Using Digits

Getting Started

• Documents
• How do I sign up for Digits?
• How to Trial Digits (without leaving your current setup)
• Migrating Financials to Digits
• Running a Parallel Close
• Understanding Dates in Digits
• Using Digits Search

Home/Inbox

• Using your Home dashboard
• Understanding the Time Saved Button
• Digits Inbox

Digits AI Bill Pay & Invoicing

• What is Digits AI Bill Pay
• Pay & Manage bills using Digits
• What is Digits AI Invoicing
• Send and Manage Invoices Through Digits
• Getting Set Up for Digits Bill Pay & Invoicing

Vendors & Customers

• Managing Your Vendors
• Managing Your Customers

Financials & Custom Reports

• Financials & Custom Reports
• Understanding and Viewing AR/AP Aging Reports
• Exporting Financials in Digits
• Download Your Financial Information for Taxes

Accounting

• How to Navigate Digits Ledger
• Managing Transactions in Digits Ledger
• Journal Entries in Digits
• Category Manager (Chart of Accounts)
• Bank Reconciliations in Digits
• Cash vs. Accrual in Digits
• Troubleshooting Cash Totals: How to Check Your Opening Balance

Connections

• Digits Connections: Gusto
• Digits Connections: Stripe
• Digits Connections: Ramp
• Digits Connections: BILL
• Digits Connections: Banks & Credit Cards via Plaid
• How to Add Payroll Information to Digits (For Non-Gusto users)
• My Connection Isn't Listed