Digits Checklist

The Digits Checklist is a centralized workspace for organizing and completing accounting tasks each close. It automatically handles background work while surfacing items that need your attention, so your team can track close progress without juggling multiple tools.

---

Overview

The Digits Checklist is where accounting work gets organized and completed inside Digits, so your close stays on track without having to chase down tasks across different tools.

Digits handles much of the work automatically in the background. Checklist surfaces the steps that still need attention and organizes them into a clear workflow.

Checklist helps you:

• See what work needs attention, organized by workflow step
• Track ownership and progress across the close process
• Collaborate with teammates in context
• Keep close moving without dropped tasks

---

Where to Find Your Checklist

1. Click Checklist in the left navigation menu to jump straight into your review items.

1. From anywhere in Digits, open the Ask Digits bar at the bottom or right side of the screen and click the calendar icon.

Collasped view of Ask Digits

Uncollapsed view of Ask Digits

3. Click any count badge from the Firm Dashboard to go direct to that client's checklist.

Grid View of the Firm Dashboard

List View of the Firm Dashboard

---

Checklist Sections

Checklist organizes your work by priority, time, and assignment so your team always knows what to do next.

Operations

Setup

The Setup section highlights anything blocking a clean start — connection issues like disconnected bank feeds or incomplete onboarding that need attention before your close.

This includes:

• Connection issues, like disconnected bank feeds or incomplete onboarding

If something breaks or needs review, you’ll see an action item here so you can resolve it quickly.

What you can do

• Fix connection issues
• Add context or instructions for your team

Tip: Address items in Setup before starting your close. Connection issues can lead to missing transactions, and unresolved questions can block progress.

Comments

The Comments section surfaces open questions and comments across transactions, bills, categories, and reconciliations, so nothing needing a response gets missed.

This includes:

• Questions and comments left on transactions, bills, categories, and reconciliations

When someone leaves a question or needs input, it shows up here as an action item so you can respond and keep work moving.

What you can do

• Reply to comments
• Mark conversations as resolved and close the item

Tip: Use @mentions to loop in teammates or clients. When someone replies, the conversation appears here automatically.

Bills & Invoices

The Bills & Invoices section shows bills that need approval.

When a bill is uploaded for review, it appears here so you can approve, reject, or delete it. Once approved, the bill is automatically recorded in the Ledger.

For clients, this is where they will see bills to approve.

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

✨ Digits will pre-fill the vendor details from the bill itself. Just verify and approve.

Close

Book

The Book section is where your team reviews transactions that still need categorization.

✨ Digits automatically categorizes most transactions. When it isn’t confident, it flags those items here for review. In most cases, these are handled by the firm.

For each item, you can:

• Confirm the suggested category, or
• Update the category and then confirm

Each confirmation helps improve future categorization accuracy.

Tip: If the list is long at first, that’s normal. Each confirmation helps Digits learn, so the number of items requiring review decreases over time.

Click the menu in the top-right to view the transaction details or reassign the review to another user, such as a team member or a client.

Review the transaction details. If everything looks correct, click Confirm. You can also update the category, department, or location before saving. To loop in a teammate or client, open the Comments tab to leave a comment or @mention them.

Note: Book is organized into grouped Quality Control sections (the same view used in Review), so related items are batched together. You can refresh a check after it re-runs, hide checks, and use Edit Agent Instructions to tune what each check looks for. Without Automated Quality Control, Book appears as a single list of transactions to confirm.

The more you review and confirm transactions, the more Digits’ AI learns and improves over time. Learn more about How Automatic Categorization Works

Reconcile

Reconcile surfaces anything that needs attention during close.

• If Digits can't pull a bank statement, you'll see an item to upload one
• After ✨ AI reconciliation runs, any accounts that need review will appear here

The actual reconciliation still happens in the Reconciliations tab. Checklist simply tells you when action is needed.

Schedules

Schedules surfaces transactions that Digits has detected as candidates for an amortization or depreciation schedule. Digits currently detects two types: prepaid expenses (amortized over time) and fixed assets (depreciated over time).

For each item you can:

• Review & Finalize → confirm the schedule type and details, and create the schedule. Once created, it posts its periodic entries over the schedule's term.
• Dismiss → ignore the suggestion if the transaction shouldn't be put on a schedule.

The schedules themselves are managed in Schedules; the Checklist simply flags newly detected candidates that need to be set up. An item clears automatically once a schedule is attached to its transaction.

Review

Review is where Automated Quality Control surfaces transactions that may need a second look before close. Digits runs quality checks continuously in the background and flags anything that looks off — for example, an unusual category, vendor, department, or location on a transaction.

Flagged items are grouped into sections, one per quality check, so you can work through similar issues together. (These same Quality Control sections also appear in Book.)

For each item you can:

• Open it to review the details and confirm it's correct, or
• Correct the category, vendor, department, or location, then resolve it
• Refresh a check after it re-runs to pull in the latest results
• Hide checks you don't want to see in the list
• Use Edit Agent Instructions on any section to adjust what that check looks for

You can fix many flags right from the item's review panel — for example, if a transaction is flagged for a missing receipt, upload the receipt directly from the panel without opening the transaction's detail page.

Report

Report is the final step in the monthly close.

This is where your team reviews, finalizes, and publishes report drafts. Once published, reports will appear here for your clients to view.

---

About the Checklist Badge

The Checklist badge (the small number near the calendar/alarm icon) shows how many open items still need attention for that business.

---

Filters & Navigation

Use the dropdown in the top left to filter:

• All Tasks
• Assigned to Me
• Assigned to My Team
• Assigned to My Client
• Done

---

Use the date picker to filter by date, such as month, quarter, or a custom date range.

---

Automated Quality Control

✨ Digits Automated Quality Control (QC) helps you catch issues in your client’s books before close. QC runs automated checks continuously, then surfaces transactions or patterns that may need review as action items in the Book or Review section of the Checklist.

For more details, see Automated Quality Control

---

Frequently Asked Questions

Does reviewing bills improve AI accuracy?

Yes. Digits pre-fills vendor, category, and other metadata from the bill, and your review ensures accuracy, and your choices help the AI improve over time.

Can I edit transactions directly from the Checklist?

Yes. In Checklist → Book, you can update categories, departments, and locations before confirming or closing the item.

Why is the confirm button greyed out?

Most commonly, a required field is missing, especially when no category is selected. Once you fill in the required information, the button should become available.

What happens when I click a task?

Clicking a task opens a detail panel on the right. From there, you can review transaction or document details, attach documents, leave comments, @mention teammates or clients, and view activity history. For transactions flagged with a missing receipt, you can upload the receipt directly from the panel without opening the transaction.

Can I act on several checklist items at once?

Yes. Use the checkboxes to select multiple checklist items, then dismiss, reassign, or comment on them all in a single action.

Reopened a task by mistake, or closed one too soon?

Open the filters in the top-left of Checklist and click Done. From there, reopen any completed or dismissed task — it returns to your active checklist. You don't need to recreate the work.

Do people get notified when I comment or @mention them?

Yes. Comments generate notifications, delivered in Digits and by email:

• @mention someone — the person you mention is notified directly, whether it's a teammate or a client with access to the business.
• Comment without a mention — people involved with that transaction (for example, anyone following it or already in the thread) are notified that a new comment was added.
• Reply in a thread — the participants in that conversation are notified of your reply.
• Bulk comment — when you comment on many transactions at once, recipients get a single consolidated notification instead of one per transaction.

Clicking the notification takes the recipient straight to the transaction and its comment thread. To be sure a specific person sees your comment, @mention them — that guarantees they're notified even if they weren't already following the item.

---

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

Contact Digits Support

---