Accounting & Ledger

Manage your complete general ledger, reconciliations, categories, and tax workflows in one place for accurate, audit-ready books.

---

Ledger

Ledger:

Navigating the Ledger

Explore every client transaction with the Digits Agentic General Ledger™

Ledger:

Pay In/ Pay Out Transactions

Record income, expenses, refunds, or adjustments in Ledger.

Ledger:

Journal Entries in Digits

Create and manage balanced multi-line journal entries.

Ledger:

Bank Transfers

Track funds between accounts with clean, matched entries.

Ledger:

Splitting Transactions

Split charges across categories for accurate reporting.

Ledger:

Editing Transactions

Edit or reclassify transactions across all sources.

Ledger:

Match or Unmatch Transactions

Match/unmatch transactions as needed.

Ledger:

Importing Transactions

Upload CSVs to add bank or card transactions manually.

Ledger:

Attach Documents to Transactions

Store and link files like receipts or W-9s to entries.

Ledger:

Close a Month (Set or Change Close Date)

Lock periods to protect finalized financials.

Ledger:

Exporting Data from the Ledger

Export CSVs or full financial packages for reviews or audits.

---

Reconciliations

Reconciliations:

Reconciliation Dashboard

Track monthly progress and finalize reconciliations fast.

Reconciliations:

Using AI Bank Reconciliations in Digits

Auto-match statements to the ledger with smart flags.

Reconciliations:

Creating a Manual Reconciliation

Manually build reconciliations for unmatched accounts.

---

Category Manager

Category Manager:

Category Manager: Chart of Accounts

Create, edit, and organize your full chart of accounts.

Category Manager:

Import Your Chart of Accounts

Upload or update categories in bulk via CSV.

---

Dimensions

Dimensions:

Departments

Track and report financial activity by department.

Dimensions:

Locations

Track and report financial activity by location.

---

Troubleshooting & FAQs

Accounting & Ledger:

Cash vs. Accrual in Digits

Learn how Digits handles cash and accrual accounting methods.

Accounting & Ledger:

Get Tax-Ready with Digits: 1099s, W-9s, & Year-End Prep

Review 1099 eligibility, W-9 status, and year-end tax workflows.

Accounting & Ledger:

Troubleshooting Cash Totals: Verifying Opening Balances

Fix cash total issues by reviewing and correcting opening balances.

Accounting & Ledger:

Accounting & Ledger FAQs

Common ledger, categories, entries, and reconciliation questions.

---