> For the complete documentation index, see [llms.txt](https://help.digits.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.digits.com/firms-home/quality-control.md).

# Quality Control

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 **Quality Control** section of the Checklist.

Digits QC is built for consistency, speed, and reliability, so your team can apply the same review standards across clients and close periods without starting from scratch each month.

***

### Available Checks

<table><thead><tr><th>Check</th><th width="149.92041015625" align="center">On by Default</th><th>What it flags</th></tr></thead><tbody><tr><td><strong>Uncategorized</strong></td><td align="center">Yes</td><td>Transactions with no category assigned</td></tr><tr><td><strong>Low Confidence Category</strong></td><td align="center">Yes</td><td>Transactions where Digits isn't confident in its categorization</td></tr><tr><td><strong>Missing Vendor</strong></td><td align="center">Yes</td><td>Expense transactions with no vendor assigned</td></tr><tr><td><strong>Missing Customer</strong></td><td align="center">Yes</td><td>Income transactions with no customer assigned</td></tr><tr><td><strong>Unusual Spend</strong></td><td align="center">Yes</td><td>Spending that looks anomalous compared to historical patterns for that category</td></tr><tr><td><strong>Transaction in Parent Category</strong></td><td align="center">Yes</td><td>Transactions categorized to a non-leaf (summary) category</td></tr><tr><td><strong>Material Expense</strong></td><td align="center">No</td><td>Expenses above a set dollar threshold</td></tr><tr><td><strong>Missing Receipt</strong></td><td align="center">No</td><td>Transactions with no receipt attached</td></tr><tr><td><strong>Missing Invoice</strong></td><td align="center">No</td><td>Transactions with no invoice attached</td></tr><tr><td><strong>Missing Department</strong></td><td align="center">No</td><td>Transactions with no department assigned</td></tr><tr><td><strong>Missing Location</strong></td><td align="center">No</td><td>Transactions with no location assigned</td></tr></tbody></table>

{% if  %}
{% hint style="info" icon="lightbulb-on" %}
Checks that are off by default can introduce noise if enabled without review, so they're disabled until you're ready to use them.
{% endhint %}
{% endif %}

***

### Turning Quality Checks On or Off

1. Open the Checklist and click **Edit Agent Instructions**, or click the **gear icon** next to any flagged check group

<div align="left"><figure><img src="/files/ZNODMHMG2J2wtLYBRU41" alt="" width="563"><figcaption></figcaption></figure></div>

2. Select the check you want to enable or disable from the left (e.g., *Uncategorized, Missing Vendor, Missing Customer*)

<div align="left"><figure><img src="/files/OBYx3DUYcpssrB5WA4Dv" alt="" width="563"><figcaption></figcaption></figure></div>

3. Use the **toggle** in the top right to turn the check on or off
4. Confirm the change in the prompt that appears

***

### How to Customize Quality Checks&#x20;

Most checks can be customized with plain English instructions. Just describe what you want Digits to look for, and Digits turns those instructions into a reliable check.

**To edit a check's instructions:**

1. Open the Checklist and click **Edit Agent Instructions**, or click the **gear icon** next to any flagged check group

<div align="left"><figure><img src="/files/jbXaoCMD0FyQooU32iFF" alt="" width="563"><figcaption></figcaption></figure></div>

2. Select the check you want to enable or disable from the left (e.g. *Uncategorized, Missing Vendor, Missing Customer*)
3. Click **Edit**.&#x20;

{% hint style="info" icon="pen-line" %}
**When writing or editing checks:**&#x20;

<i class="fa-check">:check:</i> **Tagging vendors and categories matters**\
When writing instructions, tag vendors and categories using `@` mentions rather than typing them as plain text.

<i class="fa-check">:check:</i> **You can write naturally**\
Instructions can be written conversationally — "ignore Gusto and United Healthcare, I don't need to review these at all" works the same as more formal phrasing. The system interprets what you mean and compiles it into a check.
{% endhint %}

<div align="left"><figure><img src="/files/Z5JcbbVzTDuC9ay5jIkD" alt="" width="563"><figcaption></figcaption></figure></div>

4. Click **Preview**

{% hint style="info" icon="sparkles" %}
**How the Preview Works:**

After you enter an instruction, Digits generates a preview showing:

* A plain-English summary of the logic Digits compiled from your instructions
* Up to 20 example transactions that would be flagged or excluded by the check

<i class="fa-lightbulb-exclamation-on" style="color:red;">:lightbulb-exclamation-on:</i> Review the summary carefully before saving. It reflects the actual logic Digits will run, not just a restatement of what you typed.

If the summary doesn’t match your intent, revise your instruction and generate a new preview.

The preview may take a few moments to load. If your instruction includes text that the system can’t act on, Digits automatically filters it out before compiling the check.
{% endhint %}

6. Click **Save and Run** to apply your instructions and run the check. Or, click **Cancel** to go back and make changes.

:sparkles: Once you click **Save and Run**, the updated check runs immediately across transactions. Action items in the checklist will update to reflect the new results. A status indicator will show when the run is complete.

***

### Frequently Asked Questions

<details>

<summary>Why are some checks off by default?</summary>

Checks like Missing Receipt and Missing Department can generate a large number of action items if turned on without review. They're off by default so you can enable them intentionally when your workflow is ready.

</details>

<details>

<summary>What if my instruction doesn't do what I expected?</summary>

Read the summary in the preview panel — it describes what Digits understood. Revise your instruction and re-run the preview before saving. Tagging vendors and categories with `@` mentions rather than plain text tends to produce more reliable results.

</details>

<details>

<summary>Does the check run continuously or just once?</summary>

Continuously. Every new transaction or edit to the books triggers the check to run again. You don't need to manually re-run it each month.

</details>

<details>

<summary>Will QC items disappear after I complete a related task?</summary>

Yes — for example, once you complete a schedule for a transaction that was flagged as a material expense, that item will be resolved automatically.

</details>


---

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