Replies posted by michaelalliman

8 Replies

Michael
MichaelDigits Team
published in Accountants and Bookkeepers

Transaction Review and Client Portal video walkthrough

This is a really cool feature, to be sure, but like @Adele Gruber, having yet another thing that my clients have to “join” to use becomes problematic. I’ve experimented with a bunch of “portal” options (Karbon, Financial Cents, Canopy, Client Hub, and so on) and the response is generally “Ugh, yet another place I have to log into”. My clients really like UnCat for this very reason. They are sent a link, which they click, and it takes the directly to the transactions that we need their input on. They don’t have to join, or even log in. I actually love what’s being done here, but I’m pretty sure my clients wont. And if I can’t get full adoption, then I’m working out of two or three different places to get the information I need. I’ll play with it, but I wish it didn’t require a “portal”.Just one guys opinion. Cheers.

1714
Michael
11 months ago
shannonp
Advisory Board
shannonpAdvisory Board

Digits Reports Builder: Report showing YTD split by monthsDiscussion ongoing

Hey @Andrew,Because of the niche I work in, we have 5 “standard” reports we provide to each of our clients each month:P&L for the month. A year-to-date P&L A year to date P&L by month (like the example @shannonp provided above) A trailing 12 month P&L by month Balance SheetAdditional custom reports for  some clients include:P&L by Class Cash Flow by Month P&L by CustomerWe are heavy on analysis, and we build out a lot of custom dashboard reports from the data provided. We provide the “why” behind the “what” in their financial reports, and while Digits is amazing visually, bar charts only provide the “what”, not the “why”. I’m probably expecting too much, but for Digits to “replace” what we’re currently providing our clients, I need a more linear layout with data over time, and the ability to run reports for whatever time period I need to examine.Having said that, I LOVE seeing what Digits is doing as an accountant. My clients, however, simply get overwhelmed wit

14
AbbyTBK
1 year ago
shannonp
Advisory Board
shannonpAdvisory Board

Digits Reports Builder: Report showing YTD split by monthsDiscussion ongoing

Hey, I know I’m late to this discussion, but I think the overarching question (and mine as well) is will their be an opportunity for us to create customized reports. My standard reporting package includes 5 monthly reports. Some clients have as many as 8 reports, all of which are saved “custom” reports in QBO. Until I can present the same tools they are used to seeing inside Digits, then Digits remains a cool representation, but it’s not a replacement. It’s not even close, to be frank. At least for my business.

14
AbbyTBK
1 year ago
Andrew
AndrewInspiring
published in 🔒 Labs

Digits Reports Builder: Now in Labs

Hey @michaelalliman I just updated your name. :) I’m ME again! :) Thanks Courtney.

64327
Michael
1 year ago
Andrew
AndrewInspiring
published in 🔒 Labs

Digits Reports Builder: Now in Labs

Hey @michaelallimlan Digits Reports Builder is turned on for all your clients. Let us know what you think! How do I fix my user name? It should have an “L” in the last part of my last name. It should be michaelalliman. Thanks.

64327
Michael
1 year ago
michaelalliman
Advisory Board
michaelallimanAdvisory Board

Digits Reports Builder: Custom ReportsDiscussion ongoing

Yea, absolutely. As I said above, we send a YTD P&L (in total) as well as a YTD P&L by month. Additionally, for many clients, we also send a YTD P&L that compares the same period from the previous year.

14
Michael
2 months ago
michaelalliman
Advisory Board
michaelallimanAdvisory Board

Digits Reports Builder: Custom ReportsDiscussion ongoing

I just sent out April reports. One of the reports is a YTD P&L that includes a single column total of Jan-April results. The percentage is another column with each line item show as a percentage of total income.

14
Michael
2 months ago
Wayne Chang
Wayne ChangCo-founder

Announcing Financial Reports from the Future (and $65M Series C)

I so love this concept, but I’m frustrated with the lack of ability to get help. So, here’s questions: How to do a year to date report? How to do a YTD by Month report? How to do a YTD year-over-year report? How to do a 12 month rolling P&L?Is any of this possible? Or will it be? Thanks.

12003
Michael
1 year ago

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