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150 Topics
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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! 🪄 

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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? 

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Eric
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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.

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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

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Rob Hamilton
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.  

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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

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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?

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david
SeeSureNumbers
SeeSureNumbersNew Decimal
asked in General
Xero and Digits Timeline???

Timeline for Xero and Digits??  

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jsanchezcpaNew Decimal
asked in General
New to Digits

I Just joined, very interested to see how this can help our firm’s accounting service.Am I suppose to see something on my client Dashboard?

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Advisory Board
contractorskeeperllcAdvisory Board
asked in General
Inaccuracies

Has anyone else run into inaccuracies in the executive summary? For example, for one of my clients, it says they had a $1900 decrease in spend with one of their vendors in Q2, but that’s not even possible when total spend on this vendor all year has only been $1200. I removed it from the executive summary but of course, that still pops up when they hover over that area in the Income Statement. 

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Advisory Board
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TSBooksNew Decimal
asked in General
Client Portal?

Is there a way to see what your client sees when you send them a report?Also where are they sent? Can that tie back to my website? 

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Shelly
Advisory Board
ShellyAdvisory Board
asked in General
Balance Sheet not Displaying Correctly

Xiid Corp - the Equity section of the balance sheet is not displaying correctly. The Account numbers are not listing as they should. Please fix and also remove accounts that have a zero balance.

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Shelly
Advisory Board
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Advisory Board
rynaecalderAdvisory Board
asked in General
Account manager versus admin access

Hello, Is there a way to give an employee Admin access and then select which companies I do not want her to have access to?  It appears in order for her to share links and send emails to clients, she does not have that capability as account manager.  But if I give her full admin access, then she can see my personal business financials which I do not want her to have.  Thank you,

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Advisory Board
sarahbrookeAdvisory Board
asked in General
Removing Clients

How do you remove clients from your Dashboard? 

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RuthScottSolutions
RuthScottSolutionsNew Decimal
asked in General
Customer Receivables Categories not working.

The Under Customer Transactions and Receivables, the totals at the top are correct but the Categories are picking up all sales not just for that customer. Any ideas?

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Advisory Board
RbpinneyAdvisory Board
asked in General
Does my email for registering to Digits need to be same as Quickbooks email?

Does the email i use for digits need to be the same as my QuickBooks email?

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alisonevans
alisonevansNew Decimal
asked in General
Using Digits

I cant see where to even start anything?

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ALS22
Advisory Board
ALS22Advisory Board
asked in General
Access To Labs

I requested access to Labs so that can test the Digits Boost. Please assist. 

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ALS22
Advisory Board
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MarlaNew Decimal
asked in General
Administrative Assistant

I work for an accounting firm that uses QBO. We are interested in using Digits as an app with some of our QBO clients, but we can’t seem to locate your app when we are in QBO. Do you work with QBO?

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courtneyBrainy
published in General
Digits lights up Digital CPA in Nashvillerecap

We were honored when the AICPA invited Digits to be part of its 10th-annual Digital CPA conference in Nashville.We wanted to take this opportunity to really show the accountants and finance professionals how much we appreciated them and enjoy building the next-generation of finance tools they use.I hope you can join us at one of our upcoming Digits Events!

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Liveoakbk
Advisory Board
LiveoakbkAdvisory Board
asked in General
VPN's

I use Nord VPN for work and when I go to Digits.com it tells me that the server is unavailable. I have to go disconnect Nord for 5 minutes and then sign into digits.com, then I can reconnect and everything works. Is there a way to stop this annoying work around?

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Rob Hamilton
Rob HamiltonDigits Team
published in General
[05.22 — Alliance Update] Welcoming Bean Accountants, Shout Outs, Now $1 Trillion+Alliance Update

 Growing the Alliance -- Welcome, Bean AccountantsIt's well-known that the accounting industry and its technology and tools have been largely unchanged in decades. This lack of stimulus is what inspired Digits to develop the Living Model technology to power a new class of finance tools. There is a hunger in the industry for more powerful tools.We’re excited to welcome Bean Accountants to the Alliance as one of those firms now. Bean Accountants is partnering with Digits to gain access to our suite of groundbreaking tools. They will also be joining our Labs program to help shape the future tools. In a sector where tech-enablement and modern tools aren't always embraced with open arms, Bean is empowering accounting firms by streamlining how CPAs and Accountants connect with companies seeking project-based contracting.  Bean will deploy Digits Search, Digits Reports, and Digits Reports Builder along with our other tools in Labs to their teams in the field.Shout OutsThank you to the firms w

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anurag_baddam
edsolovey
edsoloveyDigits Team
published in Engineering
Efficient Serving of Static Views with Google Cloud Spannerliving model

 At Digits, we strive to push the bounds of technology in order to deliver radically more useful, delightful software experiences for our customers. We’re excited to begin sharing a closer look at the technical foundations that underpin our products in a new series of blog posts called Building Digits. Without further ado…Let’s talk about viewing complex data. One of our primary goals at Digits is to provide business owners with insightful and holistic views of their company’s finances, in substantially real-time. Achieving this involves three major, independent steps: We collect all of their relevant data from various sources, such as their QuickBooks, the financial institutions they bank with, their corporate credit card providers, etc. We apply our algorithms and proprietary datasets to extend, interpret, and tease out meaning from all of their data. We consolidate and aggregate the results into a holistic view that we then visualize for them on their dashboard.FactsWe refer to the

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edsolovey
Brian
BrianDigits Team
published in Engineering
Architecting Digits Search: Real-time Transaction Indexing With BleveDigits Search

We launched Digits Search, which brings fast, beautiful, full-depth search to business financial data. We’ve received a ton of great customer feedback, but one question just keeps coming up…How did you build this!?Well, let’s break down how Digits Search puts your finances at your fingertips.Digits ArchitectureFirst, some quick background on Digits:Digits links with your business’ accounting software and your financial institutions to build, and continually maintain, a living model of your business with the most up-to-date data. Once linked, we ingest all of that financial data in raw form, a collection that we call “facts”. We then use machine learning and data processing to normalize all of that overlapping, unstructured data. We perform a significant number of calculations to fill holes in the picture, such as predicting how your latest transactions will be categorized, detecting and predicting recurring activity, etc.The end result of all this work is a “view”, which is then effici

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Brian
hannes
hannesDigits Team
published in Engineering
Training and Deploying State of the Art Transformer Models at Digitsliving model

Understanding banking transactions as they happen, in real-time, is core to our mission with Digits Search. You can’t answer important finance questions with bad data.Transaction descriptions contain valuable information which helps us understand and communicate our customers’ business activity. The information we extract is then indexed and made available via Digits Search, and presented in a far more human-readable and intuitive manner than they would get from reviewing their raw bank or credit card statements.Here we wanted to share a peek behind the curtains on how we extract transaction information with Natural Language Processing (NLP) at Digits. You’ll learn how we apply state-of-the-art Transformer models to this problem and how we go from an ML model idea all the way to a production integration with our Digits Search product.Our PlanInformation can be extracted from unstructured text through a process called Named Entity Recognition (NER). This NLP concept has been around for

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hannes

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