Changelog
Follow up on the latest improvements and updates.
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new
All Users
Download Original Documents From Any Bill
What's new:
You can now download the original image or PDF that was used to create a Bill—directly from the Bill’s detail page.
- If the Bill has already been paid, theDownloadbutton will appear in the top right.

- If the Bill is still open, Downloadwill appear in theMore Actionsmenu.

Why it matters:
Stop chasing paper trails—now you can instantly access the original file behind any Bill, exactly when you need it.
new
All Users
Smarter Filtering: Source & Match Status
What's new:
You can now filter transactions by Source (e.g., bank feeds, integrations) and Matched Status (matched / unmatched) across these views:
- Ledger
- Banks & Cards
- Vendors
- Customers
- Reconciliations

Why it matters:
Quickly isolate unmatched transactions, review entries from a specific integration, and audit activity with precision—so you can investigate faster and reconcile smarter.
new
Accounting Firms
Digits Academy — Get Digits Certified!
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.

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.
new
Accounting Firms
Ledger Only (Partner Program) — Year-End Ledger Plan for Accounting Firms
What's new:
Firms in the Digits Accounting Partner Program can now select "Ledger Only" 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.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.
new
All Users
Mobile Dashboards are Here 🎉
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.

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.

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.
new
All Users
Keyboard Shortcut Manager
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.

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.
new
All Users
Create Multiple Dashboards on Home
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.

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.
new
All Users
Edit Transaction Type
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.

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.
new
All Users
Preview Your Next Invoice
What’s new:
Users can now view a detailed breakdown of their upcoming invoice in Settings › Subscription.

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.
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