Topics started by contractorskeeperllc

5 Topics

C
Advisory Board
contractorskeeperllcAdvisory Board
asked in Transaction Review

receipts

How can clients upload receipts?

8
Michael
10 months ago
C
Advisory Board
contractorskeeperllcAdvisory Board
asked in General

paid features

Is there anywhere I can see what custom branded reports and custom branded portals look like? Also how does file storage work? How is it structured? 

1
Michael
1 year ago
C
Advisory Board
contractorskeeperllcAdvisory Board

Digits Reports Builder: Collapse optionImplemented

Is there a way to collapse the rows in the reports? For example, I organize my COAs with parent accounts and child accounts. This allows me to have detail when needed in QuickBooks but also view easy-to-read reports. It would be nice to have that same option in Digits reports. 

11
Michael
1 year ago
C
Advisory Board
contractorskeeperllcAdvisory Board

Platform: Speed improvementsNew

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. 

4
Michael
1 year ago
C
Advisory Board
contractorskeeperllcAdvisory Board
asked in General

Inaccuracies

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. 

2
C
Advisory Board
1 year ago

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