Replies posted by JAM

11 Replies

Wayne Chang
Wayne ChangCo-founder

Platform: Xero supportDiscussion ongoing

This is such a MUST HAVE and look - even more votes here 🙋🙋🙋🙋

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

Quality Check: Now in Labslabs

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! 

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

Quality Check: Now in Labslabs

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!!!) 

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

Quality Check: Now in Labslabs

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

460552
Rob Hamilton
1 year ago
JAM
Advisory Board
JAMAdvisory Board

Platform: Reach out to Digits SupportImplemented

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.

10
Michael
1 year ago
JAM
Advisory Board
JAMAdvisory Board

Digits Boost: Uncategorized SuggestionsDiscussion ongoing

@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. 

7
Wayne Chang
1 year ago
T
TylerOttoNew Decimal

Digits Reports Builder: Class/Location ReportingDiscussion ongoing

Hey Digits gang - just wondering is there like a Product Development Roadmap on when this might be available?

13
Michael
7 months ago
sanjeetdas
sanjeetdasDigits Team
published in 🔒 Labs

Quality Check: Now in Labslabs

Is it possible to add a timeline option to the Reclass all Vendors options, e.g. current year? I keep hitting the recalls all transactions to Vendor name but I then get an error message as I have closed the prior year accounts.I can still correct things monthly and I guess I’ll start remembering that I’ve closed out accounts but still...😏

460552
Rob Hamilton
1 year ago
Michael
MichaelDigits Team

+166% Community growth, +5 events, and +2 new toolsNews

Digits sure as heck knows how to stir up the accounting world - thank you soo much for showing us our world can be an exciting and dynamic place to work in! 

2581
JAM
Advisory Board
1 year ago
JAM
Advisory Board
JAMAdvisory Board

Client Responses to Reports SentImplemented

@Courtney when the client forwarded the email from her sent item saying ‘I guess you’re not seeing these’ 😢

4
Michael
1 year ago
D
Dan KaminskiNew Decimal

Vendor cleanup change payee on bank rulesNew

@Michael Looking at this, if Digits can see that the posting was entered by a rule, could it be set up so a separate alert gets sent out so we can make a note to manually go back and update the rule?  

6
Michael
1 year ago

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