Transaction Review

All content related to Transaction Review and Quality Control

  • 7 Topics
  • 15 Replies

7 Topics

C
Advisory Board
contractorskeeperllcAdvisory Board
asked in Transaction Review

receipts

How can clients upload receipts?

8
Michael
4 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
2 months 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
8 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
4 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
3 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
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

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