Replies posted by Michael

371 Replies

Andrew
AndrewInspiring
published in 🔒 Labs

Digits Advisory Tools: Now in LabsLabs

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

293645
J
1 month ago
JAM
Advisory Board
JAMAdvisory Board

Client Responses to Reports SentImplemented

Thanks @JAM, we’ve pushed out a fix by adding a reply-all to those emails. All future replies will go directly to you!  

4
Michael
1 year ago
JAM
Advisory Board
JAMAdvisory Board

Client Responses to Reports SentImplemented

New→Implemented

4
Michael
1 year ago
dgoodcfo
Advisory Board
dgoodcfoAdvisory Board
asked in General

Revenue vs Below the Line Other Revenue

Thanks for the feedback @dgoodcfo, much appreciated! I’m chatting about this with a few other folks internally, stay tuned for more updates.  

1
Michael
1 year ago
Jenna
JennaNew Decimal

Gross Margin and Break Even AnalysisNew

Awesome to hear @Jenna On break even analysis - can you share how many of your clients you generate that information for or are there specific industries that always want it?

5
Michael
1 year ago
Jenna
JennaNew Decimal

Gross Margin and Break Even AnalysisNew

Amazing @Jenna this is very helpful, really appreciate it! 

5
Michael
1 year ago
C
Advisory Board
contractorskeeperllcAdvisory Board

Digits Reports Builder: Collapse optionImplemented

Hey @JR Garcia that sounds very odd that the report isn’t opening up for you. Hold tight while I dig into this more with the team!

11
Michael
1 year ago
C
Advisory Board
contractorskeeperllcAdvisory Board

Digits Reports Builder: Collapse optionImplemented

@JR Garcia can you let me know if you see the satellite when trying to edit the report again? I included a sample image below :) If so, click on “Hide” or the “Share” button and the “Edit” mode should become actionable again.  

11
Michael
1 year ago
C
Advisory Board
contractorskeeperllcAdvisory Board

Digits Reports Builder: Collapse optionImplemented

Awesome so glad to hear it @JR Garcia I’ll chat with the team about making that experience a bit clearer :) 

11
Michael
1 year ago
Andrew
AndrewInspiring
published in 🔒 Labs

Digits Advisory Tools: Now in LabsLabs

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

293645
J
1 month ago
Rob Hamilton
Rob HamiltonDigits Team
published in General

How is Digits different than Quickbooks?

Awesome question @Ana Cruz Currently, on the Digits dashboard, we only have dark mode enabled, but great to know you'd prefer a lighter color. If you're sharing reports with a client of yours and print the report, then we will switch to a light mode. If you want the lighter mode in the Digits dashboard, can you please create an idea here so that others from the community can voice their support for this! 

3842
Michael
1 year ago
J
Jeff RudnerNew Decimal
asked in General

Pricing

 Great question @Jeff Rudner and good news! There is no fee to run your clients’ financials or send Digits Reports to your clients. We care deeply about building the tools of tomorrow that solve the industry’s biggest pains of today. We’ve raised significant capital from the world’s best investors to allow us to focus on that mission to bring you those tools with the quality and detail that you’ve come to expect from Digits. 

2
Michael
1 year ago
K Krueger
Advisory Board
K KruegerAdvisory Board

platformsNew

Thanks for the update @K Krueger, fantastic to hear that they switched over so you can use Digits with them 😀

3
Michael
1 year ago
K
kolsonNew Decimal

Platform: Delete a client from your firm's listNew

Thanks for the feedback @Brandy and appreciate you sharing your experience. I’ll work on getting the extra clients removed.

8
Dakota
1 year ago
K
kolsonNew Decimal

Platform: Delete a client from your firm's listNew

@Brandy The extra clients have been removed :) 

8
Dakota
1 year ago
Andrew
AndrewInspiring
published in 🔒 Labs

Digits Advisory Tools: Now in LabsLabs

@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?

293645
J
1 month ago
Andrew
AndrewInspiring
published in 🔒 Labs

Digits Advisory Tools: Now in LabsLabs

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 ShareDoes 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.   

293645
J
1 month ago
Andrew
AndrewInspiring
published in 🔒 Labs

Digits Advisory Tools: Now in LabsLabs

Thanks @amcnary for the detailed feedback! Definitely understand how this works on income, and it also isn't ideal for Burn with Expenses and COGS. I'll chat with the team about making it possible to share from the initial pages.

293645
J
1 month ago
Jenna
JennaNew Decimal

Gross Margin and Break Even AnalysisNew

Thanks @Rachel Lane for the additional context and letting us know another industry that needs this. Please keep the feedback coming!

5
Michael
1 year ago
K
kolsonNew Decimal

Platform: Delete a client from your firm's listNew

@Jillyb Yes, not at this moment, but something we’re aware of! If you reach out to support (at) digits (dot) com with the clients name, I’ll get it removed for you!

8
Dakota
1 year ago
K
kmacyNew Decimal

Report SEND DateNew

Thanks for the idea @kmacy and I definitely understand your need for this! Please keep the feedback and ideas coming :) 

1
Michael
1 year ago
E
Advisory Board
ellenflowersAdvisory Board
asked in General

Can't see clients

Hey @ellenflowers that is very, very strange. I’m actively digging in with the team. 

5
Michael
1 year ago
E
Advisory Board
ellenflowersAdvisory Board
asked in General

Can't see clients

@ellenflowers we recently released an updated UI for the accountant portal, can you let me know if you see your list of clients here?  

5
Michael
1 year ago
E
Advisory Board
ellenflowersAdvisory Board
asked in General

Can't see clients

@ellenflowers glad you’re all set; we’ve also deployed a fix that should prevent this from happening again. Please let me know if I can help out with anything else!

5
Michael
1 year ago
P
Patricia GrimesNew Decimal

SMS Text MessagesNew

Awesome idea @Patricia Grimes love it! I’m curious, would you want the SMS to include a link to the full report or only include the contents of the executive summary?

5
Michael
9 months ago

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