The Community

Be a part of the next generation of finance tools.

67 Topics

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
2 days 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!

1
Michael
3 days ago
Seth Brody
Seth BrodyNew Decimal
asked in General

Deleting clients

Hi, I’d like to delete several clients. How do I do that?

1
Michael
5 days ago
C
Advisory Board
contractorskeeperllcAdvisory Board
asked in Transaction Review

receipts

How can clients upload receipts?

3
Michael
6 days ago
C
Advisory Board
contractorskeeperllcAdvisory Board
asked in General

paid features

Is there anywhere I can see what custom branded reports and custom branded portals look like? Also how does file storage work? How is it structured? 

1
Michael
6 days ago
Kristen Nies Ciraldo
Kristen Nies CiraldoNew Decimal
asked in General

Changing assigned vendor name

Client’s payroll is entered in bulk by journal entry, so those expenses do not have a vendor associated with them.Somehow in Digits, all the je’s for payroll have become associated with a vendor name.  So that vendor name is consistently coming up as #1 in spend in the top 5 lists, etc.  I am guessing this MIGHT have been something that happened within assigning vendor names with the Boosts.How do I:Edit the vendor associated with these journals entries  AND/OR Edit the vendor entry in digits so it can be called something else (ie: payroll)Thanks!

1
Michael
5 days ago
Dakota
DakotaDigits Team
published in General

Digits recognized as one of the most innovative financial companies in 2023!News

We are very excited to share that Digits has landed a spot on Fast Company’s Annual List of the World’s Most Innovative Companies for 2023 We've been included on their prestigious annual list, specifically in the finance category joining the ranks of OpenAI, Disney, Tiffany & Co., and many more incredible businesses! As you all know, here at Digits we've been focused on using AI-powered technology to build the next generation of accounting tools that help you save time and WOW your clients.  Your continued use of Digits, feedback, and your help to further our mission has been instrumental in helping us build these innovative tools.Join us for a moment to celebrate, as this amazing honor is just as much yours as it is ours! Once again, thank you for your continued commitment to Digits!  

140
Dakota
24 days ago
Michael
MichaelDigits Team
published in General

Digits needs your help!

Here at Digits, we relentlessly try to push the boundaries on building delightful tools for Accountants. In our process of digging deeper into the finance world and furthering our understanding, we've realized we'd like to know more about where the money movement actually happens.We would love if you could take a second to share some general information about if and how much accounts payable work you do for your clients.  

530
Michael
1 month ago
A
Alison HerbenerNew Decimal
asked in General

client removal

Hi, how do I remove clients from my account? Thanks!

1
Michael
1 month ago
E
Advisory Board
ellenflowersAdvisory Board
asked in General

Issues connecting clients

Hi there, I tried to connect two clients today. the first is missing most of last years data (Zephyrhills) the second said I needed to contact you (RFT)?Thank you,Ellen

5
Michael
1 month ago
A
Adele GruberNew Decimal
asked in General

deleting a client from my digits list

How do I delete a client from my digits list please 

1
Michael
1 month ago
R
Rich ConleyNew Decimal
asked in General

Video for New Clients

Do you have an instructional video on introducing the product from a clients perspective (not bookkeeper) ? .  We would like to include it in our onboarding email to get people familiar with the product rather than doing a bunch of 1:1 calls. 

4
Dakota
1 month ago
J
Jill VillanuevaNew Decimal
asked in General

Run Report by Fiscal Year

Hello,  How can I generate a report for their Fiscal year? (July- June)

1
Michael
1 month ago
T
Tristan NguyenNew Decimal
asked in General

Issues with the cash flow report

The statement of cash flow shows the net total cash flow correctly, but it does not show the correct cash flow from operating and/or investing. It appears that the net operating cash flow is calculated by taking net income for the period and then adjusting that by the delta of balance sheet account balances to arrive at net cash flow. That is a good first step, however, more is needed to be done in order for the cash flow to be accurate.Here are some of the scenarios where this would be an issue.Assume in Year 1, the only transaction is that the business received an invoice for $100k for an equipment that they purchased and did not pay it until Year 2 and the business has zero net income. In Year 1, the only entry would be Dr. Fixed Asset $100k Cr. Accounts Payable $100k. With this scenario, would the cash flow reports here show that the Net Cash Flow from Operating as a positive $100k (zero net income plus the increase in Accounts Payable)? If yes, did this business generated $100k in

6
Yass Baharvandy
1 month ago
H
Hatim HijaziNew Decimal
asked in General

Onboarding

How long the process takes to onboard a client on digits. I have been waiting for more than 4 days. Thanks,Hatim Hijazi

3
Michael
1 month ago
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?  

1
Michael
1 month 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! 

1
Michael
2 months ago
G
GarrettRNew Decimal
asked in General

Transactions not showing up in transaction review

I have a client with a “Ask My Accountant” expense account and none of the transactions in that account ace showing up. I have 2 other accounts where it seems to be working perfectly but I cant figure out why this specific account isn't working. Let me know if anyone has an Idea. Thanks!

2
Michael
2 months 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???

1
Michael
2 months 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? 

2
Michael
2 months ago
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
2 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
2 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
3 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!

2430
Michael
3 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 

150
A
3 months ago

Badge winners

Show all badges
Terms & ConditionsCookie settings