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 is your central workspace for review and follow-up. It brings together everything that needs human attention—across transactions, bills, and conversations—so you can keep books accurate without hunting through reports or the Ledger.
✨ Digits automatically books and categorizes most transactions. The Inbox exists for the small set that needs human judgment—so you review only exceptions.
The Inbox helps you:
Focus on items that actually need review
See full context through threaded conversations
Collaborate with teammates and clients in one place
Move work forward quickly without losing track of what’s open
Where to Find the Inbox
You can open the Inbox from three places:
1. Ask Digits From any client view, open the Ask Digits bar at the bottom of the screen and click the calendar icon. This opens the Inbox panel for that client, showing all open action items.
2. Firm Dashboard When you log in to your Firm Dashboard, each client card shows an Inbox badge with the number of outstanding items. Click a client card, then open the Inbox from the client workspace.
3. Left Navigation From a client’s workspace, you can also click Inbox in the left navigation to jump straight into their review items.
Why Items Appear in Your Inbox
Items show up in the Inbox when Digits needs a quick human decision to keep your books accurate. Common reasons include:
A transaction couldn’t be confidently categorized
A bill or payment needs approval
A question or comment needs a response
A review task is still open or incomplete
Once the required action is taken—and the item is closed—it disappears from Open automatically.
Inbox Action Items
Inbox action items represent review work tied to transactions, bills, or conversations that need a decision before books are complete.
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.
About the Inbox Badge The Inbox badge (alarm/calendar icon) shows the total number of open action items for that client.
Troubleshooting & Tips
Still seeing items in Open? There may be an unresolved comment or pending action.
Items from prior years stay open until resolved—date doesn’t matter.
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.
Inbox vs Ledger: What’s the Difference?
Inbox is your review queue. Use Inbox to work through what Digits needs from you—like uncategorized transactions, bills awaiting approval, and open comments or follow-ups. Think: triage + decisions.
Ledger is your system of record. Use Ledger to investigate and edit what’s actually hitting the books. It’s the full transaction history and audit trail—where manual entries, imports, and Digits-generated activity live. Think: deep edits + cleanup + analysis.
Tip: Start in Inbox to clear what needs attention, then jump into Ledger when you need more context, filters, or detailed edits.
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.
What happens when I close an Inbox item?
Closing an item marks the task as complete and removes it from Open. The underlying transaction remains in the Ledger.
Do I need to do anything with items in the Closed section?
No. Closed items are archived for reference and don’t require further action.
Can I edit transactions directly from the Inbox?
Yes. You can update categories, departments, and locations before confirming or closing the item.
How do I close an Inbox item?
Inbox items close automatically when you complete the required action (such as approving a bill or confirming a category). Some items, like comments, must be closed manually.
Got a question or feedback? Our team is all ears—come say hello!