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Digits Inbox

Use the Digits Inbox to review uncategorized transactions, approve bills, resolve comments, and manage client tasks—everything needing your attention in one place.

Overview

The Digits Inbox brings all review work into a single, organized workspace. It centralizes tasks for each client—so you can prioritize what matters, resolve questions quickly, and keep your team aligned.

The Inbox is designed to:

  • Prioritize items that need attention

  • Surface context through threaded conversations

  • Support collaborative review and faster cleanup

Where to Find the Inbox

When you log in to your Firm Dashboard, you’ll see a card for each client. Each card displays a real-time Inbox badge with the number of outstanding items needing attention.

From your Client's Dashboard, click Inbox in the left navigation menu.

Inbox Action Items

Categorize

Digits AI auto-categorizes most transactions, but when confidence is low, it sends items to 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 allow your team—and your client—to clarify questions directly on the specific transaction, bill, or report they reference.

You can:

  • Reply to questions

  • Add context or instructions

  • Mark the conversation resolved

  • Close the associated work item to clear it from your Inbox

Approve Bills

If bills are uploaded by your team or the client, they appear in the Inbox so you can review and 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

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.

Need help? Reach out to [email protected] anytime—we’ve got your back.