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71 Topics

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
Andrew
AndrewProduct
published in 🔒 Labs

Digits Reports Builder: Now in Labs

Creating financial reports usually takes hours. You have to gather all the information, then organize it, then analyze, and then finally create the charts and build the report your clients want.Starting today, all that changes.Introducing Digits Reports Builder.Our mission with Digits Reports Builder is to save you time building the best reports for you and your clients. Why start with a blank sheet when Digits Reports Builder can help pre-populate for the report -- with real-data and analysis -- for you. Cut the time it takes to build reports from hours to minutes.  All of the intelligence.None of the work. No analysis needed. See an insight worth highlighting? Just click to add your executive summary.   Just Drag. Drop. Done. Digits does the work for you. Decide what matters and add it to your report with just a click. Tell the best business story without breaking a sweat.   Find the needle inevery haystack. Save hours a day calculating and

58927
Michael
5 months ago
J
Jeff RudnerNew Decimal
asked in General

Pricing

What is the pricing to be able to run my clients’ financials in Digits and issue reports to them regularly?

2
Michael
5 months ago
A
Anonymous
posted in General

New Portal Experience!

Hello everyone! We’ve just launched an updated design to your portal experience to make it even easier to navigate, focus on the client at hand, and invite colleagues to Digits.To start, we’ve introduced a collapsable sidebar on the left hand side of your screen. This will be where you can see notifications, an activity feed, contact community, view your ‘Shared with me’ page, and sign out. We’ve also removed the permanent sidebar that housed all of your different clients, and replaced it with a dropdown menu at the top left of your portal. This will allow you to stay focused on one client at a time without getting overwhelmed or distracted. Within this dropdown, you’ll also see a badge with a number of work items to address for each client, so you know which accounts need your attention. This is where you’ll be able to add a new client as well. Finally, we’ve made it easier to see how many colleagues are linked to each of your clients and included a link to the settings page where you

2
Michael
5 months ago
Michael
MichaelDigits Team
published in General

Digits Pricing — Your First 5 clients are free forever

Questions about Digits pricing are often top of mind when we chat with our amazing community. Our members are using Digits amazing tools to WOW their clients, but they can’t believe it is free to use! Over time, we’ve engaged with and learned from many of you in the community about your thoughts on pricing so that it’s sustainable to your firm and lets you grow your business. We are happy to share that as we continue to build, improve and expand Digits' offerings, we are introducing pricing to Digits. As mentioned, we want our pricing to truly unlock the growth of your firm on Digits. To that effect, we made the decision to allow for the first 5 clients on Digits to be free forever. Beginning Nov 30th, Digits is offering three additional paid plans. The details of these plans can be seen here. If you are an Admin in your Digits organization, you will see pricing details in your Accountant dashboard.   As you take a look, if you have any questions not answered below, please ask us here!

3430
Michael
5 months ago
A
Anonymous
published in General

Digits Pricing is Live!

A few weeks ago, we sent everyone an email letting them know that we’d be introducing pricing tiers, and how that would affect each of you. If you missed that email, please check your inbox for a note from @Michael. As of today, you’ll see a new experience within your Digits account. Our pricing tiers are based on the number of clients you link. Your first five clients will be free forever – once you add additional clients, you’ll see a prompt to upgrade to our next tier. We put together an article explaining more about this process here. Leave a comment and let us know what questions you have, or schedule a call with us here. Thank you again for being on this journey with us and for supporting Digits. Don’t hesitate to reach out with any feedback - you know we’re all ears!Lily 

180
A
5 months ago
K
kmacyNew Decimal
asked in General

Non Profit Language

I had a meeting with a potential new client who is a non profit and they liked the software, and maybe I Just don’t see how yet because they aren’t my client yet, but can Digits reports be created with the non profits language?  “Statement of Financial Position” and “Statement of Activity”, etc.?

1
Michael
6 months ago
P
Patricia GrimesNew Decimal
asked in General

Re-sync to QuickBooks

If I make a change in QB - how do I re-sync this with Digits?

1
jseibert
6 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
A
Anonymous
posted in General

Digits x AFWA

The Digits team had a wonderful time at last week’s Women Who Count conference in Chicago! It was inspiring to meet so many brilliant women, and we had so much fun handing out our signature green nail polish and sharing how Digits can help supercharge your business and WOW your clients. We were honored to partner with AFWA to host a special reception for the Chapter Achievement Award winners which included endless cocktails, gourmet bites and beats provided by DJ Liz Ladoux.Digits will be hosting events like this for any chapter of AWFA that is interested! You can learn more about our partnership here. Here are a few snapshots from the conference & reception!  

2
N
6 months ago
E
Advisory Board
ellenflowersAdvisory Board
asked in General

Can't see clients

I went to send a report today but all of my clients have disappeared? I can see history of messages when they viewed previous ones. 

5
Michael
7 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
A
7 months ago
A
Anonymous
posted in General

Magic Links are HERE!

Hello everyone! We all know that there are simply too many passwords to remember these days, so we wanted to make your life just a little bit easier on Digits 👀We’ve gotten many requests for an easier login experience, and we’re thrilled to introduce magic links! Any user with an existing account will now be able to request a magic link to sign in. Here’s how it works:Head to https://my.digits.com/login to enter your email address and click “Sign in with Email” Click “Send Magic Link to Email” and head to your inbox Find the email and click “Sign In”. Ta-da! You’re in!If you prefer to use your password, you can still do so :) We’ll be using magic link technology to improve other features in the future as well. Stay tuned! Let us know if you have any questions, and enjoy the magic of Digits! 🪄 

0
A
7 months ago
Michael
MichaelDigits Team
posted in General

What is your favorite fall drink?

It has turned into fall in Rhode Island (where I live)!  For myself and my family, we quickly adopt fall's wonderful assortment of delicious drinks. Our favorite fall drinks are hot chocolate for my 8 yr old, Pumpkin Chai for my wife, and a Brick Wall (Apple cider syrup, bourbon, and a splash of ginger ale)  for me.What is your favorite fall drink? 

10
Eric
7 months ago
Andrew
AndrewProduct
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

255838
amcnary
Advisory Board
7 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
Ana Cruz
Ana CruzNew Decimal
asked in General

Reports

I noticed that my august report says Draft not published like my July report.  I’m not sure what I did for the previous month to move to published instead of draft. Thanks

4
Rob Hamilton
8 months ago
sanjeetdas
sanjeetdasDigits Team
published in 🔒 Labs

Digits Boost: Now in Labslabs

I’m excited to share a new tool we’ve been building –  Digits Boost!Digits Boost is an amazing new tool that will suggest actions to take on behalf of your clients’ ledgers.Anytime a Boost is available, you’ll be notified. For example:Category Suggestions Digits looks at each transaction and alerts you if we notice that it is categorized with a different category compared to similar transactions Vendor Suggestions If we spot a vendor that we think can be cleaned up or modified we’ll alert you. Personally Identifiable Information Suggestions If we notice credit card information or social security numbers in transaction descriptions, we can clean it up and remove it  By popular demand, Quickbooks Push now supported with Boost!Make sure data stays aligned, any suggestion you accept will be pushed to QBO automatically, no need to switch apps. Getting access to Digits Boost(Labs-access required - request access here)  Setting up Boost No setup required. Seriously. (It automa

423152
Rob Hamilton
8 months ago
dgoodcfo
Advisory Board
dgoodcfoAdvisory Board
asked in General

Revenue vs Below the Line Other Revenue

Most companies show Revenue accounts above the line or Operating part of the business.  I think those are what should be captured for your Sales Analysis.  However, below the line there are other Income Line Items which are not really part of operations.  These are also being included in your sales section.  I think they should be excluded because they cloud the revenue analysis.  

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

Reports templating

Is there a way to memorize a report so you don’t have to go in and customize it each time you run it? if things change in QBO after report has been created does it update the report or do we need to rerun it?Thank you,Ellen

3
Michael
10 months ago
bfausett21
bfausett21New Decimal
asked in General

Digits Reports Demo Video for Clients

Is there a demo video of the reports that I can show prospective clients?

4
david
10 months ago
Jennifer Syers
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.

2
Jennifer Syers
10 months ago
SeeSureNumbers
SeeSureNumbersNew Decimal
asked in General

Xero and Digits Timeline???

Timeline for Xero and Digits??  

1
Michael
10 months ago

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