Recently active topics

12 Topics

H
hubelefpcNew Decimal
asked in General

Budgeting

Is there a way to bring the budget in from QBO to create a report of budget vs. actuals?

2
Liveoakbk
Advisory Board
2 days ago
Michael
MichaelDigits Team
published in General

Digits AI Security

1) What data is sent to OpenAI?No client details get passed to OpenAI (ChatGPT) aside from your specific question. Digits has a proprietary query language; we prompt-engineered OpenAI's Large Language Model to translate the user's question into a query we can execute without sharing any client details.To be explicit, Digits transforms natural language via OpenAI to build requests into Digits' proprietary API. In doing so, Digits ensures that no client details are ever sent to another third party. Client details never leave our system, and 100% of the computation is done in our backend.2) What encryption/security is used when sending to OpenAI?We use security practices such as encryption (TLS) in transit alongside prompt obfuscation to ensure that nothing can be tracked back to you, your clients, or your clients' data.3) Who owns the data that is sent or received from OpenAI?OpenAI does not own any data sent to it and cannot use this data for their models or training data. It is legally

122
Michael
2 days ago
E
Elba RushingNew Decimal
asked in General

Reports Dark Mode?

I’m not sure if I’m asking this question correctly or not but here it goes:When I run a report it has a dark background, this is difficult to read for myself and our clients. Is there a way to make the background in the reports lighter?Thank you!Elba Rushing

1
Michael
11 days ago
abhopmann
Advisory Board
abhopmannAdvisory Board

Platform: Other options besides dark modeImplemented

Hi!I have a hard time reading white text on a dark background. Is that a setting I can change? Or just something I have to get used to?It keeps from being able to engage for any length of time, and I do wonder if I’m an anomaly or if it bothers others.My son says it’s just because I’m old!Andrea

12
E
12 days ago
T
TylerOttoNew Decimal

Digits Reports Builder: Class/Location ReportingNew

Be able to review reports by class, location, or any other slice

10
Dakota
12 days ago
R
Advisory Board
RbpinneyAdvisory Board
asked in Transaction Review

Processing financials for a new client not finishing.

I added a new QuickBooks client yesterday afternoon and this morning I am still seeing the message that Digits is ‘Processing Financials’.Previously this has taken 1 or 2 hours if memory serves. Regards,Ralph Pinney

1
Dakota
12 days ago
Michael
MichaelDigits Team
published in Accountants and Bookkeepers

Transaction Review and Client Portal video walkthrough

With Transaction Review, you’ll be creating and interacting with your clients through the Digits’ Client Portal. If you want to see the full flow from reviewing transactions, interacting with your clients, their responses to your questions and finally updating QBO, please watch the videos below.  First-time Accountant ExperienceFirst-time Client ExperienceReturning Accountant Experience 

844
Michael
18 days ago
Trish Fields
Trish FieldsNew Decimal
asked in General

QB Online Refresh after reports created

I noticed today that after making some changes in QB Online, my newly created reports refreshed after about a half hour. What didn’t refresh was the data in the Executive Summary. The executive summary still reflected the old data.  I thought I’d let you know! 

1
Michael
19 days ago
E
Advisory Board
Elleanor FarringtonAdvisory Board

Please add CAD currency supportNew

I have a few clients based out of Canada, Montreal and Toronto, whose businesses are currently only using Canadian Dollars. I can’t add their books to Digits, please add CAD support. 

2
Michael
20 days ago
Dakota
DakotaDigits Team

Transaction Review Upgrades & Boost Updates!News

Howdy Digits Community!We know you're always looking for ways to save time which is why we are excited to share several new updates that will make your life easier and your workflow more efficient.Here are some of our powerful new features within Transaction Review: Class & Location: You can now assign Class and Location directly from Transaction Review with ease. Vendor Suggestions: Digits AI will provide a suggestion in Transaction Review when your transaction is missing a vendor, or you can choose to create a new vendor and save it to QBO. Further ensuring accuracy and completeness.  More control and flexibility: You now have more control and flexibility with the ability to select which transactions you send to clients and the specific fields, such as class, location, category, and vendor, that you save to QBO, and choose when to do so!   In addition to the Transaction Review updates above, we’ve also rebranded Boost to Quality Check.After hearing from this Community, we reco

130
Dakota
25 days ago
Dakota
DakotaDigits Team
published in General

Digits recognized as one of the most innovative financial companies in 2023!News

We are very excited to share that Digits has landed a spot on Fast Company’s Annual List of the World’s Most Innovative Companies for 2023 We've been included on their prestigious annual list, specifically in the finance category joining the ranks of OpenAI, Disney, Tiffany & Co., and many more incredible businesses! As you all know, here at Digits we've been focused on using AI-powered technology to build the next generation of accounting tools that help you save time and WOW your clients.  Your continued use of Digits, feedback, and your help to further our mission has been instrumental in helping us build these innovative tools.Join us for a moment to celebrate, as this amazing honor is just as much yours as it is ours! Once again, thank you for your continued commitment to Digits!  

302
Dakota
27 days ago
K
kolsonNew Decimal

Platform: Delete a client from your firm's listNew

It would be great if you could please add a button to remove a a client from your firm when they disengage just like you can to add a new client.Clients come and go often so it is alot of extra work to have to email supprt to remove one.   Thanks!

8
Dakota
27 days ago

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