Replies posted by Rosa

2 Replies

Wayne Chang
Wayne ChangCo-founder
published in General

I'm a Bookkeeper/Accountant, How do I....?Bookkeepers/Accountants

Thanks Michael!  I now have the correct access.  Question - I ran the report and on the footer, it states “Accrual Basis - for internal ...”  I clicked on the Option gear and deleted the custom footer but it did not save.  Where is Digit pulling the “accrual basis” status from?  My business is cash basis.  This same statement was on my client report, who is also “cash” basis.  Insight would be greatly appreciated.Thanks!

2225
Michael
10 months ago
Wayne Chang
Wayne ChangCo-founder
published in General

I'm a Bookkeeper/Accountant, How do I....?Bookkeepers/Accountants

I created my bookkeeper/accountant account so that I can create reports for my clients.  But on my initial sign up, I clicked to connect my firm account to Digits (so that I can test run it for myself before adding more clients) but I can’t access the report function, as it keeps asking me to invite my accountant to collaborate (which would be me).  Please help.

2225
Michael
10 months ago

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