Replies posted by Rbpinney

12 Replies

shannonp
Advisory Board
shannonpAdvisory Board

Digits Reports Builder: Cash Basis ReportingNew

@Michael Hearing that Digits is putting the issue of cash basis on hold is very dissapointing. It’s been 3 years and a ton of people are wanting this functionality and it has received a lot of votes.  When will this issue become a priority for Digits to address?  

28
R
Advisory Board
1 month ago
R
Advisory Board
RbpinneyAdvisory Board
asked in General

Cash reporting

Yes, I remember the call.  What is the status of this request?  When will this functionality be available?

6
Michael
5 months ago
R
Advisory Board
RbpinneyAdvisory Board
asked in General

Cash reporting

@jseibert  Yes, I’d like to get on a call to see what can be done to expedite this request. 

6
Michael
5 months ago
shannonp
Advisory Board
shannonpAdvisory Board

Digits Reports Builder: Cash Basis ReportingNew

What’s the latest status of being able to report on clients using cash basis?  

28
R
Advisory Board
1 month ago
Michael
MichaelDigits Team
published in General

How do I contact Digits?F.A.Q.

👍👍👍

184316
Michael
6 months ago
Michael
MichaelDigits Team
published in General

How do I contact Digits?F.A.Q.

The Digits Labs session on Tuesday was canceled.  What is the schedule of available sessions?

184316
Michael
6 months ago
R
Advisory Board
RbpinneyAdvisory Board

Digits Reports Builder: Retained earnings not correctImplemented

I believe I have spotted the problem for the balance sheet report.  Digits is using the accrual method of accounting for the report.  This client is on the cash method.The big difference to look for is whether or not Accounts Receivable are shown.  You should not see it if the business is on cash accounting method.It will show if the business is on accrual method.This business is on cash method. 

8
Michael
1 year ago
R
Advisory Board
RbpinneyAdvisory Board

Digits Reports Builder: Retained earnings not correctImplemented

The client’s name is MEC Consulting.  Here’s the balance sheet for q2 from Digits  Here’s QBO 

8
Michael
1 year ago
Andrew
AndrewInspiring
published in 🔒 Labs

Digits Reports Builder: Now in Labs

Thanks!  Looks like it’s resolved. Have a great 4th of July!

64327
Michael
1 year ago
Andrew
AndrewInspiring
published in 🔒 Labs

Digits Reports Builder: Now in Labs

Your screen shot is not correct for my issue.  The window did not open up at all.After your fix, when hovering over figures at the bottom of the page, it seem to be working.  The window opens up bit not displaying the whole window.  When I scroll down to see the entire window, the display starts to flicker.Thanks for the tip on the date range! Ralph

64327
Michael
1 year ago
Andrew
AndrewInspiring
published in 🔒 Labs

Digits Reports Builder: Now in Labs

I have started working with the report builder and am really loving it.  I do have some questions. When I hover over figures in a report, the window that shows the history graph opens up, but not when looking at the figures near the bottom of the screen.  It appears to not open when there isn’t enough room on the display.  I’m using Chrome on a Windows laptop. Is it possible to show the report for multiple months?  i.e. by quarter.  I have 2 clients that I review financial reports on a quarterly basis, not every month.   Is it possible to combine multiple QuickBooks companies into one report?  I have one client that owns 3 companies, all in QuickBooks.  Not sure if they would all need the same chart of accounts or not. Thanks,Ralph Pinney

64327
Michael
1 year ago
Michael
MichaelDigits Team
published in General

I forgot my password, how do I log in?F.A.Q.

I am not getting the email.  Is there a phone support number?

532
Michael
1 year ago

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