Hey Digits gang - just wondering is there like a Product Development Roadmap on when this might be available?
@Greg Despite best efforts, there’s always a misposting somewhere in the accounts and it would be great to have Digits propose the right account based on what you’re seeing from prior similar transactions. At AllCents, we typically only create new accounts at the beginning of a financial year IF we are changing up reporting as maybe something has changed at the client OR if we take on a new client and their Chart of Accounts is found lacking (which is typical) so it’s difficult to give you a fixed answer on how often that happens.
So I see this if I am in a client but what if I am just setting up my Digits account and the report’s not generated, as in yesterday’s example. I’m not seeing a support option on my client portal.
Things I’d like to see:The same option to recategorize past classifications in the same was we can reassign the Vendor names BUT with the ability to apply it only to a specific date range, e.g. if the prior year is closed, I wouldn’t want any changes to those entries so I’d need to be able to enter the date from for the changes We all have our own accounts that we post things to that we need answers on - Ask my Accountant or Items Requiring Clarification or Uncategorized...it would be great to be able to add that account to the Client and have this appear in Boost with the ability to ask our clients for more info. Once they answer, have the ability to update the entry from Digits plus add their answer to QBO for a complete audit trail More of a question as I can’t see an example, what happens if there isn’t a vendor name assigned? That’s a real issue with QBO in that it allows postings to be made without a vendor (unlike Xero 😉) but, personally, I am only interested in this feature fo
WOW - Digits brings consistency to all transactions as we can not only change specific contact names but we can apply these updates across ALL payments - no more 1099 prep panics for slight name variations. Now I want the same option to be available for category suggestions (as a starting point...trust me, there will be more demands!!!)
Hey, I’m using Digits Boost, which enables me to quickly clean-up manual errors such as incorrect vendor assignments or account mispostings in QBO without ever leaving Digits, helping me focus my efforts on getting my clients financial insights faster!
This is such a MUST HAVE and look - even more votes here 🙋🙋🙋🙋
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