Digits Boost: Uncategorized Suggestions

Related products: Digits Boost (Labs)

Hey - so in the same way that Digits Boost can create a new Vendor, is it possible to add the functionality  so that a new category can be created. There is added complexity in that the user would need to be able to define the category properties but this would be mega helpful for both new client clean-ups as well as possibly changing Chart of Accounts reporting structures at the beginning of a fiscal year.

Updated idea statusNewDiscussion ongoing

Hey - so in the same way that Digits Boost can create a new Vendor, is it possible to add the functionality  so that a new category can be created. There is added complexity in that the user would need to be able to define the category properties but this would be mega helpful for both new client clean-ups as well as possibly changing Chart of Accounts reporting structures at the beginning of a fiscal year.

@JAM Awesome request, thanks for sharing!

Would you want Digits to suggest which new category it should be? Or do you think you’ll have a solid idea of what it should be, and simply want the convenience of creating one in Digits?
 

How often do you think you’d need to create a new category for a client? Once a week? month? quarter? year?


@Greg Despite best efforts, there’s always a misposting somewhere in the accounts and it would be great to have Digits propose the right account based on what you’re seeing from prior similar transactions. At AllCents, we typically only create new accounts at the beginning of a financial year IF we are changing up reporting as maybe something has changed at the client OR if we take on a new client and their Chart of Accounts is found lacking (which is typical) so it’s difficult to give you a fixed answer on how often that happens.

 


@JAM understood thank you!

 

Because we are proposing *new* categories, this is a great prompt for our ML team. In fact I believe they’ve already explored this world.

 

Would you want us to make a suggestion on a specific transaction? If so, what would be an example?


or take a look at a clients entire chart of accounts and make a recommendation?


Updated idea statusDiscussion ongoingImplemented

Updated idea statusImplementedDiscussion ongoing

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