Replies posted by Judah

11 Replies

Judah
Advisory Board
JudahAdvisory Board

Quality Control ReportNew

To double down on this feature, it would also be fantastic to have a dashboard with with the Quality Control score of all of my clients at a glance to know which clients would have red flags. 

2
Michael
1 year ago
Judah
Advisory Board
JudahAdvisory Board

Anti-Fraud ReportNew

That is a really good point.  I didn’t think of time zones.  I would think have the customization would be good with a default automatically set to the location of the business with usual business hours. 

3
Michael
1 year ago
Helix Point
Advisory Board
Helix PointAdvisory Board

New Tool Idea: Industry Standard Reporting / BenchmarkingNew

@Lily It is difficult to know the details that go into the benchmark.  For example, you can look up Marketing Agency and it will give you a marketing industry… however, what level of marketing industry is a different story because you can’t really benchmark easily to all Marketing Agencies because they are all at different levels.  So… a revenue range may be helpful or perhaps something else to indicate better which level you are comparing to.

5
Judah
Advisory Board
1 year ago
Judah
Advisory Board
JudahAdvisory Board

One Credit Card Account, Multiple Credit Cards consolidationNew

@Lily What would your ideal solve be?Ideally it would look like 1 of 2 scenarios: Scenario 1 would be to have separate credit card accounts that behave like child accounts to 1 parent account that you reconcile to.  Scenario 2 would be to have a single account with a tag/memo of some sort to show the user of the credit card.If all transactions were reconciled/brought under one bank account, would you ever need to break them out again?There are times when it would be good to break them out again.  Particularly by user.Is the QBO example just a limitation to QBOs banking integration?Honestly, I am not certain, but that would be my guess.What is the painful part about reconciliation in the second example? Sounds like it’s related to increasing balances, but is that a Xero behavior or something off with the bank feed?There are a few pain point to handling it in Xero. (1) We have an extra step to clear out the balances of the child accounts. (2) In order to reconcile the accounts, all the t

3
A
1 year ago
Helix Point
Advisory Board
Helix PointAdvisory Board

New Tool Idea: Industry Standard Reporting / BenchmarkingNew

I know Syft does a rough benchmark analysis.  It is pretty difficult to use though.

5
Judah
Advisory Board
1 year ago
S
Advisory Board
sarahbrookeAdvisory Board

Digits Reports Builder: Adding Loom Videos to ReportsNew

I never thought about it, but yeah… having a loom video attachment would be amazing.

4
Judah
Advisory Board
1 year ago
amcnary
Advisory Board
amcnaryAdvisory Board

Digits Reports Builder: More visual / branding customization optionsImplemented

I definitely can understand the need for customizing the reports look.  Even just having a clean white report is also a good option. 

14
A
1 year ago
Judah
Advisory Board
JudahAdvisory Board

Digits Reports Builder: Consolidated Reports Across Multiple EntitiesNew

It would also be helpful if Digits helped consolidating the Chart of Accounts between the companies. 

2
Michael
1 year ago
Judah
Advisory Board
JudahAdvisory Board

Platform: Cryptocurrency TrackingNew

Thanks @Judah really appreciate you sharing all of the pain points. Please also upvote this idea if you’re interested in it.     Thank you Michael!  I did a search for “Crypto” before I created this and nothing showed up.  Is the search function not working right? 

4
Wayne Chang
1 year ago
Wayne Chang
Wayne ChangCo-founder

Platform: Xero supportDiscussion ongoing

This is such a MUST HAVE and look - even more votes here 🙋🙋🙋🙋 Came here to say this 🤣

10
Michael
5 months ago
Andrew
AndrewInspiring
published in 🔒 Labs

Digits Reports Builder: Now in Labs

I wasn’t certain I would like that.  But once I logged in to see what it looks like, I loved it.  I really like the easy access to clients on the left for easy navigation.  Suggestion.  How about a Report Template builder.  I love the awesome reports you have created, but it is/can be tedious to create and recreate it for every client.  It would be nice to have a place for my firm to store templates and apply them to clients as needed.

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Michael
1 year ago

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