General

The possibilities are endless with the Living Model.

  • 57 Topics
  • 143 Replies

57 Topics

Rob Hamilton
Rob HamiltonDigits Team
published in General

[05.22 — Alliance Update] Welcoming Bean Accountants, Shout Outs, Now $1 Trillion+Alliance Update

 Growing the Alliance -- Welcome, Bean AccountantsIt's well-known that the accounting industry and its technology and tools have been largely unchanged in decades. This lack of stimulus is what inspired Digits to develop the Living Model technology to power a new class of finance tools. There is a hunger in the industry for more powerful tools.We’re excited to welcome Bean Accountants to the Alliance as one of those firms now. Bean Accountants is partnering with Digits to gain access to our suite of groundbreaking tools. They will also be joining our Labs program to help shape the future tools. In a sector where tech-enablement and modern tools aren't always embraced with open arms, Bean is empowering accounting firms by streamlining how CPAs and Accountants connect with companies seeking project-based contracting.  Bean will deploy Digits Search, Digits Reports, and Digits Reports Builder along with our other tools in Labs to their teams in the field.Shout OutsThank you to the firms w

32712
anurag_baddam
10 months 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!

2430
Michael
3 months ago
Michael
MichaelDigits Team
published in General

Welcome to the Digits Community!

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! 

1607
S
18 days ago
Wayne Chang
Wayne ChangCo-founder
published in General

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

1250
Wayne Chang
10 months ago
Shelly
Advisory Board
ShellyAdvisory Board
asked in General

Balance Sheet not Displaying Correctly

Xiid Corp - the Equity section of the balance sheet is not displaying correctly. The Account numbers are not listing as they should. Please fix and also remove accounts that have a zero balance.

8
Shelly
Advisory Board
8 months ago
Wayne Chang
Wayne ChangCo-founder
published in General

I'm an Operator of a Business, How do I....?operators

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

880
Wayne Chang
10 months ago
Shelly
Advisory Board
ShellyAdvisory Board
asked in General

Error in Summary of Executive Report

I am having issues with typing a summary in the Executive Report.When I hit enter to create a line in between paragraphs it does not work. I do not see the signature of my company name as I did in one of my other clients reports I get an Error 37927Please help.cc: @courtney  

8
Greg
10 months ago
Liveoakbk
Advisory Board
LiveoakbkAdvisory Board
asked in General

VPN's

I use Nord VPN for work and when I go to Digits.com it tells me that the server is unavailable. I have to go disconnect Nord for 5 minutes and then sign into digits.com, then I can reconnect and everything works. Is there a way to stop this annoying work around?

7
courtney
10 months 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 month 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 month ago
Michael
MichaelDigits Team
posted in General

What is your favorite fall drink?

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? 

10
Eric
5 months 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
3 months ago
SeeSureNumbers
SeeSureNumbersNew Decimal
asked in General

Xero and Digits Timeline???

Timeline for Xero and Digits??  

1
Michael
8 months ago
bfausett21
bfausett21New Decimal
asked in General

Digits Reports Demo Video for Clients

Is there a demo video of the reports that I can show prospective clients?

4
david
8 months ago
T
TSBooksNew Decimal
asked in General

Client Portal?

Is there a way to see what your client sees when you send them a report?Also where are they sent? Can that tie back to my website? 

3
courtney
8 months ago
Michael
MichaelDigits Team
published in General

Digits needs your help!

Here at Digits, we relentlessly try to push the boundaries on building delightful tools for Accountants. In our process of digging deeper into the finance world and furthering our understanding, we've realized we'd like to know more about where the money movement actually happens.We would love if you could take a second to share some general information about if and how much accounts payable work you do for your clients.  

530
Michael
1 month ago
R
Advisory Board
rynaecalderAdvisory Board
asked in General

Account manager versus admin access

Hello, Is there a way to give an employee Admin access and then select which companies I do not want her to have access to?  It appears in order for her to share links and send emails to clients, she does not have that capability as account manager.  But if I give her full admin access, then she can see my personal business financials which I do not want her to have.  Thank you,

6
courtney
8 months ago
Jennifer Syers
Jennifer SyersNew Decimal
asked in General

Cash Basis Reporting

Has Digits added the cash basis feature yet?All of my clients are cash basis so Digits is kind of pointless for me right now.

2
Jennifer Syers
8 months ago
ALS22
Advisory Board
ALS22Advisory Board
asked in General

Access To Labs

I requested access to Labs so that can test the Digits Boost. Please assist. 

3
ALS22
Advisory Board
9 months 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
3 months ago
Wayne Chang
Wayne ChangCo-founder
published in General

I'm an Accountant focused on Audit, How do I....?auditors

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. 

390
Wayne Chang
10 months ago
Ana Cruz
Ana CruzNew Decimal
asked in General

Reports

I noticed that my august report says Draft not published like my July report.  I’m not sure what I did for the previous month to move to published instead of draft. Thanks

4
Rob Hamilton
6 months ago
J
JR GarciaNew Decimal
asked in General

Profit and Loss monthly report

Hello--how do I get a YTD report for say July 2022 but total by month? I want to see each month on the report. Thank you.

1
A
6 months ago
S
Advisory Board
sarahbrookeAdvisory Board
asked in General

Removing Clients

How do you remove clients from your Dashboard? 

1
courtney
8 months 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
3 months ago

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