Using Digits

Getting Started

• How Do I Sign Up For Digits
• Understanding the Firm Dashboard
• Adding/Removing Clients in Digits
• Using Your Demo Account
• Running a Parallel Close
• Understanding Dates in Digits
• Using Digits Search
• Documents

Connections

• Digits Connections: Gusto
• Digits Connections: Stripe
• Digits Connections: Ramp
• Digits Connections: BILL
• Digits Connections: Banks & Credit Cards via Plaid
• Linking Only Business Accounts with Chase on Digits
• Manually Adding Payroll for Non-Gusto Clients
• My Connection Isn't Listed

Home/Inbox

• Using Your Client's Home Dashboard
• Understanding the Time Saved Button
• Digits Inbox

Digits AI Bill Pay & Invoicing

• What is Digits AI Invoicing?
• What is Digits AI Bill Pay?
• Pay & Manage Bills Using Digits
• Getting Set Up for Digits Bill Pay & Invoicing
• Send and Manage Invoices Through Digits

Vendors & Customers

• Managing Your Client's Customers
• Managing Your Client's Vendors

Financials & Custom Reports

• Financials & Custom Reports
• Understanding and Viewing AR/AP Aging Reports
• Exporting Financials in Digits

Accounting

• How to Navigate Digits Ledger
• Managing Transactions in Digits Ledger
• Splitting Transactions for Clients
• Journal Entries in Digits
• Category Manager (Chart of Accounts)
• Bank Reconciliation in Digits
• Cash vs. Accrual in Digits
• Troubleshooting Cash Totals: Verifying Opening Balances