The Inbox surfaces everything that needs your attention—from uncategorized transactions and bill approvals to client questions and team comments.
It’s designed to:
- Prioritize items that need review or action
- Enable threaded conversations for full context
- Centralize tasks across your client base
- Keep your team aligned and moving
Inbox Action Items
Click Inbox in the left-hand menu to see everything that needs your attention.
Categorize
Digits AI does most of the heavy lifting—automatically categorizing the majority of transactions. But when the AI isn’t confident about a category, it flags the transaction for your review in the Inbox.
From there, you can either:
- Update the suggested category and click Confirm, or
- Click Confirm if everything looks correct
Once confirmed, Digits AI learns instantly from your input—so future transactions of the same type are categorized more accurately without needing your review.
Comments
Comments are where questions, clarifications, or context are exchanged—either from your team or directly from the client. These threads stay attached to the specific transaction, bill, or report they reference, so nothing gets lost in translation.
You should:
- Reply as needed
- Mark the comment thread as resolved
- Then, close the associated work item to fully clear it from your Inbox
Note: Resolving a comment doesn’t close the item—it must be manually closed unless triggered by other actions.
Filters & Navigation
Use the filters at the top of the Inbox to organize your workflow:
- Assigned: Items assigned to you
- Watching: Items you’ve created or are following
- Open: All unresolved items
- Closed: Completed and archived items
Use the year/month sidebar to drill into a specific time period, or filter by item type (Categorize, Comment, Approve Bills).
Approve Bills
When clients or team members upload bills, Digits surfaces them in the Inbox for your review.
- You can approve, reject, or delete the bill with one click
- Approved bills are automatically booked to the Ledger
Digits AI will attempt to pre-fill category, vendor, and metadata from the bill itself—so all you have to do is verify and approve. Like categorization, your actions help improve accuracy over time.
Troubleshooting & Tips
- Still Seeing Items in “Open”? Give it a second look—there might be an unresolved comment or action still lingering.
- Inbox Badge Look Off? You're not imagining things—it’s a known issue. Reach out to Digits Support and we’ll get it sorted!
- Check Daily to keep your review queue fresh and projects moving.
- @Mention Team Members to loop others in or delegate tasks fast.
Need help? Reach out to Digits Support anytime—we’ve got your back.