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Replies posted by Michael

372 Replies

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ellenflowersAdvisory Board

asked in General

Issues connecting clients

@ellenflowers as a follow up, I’m still working on RFT and will update you again tomorrow. Thanks for your patience!

1 year ago

ellenflowersAdvisory Board

asked in General

BrinaBeanNew Decimal

Enable Balance Sheet accounts for Transaction ReviewImplemented

Hey @BrinaBean Great news, we just added support for non-expense transactions to come into Digits Transaction Review. Would love to hear what you think!

1 year ago

BrinaBeanNew Decimal

Enable Balance Sheet accounts for Transaction ReviewImplemented

New→Implemented

1 year ago

Hatim HijaziParticipating Frequently

asked in General

Onboarding

Totally understood @Hatim Hijazi While we don’t have support for cash basis currently, it is on our roadmap. Unfortunately I can’t provide a specific ETA for it at the moment.

1 year ago

K KruegerAdvisory Board

repeating boostsImplemented

Great idea @K Krueger and one that we have implemented, but it’s a bit too hard to find! I’ve included some screenshots below and while Digits will learn from what you’ve ignored, you can stop these transactions from appearing in Boost altogether. From Boost, click on “Settings” Then select the category you want to update. In this example, I chose “Unexpected Vendor” Last, add an “ignore” rule by using the “is not one of” option and adding “UPS Store” or any vendor name you want. After hitting “Apply”, this will go into effect within the next 24 hours. Let me know if that helps out or if you’re looking for something else!

1 year ago

Rich ConleyNew Decimal

Customer Centered Reports - Non financialNew

Hey @Rich Conley Sorry for not responding earlier, my apologies!I’m curious if this Sales functionality would work for your use case?Head to Sales → Customers and then select the most recent month you’re interested in. There is a list that can show you which customers are increasing or decreasing in Revenue.

1 year ago

Rich ConleyNew Decimal

Customer Centered Reports - Non financialNew

Got it @Rich Conley, I appreciate the additional context, the one-off vs recurring costs definitely helps illustrate the need. I can’t promise this being built immediately, but I will bring this back to our product team.

1 year ago

K KruegerAdvisory Board

repeating boostsImplemented

New→Implemented

1 year ago

K KruegerAdvisory Board

repeating boostsImplemented

This is available within Digits, but I have noted that finding this setting is a little confusing and we are looking at ways to improve it!

1 year ago

AmyNew Decimal

Month End Close ChecklistNew

Thanks @Amy and that’s a great idea! Could you share what your ideal month end checklist would include or look like? Are there other tools you’re using for this currently? Would love to know more!

3 months ago

AmyNew Decimal

Month End Close ChecklistNew

Thank you @Amy so much, this is incredibly helpful to the team. Really appreciate the additional information and I understand better how it would help in your monthly process for each client.

3 months ago

JudahAdvisory Board

Anti-Fraud ReportNew

Oh, that’s a very interesting use case @Judah One follow-up, for any business that has employees in multiple time zones, would you want to be customize the timing of when fraudulent purchases would be flagged or would you prefer one set time zone across a company?

1 year ago

JudahAdvisory Board

Anti-Fraud ReportNew

Got it, thanks @Judah that makes sense to me!

1 year ago

JudahAdvisory Board

Quality Control ReportNew

@Judah back-to-back great ideas, thank you! I’ll bring this back to our product and engineering teams, definitely see the benefit of at a glance view of each client in addition to the specific key items you mentioned. If other folks have things they’d like to have flagged, please chime in!

1 year ago

shannonpAdvisory Board

Digits Reports Builder: Cash Basis ReportingNew

Thanks @contractorskeeperllc definitely understand how important it is and I appreciate you confirming this as a blocker to using Digits with more clients.

2 months ago

contractorskeeperllcAdvisory Board

asked in Transaction Review

receipts

Hey @contractorskeeperllc this is something we're working on, as we build this out, I'm curious, in an ideal state, how would you like receipt upload to work?Would it be only once they're in their client portal or would you prefer a specific email or phone number that they could send the receipt to?

17 days ago

Kristen Nies CiraldoNew Decimal

Allow % of Income on the graphs that can be added rathe than % or $ Change from prior period.New

Hey @Kristen Nies Ciraldo Great to hear you see some amazing potential with Digits Reports! With regards to % of income, does this cover what you are looking for? If not, could you provide a bit more context as to what you are looking for with the metrics and KPIs? It sounds related to % of income but wanted to make sure I was following :)

1 year ago

contractorskeeperllcAdvisory Board

asked in Transaction Review

receipts

Got it, super helpful context @contractorskeeperllc Will keep you updated on this!

17 days ago

contractorskeeperllcAdvisory Board

asked in General

paid features

Hello @contractorskeeperllc You can see an example of a customized report here: File storage is still being developed will share more details as soon as I get them :)

1 year ago

Seth BrodyNew Decimal

asked in General

Deleting clients

Hey @Seth Brody please either private message me here or send an email to support (at) digits (dot) com with the clients you want removed and I’ll take care of it ASAP.

1 year ago

Kristen Nies CiraldoNew Decimal

Allow % of Income on the graphs that can be added rathe than % or $ Change from prior period.New

Wow @Kristen Nies Ciraldo I’m blown away! This detailed level of feedback is amazing and has already been shared directly with the product team. You made this much clearer, thank you so much. One follow up question, would this be a change you’d want to make universally across all clients or is it a case-by-case basis?

1 year ago

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