Topics started by Michael
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.
With the number of passwords each of us has to remember, it naturally happens that sometimes you forget one. No worries though! We have you covered :-) To reset your Digits’ password, head to my.digits.com/login click on “Sign In with Email” and then click “Forgot your password?”After entering your email address, a reset password link will be sent to you.
digits.community update - 05.22 (+4,185 hours saved, +2 tools in Labs, +55 pieces of press, +5 community events)
We’re on a massive mission to build the next generation of finance tools. We’ve recently announced our $65 million Series C round led by Softbank towards achieving our mission. Our CommunityAt the center of everything we do here at Digits is the community. We’ve worked with hundreds of firms to build the tools that solve the biggest pain points still plaguing them today, and we’re going to be rolling them out in Labs first.Since the launch of our latest tools, Digits Reports and Digits Reports Builder, the community has strapped on the Digits rocket booster and saved over 4,185 hours of time (~174 days) preparing, reviewing, and sending reports. Digits Boost has helped accountants and bookkeepers make clients' ledgers become even more accurate and consistent by correcting vendors and category mismatches. Digits BoostSave time. Automate your work.Built on top of our powerful Living Model, our engineers took a huge leap forward using machine learning and AI to ensure that your clients b
When auditing a companies books it can be extremely difficult to understand the reason why something changed over time or what the background information is around the drivers of a variance. With Digits Search we make it easy to dive directly into the details of the variance in a transaction, vendor, customer or category to see the details in the ledger. We also allow you add your own tracking notes and see any commentary around a transaction that may have occurred around why something is the way that it is. Make auditing orders of magnitude easier with Digits Search. Open Digits Search Search for the transaction, vendor, customer or category in question. Find the details you are looking for around the variance, make a comment to remind yourself of any insights or context. Also dig through any other related categories or vendors for deeper understanding!
Find an anomaly or need to make a change in your QBO that you found through the exploitability of Digits? You are not alone! In an ideal state, you will update QuickBooks Online based on what you found and then want to Digits to reflect that update immediately. Due to limitations in the QuickBooks API, we can’t pull in these changes immediately. While we work with QBO to unlock that possibility, Digits will pull in the changes you made at the latest, within an hour and most often than not, within minutes. Good news is that if we know that a report has updated information, we will let you know and you will see a refresh button at the top of the report to update the report with the new information. We are also working on improving the refresh speed, please submit or upvote an idea to let us know you support that effort.
Post a message on the Community forum. In the message, please be as descriptive as possible:What browser you are using What action you were taking when it happened What tool you were using Any other information to help us replicate it We have a helpful community and they will respond if they can. Our internal team also is very active on the community site and will also respond quickly.
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 email@example.com
We have set up Digits to be as quick and painless as possible! As for what you need to get going, all you need is access to your QuickBooks Online log in information and you are good to go! If you don’t have that information, we have made it easy in the sign up flow at Digits.com to invite your accountant, CEO, Co Founder or other counterpart at the company that does to input the credentials and get you going! Sign up for Digits at Digits.com!
Validate if a vendor needs a 1099Accountant
Need to check how much you spent with a specific vendor last year? With Digits Search this is easy. Every year a mad dash is started to try and understand which vendors need 1099’s and every year everyone wonders why there is not a better way. With Digits Search there is a better way. Accountants can quickly identify who the vendors are that need 1099s for a client in seconds! Open Digits Search Search for the vendor in question. Want a full list of all vendors that need a 1099, check out this article. See the last 12 months automatically, in seconds. Click on the vendor to see deeper detail
Digits goal is for you to be able to dive into your data as quickly as possible with no set up required. Once you have linked your or your clients QBO, we will bring in the data from QBO to get you going as fast as possible. The time it takes to bring in your or your QBO data depends on the number of transactions in that QBO ledger. Most companies data is ready to go within an hour and it can take up to 24 hours to fully process everything. If it takes longer then 24 hours to get you access, please reach out through our ideas board on our community site and our amazing support team will dive in to get you going! To sign up for Digits an link your company or your first client, head to Digits.com to sign up!
You never want to feel like you are throwing your clients into a black box and not know what to expect or what they will experience. Worry not because with Digits Reports and Report Comments we have made an extremely elegant experience for both you and your client that you are communicating with through Digits. Accountant ExperienceFind your client in the Accountant Portal Open the report that you want to send a comment on. Find the relevant vendor, category or transaction and “@” mention your client to ask the question. Once your client answers you will receive a notification that they answered your question. Client ExperienceYou client receives a notification that you made a comment to them in Digits. They log into their Shared With Me page and see the notification to click on. They can also go directly into the report to see it as well. They are then able to respond to you directly in line with your comment.
Every find an error in a report but you have already sent the report to your client for the month!? Instead of having to write that embarrassing email to the client explaining what happened and include the updated/fixed report, just use Digits Reports. We make it extremely easy to remove access to a report from a client super seamlessness to give you time to fix what you found in the report and then just resend to the client once you are done. Simple as that. There are two ways to remove a user:From the Accountant Portal - Click on the little avatars that show how many people a report has been shared with. Select the dropdown to remove someones access. Directly within a report - Click on the Share Button, find the user to remove and select “Remove Access”
Only know a transaction ID or a random string from your ledger of what you are looking for but cant find exactly what you need? Use Digits Search to deep dive and find specific transactions in seconds! Open Digits Search Type in the details you have Digits will instantly start showing results from your company's financials. To see even more information, just click on the search result for a vendor.Fun details on how Digits brings you extra value to understand your financial data Digits leverages its own proprietary vendor databases to give you the most accurate, most precise results. Then, it enriches the presentation of that through hydrating it with the vendor's logo, description, and even its social media and contact information. Digits 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) Learn more:See more information on Transaction Details
Know fringe details of what you are looking for but cant find exactly what you need? Use Digits Search to deep dive and find specific transactions in seconds! Open Digits Search Type in the transaction you are looking for Digits will instantly start showing results from your company's financials. To see even more information, just click on the search result for a vendor.Fun details on how Digits brings you extra value to understand your financial data Digits leverages its own proprietary vendor databases to give you the most accurate, most precise results. Then, it enriches the presentation of that through hydrating it with the vendor's logo, description, and even its social media and contact information. Digits 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) Learn more:See more information on Transaction Details
If you have ever found yourself questioning what has happened with a vendor, customer and category? Use Digits search to find your answers in seconds. Open Digits Search Type the vendor, customer or category into the search bar. Digits will instantly start showing results from your company's financials. To see even more information, just click on the search result for a vendor. Fun details on how Digits brings you extra value to understand your financial data Digits leverages its own proprietary vendor databases to give you the most accurate, most precise results. Then, it enriches the presentation of that through hydrating it with the vendor's logo, description, and even its social media and contact information. Digits 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)
Find trends using Digits SearchTutorial
What used to take hour to dig through your ledger can now be done in seconds with Digits Search, Questions like: "How much have we been spending on marketing?" - "How much have we been spending on this vendor?" Open Digits Search Search the vendor, transaction or category in question. For example, If you want to know how much was spent on marketing, search "Marketing" or "MailChimp". Digits Search will also show additional suggestions if you want to narrow your search further. It'll immediately show you aggregate information about your search: 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. Digits 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)
Great, you made it into Digits! Now its time to experience the magic of generating your first report, the speed of analysis and the elegance of sharing reports with your clients! Find your client in your Accountant Portal Find your client and click “Generate Report” Choose which reports you want to send to your client and click “Generate” Customize the executive summary and make comments on the report Click 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 client
Ever find yourself needing the details on a specific transaction? They come up all the time and with little to no context it is a huge pain to find the details. 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 does the work for you. It will automatically reconcile different sources of data and pull information out, combine it with proprietary databases, and provide a rich view of each transaction. Origin of Transaction - Financial institution transaction information:The financial institution's logo The financial institution's name The account name Last four digits of the account number Date of the transaction Raw transaction text The transaction valueWhere it landed in the ledger - Ledger entry information:The date of the entry If it has a vendor associated, the name of that vendor The category of this entry is filed under The raw transaction text The amount on either debit or credit The category the
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