Changelog

Follow up on the latest improvements and updates.

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What's new:
The Digits Academy gives accountants a high-impact enablement path with an outcome-driven curriculum that turns learning into implementation across Digits and AI-native accounting. Earn Digits Certification, prove expertise, and unlock higher Partner Program tiers to elevate your firm’s speed, quality, and influence.
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Why it matters:
Digits Academy gives your team the playbooks and certification to deliver closes faster, raise quality across every client, and unlock Partner Program benefits—so your firm stands out and scales with confidence.
What's new:
Firms in the Digits Accounting Partner Program can now select "Ledger Only" ($10/mo per client) for tax-only/year-end clients.
What's Included:
Inbox, Banks & Cards, Vendors, Customers, Financials; Accounting: Ledger, Reconciliations, Category Manager. Unlimited accountant seats (full access) + unlimited operator seats (restricted to Inbox, Documents, Connections).
Not Included:
Home (dashboards), Custom Reports, Ask Digits, Invoicing, Bill Pay, Sharing, Departments/Locations, branding.
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Why it matters:
Keeps low-activity clients connected and EOY-ready—always-on AI handles feeds, categorization, and reconciliations so you review → close → file faster than legacy accounting tools.
What’s new:
You can now view your most-used dashboards—Income & Expense Analysis, Total Cash, Gross Income, Trends, Month-over-Month Deltas, and more—fully optimized for your phone.
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Tap to drill into specific months and line items. Contextual badges and live data carry over from desktop. It’s fast, touch-friendly, and easy to read—wherever work takes you.
Why it matters:
Because business doesn’t wait. Whether you're stepping into a client meeting, reviewing cash flow on the weekend, or checking margins between appointments, you’ll always have the answers, right in your pocket.
What's new:
From any Category Details or Party page, you can now start a new transaction without leaving context.
Just click the New Transaction button—or press N—to begin.
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Why it matters:
  • Fewer clicks
    : Create what you need the moment you spot it.
  • Stay in flow
    : No back-and-forth between pages during reviews.
  • Consistent shortcuts
    : The N key works here, too, speeding up entry.
What’s new?
  • Press Shift + / from anywhere in the application to open a pop-up with a complete list of keyboard shortcuts relevant to your current screen.
  • The shortcut list includes both global (site-wide) shortcuts and application-specific shortcuts, making it easy to learn and use all productivity features without leaving your workflow.
  • The list updates contextually, so you’ll always see commands that apply to the screen you’re on.
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Why it matters:
  • Save time:
    Stay on the keyboard, cut clicks.
  • Work faster:
    Learn and use shortcuts in context.
  • Self-serve:
    One keystroke shows up-to-date commands—no docs hunt.
  • More accessible:
    Makes keyboard navigation easy to discover and adopt.
What’s new?
Users can now create up to 5 customized dashboard views on the Home page. Just click the ➕ button, give your dashboard a title, and start dragging in the components you need.
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Why it matters:
Every role has different priorities. With multiple dashboards, you can:
  • Keep a dedicated view for high-level KPIs, reconciliations, or client-specific workflows.
  • Switch quickly between dashboards without losing context.
  • Customize your Home to fit the way you work, whether that’s day-to-day operations or month-end close.
What’s new?
Users can now change the transaction type directly from the transaction edit page. You can freely switch between Pay In, Pay Out, Journal, or Transfer.
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Why it matters:
Easily fix mistakes or make updates on the fly—no need to start over. It’s a faster, more flexible way to keep your records accurate.
What’s new:
Users can now view a detailed breakdown of their upcoming invoice in Settings › Subscription.
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Why it matters:
Knowing your upcoming billing amount and date helps you plan ahead and avoid surprises. Whether you're managing a firm or running your own business, it’s one less thing to keep in your head.
What’s new:
Firms now see a clearer invoice breakdown in Settings › Subscription, including:
  • Recurring charges
  • Prorated amounts
  • Total invoice
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Why it matters:
This breakdown makes it easier to understand changes month to month, spot proration, and streamline internal billing reviews—especially helpful when managing multiple clients or team seats.
What’s new:
From the document details page, users can now see which transactions a document is attached to—and click directly into the transaction for more detail.
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Why it matters:
This enhancement bridges the gap between documents and transactions, making it easier to trace, verify, and navigate financial records.
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