# Digits Changelog {% updates format="full" %} {% update date="2026-04-07" tags="accounting-firms,business-owners,all-users,developers" %} ## We've Moved Our Changelog **What’s New:** Our changelog now lives here in the Help Center. If you’re subscribed via RSS, you’ll need to resubscribe using the new feed to keep receiving updates. [Subscribe via RSS →](https://help.digits.com/changelog/rss.xml)
**Why It Matters:** Keeping the changelog in the Help Center makes it easier to find updates and stay in sync with what’s new in Digits. *** {% endupdate %} {% update date="2026-04-01" tags="accounting-firms,business-owners,all-users" %} ## A Clearer Path Through Your Checklist **What’s New:** We've made a couple of updates to Checklist.
1. Setup and Collaboration are now combined into a single Urgent tab. This brings connection issues and open questions into one place, so you can quickly address anything that might block your close. 2. The Monthly Accounting section is now called Close, with clearer steps: * Book * Reconcile * Report 3. The date picker now appears in the header of the main task list, making it easier to navigate between periods as you work. **Why It Matters:** We’ve simplified Checklist to reduce tabs, group related work, and make it easier to focus on what needs attention so you can move through your close more efficiently. *** {% endupdate %} {% update date="2026-03-31" tags="accounting-firms,business-owners,all-users" %} ## More Control Over Your Connected Accounts **What's New:** You can now archive or delete individual accounts within a Plaid connection. Archiving stops new data from coming in while keeping your existing data intact. Once archived, you can then delete the account to remove its data from your ledger entirely, including transactions in closed periods. Each connection also shows when data was last synced from the source.
**Why It Matters:** Connected accounts change. Businesses close accounts, switch banks, or just need a cleaner ledger. Now you can handle that directly in Digits without affecting the rest of your connection. *** {% endupdate %} {% update date="2026-03-31" tags="accounting-firms" %} ## Firm Dashboard Updates **What's New:** The firm dashboard has a few small changes worth knowing about. * Client cards now show the plan each client is subscribed to. Hover over the icon to see the details.
* Copying the ingest email now requires clicking the icon directly. A confirmation appears when it copies. This makes it easier to open the entity without triggering a copy by accident.
* The org selector has been removed from the header. You can now switch orgs from the picker in the sidebar only.
**Why It Matters:** Plan visibility is now right on the dashboard, so you don't have to dig for it. The sidebar org picker keeps navigation consistent. And the tighter click target means fewer accidental copies when you're moving fast. And finally… What is a tornado's favorite game to play?\ Twister *** {% endupdate %} {% update date="2026-03-31" tags="accounting-firms,business-owners,all-users" %} ## Digits, now on iOS 🚀 **What’s New:** The Digits app is now available on iPhone and iPad.
For the first time, you can run your business from anywhere with full access to your live financials. Check your cash, approve and pay bills, send invoices, capture receipts, and upload documents, all in real time. With Ask Digits built in, you can also ask questions about your business and get instant answers, without running reports. This isn’t a companion app. It’s the full Digits experience, redesigned for mobile. [Download the Digits app on the App Store →](https://apps.apple.com/us/app/digits-accounting/id6759429236) **Why It Matters:** Your work doesn't happen in one place, and now neither does your accounting. Instead of waiting to get back to your desk, you can act the moment something comes up. Approve a bill at lunch, send an invoice right after work is done, or check your numbers before a meeting. Work gets handled as it happens. The result is less backlog, faster decisions, and a business that stays up to date. *** {% endupdate %} {% update date="2026-03-30" tags="accounting-firms,business-owners,all-users" %} ## Work Ahead with Future-dated Transactions **What’s new:** You can now create future-dated transactions in Digits. Add them manually or import them into your existing workflows.
Once a future-dated transaction exists, the period selector will automatically update, allowing you to navigate to future periods.
**Why It Matters:** Plan ahead and stay proactive. With access to future periods, you can prepare work earlier, keep things moving, and avoid waiting on dates to catch up. *** {% endupdate %} {% update date="2026-03-25" tags="accounting-firms,business-owners,all-users" %} ## Documents is now Vault **What’s New:** We’ve renamed the Documents tab to Vault.
This update better reflects what the space is designed for: a secure, centralized place to store and access your files inside Digits. **FAQs**\ **Has anything changed besides the name?** No, functionality remains the same.\ **Do I need to take any action?** No action is required. Your documents are right where you left them, now in Vault. **Why It Matters:** Vault isn’t just a list of documents. It’s where your important files live, organized and accessible when you need them. The new name brings more clarity to its purpose and aligns with how teams actually use it. *** {% endupdate %} {% update date="2026-03-25" tags="accounting-firms" %} ## Client Removal Now Preserves Data **What’s new:** Removing a firm-paid client no longer deletes their data. When a firm removes a client, we now: * Disaffiliate the client from the firm * Move them to the Core for Business plan (they’ll only be charged once they log in and add billing)
**FAQs**\ **Can the firm choose a different plan when removing a client?** Currently, no. Clients are defaulted to Core. **Can the client choose a different plan?** Currently, no; however, they can reach out to support to downgrade to Essentials after billing is set up, if they'd like **What happens if a client with no assigned users is disaffiliated?** The client organization and legal entity are orphaned but will remain in the system. **Why It Matters:** You can safely remove clients without risking permanent data loss. Clients keep access to their data and can transition smoothly to their own plan, reducing friction for both firms and operators.
And finally...\ Why don't scientists trust atoms? Because they make up everything. *** {% endupdate %} {% update date="2026-03-25" tags="accounting-firms,business-owners,all-users" %} ## Introducing Checklist: your new home for getting work done in Digits **What's new:** We’re replacing Inbox with something more structured, more collaborative, and built for how accounting work actually gets done.
Instead of chasing tasks across tools or threads, everything is surfaced in a clear, step-by-step workflow. [Take an interactive tour here!](https://app.arcade.software/share/PgA4UyCLLR8u4Ue58SH8) **What you’ll see in Checklist** * **Setup** surfaces connection issues that could affect your books, like disconnected bank feeds or incomplete account setups. If something breaks, you’ll see an action item here so you can fix it before starting your close. * **Collaboration** brings every comment across Digits into one place, including transactions, bills, categories, and reconciliations. Review and respond without digging through individual records. * **Bills & Invoices** shows bills that need approval. Review, approve, reject, or delete. Once approved, bills are automatically recorded in the Ledger. * **Book** highlights transactions that still need categorization. Digits handles most automatically, and flags anything uncertain for review. Confirm the suggestion or update it before finalizing. * **Reconcile** surfaces anything that needs attention during close, including missing bank statements or accounts that require review after AI reconciliation. * **Report** is the final step in the monthly close. Review, finalize, and publish reports. Once published, they’re ready for clients to view. **Why It Matters:** Checklist shifts your workflow from reactive to structured. Instead of managing work through an inbox, tasks are organized, owned, and surfaced at the right time. That means fewer surprises, less back-and-forth, and work that moves forward with clarity and momentum. *** {% endupdate %} {% update date="2026-03-20" tags="accounting-firms,business-owners,all-users" %} ## Justworks Now Available in Payroll Connections **What’s New:** You can now connect Justworks in the Payroll section of Digits.
**Why It Matters:** If you run payroll through Justworks, you can now bring that data directly into Digits, keeping your books more complete and up to date without manual work. *** {% endupdate %} {% update date="2026-03-20" tags="accounting-firms,business-owners,all-users" %} ## Start Over, Without Starting from Scratch **What’s New**: Both accountants and operators can now start over on a client or business without impacting billing. This gives you a clean slate, restarting onboarding while keeping your existing subscription intact. How to start over:\ **Accountants:** Go to Firm Settings → Clients, select a client, and click Start Over **Operators:** Go to Settings → Subscription, open the Manage menu, and click Start Over
What to Expect: * All existing data and connections will be removed * You’ll go through onboarding again * Billing stays the same * The entity remains on the same plan **Why It Matters:** You can reset and rebuild cleanly, without needing to recreate billing or set up a new subscription. *** {% endupdate %} {% update date="2026-03-06" tags="accounting-firms,business-owners,all-users" %} ## Financials Now Download as PDF or XLS **What’s New:** In Financials, you can now download each report as either a PDF or XLS. This includes Profit & Loss, Balance Sheet, Cash Flow, AR Aging, and AP Aging.
**Note:** *When you download the Financial Package in Digits, the Profit & Loss, Balance Sheet, and Cash Flow Statement are now included as PDFs instead of XLSX files. The package still includes a Trial Balance in XLSX and a Transaction List in CSV.*
**Why It Matters:** You can choose the format that fits the job—PDF for polished sharing and presentation, or XLS for deeper review and analysis. *** {% endupdate %} {% update date="2026-03-06" tags="accounting-firms,business-owners,all-users" %} ## Unified Navigation Across All Account Types What’s New: Operators now see the organization picker in the top menu—just like firms do. Previously, operators didn’t have an org picker and instead saw all of their businesses in a single flat list. Now the menu is hierarchical, with your organization at the top and your businesses listed underneath.
**Why It Matters:** This is a big improvement for operators with multiple businesses—it’s easier to navigate and scale. It also fixes an edge case where operators who also had another account type (like a demo, firm, or developer account) sometimes didn’t see “Add a Business.” Now the correct option shows up reliably based on what you’re doing. *** {% endupdate %} {% update date="2026-02-24" tags="accounting-firms,business-owners,all-users" %} ## Introducing Digits Essentials 🎉 **What’s New:** Digits Essentials is now available, built specifically for solopreneurs and early-stage businesses. This plan includes access to most of the powerful features available in Digits Core, with a lighter feature set designed to keep things simple and affordable.
For businesses that need custom dashboards, integrations with tools like Ramp, BILL, Stripe, and Rippling, or dimensions (departments and locations), Core remains the best fit. **Why It Matters:** Essentials gives smaller businesses access to AI-powered accounting without paying for features they don’t need yet, making it easier to get started on Digits and grow into more advanced capabilities over time. And finally… I used to work for an origami company…\ …but they folded. 🥁 *** {% endupdate %} {% update date="2026-02-19" tags="accounting-firms,business-owners,all-users" %} ## Ask Digits Just Got Smarter **What’s New:** We’ve upgraded Ask Digits based on how customers are actually using it. ✅ **It can search your data more intelligently**. Ask questions like: “Which restaurants have we ordered from on Uber Eats in the last 6 months?” ✅ **It understands context.** Ask things like: “Walk me through the highlights on this page.” Ask Digits now knows where you are in the product and responds accordingly. ✅ **It’s more conversational.** We’ve improved how Ask Digits responds to feedback — it’s more helpful, more natural, and less robotic.
**Why It Matters:** Ask Digits isn’t just a chat box — it’s your AI teammate. These updates make it faster to explore your data, easier to get answers in context, and more intuitive to work with day-to-day. *** {% endupdate %} {% update date="2026-02-18" tags="accounting-firms,business-owners,all-users" %} ## Payroll Connections Expanded with Finch **What’s New:** You can now connect payroll data via Finch from 18 supported providers: |

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| | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
**A payroll provider I need isn’t listed. Can I request it?** Yes! Through Finch, we have access to additional providers with more involved onboarding requirements. If you’re willing to test with us, let us know—we’re happy to explore enabling it. **Why It Matters:** This significantly expands payroll connectivity in Digits—making it easier to sync payroll data from the providers you already use. We’ve prioritized providers Finch identifies as most compatible to ensure the best experience possible. *** {% endupdate %} {% update date="2026-02-18" tags="accounting-firms,business-owners,all-users" %} ## ✨ Smarter Departments & Locations **What’s New:** For accounts that use Departments and Locations, Digits will now automatically suggest and fill these dimensions on transactions.
**Why It Matters:** This reduces manual tagging and helps keep dimensional reporting consistent. Digits learns from your existing patterns (including imported dimensions) and only fills departments/locations when it’s confident—so it won’t guess when things are unclear. *** {% endupdate %} {% update date="2026-02-17" tags="accounting-firms,business-owners,all-users" %} ## Edit Imported Departments and Locations **What’s New:** You can now edit departments and locations (dimensions) that were imported into Digits from external sources like QuickBooks Online, Gusto, or other data connections. To make changes, hover over a department or location and click
**Why It Matters:** Imported dimensions no longer have to stay exactly as they came in. You can adjust names or structure to better match how you manage reporting inside Digits—without being locked into your source system’s setup. *** {% endupdate %} {% update date="2026-02-17" tags="accounting-firms,business-owners,all-users" %} ## AI Executive Summary Now Available to Everyone **What’s New:** The AI writing assistant for Executive Summaries is now available to all users.To use it: 1. Go to Custom Reports 2. Click + Run Report 3. Choose Executive Summary 4. Click into the Executive Summary text box at the top of the report 5. In the editing toolbar that appears, click the Digits logo to generate an AI-written summary You can provide bullet points, draft notes, or guidance on tone, and the AI will turn it into a polished summary based on the text you include. **Note:** *The AI refines the content you provide. It does not automatically pull financial data into the summary.*
**Why It Matters:** Drafting clear, professional report summaries just got faster. Whether you start with rough notes or structured bullet points, you can quickly generate client-ready insights—without spending extra time rewriting. *** {% endupdate %} {% update date="2026-02-10" tags="accounting-firms,business-owners,all-users" %} ## Collapse Ask Digits When You Need More Space **What’s New:** You can now collapse Ask Digits into the bottom-right corner of the screen. By default, Ask Digits stays expanded in main views and automatically collapses when you open a details view—but you can also choose to keep it collapsed in both main and detail views. To collapse it, hover over Ask Digits and click the > button to the right of the search bar.
**Why It Matters:** This gives you more room to focus on your work while keeping Ask Digits easily accessible. Your preference is saved in your browser, so it stays just the way you like it. *** {% endupdate %} {% update date="2026-02-06" tags="accounting-firms" %} ## New: Starter Plan for Firms **What’s New:** The Starter for Firms plan is now available for all new and existing Digits Partners. Priced at $35/month, Starter includes everything in Ledger Only, plus the ability for clients to view their own financials. The Starter plan now appears when adding a new client alongside Low Volume, Ledger Only, and Digits Core. Partners with existing Low Volume or Ledger Only clients can also upgrade those clients to Starter by following the [directions found here](https://help.digits.com/client-management/upgrade-downgrade-a-client-plan).
**Why It Matters:** Starter gives firms a new middle ground—keeping books fully managed by the firm while giving clients visibility into their financials, without moving all the way up to Core. *** {% endupdate %} {% update date="2026-02-03" tags="accounting-firms,business-owners,all-users" %} ## Cleaner Headers, More Room to Work **What's New:** We streamlined headers across Digits. They’re now two lines instead of three—with a sticky top bar and a second bar that scrolls with the page—so you have more space for your work. Dashboard views have been moved into a dropdown in the left sidebar, rather than at the top of the Home page.
**Why It Matters:** You get a cleaner, less crowded workspace and more screen real estate for your data. Moving dashboard views to the left nav also makes it easier to switch contexts without losing your place or competing with date controls. *** {% endupdate %} {% update date="2026-01-29" tags="developers" %} ## Company Information Now Available via API **What’s New:** The Digits API now includes an endpoint to retrieve company (entity) information for the account you’re connected to. **Why It Matters:** This makes integrations more powerful and reliable by providing clear context about the business behind the data. It also unlocks smoother setup and data mapping for current and future integrations. Learn more in the API docs: *** {% endupdate %} {% update date="2026-01-29" tags="accounting-firms,business-owners,all-users" %} ## Uncategorized Transactions Now Surface as Action Items **What’s New:** Transactions marked as “Uncategorized”—whether ingested that way or manually flagged—will now correctly create action items and appear in your Inbox. Previously, manually flagged uncategorized transactions were treated as high-confidence and didn’t surface for review. **Note:** *This applies to newly ingested or newly flagged transactions going forward. Existing uncategorized transactions aren’t retroactively added as action items.*
**Why It Matters:** Uncategorized transactions won’t slip through the cracks anymore. Anything that still needs a category will now be flagged clearly, helping you keep books clean and close-ready. *** {% endupdate %} {% update date="2026-01-28" tags="accounting-firms,business-owners,all-users" %} ## Clearer Connections Navigation + Faster Bank Search **What’s New:** We updated the Connections experience to make it easier to find what you need. The left sidebar now groups connections into Banks & Cards, Payroll, Bills & Expenses, and Revenue. Within Banks & Cards, you’ll also see a list of commonly used institutions (powered by Plaid) so you can connect faster.
**Why It Matters:** Less hunting, fewer clicks. You can jump straight to the type of connection you’re setting up—and quickly spot popular banks and card providers without needing to search from scratch. *** {% endupdate %} {% update date="2026-01-27" tags="accounting-firms" %} ## Associates Can Now Be Invited Before Adding Clients **What’s New:** Firms can now invite Associates to join the firm before any clients are added. Previously, only Admins and Account Managers could be invited at this stage.
**Why It Matters:** This makes it easier to onboard your full team from day one. Associates can get access to the platform right away and explore Digits, and once they’re assigned to a client, they can start working—without any extra setup. *** {% endupdate %} {% update date="2026-01-26" tags="accounting-firms" %} ## Client Pays Is Now Available for All Firms 🎉 **What’s New:** Firms can now choose Client Pays when adding a new client.\ With Client Pays, the client pays for their own Digits subscription, while the firm still has visibility into the account and setup status. After you send the invite, the client completes onboarding by entering payment details and connecting at least one financial account to activate their account. **Note:** *Client Pays is only available for new clients and only supports the Digits Core plan.*
**Why It Matters:** You can keep your existing workflow—your firm runs the books in Digits—while giving clients a straightforward way to pay for their own subscription. Lastly…What do you call a snake that is 3.14 meters long?\ A pi-thon 🐍🥧 *** {% endupdate %} {% update date="2026-01-23" tags="accounting-firms,business-owners,all-users" %} ## Check Images Now Match to Ledger Transactions **What’s New:** When you upload a check image to Documents—or email one into Digits—it will now automatically process the check details and match the image to an existing ledger transaction, if one is found
**Why It Matters:** Attaching check images to the right transactions just got easier. Instead of manually hunting for matches, Digits helps connect supporting documents automatically—keeping your ledger cleaner and your audit trail stronger. *** {% endupdate %} {% update date="2026-01-20" tags="accounting-firms,business-owners,all-users" %} ## Easier Statement Reference During Reconciliations **What’s New:** When reconfiguring a reconciliation, you can now more easily reference the relevant bank statement directly in the flow.
**Why It Matters:** This makes reconciliation updates faster and less error-prone, so you can confirm details and make changes with confidence, without jumping between screens or hunting for the right statement. *** {% endupdate %} {% update date="2026-01-09" tags="developers" %} ## Trial Balance Now Available via Digits Connect API **What’s New:** The Digits Connect API now supports retrieving a Trial Balance statement. **Why It Matters:** This makes it easier to pull trial balance data into external systems, automate workflows, and keep financial data in sync—without manual exports.Learn more in the API docs: *** {% endupdate %} {% update date="2026-01-06" tags="accounting-firms,business-owners,all-users" %} ## Import Transactions from Bank Statements **What’s New:** You can now import transactions directly from bank statements (PDF, PNG, JPG, and JPEG), not just CSV files.
**Why It Matters:** This makes it easier to get transactions into Digits when a CSV isn’t available. Just upload the statement you already have and keep your books moving. No manual conversion required. *** {% endupdate %} {% update date="2026-01-06" %} ## Improved: Faster Bank Reconciliations for Large Statements **What’s New:** Automated bank reconciliations now support much larger statements (up to \~450 pages, increased from the previous \~150-page limit). We’ve also improved processing speed, so large statements reconcile faster and more reliably.
**Why It Matters:** Whether you’re dealing with high-volume accounts or unusually long statements, reconciliations are now smoother, faster, and less likely to hit limits, saving time and reducing manual work. *** {% endupdate %} {% update date="2025-12-23" tags="accounting-firms" %} ## Invite Colleagues Before Adding Your First Client **What’s New:** Firms can now invite colleagues to join as Admins or Account Managers before adding their first client. Invites are sent from Firm Settings (not from a demo). Once invited, each teammate can create and use their own demo client from the firm dashboard.
**Why It Matters:** This removes a common setup blocker and makes it easier to onboard your team from day one—so you can get roles and access in place before you start adding real clients. *** {% endupdate %} {% update date="2025-12-18" tags="accounting-firms,business-owners,all-users" %} ## Cost of Revenue Dashboard Added on Home **What’s new:** The Home page now includes a Cost of Revenue dashboard view, separate from Expenses. We also renamed Overview to Highlights, since Expenses, Revenue, and Cost of Revenue each have their own Overview section—and we wanted to avoid confusion.
**Why it matters:** Separating Cost of Revenue from Expenses makes it easier to understand your margins. And the new Highlights name makes it clearer what you’re looking at on Home, especially when the other views have different layouts and sections. *** {% endupdate %} {% update date="2025-12-18" tags="accounting-firms,business-owners,all-users" %} ## Ask Digits Now Cites Help Center Answers **What’s new:** Ask Digits now references and cites [Help Center ](https://help.digits.com)documentation when answering questions about the Digits platform. Responses are scoped to your context—firm or business—and new Help Center content becomes available to Ask Digits as soon as it’s published.
**Why it matters:** You get clearer, more trustworthy answers backed by official documentation—right when you need them. Over time, this also means faster self-serve support and fewer “where do I find that?” moments as Digits evolves. *** {% endupdate %} {% update date="2025-12-17" %} ## Flexible Dates Across Digits **What’s new:** Date selection is now fully flexible across Digits—not just in Reports. You can choose a day range, as-of date, month, quarter, year, or custom range across dashboards, financial statements, AR/AP reports, the ledger, and more.
**Why it matters:** You can now get the exact numbers you need for any point in time—without exporting, doing manual date math, or jumping between pages. *** {% endupdate %} {% update date="2025-12-15" %} ## Billing Addresses for Digits Subscription Sales Tax **What’s new:** Starting 12/15, we’re collecting billing addresses to calculate sales tax on Digits subscriptions. During onboarding, you’ll be prompted to add a billing address, and you can view or update it at any time in Firm Settings or Business Settings under Subscription.
Previously onboarded operators and accountants will be taxed on their subscription using their payment method ZIP code until a billing address is provided. **Why it matters:** This helps Digits charge the correct subscription sales tax based on your billing address. *** {% endupdate %} {% update date="2025-12-09" tags="accounting-firms,business-owners,all-users" %} ## Smarter Default Dates for New Transactions **What’s new:** We’ve updated how Digits selects the default date when you create a new transaction. Instead of always defaulting to the last day of the previous month (the old behavior), new transactions now default to the last day of the period you’re currently viewing. If that period ends in the future, we’ll default to today instead. For example: * Viewing Q3 2025 → default date is September 30, 2025 * Viewing Q4 2025 → default date is today When duplicating or reversing a transaction, the date will always default to today.
**Why it matters:** This makes it easier to keep transactions aligned with the period you’re working in, while avoiding accidental future-dated entries. You get smarter defaults that match your workflow—and less manual date editing along the way. *** {% endupdate %} {% update date="2025-12-09" tags="accounting-firms,business-owners,all-users" %} ## Drag & Drop Straight Into Ask Digits **What’s New:** You can now drop files anywhere on your screen, and Ask Digits will instantly catch them and send them to Documents. A new visual overlay guides you as you drag, uploads show progress right in the bar, and you’ll get a notification with a direct link once your file is ready.
**Why it matters:** Uploading documents just got effortless. Whether you're reviewing transactions or reconciling accounts, you can drop files from anywhere and keep moving. No extra clicks, no breaking your flow. Digits handles it in one smooth motion. *** {% endupdate %} {% update date="2025-12-08" tags="accounting-firms,business-owners,all-users" %} ## Improved: Export Reconciliation Reports to PDF **What’s new:** You can now export reconciliation data as a PDF. Generate a report for a single reconciliation or export them in bulk for a specific time period across multiple accounts, so you have a clean, shareable record of your work.
**Why it matters:** For audits, reviews, or your own files, you can easily keep a permanent copy of reconciliations outside of Digits—no screenshots, no manual cobbling together—just a ready-to-file PDF. *** {% endupdate %} {% update date="2025-12-08" tags="accounting-firms,business-owners,all-users" %} ## Meet Ask Digits: Your AI Command Center 🎉 **What’s new:** Ask Digits is your AI command center inside Digits. You can ask it anything about your finances—cash, expenses, revenue, vendors, categories, trends, and more—and get instant answers, right on the page you’re already on.
**Why it matters:** Instead of hunting through reports or switching tools, you can just ask a question and keep going. Ask Digits gives you quick clarity on your numbers and helps you stay in flow while you manage your finances. *** {% endupdate %} {% update date="2025-12-08" tags="accounting-firms,business-owners,all-users" %} ## New! Email Your Documents Directly to Digits **What’s new:** You can now send documents to Digits by email. Digits automatically recognizes Bills, Receipts, and Statements and routes them into the right workflows, while other common file types like Word, Excel, and PDFs are saved into Documents. **Why it matters:** You can now work directly from your inbox—no extra portals, no manual uploads. Just email documents to Digits, and they’ll arrive already sorted, organized, and ready to use, helping you keep your finances cleaner and reducing the chances of anything slipping through the cracks. *** {% endupdate %} {% update date="2025-12-04" tags="accounting-firms,business-owners,all-users" %} ## New: Email Notifications for Paid Invoices **What’s new:** Users who send invoices will now receive an email notification when an invoice is paid.
* The notification is sent to the email address listed on the invoice profile, keeping the sender in the loop without needing to check manually. **Why it matters:** It’s now easier to track invoice payments without constantly checking Digits; senders get notified automatically when a payment comes through. *** {% endupdate %} {% update date="2025-12-04" tags="accounting-firms,business-owners,all-users" %} ## Improved: Line Item Handling in Bill Pay **What’s new:** Line item processing in Bill Pay just got an upgrade. When splitting bills, you’ll now see line-level discounts, overall discounts, and tax listed as individual line items.
**Why it matters:** This update gives you greater clarity and control when working with detailed vendor bills, ensuring every dollar is tracked and split correctly. *** {% endupdate %} {% update date="2025-12-04" tags="accounting-firms,business-owners,all-users" %} ## New: Automated Receipt Linking **What’s new:** Digits now automatically links uploaded receipts to their matching transactions in the Ledger—no manual matching required. When you upload a receipt (PDF or image) to the Documents section, Digits will extract key details like amount, date, and party, and link it to the corresponding transaction. You can view linked transactions directly from the receipt detail view. **What to know:** * Only new uploads are processed (documents already in Digits won’t be retroactively matched). * If no match is found, the document will remain unlinked for now—but future updates will surface those for manual review.
**Why it matters:** This update removes the tedious work of finding and attaching receipts manually, saving time and helping ensure every transaction has the backup it needs for audit and tax purposes. *** {% endupdate %} {% update date="2025-12-02" tags="accounting-firms,business-owners,all-users" %} ## New: Tag Departments & Locations in Inbox Action Items **What’s new:** Inbox Action Items now support Department and Location tagging. When reviewing a transaction, you’ll see dropdowns next to Category for easy assignment.
**Why it matters:** Add context and improve reporting accuracy by tagging departments and/or locations as you work—no extra steps required. *** {% endupdate %} {% update date="2025-12-02" tags="accounting-firms,business-owners,all-users" %} ## Location Tagging, Reporting, and Visualizations Now Live **What’s new:** Digits now supports Locations, unlocking a new dimension for organizing and analyzing your financials. You can now: * Create, edit, and manage locations in the Locations Manager * Tag transactions by location in the Ledger * Break down Profit & Loss reports by location * Create charts to analyze categories by location
**Why it matters:** Whether you operate in multiple offices, regions, or storefronts, location-level tagging and reporting give you clear, actionable insights—without spreadsheets or manual tracking. *** {% endupdate %} {% update date="2025-12-02" tags="accounting-firms,business-owners,all-users" %} ## Enhanced: Statement Options in Financials **What's new:** The Financials tab now includes statement configuration options—just like in Reports—so you can adjust views and layouts directly from the tab.
**Why it matters:** More control and context, right where you need it—without extra clicks. Customize your financial views without switching tabs—making it faster to review and present financials your way. *** {% endupdate %} {% update date="2025-11-26" tags="accounting-firms,business-owners,all-users" %} ## New: Department Visibility in Transaction Tables **What's new:** You can now view, filter, and sort by Departments directly in transaction tables—making it easier to analyze activity across your business.
On smaller screens, department details are tucked inside the Category column dropdown to keep things clean and readable.
**Why it matters:** This gives you faster insights into how transactions break down by department—without needing to export or dig into reports. *** {% endupdate %} {% update date="2025-11-20" tags="accounting-firms" %} ## Improved: Capture Client Removal Reasons **What’s new:** Firms are now asked to provide a reason when removing a client from Digits. The reason is included in the internal cancellation message sent to our team, helping us better understand churn.
**Why it matters:** This gives us valuable insight into why clients leave, helping us improve the experience for all firms. *** {% endupdate %} {% update date="2025-11-20" tags="business-owners" %} ## Enhancement: New Collect Experience for Operators **What's new:** Digits Collect (formerly Get Paid) has a new look! We’ve redesigned the UI to better match the rest of the Digits experience—making it faster and easier to track payments, review invoices, and stay on top of your available balance.
**Why it matters:** A cleaner, more intuitive experience means you can collect payments and manage cash flow without confusion—just clarity. *** {% endupdate %} {% update date="2025-11-18" tags="business-owners" %} ## Closed Periods Now Enabled for All Operators **What's new:** Closed Periods are now automatically enabled for all operators and business owners in Digits.
**Why it matters:** With Closed Periods on by default, business owners can confidently preserve historical data and avoid unwanted changes—especially after completing a close or sharing reports. *** {% endupdate %} {% update date="2025-11-18" tags="accounting-firms,business-owners,all-users" %} ## Enhanced: Image Uploads Now Supported for AI Bank Reconciliations **What's new:** AI Bank Reconciliations now supports uploads from JPG and PNG image files, in addition to existing PDF support.
**Why it matters:** This update provides increased flexibility in how you submit bank and credit card statements. Whether you have a PDF scan or a simple image capture, you can now seamlessly drop your file into Digits for automatic matching, speeding up your reconciliation process and getting you to a faster close. *** {% endupdate %} {% update date="2025-11-12" tags="accounting-firms" %} ## New: Low Volume Plan Now Available for Partner Firms **What’s new:** Firms in the Digits Partner Program can now select the Low Volume plan when adding a client—available for $10/month.
This plan is designed for clients with minimal activity (up to 250 transactions per year) who need bookkeeping support for year-end or tax prep, but not full feature access.Limitations include: * Up to 250 transactions per year * No Dimensions * No Stripe or Payroll integrations * No third-party Connect API apps * Client access is limited to comments and document uploads Why it matters:The Low Volume plan gives firms a clean, cost-effective home for clients like trusts, estates, or SPVs—where simplicity matters. No need for spreadsheets or legacy tools—just accurate, organized books, ready when you need them. *** {% endupdate %} {% update date="2025-11-11" tags="accounting-firms,business-owners,all-users" %} ## New: Bulk Comment on Transactions from the Ledger **What’s new:** Accountants and users with Ledger access can now bulk-select transactions and leave a single comment for review or follow-up. The recipient will get one web and email notification with a direct link to the Inbox → Transactions section, where they can take action on all relevant items.
**Why it matters:** This makes it faster to flag multiple transactions at once, saving time, reducing back-and-forth, and keeping your review workflow streamlined. *** {% endupdate %} {% update date="2025-11-10" tags="accounting-firms,business-owners,all-users" %} ## Enhancement: Better Visibility Into What’s Due and Paid **What’s new:** We’ve enhanced how Digits handles imported bills and invoices, making them easier to find, understand, and manage.
Updates include: * Imported bills and invoices are now available as transaction types in filters * Transaction detail views now include bill/invoice number, due date, and payment date fields * A payables panel shows when a transaction is linked to an external bill or invoice * Related transactions are listed for each bill or invoice, including partial payments * Users can navigate between related bills, invoices, and payment transactions * A status banner shows whether a bill or invoice is paid or outstanding, with the payment date and a link to the payment transaction **Why it matters:** You don’t have to dig through multiple screens to understand a bill or invoice. Now, everything is in one place, so you can track what’s owed, what’s paid, and what needs your attention. *** {% endupdate %} {% update date="2025-11-10" tags="accounting-firms,business-owners,all-users" %} ## New: Introducing AI Bank Reconciliations **What’s new:** Reconciliation in Digits just got a major upgrade. You can now drop a bank or credit card statement and let Digits match every transaction—**automatically**.
Here’s how it works: 1. Upload a Statement – Drop your PDF into Reconciliations or Documents. 2. Let Digits Auto-Match – Digits reads, matches, and drafts the reconciliation in minutes. 3. Review Flags – Spot anything that needs a second look. 4. Finalize – Once balances match, click Finalize. Done. **Why it matters:** Digits now handles the heavy lifting, automatically matching transactions, flagging exceptions, and speeding up your close. Reconciliations are now faster, smarter, and built for review, not busywork. *** {% endupdate %} {% update date="2025-11-07" tags="accounting-firms,business-owners,all-users" %} ## Upgraded Gusto Integration Now Live **What's new:** We’ve upgraded our Gusto connection for all customers. Enhancements include: * Departments now sync from Gusto and apply directly to journal entries * Journal entries now include more detailed line items, like Dental, Health, and Vision Insurance.
**Why it matters:** You get clearer, more accurate payroll data, automatically structured and tagged for better reporting and faster reviews. *** {% endupdate %} {% update date="2025-11-05" tags="accounting-firms,business-owners,all-users" %} ## Accounting Firm Directory Now Live **What's new:** TheDigits Accounting Firm Directory is now live at [accountants.digits.com](http://accountants.digits.com/). * Firms joining the Directory stand out as AI-native advisors and can connect with businesses seeking modern, automation-first accounting partners. * Operators can connect with trusted, Digits-Certified accounting firms—trained in automation, real-time data, and modern financial workflows.
**Why it matters:** For businesses, the Directory makes it easy to find trusted, Digits-certified firms. For accountants, it’s a way to showcase your expertise and connect with clients who value modern, accurate financials. *** {% endupdate %} {% update date="2025-10-30" tags="accounting-firms,business-owners,all-users" %} ## Department Tagging, Reporting, and Visualizations Now Live Digits now supports Departments—giving users a powerful new way to organize and analyze their financials. You can now: * Create, edit, and manage departments in the new Departments Manager * Tag transactions by department in the Ledger * Break down Profit & Loss reports by department * Create charts to analyze categories by department
**Why it matters:** Whether you're managing multiple teams or advising clients with complex org structures, department-level tagging and reporting give you sharper insights into how different areas of the business perform, without the need for manual workarounds or external tools *** {% endupdate %} {% update date="2025-10-28" tags="developers" %} ## Now live: Digits API Now Live — Early Access for Builders and Firms
**What’s new:** The Digits API is now publicly available—enabling accounting firms, platforms, and developers to integrate directly with Digits. You can explore the API preview and documentation at [developer.digits.com](https://developer.digits.com), including: * Full API specs * Developer guides * Integration best practices * How Digits works under the hood This is a preview release, and there’s much more to come. The Connect API team is actively building—please share your use cases, questions, or feedback by emailing us at . **Why it matters:** Whether you're an accounting firm looking to streamline your internal systems or a developer building something entirely new, the API gives you direct access to Digits data and workflows—on your terms. We’re just getting started. Let us know what you think and help us shape what's next. *** {% endupdate %} {% update date="2025-10-28" tags="accounting-firms,business-owners,all-users" %} ## Smarter Imports: Duplicate Category Names Now Supported **What's new:** When bulk importing categories via CSV, Digits now supports duplicate category names under different parent categories—as long as the parent is unique. For example, you can now import “Gas” as a child under both “Plane” and “Boat” without errors.
If your category structure includes identical parent names deeper in the hierarchy, use the new “Parent Category Number” column to specify the correct parent by its display number. **Why it matters:** Users will have more flexibility and fewer import errors when building detailed category structures. *** {% endupdate %} {% update date="2025-10-10" tags="accounting-firms,business-owners,all-users" %} ## Download Original Documents From Any Bill **What's new:** You can now download the original image or PDF that was used to create a Bill—directly from the Bill’s detail page. * If the Bill has already been paid, the Download button will appear in the top right.
* If the Bill is still open, Download will appear in the More Actions menu.
**Why it matters:** Stop chasing paper trails—now you can instantly access the original file behind any Bill, exactly when you need it. *** {% endupdate %} {% update date="2025-10-02" tags="accounting-firms,business-owners,all-users" %} ## Smarter Filtering: Source & Match Status **What's new:** You can now filter transactions by Source (e.g., bank feeds, integrations) and Matched Status (matched / unmatched) across these views: * Ledger * Banks & Cards * Vendors * Customers * Reconciliations
**Why it matters:** Quickly isolate unmatched transactions, review entries from a specific integration, and audit activity with precision, so you can investigate faster and reconcile smarter. *** {% endupdate %} {% update date="2025-09-29" tags="accounting-firms" %} ## Digits Academy — Get Digits Certified! **What's new:** The [Digits Academy](https://academy.digits.com/) gives accountants a high-impact enablement path with an outcome-driven curriculum that turns learning into implementation across Digits and AI-native accounting. Earn Digits Certification, prove expertise, and unlock higher Partner Program tiers to elevate your firm’s speed, quality, and influence.
**Why it matters:** Digits Academy gives your team the playbooks and certification to deliver closes faster, raise quality across every client, and unlock Partner Program benefits—so your firm stands out and scales with confidence. *** {% endupdate %} {% update date="2025-09-26" tags="accounting-firms" %} ## Ledger Only (Partner Program) — Year-End Ledger Plan for Accounting Firms **What's new:** Firms in the Digits Accounting Partner Program can now select "Ledger Only" for tax-only/year-end clients. **What's Included:** Inbox, Banks & Cards, Vendors, Customers, Financials; Accounting: Ledger, Reconciliations, Category Manager. Unlimited accountant seats (full access) + unlimited operator seats (restricted to Inbox, Documents, Connections). Connections such as Stripe & Payroll integrations. **Not Included:** Home (dashboards), Custom Reports, Ask Digits, Invoicing, Bill Pay, Sharing, Departments/Locations, branding. **Why it matters:** Keeps low-activity clients connected and EOY-ready—always-on AI handles feeds, categorization, and reconciliations so you review → close → file faster than legacy accounting tools. *** {% endupdate %} {% update date="2025-09-25" tags="accounting-firms,business-owners,all-users" %} ## Mobile Dashboards are Here 🎉 **What’s new:** You can now view your most-used dashboards—Income & Expense Analysis, Total Cash, Gross Income, Trends, Month-over-Month Deltas, and more—fully optimized for your phone.
Tap to drill into specific months and line items. Contextual badges and live data carry over from desktop. It’s fast, touch-friendly, and easy to read—wherever work takes you. **Why it matters:** Because business doesn’t wait. Whether you're stepping into a client meeting, reviewing cash flow on the weekend, or checking margins between appointments, you’ll always have the answers, right in your pocket. *** {% endupdate %} {% update date="2025-09-19" tags="accounting-firms,business-owners,all-users" %} ## Add Transactions from Party or Category Detail Pages **What's new:** From any Category Details or Party page, you can now start a new transaction without leaving context. Just click the New Transaction button (or press N) to begin.
**Why it matters:** * Fewer clicks: Create what you need the moment you spot it. * Stay in flow: No back-and-forth between pages during reviews. * Consistent shortcuts: The N key works here, too, speeding up entry. *** {% endupdate %} {% update date="2025-09-16" tags="accounting-firms,business-owners,all-users" %} ## Keyboard Shortcut Manager **What’s new:** * Press Shift + / from anywhere in the application to open a pop-up with a complete list of keyboard shortcuts relevant to your current screen. * The shortcut list includes both global (site-wide) shortcuts and application-specific shortcuts, making it easy to learn and use all productivity features without leaving your workflow. * The list updates contextually, so you’ll always see commands that apply to the screen you’re on.
**Why it matters:** * Save time: Stay on the keyboard, cut clicks. * Work faster: Learn and use shortcuts in context. * Self-serve: One keystroke shows up-to-date commands—no docs hunt. * More accessible: Makes keyboard navigation easy to discover and adopt. *** {% endupdate %} {% update date="2025-09-05" tags="accounting-firms,business-owners,all-users" %} ## Create Multiple Dashboards on Home **What’s new:** Users can now create up to 5 customized dashboard views on the Home page. Just click the ➕ button, give your dashboard a title, and start dragging in the components you need.
**Why it matters:** Every role has different priorities. With multiple dashboards, you can: * Keep a dedicated view for high-level KPIs, reconciliations, or client-specific workflows. * Switch quickly between dashboards without losing context. * Customize your Home to fit the way you work, whether that’s day-to-day operations or month-end close. *** {% endupdate %} {% update date="2025-09-05" tags="accounting-firms,business-owners,all-users" %} ## Edit Transaction Type **What’s new?** Users can now change the transaction type directly from the transaction edit page. You can freely switch between Pay In, Pay Out, Journal, or Transfer.
**Why it matters:** Easily fix mistakes or make updates on the fly—no need to start over. It’s a faster, more flexible way to keep your records accurate. *** {% endupdate %} {% update date="2025-09-02" tags="accounting-firms,business-owners,all-users" %} ## Preview Your Next Invoice **What’s new:** Users can now view a detailed breakdown of their upcoming invoice in Settings › Subscription.
**Why it matters:** Knowing your upcoming billing amount and date helps you plan ahead and avoid surprises. Whether you're managing a firm or running your own business, it’s one less thing to keep in your head. *** {% endupdate %} {% update date="2025-09-02" tags="accounting-firms" %} ## Clearer Firm Billing Breakdown **What’s new:** Firms now see a clearer invoice breakdown in Settings › Subscription, including: * Recurring charges * Prorated amounts * Total invoice
**Why it matters:** This breakdown makes it easier to understand changes month to month, spot proration, and streamline internal billing reviews, especially helpful when managing multiple clients or team seats. *** {% endupdate %} {% update date="2025-08-26" tags="accounting-firms,business-owners,all-users" %} ## View Attached Transactions from Documents **What’s new:** From the document details page, users can now see which transactions a document is attached to—and click directly into the transaction for more detail.
**Why it matters:** This enhancement bridges the gap between documents and transactions, making it easier to trace, verify, and navigate financial records. *** {% endupdate %} {% update date="2025-08-25" tags="accounting-firms,business-owners,all-users" %} ## Passwordless Sign-In Rollout **What’s new:** All users now log into Digits using Magic Link or Google Sign-In. The password login option has been fully removed from the login screen.
**Why it matters:** Passwords are no longer the most secure way to protect sensitive financial data. Magic Links and Google Auth provide a safer, smoother login experience—without the risk of password reuse or phishing. *** {% endupdate %} {% update date="2025-08-25" tags="accounting-firms,business-owners,all-users" %} ## See Assignees for Inbox Action Items **What’s new:** You can now see who an Inbox action item is assigned to—whether it's an individual or an organization—right from the Inbox view.
The **assignee icon** appears on the right side of each item. * Hover over the icon to see the full name or reassign it. * If the assignee has a Google-connected photo, it displays here; otherwise, we show their initials.
**Why it matters:** This update improves visibility and accountability by clearly showing who’s responsible for each action item, separate from who left the comment, and makes reassignment faster when needed. *** {% endupdate %} {% update date="2025-08-15" tags="accounting-firms,business-owners,all-users" %} ## Cleaner Category Display in Transactions **What’s New:** We’ve streamlined how categories appear across transaction tables: * Only one category is shown per transaction row\.. * You'll see the related category in category-specific tables (Ledger, Banks & Cards, Reconciliations, Category Details). * Everywhere else, you’ll see the source category. * In bulk actions, “Category” refers to the value shown in the table row. * In related-category tables, you can now update the source category using the new Move to button.
**Why it matters:** This change improves clarity and consistency, so you always know which category you're viewing and editing. *** {% endupdate %} {% update date="2025-08-15" tags="accounting-firms,business-owners,all-users" %} ## Download Your Digits Invoice from Settings **What’s new:** In the Subscription tab of Settings, Business Owners and Firms can now download official Stripe invoices for each subscription payment made to Digits, listed in the Payment History section.
**Why it matters:** Need an official copy of your Digits subscription receipt? Now you can download it instantly. No requests, no waiting. *** {% endupdate %} {% update date="2025-08-15" tags="accounting-firms,business-owners,all-users" %} ## Add Attachments to Transactions **What’s new:** You can now attach files (like receipts, contracts, or supporting docs) directly to transactions. 1. Click into the **Transaction**. 2. Click on the **Comments** icon. 3. **Browse** or **drag & drop** your attachment into the transaction.
**FAQs** **Do all uploaded documents go into the Documents tab?** Yes! All attachments are stored in the Documents tab. **If I upload a document into Documents, will it automatically match to a transaction?** Not at this time—but smart matching is on our roadmap. **Will historical attachments from QuickBooks be imported?** That’s our goal. We’re currently exploring the feasibility of a large-scale document import from QBO. This would help populate past transactions and also give us useful training data for future attachment smarts. **Why it matters:** This makes your transaction history richer and more useful—no more hunting for the matching receipt in a separate folder. Everything’s right where you need it. *** {% endupdate %} {% update date="2025-08-15" tags="accounting-firms,business-owners,all-users" %} ## New Transfer Transaction View **What’s new:** We’ve launched a dedicated view for transfer transactions—designed to clearly show money moving between accounts. You’ll see the transfer amount, source and destination accounts, memo, and related vendor or institution details—all in one place.
**Why it matters:** No more guessing which account paid what. This view gives you full visibility into intra-account transfers, including credit card payments, internal moves, and more—making reviews and reconciliations faster and clearer. *** {% endupdate %} {% update date="2025-08-13" tags="accounting-firms,business-owners,all-users" %} ## Aging Reports for AR/AP **What’s new:** Accounts Receivable and Accounts Payable Aging Reports are now enabled for all users.
**Why it matters:** Essential visibility into outstanding balances and aging buckets for collections and payables. *** {% endupdate %} {% update date="2025-08-13" tags="business-owners" %} ## More Flexible Chart of Accounts Setup in Digits for Business Owners **What’s new:** Business owners can now choose how to set up their Chart of Accounts (known as Categories in Digits) during onboarding. * **Start Fresh with Digits** – Use our pre-configured, AI-optimized chart of accounts * **Migrate from QuickBooks** – Import your existing setup with just a few clicks. * **Manual Upload via CSV** – Ideal for migrations from systems like Xero, Puzzle, or custom setups.
**Important Notes:** * If you plan to use a custom CoA, upload it before connecting any accounts or importing transactions. This ensures Digits AI categorizes transactions using your intended structure from the start. * The CSV upload to Import Categories is specifically for importing your Chart of Accounts (also known as the Category Manager in Digits). It does not support uploading opening balances or account-level transactions. Your CSV must include: * Category name * Category number * Category type * Status (optional; but defaults to active if left blank) **Why it matters:** This update gives you more control over how your financial data is organized—whether you're starting fresh or migrating from another system. It saves time and reduces manual cleanup so you can hit the ground running with a structure that fits your business. *** {% endupdate %} {% update date="2025-08-11" tags="accounting-firms,business-owners,all-users" %} ## Dimensional Profit & Loss Reports **What’s new:** You can now generate P\&L reports by department or location. 1. Click the **Gear Icon** at the top of the P\&L Report to open **Options**. 2. Enable the **Drill-down** toggle to open **Location and Department**.
**Why it matters:** Gives users deeper insight into financial performance across teams and regions. *** {% endupdate %} {% update date="2025-08-08" tags="business-owners" %} ## Resume Incomplete Businesses from Shared with Me **What’s new:** Business Owners can now resume onboarding for any of their own incomplete businesses in two ways: * From the **Shared with Me** tab * Or by clicking an **"Incomplete"** business in the **top-left dropdown menu** Either option will take you straight back into the onboarding flow—right where you left off.
**Why it matters:** No more guessing where to pick up—if you’ve started onboarding, you can jump right back in and finish it smoothly. *** {% endupdate %} {% update date="2025-08-08" tags="accounting-firms,business-owners,all-users" %} ## Negative Amounts in Pay-In/Pay-Out **What’s new:** You can now input negative amounts in Pay-In and Pay-Out transactions.
**Why it matters:** Real-world transactions aren’t always straightforward. Sometimes money moves in the opposite direction—like refunds, adjustments, or platform fees. Now you can record those cleanly, without workarounds. *** {% endupdate %} {% update date="2025-08-07" tags="accounting-firms,business-owners,all-users" %} ## **Edit Sent Invoices** **What’s new:** Users can now edit invoices that have been sent. * This feature is only available if the legal entity has no closed accounting periods. * If a period is closed at any point, invoice editing is automatically disabled for that entity. To edit an invoice: 1. Click the **Three Dots** in the top right corner and select **Edit Invoice** from the drop-down menu.
**FAQs:**\ **What counts as a “closed period”?** If any accounting period is closed for the legal entity (you’ll see a lock icon), editing sent invoices is turned off across all periods. **Can I still edit invoices from open periods if one old period is closed?** Not right now. If any period is closed for a legal entity, editing is fully disabled for that entity. We’re exploring more flexible options. **If I edit an invoice that has been sent, will the recipient see the changes?** Yes. The invoice link doesn’t change. As long as the recipient refreshes the page (or opens the link again), they’ll see the updated version. If they had it open in a tab already, Digits will automatically refresh it before they pay. **Does this affect teams who close periods to lock their books?** No—those protections stay in place. If a period is closed, invoice edits are automatically blocked to maintain data integrity. **Why it matters:** Need to tweak payment terms or fix a typo after sending? Now you can—without canceling and starting from scratch. It’s a flexible update that keeps things accurate and moving. *** {% endupdate %} {% update date="2025-08-01" tags="accounting-firms,business-owners,all-users" %} ## New! Filter by Transaction Type Across Key Workflows **What's New:** You can now filter by Transaction Type in the following views: Banks & Cards, Ledger, Vendors, Customers, and Reconciliations.
**Why it matters:** This filter helps you quickly identify specific transaction types, such as Pay In, Pay Out, Journal Entry, or Bank Transfer. *** {% endupdate %} {% update date="2025-08-01" tags="business-owners" %} ## Business Owners Can Now Onboard Multiple Businesses **What's new:** Business Owners can now onboard multiple businesses, each with its own subscription and legal entity (LE). To add an additional business, 1. Click your **Business Name** in the top left corner, 2. Then click **Add a Business** in the drop-down menu.
Once a business is added, it will appear in the dropdown menu (top left), as well as in the sidebar and mobile nav. You may see one of these labels next to it: * **Incomplete** – Setup isn’t finished yet; a few steps remain. * **Pending** – Setup is complete; the system is finishing up in the background. **Not ready to add a business?** No problem. If you want to exit the onboarding flow, click the **Back to Home** button at the top.
**Why it matters:** Manage multiple businesses under one login—each with its own clean dashboard, subscription, and setup. No more juggling accounts or logins. *** {% endupdate %} {% update date="2025-07-31" tags="business-owners,accounting-firms,all-users" %} ## QBO Transactions Now Fully Editable **What's new:** QuickBooks transactions are now fully editable in the Ledger for all clients with Category Manager enabled.
**Why it matters:** You no longer need to return to QBO to make changes—Ledger edits are fully supported. **Who it’s for:** All users with Category Manager turned on. Need category manager enabled? Contact our support team [here](mailto:help@digits.com). *** {% endupdate %} {% update date="2025-07-23" tags="accounting-firms" %} ## Chart of Accounts (via. CSV) Now Available During Client Onboarding (Firms) **What’s new:** Accounting firms now have more flexibility when onboarding new clients: the Add Client flow has been enhanced to support Category Manager (Chart of Accounts) uploads. Firms can now choose between three tailored options to kick-start a client's books
* **Start Fresh with Digits** – Leverage our pre-configured, gifted chart of accounts. * **Migrate from QuickBooks** – Import your client’s existing setup with just a few clicks. * **Manual Upload** – For clients coming from Xero, Puzzle, or other systems, firms can now manually upload a CSV file containing their existing chart of accounts. **Important Notes:** * If you plan to use a custom CoA, upload it before connecting any accounts or importing transactions. This ensures Digits AI categorizes transactions using your intended structure from the start. * The CSV upload to Import Categories is specifically for importing your Chart of Accounts (also known as the Category Manager in Digits). It does not support uploading opening balances or account-level transactions. **Why it matters:** This update makes client onboarding smoother and more scalable—especially for firms bringing in businesses from other platforms. Whether starting clean or migrating from a legacy system, firms now have a clear path to get client books into Digits faster. {% endupdate %} {% endupdates %}