This article is aimed at anyone that has connected their bank account to Digit using Open Banking. Regulations determine that accounts connected using open banking need to be reconnected at a maximum of every 90 days. This process is very similar to connecting through open banking in the first place. How will I know when my account needs to be recon...

There may be occasions where you need to write off small amounts that have been over/under paid. This can be done once a remittance note has been recorded for that transaction. Steps: Record a Remittance note as normal. It is important that you record the full amount due, otherwise this will not be removed from the ledger. Go the Bank Accounts tab a...

When importing a bank statement into Digit, using the Merge Payments feature can help organise your Account Statements Tab, which is especially useful when there are: Transactions from another area of the business, not belonging to SchemeServe Interest and fees in the account Several payments from the same broker/client   Merging Payments allows you...

  To add a page-break before a certain piece of information/ section on your document, insert the following formula:   <div style="-before: always;"><span style="DISPLAY:none">&nbsp;</span>   helpjuice_account_url = 'https://schemeserve.helpjuice.com'; helpjuice_contact_us_url = 'https://schemeserve.helpjuice.com/contact-us'; h...

Build your Product on SchemeServe live, with our Training Team and gain the skills and knowledge needed for you to build future products on your own. What is covered? We cover all areas or product building, from building question sets, rating and calculations, rules and referrals, document editing, report building and much more. See the video below ...

  When making changes to the Question Set, once you hit Publish, those changes will be made live instantly. For cases already on cover - these will remain unaffected by the changes until the policy is renewed - any MTA done on these policies will use the old question set version (before the changes were made) This is important because insurers would...