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115 Topics

Chris Scott
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?

5
Michael
3 months ago
Kenny Bobek
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
Michael
3 months ago
Alex Little
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!

0
Alex Little
3 months ago
J
Jamie MacdonaldNew Decimal
asked in General

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

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

1
Rob Hamilton
3 months ago
bfausett21
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 😊  

3
Dakota
3 months ago
Kelly Marcella
Kelly MarcellaNew Decimal
asked in General

Badges

How do you earn additional badges?  

1
Michael
4 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

288442
Michael
4 months ago
Shelly
Advisory Board
ShellyAdvisory Board
asked in General

Error in Summary of Executive Report

I am having issues with typing a summary in the Executive Report.When I hit enter to create a line in between paragraphs it does not work. I do not see the signature of my company name as I did in one of my other clients reports I get an Error 37927Please help.cc: @courtney  

10
Michael
4 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!

3
Michael
4 months ago
R
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!

3
Michael
4 months ago
dgoodcfo
Advisory Board
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 

1
Michael
4 months ago
A
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.

1
Michael
4 months ago
E
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?

1
Michael
4 months ago
A
Anonymous
posted in 🔒 Labs

Labs Call: Wow Your Clients

Hello everyone! Digits is working on some features that will not only improve your experience but also WOW your clients. We’re looking to get some Labs calls scheduled with you and one of your clients. We specifically want to get their feedback on client-facing features, and also better understand the workflow that you share on a regular basis. We know that client relationships are paramount so we wanted to make sure we reached out to you first to coordinate any calls in tandem.Please leave a comment if you’re open to scheduling a call with one of your clients, and we’ll reach out with next steps! 

2
Beazy
4 months ago
R
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

11
R
4 months ago
Wayne Chang
Wayne ChangCo-founder
published in General

I'm a Bookkeeper/Accountant, How do I....?Bookkeepers/Accountants

Hello Accountants & Bookkeepers!We at Digits are extremely excited to have built and made available to you the world’s first living model. Allowing us to build groundbreaking tools for professionals in the finance field — including you!One of our first areas of focus has been to build out tooling that meets the needs of bookkeepers to solve your most frequent and time intensive tasks.These tools will help drive efficiency and time savings. All while still making you look great to your clients :-) Here are just a couple of the workflows we have unlocked with our next generation tools:Create and send beautiful, interactive monthly end reports to your clients in one-click. Why spend hours reconciling and designing a report by hand? Generate one with Digits Reports, proof, and then send. See how easy it is here!   Save hours of time doing manual variance analysis through using our robust reports analytics toggles. Quickly see if any accounts, vendors or transactions are out of place th

2035
Michael
4 months ago
K
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?

1
Dakota
5 months ago
J
John HalNew Decimal
asked in General

Hosted QBD-Right Networks

Can Digits AI use QBD hosted by Right Networks? 

1
Michael
5 months ago
K
Karen McConomyNew Decimal
asked in Transaction Review

When Digits gets the vendor name wrong

I have a transaction that had the bank descriptor SQ *JP, but in the transaction review interface where I send questions to clients, it listed the vendor as Amazon.  How should I address this?

1
Michael
5 months ago
G
GeoffNew Decimal
asked in General

SFA for Digits Login

Is there a 2FA setup for Digits Login?

3
Michael
5 months ago
M
Michael MeilingerNew Decimal
asked in General

I am evaluating this AI as an accountant

It seems like I cant generate reports - it only giving me the ability to invite an accountant 

1
Michael
5 months ago
M
Michael MeilingerNew Decimal
asked in General

Can't get past the start screen

Seems Like I am in a loop that keeps sending me back to the quickbooks connect I connect to quickbooks and then it goes back  

1
Michael
5 months ago
R
Ryan CaseParticipating Frequently
asked in General

Client Portal

Does the client portal not have the “Ask Digits” AI feature? See attached. I logged in as if I were a client and it looks like clients don’t have access to this. 

4
R
5 months ago
R
Richard ArmstrongNew Decimal
asked in General

Cannot launch Digits in QBO

I have connected QBO and Digits.  I connected the bank account to Digits.  I go into My Apps to launch the app in QBO - nothing.  Taking me back to home screen in Digits.  Where am i going wrong?THXRick Armstrong

1
Michael
5 months ago
D
DeltaNew Decimal
asked in Transaction Review

Correct vendor

The name in digits is not correct.  how do I correct it?  It is using Delta Airlines when it should use Delta CPA Group.

1
Michael
5 months ago

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