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Digit

Accounting module

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Digit Demo

Watch our Digit Demo below to discover quicker, more accurate accounting. Digit is a fully integrated inside SchemeServe. It eliminates...

February 4th, 2026 73 views 0 likes
Digit Manual

Digit allows you to handle accounting tasks with ease. It is built into your site and interacts with other areas...

May 9th, 2025 169 views 0 likes
Open Banking

Open Banking lets you connect your bank account directly to SchemeServe via GoCardless so that your bank statement transactions are...

May 29th, 2025 158 views 0 likes
Agent Statements

Overview Agent Statements in Digit summarise an agent’s activity over a selected period - including premiums, commissions, receipts, and balances....

May 29th, 2025 128 views 0 likes
Digit Permissions & Settings

Access to Digit To be able to access Digit a member of the SchemeServe team will enable it for you,...

May 29th, 2025 148 views 0 likes
Digit FAQs

How do I delete payments? Jump into the policy in question and head to the money tab. At the bottom...

February 4th, 2026 134 views 0 likes
Deleting Transactions from Digit

Payments recorded in Digit can be deleted from the related SchemeServe transaction record. How to Delete a Payment Navigate to...

May 14th, 2026 62 views 0 likes
Digit Reports

The Reports area within Digit provides a suite of accounting and management reports designed specifically for insurance schemes operating within...

May 15th, 2026 50 views 0 likes
Writing Off Underpayments/Overpayments in Digit

There may be occasions where you need to write off small amounts that have been over/under paid. This can be...

May 29th, 2026 19 views 0 likes
Digit Report Categories

In Digit, every transaction is ultimately classified into one of five account categories. These categories form the basis of the...

June 8th, 2026 43 views 0 likes
Understanding Digit Reports

Digit Reports provide visibility of the financial activity within your SchemeServe site. They allow you to review income, expenses, debts,...

June 9th, 2026 48 views 0 likes
Credit/Debit Positive Reports

Credit Positive = Credits increase balance of the account Debit Positive = Debits increase balance of the account Account Category...

June 9th, 2026 52 views 0 likes
Reverse A Cancellation

If a cancellation MTA has already been processed in Digit and the broker later decides that the policy should remain...

July 20th, 2026 21 views 0 likes
Refunding a Client Through Digit (Original Payment Made by BACS)

If the original premium payment was received by BACS and reconciled through Digit, any refund should also be processed through...

July 24th, 2026 4 views 0 likes
Transferring a Client Deposit Between Policies in Digit

There may be occasions where a client has paid a deposit towards one policy, but that money needs to be...

July 24th, 2026 5 views 0 likes

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