Tutorial

Transaction Details


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Ever find yourself needing the details on a specific transaction? They come up all the time and with little to no context it is a huge pain to find the details. There are a million questions that come up across your business and Digits helps answer all of them in a fraction of the time. 

 

Digits does the work for you. It will automatically reconcile different sources of data and pull information out, combine it with proprietary databases, and provide a rich view of each transaction.

 

 

Origin of Transaction - Financial institution transaction information:

  1. The financial institution's logo
  2. The financial institution's name
  3. The account name
  4. Last four digits of the account number
  5. Date of the transaction
  6. Raw transaction text
  7. The transaction value

Where it landed in the ledger - Ledger entry information:

  1. The date of the entry
  2. If it has a vendor associated, the name of that vendor
  3. The category of this entry is filed under
  4. The raw transaction text
  5. The amount on either debit or credit
  6. The category the other side is filed under
  7. The raw transaction text
  8. The amount on either debit or credit

Vendor Details 

  1. The vendor's logo
  2. The vendor's name
  3. The vendor's description
  4. The vendor's social and contact information
  5. The vendor's category

Category information

  1. How this transaction is categorized on the chart of accountants

Owner

  1. The name of the person that's in charge of this transaction

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