Unanswered questions

28 Topics

H
hubelefpcNew Decimal
asked in General

Budgeting

Is there a way to bring the budget in from QBO to create a report of budget vs. actuals?

2
Liveoakbk
Advisory Board
2 days ago
E
Elba RushingNew Decimal
asked in General

Reports Dark Mode?

I’m not sure if I’m asking this question correctly or not but here it goes:When I run a report it has a dark background, this is difficult to read for myself and our clients. Is there a way to make the background in the reports lighter?Thank you!Elba Rushing

1
Michael
11 days ago
R
Advisory Board
RbpinneyAdvisory Board
asked in Transaction Review

Processing financials for a new client not finishing.

I added a new QuickBooks client yesterday afternoon and this morning I am still seeing the message that Digits is ‘Processing Financials’.Previously this has taken 1 or 2 hours if memory serves. Regards,Ralph Pinney

1
Dakota
12 days ago
Trish Fields
Trish FieldsNew Decimal
asked in General

QB Online Refresh after reports created

I noticed today that after making some changes in QB Online, my newly created reports refreshed after about a half hour. What didn’t refresh was the data in the Executive Summary. The executive summary still reflected the old data.  I thought I’d let you know! 

1
Michael
19 days ago
C
Advisory Board
contractorskeeperllcAdvisory Board
asked in Transaction Review

receipts

How can clients upload receipts?

6
bfausett21
1 month ago
C
CryptotaxcookNew Decimal
asked in General

Client Action Items not Related to Specific Transactions?

Is there a way to ask Client questions or assign action items that aren’t connected to specific transactions? Thanks!

3
Dakota
2 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!

1
Michael
2 months ago
Kristen Nies Ciraldo
Kristen Nies CiraldoNew Decimal
asked in General

Changing assigned vendor name

Client’s payroll is entered in bulk by journal entry, so those expenses do not have a vendor associated with them.Somehow in Digits, all the je’s for payroll have become associated with a vendor name.  So that vendor name is consistently coming up as #1 in spend in the top 5 lists, etc.  I am guessing this MIGHT have been something that happened within assigning vendor names with the Boosts.How do I:Edit the vendor associated with these journals entries  AND/OR Edit the vendor entry in digits so it can be called something else (ie: payroll)Thanks!

1
Michael
2 months ago
Seth Brody
Seth BrodyNew Decimal
asked in General

Deleting clients

Hi, I’d like to delete several clients. How do I do that?

1
Michael
2 months ago
C
Advisory Board
contractorskeeperllcAdvisory Board
asked in General

paid features

Is there anywhere I can see what custom branded reports and custom branded portals look like? Also how does file storage work? How is it structured? 

1
Michael
2 months ago
H
Hatim HijaziNew Decimal
asked in General

Onboarding

How long the process takes to onboard a client on digits. I have been waiting for more than 4 days. Thanks,Hatim Hijazi

3
Michael
3 months ago
A
Alison HerbenerNew Decimal
asked in General

client removal

Hi, how do I remove clients from my account? Thanks!

1
Michael
3 months ago
E
Advisory Board
ellenflowersAdvisory Board
asked in General

Issues connecting clients

Hi there, I tried to connect two clients today. the first is missing most of last years data (Zephyrhills) the second said I needed to contact you (RFT)?Thank you,Ellen

5
Michael
3 months ago
A
Adele GruberNew Decimal
asked in General

deleting a client from my digits list

How do I delete a client from my digits list please 

1
Michael
3 months ago
J
Jill VillanuevaNew Decimal
asked in General

Run Report by Fiscal Year

Hello,  How can I generate a report for their Fiscal year? (July- June)

1
Michael
3 months ago
T
Tristan NguyenNew Decimal
asked in General

Issues with the cash flow report

The statement of cash flow shows the net total cash flow correctly, but it does not show the correct cash flow from operating and/or investing. It appears that the net operating cash flow is calculated by taking net income for the period and then adjusting that by the delta of balance sheet account balances to arrive at net cash flow. That is a good first step, however, more is needed to be done in order for the cash flow to be accurate.Here are some of the scenarios where this would be an issue.Assume in Year 1, the only transaction is that the business received an invoice for $100k for an equipment that they purchased and did not pay it until Year 2 and the business has zero net income. In Year 1, the only entry would be Dr. Fixed Asset $100k Cr. Accounts Payable $100k. With this scenario, would the cash flow reports here show that the Net Cash Flow from Operating as a positive $100k (zero net income plus the increase in Accounts Payable)? If yes, did this business generated $100k in

6
Yass Baharvandy
3 months ago
A
Adele GruberNew Decimal
asked in Transaction Review

sending request to client for transaction review/uncat transactions

Does my client have to have an activated dashboard/portal in order to receive and answer Transaction Review requests?  

1
Michael
3 months ago
Joseph Damiens
Joseph DamiensNew Decimal
asked in General

Clean Up - Transactions not showing in boost

I imported a client into digits yesterday that has some cleanup work we need to do for 2022.  I see the transactions are visible in search and reports, but the boost is not recommending any yet, and transaction review doesn’t let me recategorize.  The transactions were all imported into qbo as uncategorized transactions.  Is there delay for boost or am I doing this incorrectly? 

2
Michael
4 months ago
G
GarrettRNew Decimal
asked in General

Client Portals login

This is a question but potentially an idea. As of right now, when I send the client portal email to a client they can log in from that link but when they try and log in a week later they are getting confused as they are never asked to set up a password or anything.Has there been any work on creating a client portal login page separate from the regular digits login.Is it also possible for the client to be forced to set up a password . As of right now the work around is for them to click the “forget password” link and then set one up which seems tedious. Thanks! 

1
Michael
4 months ago
L
Luis TrilloNew Decimal
asked in General

How do I link more bank accounts?

Hello, I cannot find anywhere how to link another bank account to my Digits account (impressive!). Not even in the integration sections. How do I do that???

1
Michael
4 months ago
M
Mariko Hayashi-HallNew Decimal
asked in General

Set issues

We have been waiting for several days for our first five clients to be set up in Digits. We want to use the tool, so we can roll it out to our other clients. I also need to invite my team members to the Digits account. Can you please help with this? We are excited about the tool, but we are concerned about the set up, and how little information and functionality seems to be available to get started.

1
Rob Hamilton
4 months ago
J
Joy GaschlerNew Decimal
asked in General

Digits Reports

Can clients view the Digits Report on a mobile device? Thank you,Joy G.

1
Michael
4 months ago
L
Lindsay CalalangNew Decimal
asked in General

I can't see the "add client" button

I swear I’m not new to computers, but I cannot find the “add client” button to link Quickbooks to save my life!! Help!

3
Rob Hamilton
5 months ago
amir g
amir gNew Decimal
asked in General

Quickbooks integration isnt working

Hey team! we are having issues with connecting quickbooks, it hasnt successfully integrated and it has been a few weeks. Pleas help! 

2
amir g
6 months ago
J
JR GarciaNew Decimal
asked in General

Profit and Loss monthly report

Hello--how do I get a YTD report for say July 2022 but total by month? I want to see each month on the report. Thank you.

1
A
8 months ago

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