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.
Digits Boost: Uncategorized Suggestions
Digits Boost (Labs)
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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.
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?
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?
All the votes have been transferred into this idea.