Sticky Labs

Digits Advisory Tools: Now in Labs

Digits Advisory Tools: Now in Labs

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This is so great! Will I be able to get access?

Userlevel 4
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Thanks for asking @Bridgett Rowland and I was able to get Burn and Sales unlocked for you. Looking forward to your first thoughts and feedback! 

Badge +3

Good Morning,

Could you grant me access to the advisory tools. Thanks.

Userlevel 4
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All set @Liveoakbk Burn and Sales are enabled for you! Can’t wait to hear what you think :) 

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Could I please have access?

Userlevel 4
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Hey @Kip McCauley yes! Burn & Sales have been unlocked for you. Let us know what you think and what we could make better :) 

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I love the Sales and Burn reporting! However, I don’t know how I can give my client access to these reports. They are the ones that will really geek out over this stuff. I’d love to send them something weekly, but I don’t see a way to send reports like I do in the Report Builder feature. Any help with this?

Userlevel 4
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@amcnary love hearing that and thanks for the feedback! Quick clarifying question -- which parts of Burn and Sales would you like to share directly with your clients?

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Well, I’d like to share all of it with them. When I use the Report Builder feature, I’m able to email the reports directly to the client. However, I don’t see a way to do that with Burn or Sales. Is there a way to give the client direct access to Digits so that they are seeing all of the features (Report Builder, Boost, Sales, Burn, etc) and then they just log in to whatever feature they want? I’d rather be able to send them reports when I know the work in QBO has been updated and is accurate before they just log in and start poking around - but either way, I don’t see how to give my client access. Can you help? Thanks!! 

Userlevel 4
Badge +3

Thanks @amcnary this is extremely helpful! For Burn and Sales, I’d be interested to know if this workflow would work for you and your clients. From Burn, click on: 

  • Categories
  • Expenses
  • Share

Does this work? Do you need something different? It would give them access only items within Burn, but they can explore within all expenses. You could also share Sales in a similar fashion. 
 

 

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