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Quality Check: Now in Labs

Quality Check: Now in Labs
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52 replies

Greg
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  • Product
  • 13 replies
  • May 19, 2022

@Helix Point Hello! This is Greg from the product side of Digits. My team let me know you had the chance to push a few boost work items to QBO.

How’s your experience going so far?


  • Brainy
  • 65 replies
  • May 19, 2022

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


Ben Day
Advisory Board
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  • Advisory Board
  • 1 reply
  • May 20, 2022

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

Greg
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  • Product
  • 13 replies
  • May 20, 2022
Ben Day wrote:

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
Advisory Board
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  • Advisory Board
  • 9 replies
  • May 25, 2022

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


Greg
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  • Product
  • 13 replies
  • May 25, 2022
ALS22 wrote:

@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
Advisory Board
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  • Advisory Board
  • 9 replies
  • May 26, 2022

 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!


Forum|alt.badge.img+2
  • Advisory Board
  • 6 replies
  • June 1, 2022

Hi @Michael - I don’t seem to have access to Boost.  Would you be able to enable when you have a moment?  Excited to see the product.

Thanks!


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  • Digits Team
  • 369 replies
  • June 1, 2022

Hey @don.needs Can you try refreshing your Digits dashboard and then let me know if you see it? Just pushed out a fix for ya!


  • Brainy
  • 65 replies
  • June 3, 2022

Hey @michaelallimlan Digits Boost is now turned on for you! Would love to hear your feedback. :)


  • Brainy
  • 65 replies
  • June 3, 2022

@kevinsos Digits Boost is turned on for all your clients. Let us know what you think!


TraciS
Advisory Board
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  • Advisory Board
  • 6 replies
  • June 3, 2022

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

 

 


Cole
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  • Digits Team
  • 3 replies
  • June 3, 2022
TraciS wrote:

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.  

 

TraciS wrote:

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.  

 

TraciS wrote:

 

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.


  • Brainy
  • 65 replies
  • June 3, 2022

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


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  • Digits Team
  • 369 replies
  • June 7, 2022

Hello @Brooke0707 and @RuthScottSolutions -- Great news! Digits Boost is now turned on for you! Let us know what you think. :)


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  • Advisory Board
  • 5 replies
  • June 17, 2022

I see Boost on my dashboard! However, it does not have activity opened or closed for any of my clients added. I know most of them have transactions uncategorized, is there another step I need to complete? 


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  • Digits Team
  • 369 replies
  • June 17, 2022

Hey @sarahbrooke That’s a bit strange. Hold tight while I dig into this! 


Wayne Chang
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  • Co-founder
  • 68 replies
  • June 18, 2022

Really excited to share the new Digits Boost video that our team put together!

 


adrian
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  • Digits Team
  • 3 replies
  • June 18, 2022
sarahbrooke wrote:

I see Boost on my dashboard! However, it does not have activity opened or closed for any of my clients added. I know most of them have transactions uncategorized, is there another step I need to complete? 

Hi @sarahbrooke our AI ran overnight and has created some Boost suggestions for you. Please take a look again and let me know how they look. Happy to answer any questions you may have. 


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  • Digits Team
  • 369 replies
  • June 20, 2022

@sarahbrooke Currently uncategorized transactions aren’t built into Boost. It is something we’re discussing internally -- would you mind creating an idea here so we can hear from other folks about it as well? Thank you!


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  • Advisory Board
  • 2 replies
  • July 1, 2022

i see Boost unlocked for some of my clients and not others. Why is that?


  • Brainy
  • 65 replies
  • July 1, 2022

@AnaASoto ooh no thats odd, I just reviewed your account and everything should now be up to date/turned on. Let me know if you have any other questions. :)


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  • Advisory Board
  • 2 replies
  • July 1, 2022
courtney wrote:

@AnaASoto ooh no thats odd, I just reviewed your account and everything should now be up to date/turned on. Let me know if you have any other questions. :)

Awesome, it looks good now. Thanks for the quick response.


JAM
Advisory Board
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  • Advisory Board
  • 20 replies
  • July 3, 2022

Is it possible to add a timeline option to the Reclass all Vendors options, e.g. current year? I keep hitting the recalls all transactions to Vendor name but I then get an error message as I have closed the prior year accounts.

I can still correct things monthly and I guess I’ll start remembering that I’ve closed out accounts but still...😏


JessicaF
Advisory Board
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  • Advisory Board
  • 2 replies
  • August 4, 2022

Is there a way to permanently ignore a boost suggestion so I don’t have to ignore it every month?  If not, I would really love that feature.


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