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146 Topics
Nancy Clark
Nancy ClarkNew Decimal
asked in General
Digits sync to QBO

My Digits last updated 11 hours ago so none of the QBO reports from today are matching. Is there anything I can do to manually sync this information? Thank you!

111
Michelle Wong
2 days ago
jameson
jamesonNew Decimal
posted in General
hello team

hello team

40
jameson
1 month ago
jameson
jamesonNew Decimal
posted in General
hey ream

hey team

30
jameson
1 month ago
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?

150
Michelle Wong
1 month 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?

121
collinsocha
1 month 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.

30
E
Advisory Board
1 month 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?

598
J
2 months ago
J
JDBNew Decimal
posted in General
Is Development Still Active? Concerned about Lack of Updates

Hi all, I have been a user for over a year, at first I really loved it. But recently haven’t seen any new functionality or meaningful updates to the platform in a long time. At one point I wondered if it was worth upgrading my subscription, but now I’m doubting if I should continue to use it with my clients. Concerned I onboard clients to a platform that has no additional benefit to them or myself. Are there any plans for new functionality?  I also don’t see a high volume of posts in the community, so has Digits flat-lined?  

140
J
2 months 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.

271
Rob Hamilton
3 months 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. 

100
R
Advisory Board
3 months 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. 

121
M
4 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.

315
Dakota
5 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

293
M
5 months ago
M
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!  

582
M
5 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.

527
Rob Hamilton
5 months ago
M
MichaelDigits Team
published in General
Upcoming Digits' Maintenance

At approximately 10pm EST/ 7pm PST, Digits will be unavailable for approximately 15 minutes as we conduct routine maintenance. Thank you for your patience and understanding. --Michael

60
M
5 months ago
M
MichaelDigits Team
published in General
Reports not loading

We are currently investigating an incident where reports are not loading or viewable within Digits. We will keep this thread updated and apologize for the inconvenience.--Michael

161
M
6 months ago
C
Advisory Board
contractorskeeperllcAdvisory Board
asked in Transaction Review
receipts

How can clients upload receipts?

769
Kenny Bobek
6 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

281
M
6 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?

365
M
8 months ago
Andrew
AndrewInspiring
published in 🔒 Labs
Digits Advisory Tools: Now in LabsLabs

I’m excited to share a set of new tools we’ve been building: Digits Advisory Tools!Digits Advisory ToolsDigits Burn and Digits Sales, the first two tools in our Advisory Tools, kicks off our goal with these tools to make you the ultimate advisor.Wow and dazzle your clients with incredible visibility and insight -- at a moment’s notice.Built on top of our powerful Living Model, our team took a massive leap forward using machine learning and AI to give you the power of an entire team of analysts. Individually - for every single one of your clients!No setup required. Just click on the icons on your dashboard and it’ll just work, fully preconfigured for each of your clients.Incredible advantageNow you won’t need to spend hours pouring over financials to do analysis to find the perfect nuggets for your client. Let your competitors do that time consuming work. Meanwhile, you and your team will be deep diving into clients with speed and ease to drive real value to your clients. Now, a bit mor

296245
J
8 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 😊 

234
M
8 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 😊 

10
bfausett21
8 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. 

213
M
8 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.  

81
M
9 months ago

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