Topics started by Alex Little

3 Topics

Alex Little
Alex LittleNew Decimal

Customer label on Transaction Review ExpensesNew

I couldn’t find this idea anywhere, but right now for transactions in Transaction Review there are all of the appropriate labels needed, Category, Vendor, Class, Location… except Customer/Project.I specialize in Real Estate, Construction, and Home Services and most businesses in my niches track most expenses on a customer or project basis. Not having this on the transaction review screen means I either have to skip using Digits for those transactions and change things in QBO, or change most of the stuff in Digits and then finish in QBO. Obviously not optimal.It would be great to have this as an input on this screen please! Thank you!

1
Michael
8 months ago
Alex Little
Alex LittleNew Decimal
asked in Transaction Review

Transaction Questions and Review & Send Reset

It seems that whenever I’m going through transactions in the transaction review I can’t change the question to be sent and unmark a transaction, without that all being reset back to default as soon as I close a transaction. Is it possible to not have that happen?I would love to be able to go through the entire list one by one and deal with each transaction as needed without needing to go through and categorize all of the transactions and close them, before changing the questions and marking which ones I want to send for review.Thank you!

0
Alex Little
8 months ago
Alex Little
Alex LittleNew Decimal
asked in Transaction Review

Best practices for transaction categorization

I’d love to hear people’s best practices for making transaction categorization as automated as possible. From my understanding, because Digits requires a transaction to be categorized as an uncategorized expense, income, etc. before it will analyze, has anyone come up with an efficient process for this?Is it just simply categorizing the transactions that you’re sure about and then all of the ones you’re unsure about just immediately categorizing them to one of your selected accounts to analyze? I’d love it if Digits could analyze and help categorize transactions straight from the bank feed without having to code them first.Love to hear everyone’s thoughts!

3
Michael
9 months ago

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