Replies posted by Greg

12 Replies

Michael
MichaelDigits Team
posted in General

What is your favorite fall drink?

Pumpkin spice lattes! My quota is 1x/year - It’d be a crime to have one outside of fall.  

10
Eric
1 year ago
ALS22
Advisory Board
ALS22Advisory Board

Digits Boost: Batch ChangesImplemented

We now have Boost and it allows us to make suggested changes , but individually.  Is it possible to allow  us to select all transactions in the list and implement the change to all items at once when they are the same suggestion? @ALS22 How timely! Thank you for your request. We are actually building this internally as we speak. Once we are live we’d love to get your feedback on if it’s working how you’d expect.Which suggestions have you found most helpful so far?

5
Wayne Chang
1 year ago
sanjeetdas
sanjeetdasDigits Team
published in 🔒 Labs

Quality Check: Now in Labslabs

@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

460552
Rob Hamilton
1 year ago
sanjeetdas
sanjeetdasDigits Team
published in 🔒 Labs

Quality Check: Now in Labslabs

Hey y’all!  Two things.    When I go to rename a vendor, can it apply to all transactions flagged for that vendor/name?  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 fit2. 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

460552
Rob Hamilton
1 year ago
sanjeetdas
sanjeetdasDigits Team
published in 🔒 Labs

Quality Check: Now in Labslabs

@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?

460552
Rob Hamilton
1 year ago
EFarrington
Advisory Board
EFarringtonAdvisory Board

Digits Boost: Can the smart vendor icon appear next to the vendor suggestion?Implemented

Having the smart vendor icon and information would make it much easier for me to understand all of the vendors. Can you add more then just the vendor’s name? @EFarrington Awesome! Thank you for the suggestion. We actually discussed this internally this week and have plans to add this in. Thank you for the feedback. I’m excited to hear how boost is going for you.How’s it been?

4
Michael
1 year ago
JAM
Advisory Board
JAMAdvisory Board

Digits Boost: Uncategorized SuggestionsDiscussion ongoing

@JAM understood thank you! Because we are proposing *new* categories, this is a great prompt for our ML team. In fact I believe they’ve already explored this world. Would you want us to make a suggestion on a specific transaction? If so, what would be an example?or take a look at a clients entire chart of accounts and make a recommendation?

7
Wayne Chang
1 year ago
JAM
Advisory Board
JAMAdvisory Board

Digits Boost: Uncategorized SuggestionsDiscussion ongoing

Hey - so in the same way that Digits Boost can create a new Vendor, is it possible to add the functionality  so that a new category can be created. There is added complexity in that the user would need to be able to define the category properties but this would be mega helpful for both new client clean-ups as well as possibly changing Chart of Accounts reporting structures at the beginning of a fiscal year. @JAM Awesome request, thanks for sharing!Would you want Digits to suggest which new category it should be? Or do you think you’ll have a solid idea of what it should be, and simply want the convenience of creating one in Digits? How often do you think you’d need to create a new category for a client? Once a week? month? quarter? year?

7
Wayne Chang
1 year ago
Shelly
Advisory Board
ShellyAdvisory Board
asked in General

Error in Summary of Executive Report

@Andrew The Executive Summary is working now, thanks. @Shelly Awesome! Glad to hear it. This is Greg on the product team here at Digits.Please reach out if there are any more issues.

10
Michael
8 months ago
sanjeetdas
sanjeetdasDigits Team
published in 🔒 Labs

Quality Check: Now in Labslabs

Multiple clients have an Amazon Business account that is linked to QBO (like a bank feed).  Amazon determines that the Vendor name should be “Amazon Business”.  I am receiving two separate suggestions “Amazon” is the primary suggestion or “Amazon Marketplace” is the other.  We discussed this yesterday but I wasn't sure if I needed to add that info here 🤓 Thanks for letting us know! Yes, this is a case where we see the Amazon Business vendor, but based off the transactions description we are suggesting Amazon or Marketplace. There are two things we are doing to help resolve this:Filters - We are adding filters to Boost so you can make sure we don’t suggest items for those vendors again Increased training for ML - Based off of your feedback and dismissing/closing work items we will improve our models to prevent suggestions like these

460552
Rob Hamilton
1 year ago
sanjeetdas
sanjeetdasDigits Team
published in 🔒 Labs

Quality Check: Now in Labslabs

I see Boost when I log in and an reviewing the suggestions. Thanks for adding me to this! @Shelly Awesome! I’m super excited to hear what you think

460552
Rob Hamilton
1 year ago
sanjeetdas
sanjeetdasDigits Team
published in 🔒 Labs

Quality Check: Now in Labslabs

I see Boost in my dashboard!   @jshalett how did it go??

460552
Rob Hamilton
1 year ago

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