The Community

Be a part of the next generation of finance tools.

115 Topics

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
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
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
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
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
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

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
G
GeoffNew Decimal
asked in General

SFA for Digits Login

Is there a 2FA setup for Digits Login?

3
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
M
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.

5
Michael
3 months ago
R
Advisory Board
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?

6
Michael
1 month ago
ozgurdenizyusuf
ozgurdenizyusufNew Decimal
asked in General

When Will Digits Be Available?

When will Digits be available?

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
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.

5
Michael
3 months ago
rebecca
rebeccaNew Decimal
asked in General

Update my Google Login

I need to update my Google login. When I go to Setting - Login it doesn’t let me update anything. I am the admin. 

1
Michael
6 months ago
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
6 months 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
6 months 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
6 months 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
6 months 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
8 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

Badge winners

Show all badges
Terms & ConditionsCookie settings