Recently active topics

20 Topics

T
Tristan NguyenNew Decimal
asked in General

Issues with the cash flow report

The statement of cash flow shows the net total cash flow correctly, but it does not show the correct cash flow from operating and/or investing. It appears that the net operating cash flow is calculated by taking net income for the period and then adjusting that by the delta of balance sheet account balances to arrive at net cash flow. That is a good first step, however, more is needed to be done in order for the cash flow to be accurate.Here are some of the scenarios where this would be an issue.Assume in Year 1, the only transaction is that the business received an invoice for $100k for an equipment that they purchased and did not pay it until Year 2 and the business has zero net income. In Year 1, the only entry would be Dr. Fixed Asset $100k Cr. Accounts Payable $100k. With this scenario, would the cash flow reports here show that the Net Cash Flow from Operating as a positive $100k (zero net income plus the increase in Accounts Payable)? If yes, did this business generated $100k in

5
Michael
2 days ago
S
Steve GriffinNew Decimal

Operational Client PortalNew

Enable a full service client portal providing the ability for document storage, thus eliminating the need to purchase a client portal elsewhere. I have to limit the amount of logins & clicks my client has to do to work with me. This is a pain point for not sending my client access to the Digits portal, as they already use my Intuit tax portal, and client management software portal [currently used for document storage]. Too many touchpoints for them to remember. Thanks and great work with this product! I love it so far!

3
Michael
3 days ago
H
Hatim HijaziNew Decimal
asked in General

Onboarding

How long the process takes to onboard a client on digits. I have been waiting for more than 4 days. Thanks,Hatim Hijazi

1
Michael
4 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 

262
Michael
6 days ago
A
Adele GruberNew Decimal
asked in Transaction Review

sending request to client for transaction review/uncat transactions

Does my client have to have an activated dashboard/portal in order to receive and answer Transaction Review requests?  

1
Michael
6 days ago
Joseph Damiens
Joseph DamiensNew Decimal
asked in General

Clean Up - Transactions not showing in boost

I imported a client into digits yesterday that has some cleanup work we need to do for 2022.  I see the transactions are visible in search and reports, but the boost is not recommending any yet, and transaction review doesn’t let me recategorize.  The transactions were all imported into qbo as uncategorized transactions.  Is there delay for boost or am I doing this incorrectly? 

2
Michael
10 days ago
ksquared5
Advisory Board
ksquared5Advisory Board

Client Portal OptionsNew

I’d love the client portal to be able to have the option drop in documents somewhere. Like client bank statements or anything similar instead of files flying all over creation. Having one location for everything on the client side has always been something I desperately seek. 

3
Michael
10 days ago
G
GarrettRNew Decimal
asked in General

Client Portals login

This is a question but potentially an idea. As of right now, when I send the client portal email to a client they can log in from that link but when they try and log in a week later they are getting confused as they are never asked to set up a password or anything.Has there been any work on creating a client portal login page separate from the regular digits login.Is it also possible for the client to be forced to set up a password . As of right now the work around is for them to click the “forget password” link and then set one up which seems tedious. Thanks! 

1
Michael
12 days ago
G
GarrettRNew Decimal
asked in General

Transactions not showing up in transaction review

I have a client with a “Ask My Accountant” expense account and none of the transactions in that account ace showing up. I have 2 other accounts where it seems to be working perfectly but I cant figure out why this specific account isn't working. Let me know if anyone has an Idea. Thanks!

2
Michael
13 days ago
L
Luis TrilloNew Decimal
asked in General

How do I link more bank accounts?

Hello, I cannot find anywhere how to link another bank account to my Digits account (impressive!). Not even in the integration sections. How do I do that???

1
Michael
18 days ago
AbbyTBK
AbbyTBKParticipating Frequently

Pie charts for Income & Expense BreakdownsNew

I’d like to be able to pull in pie charts that show my clients’ breakdown of Income by Category as well as Expense by Category. 

3
Michael
19 days ago
AbbyTBK
AbbyTBKParticipating Frequently

Include more than one P&L in the reportNew

In many of my reports to client, especially at the end of the year, I like to include more than one P&L in my report. For example, one is a breakdown of P&L by month. The next would be the full year with a comparison to the prior year, etc. Right now, you can only include one P&L so it’s not very useful for my clients reports. 

3
Michael
19 days ago
AbbyTBK
AbbyTBKParticipating Frequently

Track Custom KPIsNew

I’d like the ability to build and track custom KPIs, similar to how they do it in Keeper

5
Michael
19 days ago
shannonp
Advisory Board
shannonpAdvisory Board

Digits Reports Builder: Report showing YTD split by monthsDiscussion ongoing

FEATURE REQUEST!!! In addition to the profit & loss for the last month, many of my clients like to see a report showing the year-to-date split by months. See below. This feature (and cash basis reporting) would definitely make me a dedicated Digits user. 

14
AbbyTBK
19 days ago
D
Dan KaminskiNew Decimal

Vendor cleanup change payee on bank rulesNew

The Boost vendor cleanup is great except when there is an auto-add bank rule in place. If the Vendor is updated via Boost, the rule remains unchanged. So every time the rule runs, Boost picks it up as needing a vendor change.Is it possible to have Boost update the Payee in existing bank rules?

6
Michael
19 days ago
michaelalliman
Advisory Board
michaelallimanAdvisory Board

Digits Reports Builder: Custom ReportsDiscussion ongoing

I own a bookkeeping firm with 70+ clients. Part of our “normal” package of monthly reports, in addition to the reports currently offered in Digits are:Year to Date P&L (with %)Year to Date P&L by Month12 Month Rolling P&LYear to Date year over year P&L Is there going to be a way to get these reports in the future? If not, Digits is a “cool” thing, but not helpful in our business.

8
AbbyTBK
20 days ago
shannonp
Advisory Board
shannonpAdvisory Board

Digits Reports Builder: Cash Basis ReportingNew

98% of my clients are on cash basis. I would LOVE the capability of toggling between cash and accrual. Please add this feature ASAP!

14
ksquared5
Advisory Board
20 days ago
Michael
MichaelDigits Team
published in General

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

We love talking to our customers and working closely with them to speak to any need you have.  Just want to talk about Digits, share some feedback, a bug, apply to join the Advisory Board, apply to join Digits Labs or tell us about the best accounting event we should be at, please reach out in the community.For ideas and product enhancements, submit it on our ideas board!If you need to contact us privately, please reach out to support@digits.com

7198
Michael
27 days ago
ksalem03
Advisory Board
ksalem03Advisory Board

Digits Reports Builder: ProformaNew

Can Digit reporting build automated pro forma PLs based on the X month (12 month?) Profit loss statement - I imagine regressions in the background and forecasting forward. This idea would be challenged by specifics of a business but could be useful for annual planning as a baseline potentially

3
Rob Hamilton
30 days ago
M
Mariko Hayashi-HallNew Decimal
asked in General

Set issues

We have been waiting for several days for our first five clients to be set up in Digits. We want to use the tool, so we can roll it out to our other clients. I also need to invite my team members to the Digits account. Can you please help with this? We are excited about the tool, but we are concerned about the set up, and how little information and functionality seems to be available to get started.

1
Rob Hamilton
30 days ago

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