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145 Topics
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?  

331
M
1 year 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? 

332
M
1 year 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! 

501
M
1 year 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???

721
M
1 year ago
M
Mariko Hayashi-HallParticipating Frequently
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.

161
Rob Hamilton
1 year ago
J
Joy GaschlerNew Decimal
asked in General
Digits Reports

Can clients view the Digits Report on a mobile device? Thank you,Joy G.

171
M
1 year 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!

353
Rob Hamilton
1 year ago
Andrew
AndrewInspiring
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

66327
M
1 year 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?

532
M
1 year 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

712
M
1 year ago
M
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!

4490
M
1 year 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 

220
A
1 year 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.?

131
M
1 year 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?

521
jseibert
1 year 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! 

352
amir g
1 year 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!  

262
N
1 year 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. 

235
M
1 year 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! 🪄 

440
A
2 years ago
M
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? 

5910
Eric
2 years 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.

371
A
2 years 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

394
Rob Hamilton
2 years ago
sanjeetdas
sanjeetdasDigits Team
published in 🔒 Labs
Quality Check: Now in Labslabs

Please note that “Digits Boost” has been renamed to “Quality Control”.I’m excited to share a new tool we’ve been building –  Quality Control!Quality Control is an amazing new tool that will suggest actions to take on behalf of your clients’ ledgers.Anytime a review is needed, 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 Quality Control!Make sure data stays aligned, any suggestion you accept will be pushed to QBO automatically, no need to switch apps. Getting access to Quality Control(Labs-access required -

465352
Rob Hamilton
2 years 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.  

271
M
2 years 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

333
M
2 years ago
bfausett21
bfausett21Participating Frequently
asked in General
Digits Reports Demo Video for Clients

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

1094
david
2 years ago

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