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115 Topics

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Myranda HPNew Decimal

asked in Transaction Review

Transaction Review

Greetings, Before I submit a product suggestion, I wanted to see if the thought has come up to allow clients to have the ability to select the chart of account just as the account can. It seems that transaction review is simply a chat between the accountant/bookkeeper and the client. Now it does alleviate excessive phone calls, etc. But I am not seeing where it saves time in a workflow. I am truly trying to understand the product intent before making a suggestion. So thank you for the insight. It is greatly appreciated. 😊

27 days ago

RbpinneyAdvisory Board

asked in General

Cash reporting

I have been using Digits for 2 years now and requested cash based reporting since day 1. I have been told numerous times that it will be done but never received a firm commitment from Digts that it is actually being worked on.I’m not the only person asking for this. Many others need to show financial reports for cash based clients.Are you really going to do this or just keep kicking the can down the road?

30 days 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

nickhardyNew Decimal

asked in General

General

What can I use digits for?

1 month ago

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

1 month ago

Tina NailNew Decimal

asked in General

MichaelDigits Team

posted in General

Updated Client Welcome Video

Hey there! Wanted to share that due to the changes we’ve made to Digits, including Digits AI, we have created a new Client Welcome video that you may want to share with your clients. You can find the video here: As always, we are here and listening, so feedback or suggestions are welcome!

1 month ago

Catrina CraftNew Decimal

asked in General

Trainings and Reporting

Please share training videos for Digits.Do you have template IA prompts to utilize in Digits?Can i download the overview information so that I can edit and share with my clients in a report?Additional information about Digits Boost needed

1 month ago

MichaelDigits Team

published in General

Welcome to the Digits Community!

We’re thrilled to have you here! The Digits community is a collective of accountants, bookkeepers, and business owners, as well as your trusty Digits team. Our community is SO important to us because our customers shape everything we do. Your feedback, ideas, input, and unique business needs influence every step of the Digits journey. Really!Take a moment to introduce yourself and let us know where you’re from, what you do, and what your current personal and/or business goals are. We’d love to support you and your business to help you expand and succeed! Once you’ve introduced yourself, take a moment to explore all that our community has to offer. We recommend starting with our Knowledge Base to learn more or our Product Ideas page, where you can see what features have been requested & are being built. If you need anything at all, just let us know. We can’t wait to get to know you!

33321

1 month ago

RbpinneyAdvisory Board

asked in General

Profit & Loss monthly report not showing

I am creating the monthly report for a client and the P&L report is not showing.

1 month ago

GarrettRNew Decimal

asked in General

Transactions not showing up in transaction review

I have a client with a “Ask My Accountant” expense account and none of the transactions in that account ace showing up. I have 2 other accounts where it seems to be working perfectly but I cant figure out why this specific account isn't working. Let me know if anyone has an Idea. Thanks!

1 month ago

Regina TrilloAdvisory Board

asked in General

Integrate Brex to Digits

Hi! I tried connecting Digits to my bank, Brex and it’s not working, can you help, please?Thanks!Regina

2 months ago

Chad StewartNew Decimal

asked in General

What does Digits do?

Hi everyone, I am new to Digits and I’m trying to figure out how it can help me. I am honestly just confused about what Digits is. I have connected 2 of my bookkeeping clients with QuickBooks Online and I am confused if Digits is supposed to automate the bookkeeping functions (transaction classification, etc.) or if it is mostly a reporting platform?

2 months ago

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?

2 months 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.

2 months 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.

2 months 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?

3 months 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

3 months ago

Jennifer SyersNew Decimal

asked in General

Cash Basis Reporting

Has Digits added the cash basis feature yet?All of my clients are cash basis so Digits is kind of pointless for me right now.

3 months 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?

3 months 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?

3 months 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?

3 months ago

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