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Managing Your Client's Customers

Welcome to the Customers tab—your go-to view for understanding who your customers are, how much they’re spending, and what’s driving your revenue. No spreadsheets, no guesswork—just clear data you can act on.

✓ Detect anomalies instantly Surfaces customers posted to multiple categories to quickly identify and resolve classification errors

✓ Double-check new customers Verify new customer bookings upfront so your future categorizations stay consistent and accurate

✓ Analyze revenue over time View customer count and revenue trends by period to support variance analysis and review workflows


How to Access the Customers Tab

  1. Head to my.digits.com and log in. 
  2. Click Customers from the left-hand menu.

Key Metrics at a Glance

Located across the top of the screen:

  • Total Customer Count: The number of unique customers during the selected time period.
  • Total Revenue: Your total earnings from all customers.
  • New Customers: How many new customers you brought in during the selected timeframe.
  • Multiple-Category Customers: Shows customers whose transactions fall into more than one category—great for spotting and fixing categorization errors.


Exploring the Customer List

Your main dashboard gives you a simple, scrollable list of each customer and:

  • Their name
  • Total revenue
  • Number of transactions
  • A table of individual transactions during the selected period

Filtering & Sorting

Filter Options

  • Customer Name: Search for any specific customer.
  • Total Spend: Filter based on how much is earned from a customer spent.
  • Customer Review:
    • New Customers
    • Multiple Categories
  • Transaction Filters:
    • Category: Filter by category (like Sales or Services).
    • Transaction Amount: Focus on revenue size.


Sort Options

  • Click any column header to sort the transaction table (e.g., date, amount, category)
  • Click the sort icon in the table header to sort customer-level data

Exporting the Customer List

To export, click the three-dot icon in the top-right corner of the page. You’ll see two options in the dropdown:

  • Download CSV – Save a file with customer transactions you can open in any spreadsheet app.
  • Export CSV to Documents – Save the file to your Digits Documents folder for future access or sharing. (Core and Custom plans only. View pricing)

Making Edits

Need to clean something up? Click the Edit toggle in the header to enter edit mode.

From here, you can:

  • Edit a customer’s name or category
  • Apply changes in bulk or one at a time


Note: In this view, edits are limited to party name and category only.


Need Help?

Questions or stuck somewhere? Contact our support team anytime. We’re here to help you make the most of your customer insights.

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