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Digits Inbox

Use Digits Inbox to review uncategorized transactions, approve bills, resolve comments, and track open items—everything needing your attention in one place.

Overview

The Inbox is your to-do list in Digits—it shows everything that needs your attention in one place.

Use it to:

  • Flag anything that needs your review

  • Ask and answer questions right on the relevant transaction

  • Keep track of open items across your business

  • Keep your team aligned and moving

Inbox Action Items

Click Inbox in the left-hand menu to see what’s on your plate.

Categorize

Digits AI does most of the heavy lifting—automatically categorizing most transactions for you. When the AI isn’t confident, it flags a transaction in your Inbox.

For each item, you can:

  • Confirm if Digits got it right, or

  • Update the category, then click Confirm

Every confirmation trains ✨ Digits in real time, improving future categorization accuracy.

Comments

Comments are messages tied to a specific transaction, bill, or report. They might be questions from your accountant, team member, or notes you add for yourself.

You can:

  • Reply as needed

  • Add context or instructions to other team memebers

  • Mark the conversation resolved

  • Then close the work item to fully clear it from your Inbox

Approve Bills

Your accountant or team may upload bills into Digits, but only your business can approve them.

You can:

  • Approve → Books the bill to the Ledger

  • Reject → Sends it back for correction

  • Delete → Removes the bill if it's a duplicate or incorrect

✨ Digits will pre-fill the vendor details from the bill itself—so you just need to verify and approve.

Note: Resolving a comment does not close the item. You must close it manually unless another action (like approving a bill) resolves it automatically.

Filters & Navigation

Use the filters across the top to sort and prioritize:

  • Assigned — Items assigned to you

  • Watching — Items you created or are following

  • Open — All open items across your clients

  • Closed — Completed and archived items

Use the year/month sidebar to filter by period, or filter by item type such as Categorize, Comment, or Approve Bills.

Troubleshooting & Tips

  • Still seeing items in Open? There may be an unresolved comment or pending action.

  • Check your Inbox daily to keep month-end moving smoothly.

  • Use @mentions to tag teammates and delegate quickly.

Frequently Asked Questions

Does reviewing bills improve AI accuracy?

Yes. Digits pre-fills vendor, category, and other metadata from the bill—your review ensures accuracy, and your choices help the AI improve over time.

Why is something still showing in Open?

Most likely, a comment hasn’t been resolved, or an action item (like categorization or approval) is still pending. Check previous months/years for open items.

If something isn’t working the way you expect, reach out to [email protected]—we’re here to help your business stay on top of its to-dos.