Topics started by bfausett21

4 Topics

bfausett21
bfausett21Participating Frequently
asked in General

Profit and Loss Missing Data - previous month comparison

The dollar amount comparison to previous month is not working on the Profit and Loss report. It’s the same on all clients. I’m including a screenprint. Thank you 😊 

4
Michael
1 month ago
bfausett21
bfausett21Participating Frequently
asked in General

Profit and Loss Missing Data

The dollar amount comparison to previous month is not working on the Profit and Loss report. It’s the same on all clients. I’m including a screenprint. Thank you 😊 

0
bfausett21
1 month ago
bfausett21
bfausett21Participating Frequently
asked in General

Remove client from portal

I need to remove access to the client portal for a former partner. I see how to add client access to the portal but can’t figure out how to remove someone. The client account needs to remain in Digits, I just need to remove access for one of the parties who has now left the company.Can you tell me how to do that? Thank you 😊  

3
Dakota
8 months ago
bfausett21
bfausett21Participating Frequently
asked in General

Digits Reports Demo Video for Clients

Is there a demo video of the reports that I can show prospective clients?

4
david
1 year ago

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