# Digits Checklist *** ### 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 {% embed url="" %} *** ### Where to Find Your Checklist **1.** Click **Checklist** in the **left navigation menu** to jump straight into your review items.
**2. Ask Digits** 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. Firm Dashboard** When you log in to your **Firm Dashboard**, each client card shows a **Checklist badge** with the number of outstanding items. Click a client card, then open the **Checklist** from the client workspace.
*** ### Checklist Sections Checklist organizes your work by priority, time, and assignment so your team always knows what to do next.
Urgent The **Urgent** section highlights anything that needs immediate attention to keep your clients books accurate and your close on track. This includes: * Connection issues, like disconnected bank feeds or incomplete onboarding * Open questions and comments across transactions, bills, categories, and reconciliations 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 * Reply to comments * Add context or instructions for your team * Mark conversations as resolved and close the item Use **@mentions** to loop in teammates or clients. When someone replies, the conversation will appear here automatically.
{% hint style="info" icon="bolt" %} **Tip:** Address items in Urgent before starting your close. Connection issues can lead to missing transactions, and unresolved questions can block progress. {% endhint %}
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.
{% hint style="info" icon="lightbulb-on" %} **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. {% endhint %} 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**. If you need more information, select **Ask Client**. You can also update the category, department, or location before confirming.
{% hint style="success" icon="lightbulb-on" %} The more you review and confirm transactions, the more Digits’ AI learns and improves over time. Learn more about [How Automatic Categorization Works](https://help.digits.com/firms-agentic-general-ledger/digits-ai#how-automatic-categorization-works) {% endhint %}
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 {% hint style="info" icon="check" %} The actual reconciliation still happens in the **Reconciliations** tab. Checklist simply tells you when action is needed. {% endhint %}
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.
*** ### 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.
*** {% columns %} {% column width="66.66666666666666%" valign="middle" %} Got a question or feedback? Our team is all ears—come say hello! {% endcolumn %} {% column width="33.33333333333334%" valign="middle" %}

Contact Digits Support

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