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71 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
Dakota
DakotaDigits Team
published in General

Digits recognized as one of the most innovative financial companies in 2023!News

We are very excited to share that Digits has landed a spot on Fast Company’s Annual List of the World’s Most Innovative Companies for 2023 We've been included on their prestigious annual list, specifically in the finance category joining the ranks of OpenAI, Disney, Tiffany & Co., and many more incredible businesses! As you all know, here at Digits we've been focused on using AI-powered technology to build the next generation of accounting tools that help you save time and WOW your clients.  Your continued use of Digits, feedback, and your help to further our mission has been instrumental in helping us build these innovative tools.Join us for a moment to celebrate, as this amazing honor is just as much yours as it is ours! Once again, thank you for your continued commitment to Digits!  

302
Dakota
27 days ago
Michael
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! 

1838
Crystal Bollinger
1 month 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
Michael
MichaelDigits Team
published in General

Digits needs your help!

Here at Digits, we relentlessly try to push the boundaries on building delightful tools for Accountants. In our process of digging deeper into the finance world and furthering our understanding, we've realized we'd like to know more about where the money movement actually happens.We would love if you could take a second to share some general information about if and how much accounts payable work you do for your clients.  

550
Michael
3 months ago
R
Rich ConleyNew Decimal
asked in General

Video for New Clients

Do you have an instructional video on introducing the product from a clients perspective (not bookkeeper) ? .  We would like to include it in our onboarding email to get people familiar with the product rather than doing a bunch of 1:1 calls. 

4
Dakota
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
G
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!

2
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

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