It's not the hardest thing in the world but creating and maintaining a prepaid schedule can be a pain to keep up to date. Know exactly who your client has recurring payments with, how long they have been paying those vendors, how much they owe and on what cadence is tedious and time consuming.
With Digits Search answer all of these questions with ease. No more spending hours coming through historical vendor spend only to realize that you accidentally left out a vendor for a month. Through our auto recurrence detection you can quickly identify recurring spend for your clients and how much they owe regularly.
1. Click on the glasses on your client in question.
2. Open Digits Search
3. Search for "Expenses"
4. View your top vendor lists and quickly see which are recurring through our recurrence detection
5. Navigate and deep dive in the details screen as necessary to understand context
6. Make comment in detail page "@" mentioning the client answering their question