Digits Navigation & Shortcuts

Find anything and get anywhere quickly. Use the global Search, follow breadcrumbs, and work faster with keyboard shortcuts.

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On-screen Navigation

Left Navigation Menu (Sidebar)

Icon/Text	What It Does
Home	Dashboard with KPIs, cash flow charts, expenses & revenue analysis Click to expand Expenses, Revenue, and Cost of Revenue Dashboards
Checklist	Review uncategorized transactions, approve bills, resolve comments, and more The badge indicates the number of items that need action
Financials	P&L, Balance Sheet, Cash Flow, AR Aging, AP Aging reports
Custom Reports	Build and schedule branded custom reports
Banks & Cards	View connected bank and card transactions
Bills (AP)	Manage bills/accounts payable (Kanban view: In Review, Pending Approval, Awaiting Payment, Scheduled & Paid)
Invoices (AR)	Create and track customer invoices
Vendors	Review vendor spend
Customers	Store receipts, W-9s, statements

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Left Navigation Accounting Section

• Click to expand Accounting

Icon/Text	What it Does
Ledger	Full transaction history - your source of truth for all entries
Reconciliations	Track and complete monthly bank reconciliations
Category Manager	Your Chart of Accounts - create/edit categories
Departments	Track activity by department
Locations	Track activity by location

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Bottom of Left Navigation Menu

Icon/Text	What it Does
Vault	Store receipts, W-9s, statements
Connections	Manage bank/app connections (Plaid, Stripe, Ramp, etc.)
Help Center	Access help documentation
Digits (Shift + /)	Opens keyboard shortcuts menu

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Ask Digits

• Bottom of screen

Icon/Text	What it Does
Ask Digits	Type questions about your data (e.g., "How much did we spend on Gusto last month?")
+ (Plus) button	Quick actions: Add Transaction, Create Invoice, Upload Bill, Run Report, Start Reconciliation, Upload Document
Calendar/ Bell Icon	Open your Checklist (badge shows count of items needing attention)
Search	Find vendors, amounts, categories, or transactions

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Ledger Toolbar

Icon/Text	What It Does
View (eye)	Read only mode
Edit (pencil)	Enter edit mode to select and modify transactions
Opposing Arrows	Expand view to full screen
Date picker	Choose the date(s) that are shown in the ledger
+ Add Transaction	Add a new transaction manually
Down Arrow (next to + Add Transaction)	Click to open dropdown. Select import bank transactions or import journal entries
Search bar	Search for transactions by date, keyword, amount, etc.
Collapse/Expand	Collapse or expand transaction detail
Filter	Narrow transactions by party, amount, source, status, etc.

Transaction Viewing/Editing

• Click to open a transaction

Icon/Text	What It Does
View (eye)	Read only mode
Edit (pencil)	Enter edit mode to select and modify transactions
Trash can	Delete transaction (grayed out if from connected source)
Reverse arrow	Create an offsetting entry for transactions that can't be deleted
Copy	Duplicate this transaction

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(Bulk) Edit Toolbar

• Only appears at the top of the screen when one or more transactions are selected

Icon/Text	What it Does
Party dropdown	Change party for selected transactions
Category dropdown	Change category for selected transactions
Move to (folder with arrow)	Move tranactions to a different account dropdown
Comment (speech bubble)	Add comments to selected transactions
Department (building)	Assign/update department
Location (pin)	Assign/update location
Match (stack)	Merge two transactions into one (prevents duplicates)
Unmatch (lifting stack)	Separate previously matched transactions
Delete (trash can)	Delete a transaction (grayed out = can't delete; use Reverse instead)
Total	Total of selected transactions
X icon	Cancel and close toolbar
Apply to	Complete action for displayed number of selected transactions

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New Transactions Types

• Available when you click + Add Transaction from the ledger

Icon/Text	What it Does
Journal	Multi-line adjusting entries between accounts
Pay In	Record income, deposits, refunds received
Pay Out	Record expenses, payments made
Transfer	Move money between connected accounts

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Commenting/Audit Panel

• Appears when you click into a transaction

Icon/Text	What it Does
Comment bubble	Comments - View/add comments and tag team members
Lightbulb	Insights about the transaction
Clock	Activity Log - See history of changes

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Keyboard Shortcuts

• Press Shift + / anywhere in the app to open Keyboard Shortcuts.
• Or click the shortcuts icon in the bottom-left corner of the app.

Context	Action	Mac	Windows/Linux
Global	Show Keyboard Shortcuts	Shift + /	Shift + /
Global	Open Global Search	⌘ + K	Ctrl + K
Global	Open Global Search (alt)	⌘ + Shift + F	Ctrl + Shift + F
Ledger	Open Filters	F	F
Ledger	Scroll up / down	↑ / ↓	↑ / ↓
Ledger	Scroll up ×10 / down ×10	Page Up / Page Down	Page Up / Page Down
Ledger	Open selection	Enter	Enter
Ledger	Maximize / Minimize View	M	M
Ledger	Edit Mode	E	E
Ledger	View Mode	V	V
Ledger	Expand all rows	[	[
Ledger	Collapse all rows	]	]
Ledger	New Transaction	N	N

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Status Indicators

Checklist Badge

Icon/Text	Meaning
Green badge with number	Number of items needing your attention

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Reconciliation Status Dots

Icon/Text	Meaning
Empty circle	Not started
Yellow circle	In progress/needs attention
Green checkmark	Completed

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Bill Statuses (Kanban Columns)

Icon/Text	Meaning
In Review	Uploaded, needs review
Pending Approval	Waiting for approval
Awaiting Payment	Approved, ready to pay
Scheduled & Paid	Complete

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How do I open Search from anywhere?

1. Click the Search bar at the top of any page.
2. Or press ⌘ + K (Mac) / Ctrl + K (Windows/Linux) to open Global Search.
3. Type a vendor, amount, category, memo, or month (e.g., “Uber”, “42.50”, “Meals”, “May 2025”), then press Enter to open the top result.

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Power tip — Do math in amount fields

1. Click into an Amount field (e.g., in Ledger).
2. Type a simple expression (e.g., 10.80+10), then press Enter.
3. The field resolves to the calculated result, and the page totals update.

What works: + (add), - (subtract), * (multiply), / (divide), decimals.

Note: If the change affects a closed period, you may see a confirmation dialog before the edit is applied.

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Frequently Asked Questions

Can I open Search from anywhere?

Yes. Press Command + K (Mac) or Ctrl + K (Windows/Linux) to open Search from any page.

Does Search work across multiple businesses?

Search is limited to the current business workspace.

Can I enter math in any amount field?

Yes—most amount fields in Ledger accept basic arithmetic and resolve on Enter. The calculated result is saved to the transaction.

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Got a question or feedback? Our team is all ears—come say hello!

Contact Digits Support

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