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Regina TrilloAdvisory Board

asked in General

RWaliNew Decimal

asked in General

Consolidated Reporting

Is there a way to get the Digits platform analyze multiple QBO entities and provide insights in coonsolidation?

24 days ago

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.

1 month ago

Mike CarpenterNew Decimal

asked in General

refresh numbers

How do I get the model to refresh. In the current month. As I make closing entries and accruals the model does not refresh.

1 month ago

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?

1 month ago

Traci HarperNew Decimal

asked in General

removed old account

please remove my old account called: account effects - oldi have a good one with dianne harper as the admin - but i cant acess it with my intuit userid or google id. very annoying instead keeps logging into this one

1 month ago

jsanchezcpaNew Decimal

asked in General

Editing Reports Footnotes

We need additional footnote customization to meet US AICPA compliance requirements.Need to disclose in footnote on each page of financial statements: For Management Use Only - No Assurance Provided. See accompanying notes to financial statements.Currently, editing reports to show this footnote does not fit onto area designated.We would also need to include an additional page to the report “Notes to FInancial Statements” with further disclosures that need to accompany these reports.IF we can get this to work, it would be FANTASTIC! and we’ll become paid members to roll-out to all our clients.Thanks for you assistance.

1 month ago

Chris ScottNew Decimal

asked in General

Is it possible to add commentary in a report but not in the executive summery?

The Executive Summary is a great spot for big observations but we would like to be able to add context and comments in the body of the P&L, BS etc. Is there a way to add comments in more than the executive summary?

1 month ago

Fernando Sanchez MontielNew Decimal

asked in General

Training

Hello Digits Team, where or when can I have a quick training for me and my team?

1 month ago

Chris ScottNew Decimal

asked in General

How long is reasonable to wait for a client to load?

On Monday we added 5 clients to Digits, 4 of the 5 finished and were available in 24 hours, the 5th appeared to still be loaded at 48 hours and now 3-4 days later it says pending. Is this normal? Is there a way to get an estimate of when it will be available?

1 month ago

Chris ScottNew Decimal

asked in General

How to Add my coworkers

I’ve recently setup an account for my firm and I added several colleagues but they didn’t get invites, how do I share access to digits with additional members of my accounting firm?

1 month ago

Kenny BobekNew Decimal

asked in General

Non Transaction Questions

Is there a way to ask a client non-transaction-related questions/tasks like document uploads? I understand there is no file sharing in Digits but I would like to be able to at least ask for the document.Ex: “Can you please upload your most recent Chase Ink Statement into our shared google drive folder?” Might be nice to be able to add the link as well for them to the folder. Thoughts?

1 month ago

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!

1 month ago

Jamie MacdonaldNew Decimal

asked in General

YTD Reporting to be comparative with the previous YTD period (and not the full previous year)?

1 month ago

bfausett21New Decimal

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 😊

1 month ago

Kelly MarcellaNew Decimal

asked in General

Badges

How do you earn additional badges?

2 months ago

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!

2 months ago

Ryan CaseParticipating Frequently

asked in General

Mobile

Will Digits have the capability to view reports on a mobile phone soon or is that in the works anytime soon? Thanks much!

2 months ago

dgoodcfoAdvisory Board

asked in General

Reports

I seem to be stuck on reports. I can’t get past the May reports? How do I create June reports

2 months ago

Albert GabriNew Decimal

asked in General

Troubleshooting

I ran into this message when I tried to launch Digits app on my client’s QuickBooks account. Oops, there was a problem!We ran into an issue syncing with Quickbooks.Don’t worry, our engineering team is ready to help.

2 months ago

EbbandFlowNew Decimal

asked in General

Any workflows in production?

I’d love nothing more than to reduce my tech stack for my clients further! Any chance of a workflow template or an option to add this in on certain clients?

2 months ago

Ryan CaseParticipating Frequently

asked in General

Mobile browser or app?

Will the Digits team be rolling out a mobile friendly browser for client and/or an app? BTW, this is the best platform ever, so excited to roll this out to my client base! Lastly, I’d like to pilot labs and all the upcoming new products. I thought I signed up but not sure how to access. Thanks. Ryan

2 months ago

Keith JamesNew Decimal

asked in General

Why is quickbooks not syncing all of the sudden?

I received this message randomly while using the software, and I am wondering what I am supposed to do to fix it if anything, “We ran into an issue syncing with Quickbooks.Don’t worry, our engineering team is ready to help.CONTACT US”What is the next step I am supposed to take?

2 months ago

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