Replies posted by Rob Hamilton

17 Replies

Rob Hamilton
Rob HamiltonDigits Team
published in General

[05.22 — Alliance Update] Welcoming Bean Accountants, Shout Outs, Now $1 Trillion+Alliance Update

Whoop whoop! Echoing @Wayne Chang but we couldn’t be more excited to work with you @cono and @anees! Amazing things to come 😀

37812
anurag_baddam
1 year ago
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AmandaWNew Decimal

Digits Search: Search filter bugImplemented

Hi @AmandaW ! Great question! The main search page defaults to the last twelve months, but if you click into the vendor, customer, or category directly you will see fully flexible date selections. In the case of your screenshot above, this would mean clicking on the line above the calendar where it has the $23,630 and trendline. This should take you to the details page you are looking for. This article should help provide a bit more detail on how to get what you are looking for as well! Let me know if this gets you what you need and if any other questions come up as you dive deeper :-)

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Wayne Chang
1 year ago
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AmandaWNew Decimal

Digits Search: Search filter bugImplemented

@AmandaW - Following up my last comment, we just implimented the ability to click on the date function directly in Search from your screenshot to give you some filter options based on specified date ranges. I made a quick video to show how it works!Let us know what you think! Also, you can still do custom date ranges on the detail screen from my last comment as well :-) Thank you for bringing this to our attention!

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Wayne Chang
1 year ago
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TSBooksNew Decimal
asked in General

Client Portal?

Hi @TSBooks - Great question! We actually have a great Article published that highlights the full reports sharing flow from you hitting send → The clients email → Signing into Digits → Seeing the Report → Shared with Me (Client Portal) page. To see the email flow for yourself, you can use the “Send a copy to myself” flow as well which will send an email notification directly to you to see what your client will see before you send them the report. The other great thing is that you will be able to see your branding and cover page in the report if you have uploaded your logo to Digits, in the exact way your client will see it :-)  Screenshot of the modal below: With regards to tying back to your website, this is a really interesting idea! Any chance you could start up a new Idea thread specifically around what you would be looking for there? Let me know if you have any follow up questions! Rob

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courtney
1 year ago
Andrew
AndrewInspiring
published in 🔒 Labs

Digits Advisory Tools: Now in LabsLabs

Hi @DZMBB - This is the exact right place to submit these issues! You can also post them directly in the Advisory Tools Labs page as well. Either way works :-)  I have filed this with the engineering team to address. Thank you again for bringing this up! Rob

293145
J
1 month ago
R
Advisory Board
RbpinneyAdvisory Board

Digits Reports Builder: Retained earnings not correctImplemented

Hi @Rbpinney - The engineering team just got back to be that we have addressed the discrepancy from QBO within your clients reports!  If you open the report with the discrepancy, make sure it is in “Edit mode” and hit the “Refresh” button in the top right, you should see the numbers update to match QBO. Take a look and would love if you can confirm everything looks good on your side! Thanks! Rob

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Michael
1 year ago
Andrew
AndrewInspiring
published in 🔒 Labs

Digits Advisory Tools: Now in LabsLabs

Using Chrome.  In Sales (set to yearly) > Transactions tab.  Header pops up as “expenses”      Side note - let me know if this is not the place to submit the little issues :) Hi @DZMBB - I wanted to let you know that this bug should now be addressed in the product! Thank you for letting us know! 

293145
J
1 month ago
sanjeetdas
sanjeetdasDigits Team
published in 🔒 Labs

Quality Check: Now in Labslabs

@JessicaF - Just wanted to thank you again for your suggestion of being able to ignore boost suggestions. Following up on that idea, we recently launched the ability to do exactly that!  Steps to Complete:Enter Boost for your chosen client Click on the “Edit Rules” button in the top right Click on the “+ Add Filter icon” Select a Vendor, Debit Category or Credit Category Choose “Is not one of”  Type in one or multiple Vendors, Debit or Credit Categories to exclude Hit “Apply” in the bottom rightThis will take 24 hours to implement into boost but once complete you should no longer see what you chose to exclude from Boost.  Take a look and let us know what you think! More to come as well! :-) Rob

460552
Rob Hamilton
1 year ago
Ana Cruz
Ana CruzNew Decimal
asked in General

Reports

Hi @Ana Cruz,Thank you for bringing this up! Last week, we released an updated “Draft” format into Digits Report Builder to better delineate which reports are being actively edited vs. those that were complete and ready to be sent to a client. This was feedback we had heard quite a bit from teams to ease confusion around which reports were ready to go out vs. those still being worked on. How it breaks down is that there are three “States” of Reports:Draft Report - This is a report that is being edited, commented on or refreshed with new data that has not been published/is not ready to be sent to a client.  Published Report - A report that is ready for review before being sent to a client.  Shared Report - A report that has been sent out to a client. This is a slight augmentation to the framework you are used to from previous months where there was an “Edit” and “Preview” toggle at the top of the report. Preview is now broken out into its own button and the draft status was cleared up w

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Rob Hamilton
1 year ago
Ana Cruz
Ana CruzNew Decimal
asked in General

Reports

Hi @Ana Cruz - Shoot. Are you able to upload a screenshot of what you are seeing? I may be able to give some better direction from there. If there is any information in a screenshot you feel is sensitive, if you send the image to support@digits.com, I will see it there as well and can get this sorted for you! Rob

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Rob Hamilton
1 year ago
Rob Hamilton
Rob HamiltonDigits Team
published in Customizing Digits Reports

Create a robust executive summary with clear variance drivers within minutesTutorial

I am so happy this was helpful @K Krueger and @The Jib! Also really great to hear that your clients are loving the reports! Excited to keep building more to help you bring value to your clients :-) 

433
Rob Hamilton
1 year ago
Michael
MichaelDigits Team
posted in General

What is your favorite fall drink?

Might be more of a winter vs. fall drink but I am Apple Cider all the way!

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Eric
1 year ago
Rob Hamilton
Rob HamiltonDigits Team
published in Setting up Digits

Adding more Clients to DigitsAccountant

Hi @Lindsay Calalang - No worries at all! There are a couple places you can go to add a client. The other option is in the client dropdown on your springboard, you can click the dropdown and as long as there is room left in your current plan, the “Upgrade Now” button will show up as “Add Client”. If the button at the bottom says “Upgrade Now” you will just need to pick the plan that fits your firm size and you should be all set to add more clients from there!Let me know if this still doesn’t get you what you need and happy to help further :-) 

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Rob Hamilton
1 year ago
L
Lindsay CalalangNew Decimal
asked in General

I can't see the "add client" button

Hi @Lindsay Calalang - Thank you very much for sending over this screenshot! As it turns out, we do have a scrolling issue on this page. The engineering team is actively working on fixing it. While they implement a fix there, you can visit this link: https://my.digits.com/onboard which should circumvent the current page you are seeing to get you onboarded into the product.  Let us know if this works for you and we will also let you know when the scroll issue fix is rolled out.  Thank you again for bringing this to our attention. Will help us save a lot of folks confusion :-)  Rob

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Rob Hamilton
1 year ago
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Mariko Hayashi-HallNew Decimal
asked in General

Set issues

Hi Mariko,Really sorry for any confusion or lack of clarity of the process to gain initial access to Digits! My name is Rob Hamilton and I lead the partnerships team at Digits and am here to help make your onboarding as smooth as possible.  In that vein, I reached out via email yesterday to find time to connect and set you up into Digits though it seems that my email may have been caught in spam or lost in transit. Apologies! To kick things off, we would love to find some time to connect today or early next week if schedules allow to learn more about you, your firm and your goals to set you up for success as you onboard onto Digits! If any times work for you on this calendar, we would love to set up a time that works! In the meantime, I will go ahead and get your initial batch of companies set up and you should see approval emails arrive into your inbox shortly. That should allow time to review on your end and when we connect I can answer any questions that you may have as you use the

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Rob Hamilton
1 year ago
ksalem03
Advisory Board
ksalem03Advisory Board

Digits Reports Builder: ProformaNew

This is a great suggestion @Mariko Hayashi-Hall ! We have heard forward looking forecasts come up quite a bit and are excited to dive in in the future. Currently we support forward looking forecasts through the ability to attach a document you have created elsewhere into your reporting package but understand that does not serve the full need here. Ideally your forecast is just as dynamic and interactive as a normal Digits Report :-) We will keep you on the list to discuss this with further once the product team pulls this work into our roadmap to develop!Rob

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Rob Hamilton
1 year ago
J
Jamie MacdonaldNew Decimal
asked in General

YTD Reporting to be comparative with the previous YTD period (and not the full previous year)?

Hi @Jamie Macdonald - Thank you for the suggestion! This has been a hot topic of discussion over on this ideas board page. Feel free to add an upvote to that idea to get notified for when there are changes! The product team is actively discussing how we can best build this functionality into Digits while maintaining the readability of reports and I am hopeful we will have some exciting news on this front in short order :-)  Rob

1
Rob Hamilton
8 months ago

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