Sticky labs

Quality Check: Now in Labs

Quality Check: Now in Labs
sanjeetdas
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Please note that “Digits Boost” has been renamed to “Quality Control”.

I’m excited to share a new tool we’ve been building –  Quality Control!

Quality Control is an amazing new tool that will suggest actions to take on behalf of your clients’ ledgers.

Anytime a review is needed, you’ll be notified. For example:

Category Suggestions Digits looks at each transaction and alerts you if we notice that it is categorized with a different category compared to similar transactions
Vendor Suggestions If we spot a vendor that we think can be cleaned up or modified we’ll alert you.
Personally Identifiable Information Suggestions If we notice credit card information or social security numbers in transaction descriptions, we can clean it up and remove it

 

By popular demand, Quickbooks Push now supported with Quality Control!

Make sure data stays aligned, any suggestion you accept will be pushed to QBO automatically, no need to switch apps.

 

Getting access to Quality Control

(Labs-access required - request access here)

 

Setting up Quality Control

  1. No setup required. Seriously.
    (It automatically did it - already saving you time!)


     

Launching Quality Control

  1. Log into Digits
  2. In your dashboard, click “Quality Control”
  3. View the suggestions for each client

To push to QBO, click “Fix”.
 

 

Feedback matters in Labs:
Please post any issues, bugs, improvements or suggestions.
 

Excited to keep building this product with you, together.
–Sanjeet

PS: If you don’t see this on your dashboard, comment below and we’ll get you activated.

52 replies

J
Rank
Userlevel 1
Badge +2

I see Boost in my dashboard!

 

Shelly
Rank
Userlevel 3
Badge +4

I see Boost when I log in and an reviewing the suggestions. Thanks for adding me to this!

Greg
Userlevel 4
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Multiple clients have an Amazon Business account that is linked to QBO (like a bank feed).  Amazon determines that the Vendor name should be “Amazon Business”.  I am receiving two separate suggestions “Amazon” is the primary suggestion or “Amazon Marketplace” is the other.  We discussed this yesterday but I wasn't sure if I needed to add that info here 🤓

Thanks for letting us know! Yes, this is a case where we see the Amazon Business vendor, but based off the transactions description we are suggesting Amazon or Marketplace.

 

There are two things we are doing to help resolve this:

  1. Filters - We are adding filters to Boost so you can make sure we don’t suggest items for those vendors again
  2. Increased training for ML - Based off of your feedback and dismissing/closing work items we will improve our models to prevent suggestions like these
TraciS
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Userlevel 3
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 @Greg I see Boost on my dashboard! 😁

 

Traci
JAM
Rank
Userlevel 4
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WOW - Digits brings consistency to all transactions as we can not only change specific contact names but we can apply these updates across ALL payments - no more 1099 prep panics for slight name variations. Now I want the same option to be available for category suggestions (as a starting point...trust me, there will be more demands!!!)

 

AllCents
JAM
Rank
Userlevel 4
Badge +4

Things I’d like to see:

  • The same option to recategorize past classifications in the same was we can reassign the Vendor names BUT with the ability to apply it only to a specific date range, e.g. if the prior year is closed, I wouldn’t want any changes to those entries so I’d need to be able to enter the date from for the changes
  • We all have our own accounts that we post things to that we need answers on - Ask my Accountant or Items Requiring Clarification or Uncategorized...it would be great to be able to add that account to the Client and have this appear in Boost with the ability to ask our clients for more info. Once they answer, have the ability to update the entry from Digits plus add their answer to QBO for a complete audit trail
  • More of a question as I can’t see an example, what happens if there isn’t a vendor name assigned? That’s a real issue with QBO in that it allows postings to be made without a vendor (unlike Xero 😉) but, personally, I am only interested in this feature for P&L entries and not Balance Sheet
  • Could Digits maybe identify a brand new vendor in another section that we could review? With a Yes / No box on whether we need a W9 or W8 for 1099 purposes...if we say No, that alert would vanish but if we say Yes automatically email the client asking them to request the document then maybe attach it to their answer once they receive it. The Yes option would then only drop off the report once either the W9 was received or have an option for us to close this out ourselves if the doc came in another route?

 

 

AllCents
TraciS
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Userlevel 3
Badge +3

We use an account “Client 2 Advise” that enables us to ask the client about certain transactions, for some that includes a receipt request even if we know where it should be booked.  It would be helpful if we could filter that account out of the equation.

 

Amazon Business > Amazon recommendation….When you integrate an Amazon Business account with QBO, Amazon assigns the name.  I’m not sure if changing it to “Amazon” would interfere with this integration so I am hesitant to accept the recommendation.  It would be helpful if this could be excluded as well.  OR if Amazon Business was an ‘acceptable’ vendor name.

 

NTTA is for tolls - not auto fuel (getting this suggestion across multiple clients) - North Texas Toll Authority

 

 

Traci
Helix Point
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@Wayne Chang @Michael 

 

I would describe Digits Boost as tool you would you use to check for any errors before you sent the reports.

 

  • This could be very helpful for a team manager to make sure the employee is putting the transaction is the right area.
  • We put all our vendor name in on the QuickBooks side. If we did not do this, could we add them from digits? Could this save time? Might try this on one of my clients to see how it works. 
Greg
Userlevel 4
Badge +1

I see Boost when I log in and an reviewing the suggestions. Thanks for adding me to this!

@Shelly Awesome! I’m super excited to hear what you think

TraciS
Rank
Userlevel 3
Badge +3

Multiple clients have an Amazon Business account that is linked to QBO (like a bank feed).  Amazon determines that the Vendor name should be “Amazon Business”.  I am receiving two separate suggestions “Amazon” is the primary suggestion or “Amazon Marketplace” is the other.  We discussed this yesterday but I wasn't sure if I needed to add that info here 🤓

Traci
JAM
Rank
Userlevel 4
Badge +4

Hey, I’m using Digits Boost, which enables me to quickly clean-up manual errors such as incorrect vendor assignments or account mispostings in QBO without ever leaving Digits, helping me focus my efforts on getting my clients financial insights faster!

 

AllCents
courtney
Userlevel 4

@Ben Day Boost has been turned on for you! Let us know your thoughts after you try it?

Ben Day
Rank
Badge +3

Hey y’all! 

Two things. 

 

  1. When I go to rename a vendor, can it apply to all transactions flagged for that vendor/name? 
  2. Vendor renaming will need to recognize People Names instead of just businesses (example attached) otherwise folks that have smaller vendors/contractors are going to drown in suggestions that aren’t right
1 Attachment
Greg
Userlevel 4
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Hey y’all! 

Two things. 

 

  1. When I go to rename a vendor, can it apply to all transactions flagged for that vendor/name? 
  2. Vendor renaming will need to recognize People Names instead of just businesses (example attached) otherwise folks that have smaller vendors/contractors are going to drown in suggestions that aren’t right

@Ben Day Awesome! Thank you for the feedback and suggestions. I’m the PM on Boost.

1. Regarding applying to all suggestions - Yes! This is actually in progress right now. We call this bulk actions. Soon you’ll be able to see groups of identical suggestions, and then make a bulk action edit how you see fit

2. Thanks for bringing this one up. Aligned that we could improve on this suggestion. I’m going to take it to the team and figure out the root cause.

Let me know any other features you’d like to see

ALS22
Rank
Userlevel 3
Badge +2

@Michael - Hi Michael, I am not seeing Boost in my dashboard.  Are you able to assist?

Make today great!
Greg
Userlevel 4
Badge +1

@Michael - Hi Michael, I am not seeing Boost in my dashboard.  Are you able to assist?

@ALS22 Thanks for the reply, you should now have access.

I’m excited to see what you think

ALS22
Rank
Userlevel 3
Badge +2

 Thanks for the prompt response!  I can now see the Boost icon.   I am going through the suggestions now and it has already picked up a variance!   This is going to be a triple pass to ensure consistency and accuracy in my clients’ files!

Make today great!
Cole
Userlevel 3
Badge +2

…

It would be helpful if we could filter that account out of the equation.

 

 

@TraciS This is exactly the next project on the roadmap.  @Greg will have more details, but we are very excited to get this kind of rule setting implemented.  

 

Amazon Business > Amazon recommendation….When you integrate an Amazon Business account with QBO, Amazon assigns the name.  I’m not sure if changing it to “Amazon” would interfere with this integration so I am hesitant to accept the recommendation.  It would be helpful if this could be excluded as well.  OR if Amazon Business was an ‘acceptable’ vendor name.

 

 

Not sure how QBO would respond, so we’ll investigate this further.  Once we have the rule setting implemented, you’ll have the control to skip these kinds of recommendations.  But as it’s systemic, this is great feedback to know about.  

 

 

NTTA is for tolls - not auto fuel (getting this suggestion across multiple clients) - North Texas Toll Authority

 

 

Also good to know.  @hannes and I can look into how the model handles this.

courtney
Userlevel 4

@DanaFogle Digits Boost is now turned on for you! Let us know what you think. :)

sanjeetdas
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@JessicaF Stay tuned! We have a new feature coming out very soon that will allow you to filter out specific boost suggestions.

Greg
Userlevel 4
Badge +1

I see Boost in my dashboard!

 

@jshalett how did it go??

Wayne Chang
Badge +6

Welcome all! I’m extremely excited by Digits Boost -- looking forward to your feedback and comments!

Shelly
Rank
Userlevel 3
Badge +4

I using an innovative financial reporting system that also helps with month end review right inside the reporting program. Clean up duplicate vendor names or account mis-categorizations without having to jump into QBO. It helps me to keeps my client’s books squeaky clean and deliver beautiful financial reports :-)

Michael
Userlevel 5
Badge +3

Thanks @Helix Point for letting me know. I just pushed a fix for you. Can you refresh your Digits’ dashboard and let me know if you see it?

Helix Point
Rank
Badge +3

@Michael Thank you, I see it now

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