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Using Digits Search

Digits Search is your power tool for instantly locating financial data across your client dashboards. Whether you're reviewing a specific transaction, tracking down a vendor, or navigating categories, Digits Search helps you get there fast—without clicking through multiple tabs.

How to Use Digits Search

1. Launch Search Instantly
Log into your client’s dashboard and either:

  • Click the search bar at the top of the Home dashboard, or

  • Use the shortcut Command + K from anywhere in Digits.

2. Enter Your Query
Type in a keyword—like a vendor name (“Uber”), category, amount, or other metadata.

3. Review & Select
Browse the matching results and click on an item to jump directly to its details in the Ledger or relevant report.


Need help or have questions? Contact Digits Support—we’re here to support your team.


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