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106 Topics

C
Catrina CraftNew Decimal
asked in General

Trainings and Reporting

Please share training videos for Digits.Do you have template IA prompts to utilize in Digits?Can i download the overview information so that I can edit and share with my clients in a report?Additional information about Digits Boost needed 

5
Michael
5 days ago
R
Advisory Board
Regina TrilloAdvisory Board
asked in General

Integrate Brex to Digits

Hi! I tried connecting Digits to my bank, Brex and it’s not working, can you help, please?Thanks!Regina

3
Michael
3 days ago
C
Chad StewartNew Decimal
asked in General

What does Digits do?

Hi everyone, I am new to Digits and I’m trying to figure out how it can help me.  I am honestly just confused about what Digits is. I have connected 2 of my bookkeeping clients with QuickBooks Online and I am confused if Digits is supposed to automate the bookkeeping functions (transaction classification, etc.) or if it is mostly a reporting platform?

1
Michael
9 days ago
RWali
RWaliNew Decimal
asked in General

Consolidated Reporting

Is there a way to get the Digits platform analyze multiple QBO entities and provide insights in coonsolidation?

2
RWali
24 days ago
Traci Harper
Traci HarperNew Decimal
asked in General

removed old account

please remove my old account called: account effects - oldi have a good one with dianne harper as the admin - but i cant acess it with my intuit userid or google id. very annoying instead keeps logging into this one  

1
Michael
1 month ago
J
jsanchezcpaNew Decimal
asked in General

Editing Reports Footnotes

We need additional footnote customization to meet US AICPA compliance requirements.Need to disclose in footnote on each page of financial statements:   For Management Use Only - No Assurance Provided.   See accompanying notes to financial statements.Currently, editing reports to show this footnote does not fit onto area designated.We would also need to include an additional page to the report “Notes to FInancial Statements” with further disclosures that need to accompany these reports.IF we can get this to work, it would be FANTASTIC! and we’ll become paid members to roll-out to all our clients.Thanks for you assistance.

1
Michael
1 month ago
Chris Scott
Chris ScottNew Decimal
asked in General

Is it possible to add commentary in a report but not in the executive summery?

The Executive Summary is a great spot for big observations but we would like to be able to add context and comments in the body of the P&L, BS etc.  Is there a way to add comments in more than the executive summary?

3
Michael
1 month ago
F
Fernando Sanchez MontielNew Decimal
asked in General

Training

Hello Digits Team, where or when can I have a quick training for me and  my team?

1
Dakota
1 month ago
Chris Scott
Chris ScottNew Decimal
asked in General

How long is reasonable to wait for a client to load?

On Monday we added 5 clients to Digits, 4 of the 5 finished and were available in 24 hours, the 5th appeared to still be loaded at 48 hours and now 3-4 days later it says pending.  Is this normal?  Is there a way to get an estimate of when it will be available?

1
Dakota
1 month ago
Chris Scott
Chris ScottNew Decimal
asked in General

Can we see a P&L by Class in reporting?

I routinely use a P&L by Class/subclass.  Are classes available and if so how can I enable this view?

5
Michael
1 month 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
1 month ago
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
1 month 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
1 month 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
1 month 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
1 month ago
Kelly Marcella
Kelly MarcellaNew Decimal
asked in General

Badges

How do you earn additional badges?  

1
Michael
2 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
2 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
2 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
2 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
2 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
2 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
2 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
2 months ago
J
John HalNew Decimal
asked in General

Hosted QBD-Right Networks

Can Digits AI use QBD hosted by Right Networks? 

1
Michael
2 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
2 months ago

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