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Unanswered questions

94 Topics
Z
Zeb SmithNew Decimal
asked in General
Remove client team member

Hello!A client needs me to remove one employee from the client account. When I go settings > Team Members, I see the employee but there is no way to edit or remove the employee. What do I need to do to remove the employee?

0
Michelle Wong
2 days ago
T
Trish PetersonNew Decimal
asked in General
Getting Started

I added Digits app in QBO accountant. I have launched digits from QBO and I am logged in. However, I get a screen that states Add your accounting firm and has a button Get Started. However, that button is overlaying the “terms” link and does nothing to go to Get Started.  ??  Suggestions?

1
collinsocha
3 days ago
E
Advisory Board
ellenflowersAdvisory Board
asked in General
Ipad

Is there any way for my client to access their reports with her iPad, she rarely has access to desktop.

0
E
Advisory Board
8 days ago
Chris Scott
Chris ScottNew Decimal
asked in General
Can we see a P&L by Class in reporting?

I routinely use a P&L by Class/subclass.  Are classes available and if so how can I enable this view?

8
J
22 days ago
J
Josh McGeeNew Decimal
asked in General
Digits Setup taking multiple days

Hello! I have questions regarding integrating accounts with digits. The first account I set up works great, so I added several more. One of the accounts has been pending for four days now. Is that normal? Additionally, the other accounts I set up do not have the transaction review or quality check function available. I would appreciate any help.

1
Rob Hamilton
1 month ago
R
Advisory Board
RbpinneyAdvisory Board
asked in General
Data not showing

P&L data is not showing.  Balance sheet data is incorrect.  Screen shot attached. 

0
R
Advisory Board
1 month ago
H
Hendrik BartelNew Decimal
asked in General
Reports not supported on iPadOS

Digits reports can’t be displayed on Safari or Chrome for iPadOS, as it thinks the requests comes from a mobile browser. Please fix. 

1
M
3 months ago
R
Ryan IngersollNew Decimal
asked in General
How to Delete Report

How I do I delete a Digits Report I no longer need? I made a copy customized it, but I don’t want the old version any longer.

5
Dakota
3 months ago
E
Advisory Board
ellenflowersAdvisory Board
asked in General
How do I delete/disconnect a business

How do I delete/disconnect a business I don't work with anymore? I need to delete Statecraft, schoolcraft and northarc

3
M
3 months ago
tfctobias
tfctobiasNew Decimal
asked in General
White Labeling

Is there a way to remove “Secured by Digits” from the reports? I thought that the white label option would remove all Digits branding.

7
Rob Hamilton
3 months ago
C
Advisory Board
contractorskeeperllcAdvisory Board
asked in Transaction Review
receipts

How can clients upload receipts?

9
Kenny Bobek
5 months ago
Kenny Bobek
Kenny BobekNew Decimal
asked in General
Updates?

Hello,I have bounced back and forth between Digits over the last year or so, but it seems there is not much activity in the community forums, however on the website it shows messaging and a document vault coming soon. Those 2 things would be amazing, are there any updates on the timeline of these features? Thanks

1
M
5 months ago
K
Kyle ChristensenNew Decimal
asked in General
Cash balance

We keep a majority of our corporate cash in short-term liquid investments which sit within current assets. Is there a way to change how the reporting formula for Cash balance, Runway, etc is calculated to include “Total Current Assets” from quickbooks?

5
M
6 months ago
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
M
6 months 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
6 months ago
C
Caroline DevoyParticipating Frequently
asked in General
Balance Sheet on Reports shows a credit as negative in totals

I just discovered this on a client’s Balance Sheet:Obviously, the Total Liabilities uses the correct sign and so does the account, but the 2 subtotals are wacky. I have not investigated to see if this is happening with other clients yet. 

3
M
7 months ago
C
Caroline DevoyParticipating Frequently
asked in General
Link to Community Page within My Digits has disappeared

This seems to have just started today or maybe Friday- when I click on the support link in Digits, it tries to open my email to send am email. It used to bring me here to the community page. I couldn’t find a link for the community / support link on your website. I literally had to search my Chrome History to figure out how I got here previously.  

1
M
7 months ago
C
Chris KachmarNew Decimal
asked in Transaction Review
QBO reports do not sync

Its been almost 3 days, still digits numbers do not sync with QBO. As per checking, the integration is working, but the reports are not the same. Can you help?

1
M
7 months ago
Ryan Wittman
Ryan WittmanNew Decimal
asked in General
Cash Runway

How is the cash runway calculated?

1
M
7 months ago
C
Caroline DevoyParticipating Frequently
asked in General
How do I send an invite to a client to use Digits?

My apologies if I missed it in the help area, but I cannot find how to send an invite to a client to use Digits. I see the option to invite users when I publish a report, but I can’t find that ability anywhere else in the Digits interface. And after I have invited a client, I don’t see anything in the interface that lets me know they have been invited and whether or not they have accepted the invite (or clicked on the link). Am I missing something?

1
M
7 months ago
Ryan Wittman
Ryan WittmanNew Decimal
asked in General
Client Portal View

How do I see what the Client Portal looks like from the Client’s perspective?

1
M
7 months ago
J
Jacquie MurphyNew Decimal
asked in General
My Digits isnt sync with one client and cant add new client

Hello,I have 1 client that is not syncing to Digits from QBO, and I cant add another client I keep getting an error say it didn’t work contact support. When i search in QBO for Digits I no longer see it listed there either are you no longer working with QBO? 

1
M
7 months ago
Kelly Marcella
Kelly MarcellaParticipating Frequently
asked in General
Reconnect QBO

I don’t see any of my QBO pulling syncing.  Help!  

11
M
7 months ago
C
Caroline DevoyParticipating Frequently
asked in General
Transaction Review- Action Items Understanding the Workflow

I want to make sure I understand the Transaction Review / Action Items workflow. Am I correct in my assumption that Transaction Review will only show transactions from the accounts that are set up in the Transaction Review screen Settings??What if I have a transaction that IS categorized, but because of its size or other issues, I want the client to review it to verify that it is in the correct category? If I add the category to Settings that the transaction is posted in, do I then have to go through every one of the transactions in that category to find the one to send to the client?You may ask “Why categorize it if you aren’t sure?” Well, if we did not categorize transactions that we were not 100% sure about, we could have over half of the client’s monthly transactions in uncategorized. That would certainly irritate the client and would make it appear that we have no experience or knowledge to make educated assumptions about categorization. So is there a plan to allow me as the accou

6
M
8 months ago
K
Kristine DoriaNew Decimal
asked in General
Digits Pie Chart by Expense and Pie Chart per Vendor

Hi!I just would like to know if there are pie charts for expenses by vendor available to download?Thank you!

3
M
8 months ago

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