etc is calculated to include “Total Current Assets” from quickbooks?

5
Michael
1 month ago
bfausett21
bfausett21Participating Frequently
asked in General

Profit and Loss Missing Data - previous month comparison

The dollar amount comparison to previous month is not working on the Profit and Loss report. It’s the same on all clients. I’m including a screenprint. Thank you 😊 

4
Michael
1 month ago
bfausett21
bfausett21Participating Frequently
asked in General

Profit and Loss Missing Data

The dollar amount comparison to previous month is not working on the Profit and Loss report. It’s the same on all clients. I’m including a screenprint. Thank you 😊 

0
bfausett21
1 month ago
C
Caroline DevoyParticipating Frequently
asked in General

Balance Sheet on Reports shows a credit as negative in totals

I just discovered this on a client’s Balance Sheet:Obviously, the Total Liabilities uses the correct sign and so does the account, but the 2 subtotals are wacky. I have not investigated to see if this is happening with other clients yet. 

3
Michael
1 month ago
C
Caroline DevoyParticipating Frequently
asked in General

Link to Community Page within My Digits has disappeared

This seems to have just started today or maybe Friday- when I click on the support link in Digits, it tries to open my email to send am email. It used to bring me here to the community page. I couldn’t find a link for the community / support link on your website. I literally had to search my Chrome History to figure out how I got here previously.  

1
Michael
1 month ago
Ryan Wittman
Ryan WittmanNew Decimal
asked in General

Cash Runway

How is the cash runway calculated?

1
Michael
2 months ago
C
Caroline DevoyParticipating Frequently
asked in General

How do I send an invite to a client to use Digits?

My apologies if I missed it in the help area, but I cannot find how to send an invite to a client to use Digits. I see the option to invite users when I publish a report, but I can’t find that ability anywhere else in the Digits interface. And after I have invited a client, I don’t see anything in the interface that lets me know they have been invited and whether or not they have accepted the invite (or clicked on the link). Am I missing something?

1
Michael
2 months ago
Ryan Wittman
Ryan WittmanNew Decimal
asked in General

Client Portal View

How do I see what the Client Portal looks like from the Client’s perspective?

1
Michael
2 months ago
J
Jacquie MurphyNew Decimal
asked in General

My Digits isnt sync with one client and cant add new client

Hello,I have 1 client that is not syncing to Digits from QBO, and I cant add another client I keep getting an error say it didn’t work contact support. When i search in QBO for Digits I no longer see it listed there either are you no longer working with QBO? 

1
Michael
2 months ago
Kelly Marcella
Kelly MarcellaParticipating Frequently
asked in General

Reconnect QBO

I don’t see any of my QBO pulling syncing.  Help!  

11
Michael
2 months ago
C
Caroline DevoyParticipating Frequently
asked in General

Transaction Review- Action Items Understanding the Workflow

I want to make sure I understand the Transaction Review / Action Items workflow. Am I correct in my assumption that Transaction Review will only show transactions from the accounts that are set up in the Transaction Review screen Settings??What if I have a transaction that IS categorized, but because of its size or other issues, I want the client to review it to verify that it is in the correct category? If I add the category to Settings that the transaction is posted in, do I then have to go through every one of the transactions in that category to find the one to send to the client?You may ask “Why categorize it if you aren’t sure?” Well, if we did not categorize transactions that we were not 100% sure about, we could have over half of the client’s monthly transactions in uncategorized. That would certainly irritate the client and would make it appear that we have no experience or knowledge to make educated assumptions about categorization. So is there a plan to allow me as the accou

6
Michael
2 months ago
K
Kristine DoriaNew Decimal
asked in General

Digits Pie Chart by Expense and Pie Chart per Vendor

Hi!I just would like to know if there are pie charts for expenses by vendor available to download?Thank you!

3
Michael
2 months ago
C
Caroline DevoyParticipating Frequently
asked in General

Dashboard graphs have no label to indicate cash or accrual

I love the graphs that focus on cash runway, cash balance & net burn. However, that immediately makes me ask if the graphs shown on the dashboard are on a cash basis or an accrual basis? Nothing tells me. And if I don’t know, I promise you my client won’t know.In my opinion, I would rather have them be on an accrual basis, but I can see instances where I or the client would want to know these items on a cash basis as well. So ultimately, I would love the good old QBO toggle. But in the meantime, can they at least have a label to prevent any confusion?Don’t know if this is cash or accrual without going back to QBO 

1
Michael
2 months ago
T
Trish PetersonNew Decimal
asked in General

Getting Started

I added Digits app in QBO accountant. I have launched digits from QBO and I am logged in. However, I get a screen that states Add your accounting firm and has a button Get Started. However, that button is overlaying the “terms” link and does nothing to go to Get Started.  ??  Suggestions?

1
Michael
2 months ago
G
gmastromarinoNew Decimal
asked in General

Cannot connect to qbo

I received my Welcome email.  Digits app appears to connect, then nothing happens except it takes me back to the page to connect again.  I am first trying to connect to my firm.  thank  you 

1
Michael
3 months ago
H
Hatim HijaziParticipating Frequently
asked in General

Client Portal URL

Can we add the client portal URL to our website?

1
Michael
3 months ago
M
Myranda HPNew Decimal
asked in General

Integration Management

I have an account issue… I have one client where there is an ‘X’ is next to “Integration Manage”. I have disconnected the connection in QBO and reconnected it via Digits and the X is still there. I don’t even know how it became like this, so I need some assistance. All their numbers for this year are there except for November...where they are not present.  Also, I wanted to know if someone can provide me with some insight on how to delete clients from account.  Thanks for the help. 

1
Michael
4 months ago
R
Advisory Board
RbpinneyAdvisory Board
asked in General

Cash reporting

I have been using Digits for 2 years now and requested cash based reporting since day 1.  I have been told numerous times that it will be done but never received a firm commitment from Digts that it is actually being worked on.I’m not the only person asking for this.  Many others need to show financial reports for cash based clients.Are you really going to do this or just keep kicking the can down the road?

6
Michael
5 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
5 months ago
N
nickhardyNew Decimal
asked in General

General

What can I use digits for? 

1
Michael
5 months ago
E
Advisory Board
ellenflowersAdvisory Board
asked in General

How do I delete/disconnect a business

How do I delete/disconnect a business I don't work with anymore? I need to delete Statecraft, schoolcraft and northarc

1
Michael
5 months ago
T
Tina NailNew Decimal
asked in General

Demo

Is it possible to get a demo to see how this would work with my clients.  I thought Digits was all about reports but someone told me that it works similar to Keeper.  Thank you. 

1
Michael
5 months ago
C
Chris KachmarNew Decimal
asked in General

Real time application

Hi,We did some transaction reclassifications in our client who is using QBO. When will it be synced with Digits?Thank you

1
Michael
5 months ago
C
Chris KachmarNew Decimal
asked in General

Change the Graph Dates

Hi,is there a way we can change the graph dates - currently they are in comparison to THE PAST 12 MONTHS. I wanted to filter the date to THIS YEAR TO LAST MONTH.Is there a way we can do that?Thank you!

2
C
6 months ago

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