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Has anyone else run into inaccuracies in the executive summary? For example, for one of my clients, it says they had a $1900 decrease in spend with one of their vendors in Q2, but that’s not even possible when total spend on this vendor all year has only been $1200. I removed it from the executive summary but of course, that still pops up when they hover over that area in the Income Statement.
Not sure if anyone else is experiencing this, but all things Digits have been painfully slow for me this weekend. Every page takes several seconds to load, not just reports but any page inside of Digits, even the community.I’m on an iMac using Safari. Everything is up to date with my systems.
I’m excited to share a new tool we’ve been building – Digits Boost!Digits Boost is an amazing new tool that will suggest actions to take on behalf of your clients’ ledgers.Anytime a Boost is available, you’ll be notified. For example:Category Suggestions Digits looks at each transaction and alerts you if we notice that it is categorized with a different category compared to similar transactions Vendor Suggestions If we spot a vendor that we think can be cleaned up or modified we’ll alert you. Personally Identifiable Information Suggestions If we notice credit card information or social security numbers in transaction descriptions, we can clean it up and remove it By popular demand, Quickbooks Push now supported with Boost!Make sure data stays aligned, any suggestion you accept will be pushed to QBO automatically, no need to switch apps. Getting access to Digits Boost(Labs-access required - request access here) Setting up Boost No setup required. Seriously. (It automa
I’m excited to share a set of new tools we’ve been building: Digits Advisory Tools!Digits Advisory ToolsDigits Burn and Digits Sales, the first two tools in our Advisory Tools, kicks off our with the goal with these tools to make you the ultimate advisor.Wow and dazzle your clients with incredible visibility and insight -- at a moment’s notice.Built on top of our powerful Living Model, our team took a massive leap forward using machine learning and AI to give you the power of an entire team of analysts. Individually - for every single one of your clients!No setup required. Just click on the icons on your dashboard and it’ll just work, fully preconfigured for each of your clients.Incredible advantageNow you won’t need to spend hours pouring over financials to do analysis to find the perfect nuggets for your client. Let your competitors do that time consuming work. Meanwhile, you and your team will be deep diving into clients with speed and ease to drive real value to your clients. Now,
I would love it if I could pin open (or pin to the report) a few of the charts that pop up when you hover over the financial statements in reports.Similarly, it would be amazing if the little blurbs that pop up in the chart pop ups (“compared to May, you spent 35%…...) were available as “pre-set” text boxes in the executive summary area so you could quick drag those into the summary page to stand out. Right now, only some of those things pre-load in the summary. I did attempt to copy/paste to reformat one of the blurbs that pre-filled in the executive summary (I wanted it in a different place so it needed it’s own text box) and it lost all the bold/orange/hyperlinked formatting, which was a bummer.
Creating financial reports usually takes hours. You have to gather all the information, then organize it, then analyze, and then finally create the charts and build the report your clients want.Starting today, all that changes.Introducing Digits Reports Builder.Our mission with Digits Reports Builder is to save you time building the best reports for you and your clients. Why start with a blank sheet when Digits Reports Builder can help pre-populate for the report -- with real-data and analysis -- for you. Cut the time it takes to build reports from hours to minutes. All of the intelligence.None of the work. No analysis needed. See an insight worth highlighting? Just click to add your executive summary. Just Drag. Drop. Done. Digits does the work for you. Decide what matters and add it to your report with just a click. Tell the best business story without breaking a sweat. Find the needle inevery haystack. Save hours a day calculating and
Great question!Every business is unique and each come in their own shape and size. Labs is all about building together and seeing how our tools react to different businesses and empowering you with the perspective needed to provide the best feedback.Get excited! We're on a mission to build the finance tools of tomorrow.Pssst: a preview of our latest tool, Digits Boost:
Hooray! You have your executive summary crafted perfectly and are ready to knock the socks off of your client with their first Digits Report! You are giddy because you know how helpful the hover to discover and easy to understand insights will be for your client to better run their business. Accountant ProcessClick the “Share” button in the top right Type in your clients email and a quick, custom message to them. Click the “Share” button to send to your clientClient experience They receive a beautiful email that includes your custom message letting them know their Digits Report is ready They click “View Report” and quickly create a Digits Account They will receive a security verification for their email address After they click “Verify Email” they will land right in their Digits Report After they leave the report, they will land on the “Shared with me page” which shows all of the reports you have ever sent them. Quick and easy with the whole process happening in seconds!
Digits Search: Search filter bugImplemented
Is there a way to set a timeframe on the search parameters and get a total of those transactions? For ‘Category’ I see a total for the last 12 months, but the ‘transactions’ underneath…. I see “all time” with what looks like a calendar, but it won’t let me click on it to change the time frame.
Hi @AmandaW - Creating a new idea from the quote below you posted in this idea.Actually, the issue is that the main category above are expenses - the line items below are where the item was mentioned in income line items - it doesn’t have a separate category on the income statement currently. We are trying to CREATE a new line item on the income statement - but it would be super cool if we could take the info from Digits and do a JE to break out the line item income from the main income. To make sure I fully understand what you are looking for, it sounds like you:Have a category is a catch all (Lots of transactions in Income, using your example) You are looking to take that category and search for a subset of transactions within it. Then use that information to create a new subcategory of Income with just those transactions Finally, then to confirm that everything is correct, by aggregating the Search on the new subcategory you can check if it matches against the other as a checksumAm
My clients are very creative and visual, so they have a hard time digesting rows of numbers. I love that you can hover over a report line to see a trend line, but I’d love a way to display charts/graphs of data directly on the report. This would help me hold their interest during discussions and their printed reports would be more engaging as well!
Hello, Is there a way to give an employee Admin access and then select which companies I do not want her to have access to? It appears in order for her to share links and send emails to clients, she does not have that capability as account manager. But if I give her full admin access, then she can see my personal business financials which I do not want her to have. Thank you,
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
This idea is a little craaaaazy…but it is solely based on feed back I’ve been receiving for my clients. Could there be color template options that I could choose for my clients? My software client LOVES the look and feel of this product, but my digital marketer said to me, “I don’t really like the feel of this. I feel like I’m shooting through space.” She’s too distracted by the “look” to dig the actual product. If I could filter the look to a softer color, I know she’d love it. I know that’s a big request, but I’m hearing this feedback from my clients and other bookkeepers.
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.
No more diving through endless email chains to find out who has access to or has been sent a report again. See it instantly from your dashboard or directly within the latest report. Select your client on the left side of the accountant portal. Choose the Reports icon from your springboard. Find the report you want to look check out and either: Hover over the names you see within the dashboard (This is who has been shared to). Open the report and click on the “Share” button in the top-right corner. If you see any names or email addresses in either location, then the reports have been shared and you can view their status (Viewer or commenter). You can also disable their access from this view. If you don’t see any names in either location, it means you have not shared any reports.
Digits Reports Builder: Send prior month's reports to Clients Portal without notifications being sentImplemented
I would love the capability to add prior months financial reports to the clients portal without having to send them an email for each one. I am just now doing a video for each client to help them understand how to read their Digits financials and it would be great to already have all of this years monthly financials in their portal when they first log in.
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