Tutorial

Validate your largest monthly transactions are categorized correctly in seconds!


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Need to check if something that should have been booked as fixed asset in fact was not? Sometimes our largest transactions throw the books off the most because they are not accounted for correctly. Quickly validate this for you clients in seconds!

 

 

  1. Open Digits Search
  2. Search “Expenses” and click into the category
  3. In the bottom right of the chart, click on the “By Date” option to select the “$” filter to see the largest transactions for any time frame you would like. 

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