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published in Customizing Digits Reports

Customization options for Balance Sheet reportTutorial

Ready to customize your Balance Sheet but not sure exactly where to start or what options are available to you!? Well you have found the right place! Digits Reports makes it super easy to add customizations, statistics and formatting to your report that would normally take a ton of time! Show Trendline - Bring in the historical numbers in a visually easy to understand way. Allowing you to really quickly find anomalous behavior in the past. If you toggle on the trendline, you will see a line graph that appears on the Balance Sheet section of the report to the left of the totals. Show Percentage Total - This will add an additional column showing your percentage total for each category. Show Deltas - You can choose to show Month over Month or Year over Year. Both options allow MoM & YoY to be displayed as percentages or amounts. Delta: Month over Month Delta: Year over Year Tips and Tricks!Use auto-heatmapping to quickly dive into the largest movers and shakers in the business

published in Customizing Digits Reports

How to find Digits Report customization optionsTutorial

Tired of having to format clients reports manually, one by one? With Digits reports we make reports customizations as simple as one click. We've built Digits Reports to be powerful, yet extremely easy to customize. Go to your Accountant Portal and select a Client Open the Digits Report On the left-hand side, choose "Options"

published in Customizing Digits Reports

Customization options for Profit & Loss ReportTutorial

Ready to customize your P&L but not sure exactly where to start or what options are available to you!? Well you have found the right place! Digits Reports makes it super easy to add customizations, statistics and formatting to your report that would normally take a ton of time! Show Trendline - Bring in the historical numbers in a visually easy to understand way. Allowing you to really quickly find anomalous behavior in the past. If you toggle on the trendline, you will see a bar graph that appears on the P&L section of the report to the left of the totals. You have the option to choose multiple time frames: Last 12 months Last 6 months Last 3 months Show Percentage of Income - This will add an additional column showing your percentage of income for each category. Show Percentage Total - This will add an additional column showing your percentage total for each category. Show Deltas - You can choose to show Month over Month or Year over Year. Both options allow MoM

published in General

How do I remove a client from Digits?

We get it, sometimes you have to fire clients for being too much work for too little gain or unfortunately clients go out of business as hard as we try to keep them afloat. If that is the case and this happens on your end, please email us at support@digits.com with the details and we can help get everything disconnected for you. At the same time, you will also want to disconnect Digits on the QBO side of the house as well.

published in General

Digits lights up Digital CPA in Nashvillerecap

We were honored when the AICPA invited Digits to be part of its 10th-annual Digital CPA conference in Nashville.We wanted to take this opportunity to really show the accountants and finance professionals how much we appreciated them and enjoy building the next-generation of finance tools they use.I hope you can join us at one of our upcoming Digits Events!

published in General

How do I delete my account?

Oh no! We don’t want to see you go! If there is anything that we can do to change your mind please let us know. We work hard to make sure we are building a product that brings true time savings and efficiency to all of our clients and if that is not the case for you we would love to know what you think is missing that would address your concerns. If you still would like to delete your account, please email us at support@digits.com and we can work to remove your account from our systems.

published in Pro Workflows for Digits Search

Know when you owe money to a vendor or if you missed a paymentTutorial

It's not the hardest thing in the world but creating and maintaining a prepaid schedule can be a pain to keep up to date. Know exactly who your client has recurring payments with, how long they have been paying those vendors, how much they owe and on what cadence is tedious and time consuming. With Digits Search answer all of these questions with ease. No more spending hours coming through historical vendor spend only to realize that you accidentally left out a vendor for a month. Through our auto recurrence detection you can quickly identify recurring spend for your clients and how much they owe regularly. 1. Click on the glasses on your client in question. 2. Open Digits Search3. Search for "Expenses"4. View your top vendor lists and quickly see which are recurring through our recurrence detection5. Navigate and deep dive in the details screen as necessary to understand context6. Make comment in detail page "@" mentioning the client answering their question

published in Get Deep Accounting Answers with Digits Search

Validate your largest monthly transactions are categorized correctly in seconds!Tutorial

Need to check if something that should have been booked as fixed asset in fact was not? Sometimes our largest transactions throw the books off the most because they are not accounted for correctly. Quickly validate this for you clients in seconds! Open Digits Search Search “Expenses” and click into the category In the bottom right of the chart, click on the “By Date” option to select the “$” filter to see the largest transactions for any time frame you would like.

published in Engaging Clients with Digits Reports

My client asked me a question in Digits Reports - What do I experience as the Accountant or Finance Manager?Accountant

Fantastic, you have sent a Digits Report to your client. That was easy! How they have already taken a look at the report and asked you a question in the report! Wow, it is super nice to not have to dig through historical context or find the right file to look at to answer their question. I just need to click the notification and I am taken directly there, in line with the right financial context! Login to your Accountant Portal Either click on the notification to go directly to the comment or go to the report you know the comment is in. Explore and deep dive as necessary to find the answer to your clients question Once you have the answer, go back and reply to your client and "@" mention them in your response. Your client will then get a notification that the response came through!

published in Engaging Clients with Digits Reports

How to Review my Accountant or Finance Managers CommentsBusiness Owner

Never have to comb through email history or feel like you are missing context to answer a question from your Accountant or Finance Manager again! With Digits Reports, you get quick and easy notifications when comments are made that you can explore and answer right in line with the financial context of the question! Open Digits On your Shared With Me page click on either your comment notification or on the Digits Report month in question. Find the comment that has been directed at you to understand what they need If you know the answer off the top of your head you can answer directly in line But if you need to explore the financials a bit, you can check out the deeper hover to discover details to find the answers you need to provide Reply back and you are all set!

published in General

What should I do if I have a feature request?F.A.Q.

Our lifeblood at Digits is hearing about the needs of our customers and building product to solve those needs! Have an idea or improvement to make Digits better for you and other accountants, bookkeepers and business owners? Tell us! We want to hear your thoughts and ideas, so please submit an idea here or upvote an existing one.

published in How Digits Works

What integrations are supported by Digits?F.A.Q.

One the the largest pain points we hear from the industry is that there is a litany of tools out there that clients utilize, none of them speak to each other and most only produce unstructured data that takes manual brute force effort to integrate into the ledger. This takes time, commitment, consistency and little bit of banging your head to deal with every day. With Digits, we are in the early stages but are set out to solve these problems for you. Starting with the ledger and quickly following with integrations to over 9,000 banking and financial institutions through Plaid. Digits has built the first living model of a business and this model will continue to learn as more integrations come online. If there is an integration that’s missing that you need, please let us know by submitting an idea or upvoting an existing one!

published in Getting started with Digits Reports

How to find the final report version in DigitsBusiness Owner

Ever dug through your inbox only to find that you have 12 different versions of a report and you have no idea which one is the “final” version? Have that problem no longer with Digits Shared With Me page! The final version of every report your Accountant or Finance Manager has ever sent you, all in one place! Dive in at the click of a button! Open and log into Digits Instantly see my documents repository over time with time stamps View previous months at the top of your Shared With Me page. Click on the month you are looking to review.

published in Engaging Clients with Digits Reports

Get into touch with your Accountant or Finance Manager with Comments in Digits ReportsBusiness Owner

If you ever find yourself poking through your financials that your Accountant or Finance Team sent and you have a question, only to find that you have to write a note down, take a screenshot of the account in question and then copy and past all of that into an email, you are in luck, this is the place for you! With Digits Reports comments, use the “@” mention to make a comment to your Accountant of Finance Manager directly in line with the financial context. Login to Digits Open your latest report Find something you have a question about "@" mention your accountant or finance manager and ask a question Your accountant or finance manager can respond right there, in context of the category or transaction.

published in Getting started with Digits Reports

Single source of truth for full reports repositoryBusiness Owner

Tired of constantly scrolling through email, box, google drive and multiple other places to find which report came through to you from where? Fret no longer with Digits Reports. Our Shared With Me view provides you a full repository of every single report your accountant has ever shared with you. Rich with historical context, you can quickly dive into any report to remember what mattered for that month with one click. Open Digits Scroll through your reports to find the one you are looking for Click “View Report”

published in Getting started with Digits Search

Find subscriptions using Digits Search

Never spend time fumbling through the vendor list over the history of your ledger to better understand who you have ongoing subscriptions with. With Digits Search, quickly answer questions like "Is this a recurring purchase or subscription?” - "How frequently does this reoccur?" - "Who owns these subscriptions?" Open Digits Search Type in a vendor of interest. For example: G Suite, search "Google G Suite" Search will immediately show you aggregate information: The logo of the vendor The vendor's name How much the company has spent on that vendor in the last 12 months A little sparkline so you can see the variance between the months To see even more information, just click on the search result. Vendor DetailsDigits has done the work for you. With no work, you'll see aggregated information about this company's relationship with the vendor. (See more information about vendor details)From the Vendor Details screen, you can see your subscriptions.

published in How Digits Works

Vendor DetailsTutorial

Ever find yourself wondering what the latest is on the financial relationship between you and a vendor? There are a million questions that come up across your business and Digits helps answer all of them in a fraction of the time. Digits has done the work for you. With no work on your part, you'll see aggregated information about your company's relationship with the vendor while also being deeply explorable. Vendor Details - The identity and contact information about this vendor:The logo of the vendor The vendor's name The vendor's description Contact information for the vendor including social media, website, and supportVendor Statistics - Aggregated information (over a time period):Total spend Number of transactions with the vendor Average transaction value across the time selected An interactive bar graph so you can see the variance between the monthsFull Transaction List - List of individual transactions with this vendor:Digits Search auto-detects recurring transactions. You'll

published in Customizing Digits Reports

Customization options for Cash Flow Report

Cash flow is the lifeblood of a business. Ready to customize your Cash Flow Statement but not sure exactly where to start or what options are available to you!? Well you have found the right place! Digits Reports makes it super easy to add customizations, statistics and formatting to your report that would normally take a ton of time! Show Trendline - Bring in the historical numbers in a visually easy to understand way. Allowing you to really quickly find anomalous behavior in the past. If you toggle on the trendline, you will see a line graph that appears on the Cash Flow Statement section of the report to the left of the totals. Show Deltas - You can choose to show Month over Month or Year over Year. Both options allow MoM & YoY to be displayed as percentages or amounts. Delta: Month over Month Delta: Year over Year Tips and Tricks!Use auto-heatmapping to quickly dive into the largest movers and shakers in the business. Instead of spending hours going line by line to find

published in Customizing Digits Reports

Customization options for Digits Report Title & FooterTutorial

Want to make sure you add that one extra bit of personalization to your report before sending so that the receiver has all the right context? We make this really easy with Digits Reports through editing the title and the footer of your reports with ease. Edit the Title of your Digits Report: Navigate to your customer's report that you want to edit Choose “Options” Scroll down to the General section Find the Title option and edit to your hearts content. You will see the report update live as you edit. Edit the Footer of your Digits Report: Navigate to your customer's report that you want to edit Choose “Options” Scroll down to the General section Find the Custom Footer option and edit to your hearts content. You will see the report update live as you edit.

published in Customizing Digits Reports

Changing the Author of a Digits Report

Want to make sure you add that one extra bit of personalization to your report before sending so that the receiver of the report knows who it is from? We make this really easy with Digits Reports. Go to your customer's report that you want to edit Choose “Options” Scroll down to the General Section Find the “Prepared By” section and use the drop down to choose your firms name or your name

published in Getting started with Digits Reports

How to view previous reports

Ready for the fastest way to navigate through all of your clients and quickly find what you have previously sent them? No more digging through email and inconsistent versioning to know what you sent to your client! To see a report you sent previously:Go to your Accountant Portal Select the client whose reports you want to view Choose the appropriate timeframe Click "View Report"

published in Getting started with Digits Reports

Sharing your first Digits ReportAccountant

Fantastic, you have generated a report, added commentary and are ready to send it to your client! With Digits Reports we make this super seamless. No more downloading, organizing and attaching to an email. We handle all of that with one click! When you first are viewing your Digits Report you will see a blue Share button in the top right-hand corner of your report. Click on Share. There will then be a pop-up that allows you to decide how you want to share the report. We have two different ways to share different options: Send direct to client email: Add your clients email address into the top line which will auto populate a message that will send to your client. The message is editable. Use embeddable link: If you want to send an email to your client and add a link to this report. Choose report view options: Commenter Access: A user with commenter access is able to comment on their Digits Report. Viewer Access: User can only view the document but is unable to add comments. Mus

published in Getting started with Digits Reports

Generating your first Digits ReportAccountant

Ready to generate your first Digits Report to send to your clients and amaze them with interactivity, ease of communication and deep-dive ability!? Leave behind the days of boring excel docs that obfuscate away where your client should pay attention to. Choose a client on the left-hand side by clicking on your client's name. Once you have clicked on their name, you will see a button that says generate a report. Click Generate Report. (If you have already generated a report, there will be a plus sign in the top right-hand corner that says + New Report) When you have clicked Generate Report, you will see a pop up that shows "Executive Summary, Profit & Loss, Balance Sheet, CashFlow, and Add Document" If you would like to remove any of these options from your report, you can click the name of the report you would like to remove, and the checkmark will dissolve. Once you have decided which reports you are looking to generate, you will click Generate Congratulations, you have offic

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