This document provides a thorough overview of what the Digits Inbox is and how you can leverage it for optimal use. Explore this guide to maximize the benefits of your Digits Inbox and transform your financial management process.
What is the Digits Inbox?
The Digits Inbox is a centralized communication hub where you can view messages, notifications, and comments from team members related to your account and financial data. It serves as the main channel for receiving updates, reminders, and important information directly from the Digits platform, allowing you to collaborate with your team on your finances. By regularly checking your inbox, you can stay informed about any specific actions needed or significant changes regarding your Digits account. Users are encouraged to read messages carefully and follow any provided instructions to ensure smooth account management. If you have any questions or encounter issues while using the Inbox, support is readily available to assist you.
How to Use the Digits Inbox
The Digits Inbox is a versatile tool for managing your financial communications and tasks. Follow these steps to navigate and utilize its features:
- From your home dashboard, click on Inbox in the left toolbar.
- Within the Inbox, you can manage various types of content, including:
- Review and Update: Confirm categories set by the AI when it needs your specific input.
- Comment: Collaborate
- View Reports: Access and review financial reports relevant to your account.
- View and Approve Bills: Examine bills and approve them directly from your Inbox.
- To streamline your workflow, use the filtering options in the top right corner to organize your view by:
- Assigned: The items assigned directly to you for review.
- Watching: Items that you have created for other team members.
- Open: All the items that are option for your company in Digits.
- Closed: Items that have been completed.
These features make the Digits Inbox an essential tool for keeping track of your financial communications and tasks, ensuring you stay organized and informed.
If you require additional support or have any questions, please don't hesitate to reach out to us through our contact form. Our team is here to assist you with any concerns or further guidance you may need.