My Digital

we have given exciting new screens in Finance, read this to find it out.

MDA Finance Updates

How to create debit notes and allocate against your purchase invoices.

Debit Notes - MDA

Supplier Groups

Financial Years

How to create a credit note in My Digital

Credit Notes - MDA

About customer groups and payment on account for customer group

Customer Groups

Learn what all the statuses and figures mean on the bank screen within My Digital Accounts

Understanding The Bank Screen - MDA

This article will explain the Aged Debtors screen and how to create reports

Aged Debtor Report - MDA

Learn how to set your bank up in My Digital Accounts

Bank Setup - MDA

Improvements delivered to speed up the usage of this screen!

Payment On Account Improvements

MDA Finance Updates - June

In our latest release, some more finance screens have gone through our User Interface update 😎 Read on to find out more...

June '23 Release Finance Items

To view a summary of all transactions, use the general ledger report. This guide will help to explain the screen and downloads.

General Ledger

Banking screen

Everything You Need to Know About Contractor Accounts

Contractor Accounts: Track Net Wages and Opening Balances

Amending payroll details for workers in a previous tax year

Earlier Year Amendment

Reversal Journal

Adding notes to Bank Transactions, Sales Invoices, Group Invoices and POA

This article will help you understand how to set up recurring journals.

Recurring Journals

Clear down Net wages and Payroll Transactions

This article will describe how to allocate refund from supplier to supplier account/debit note.

Refund From Supplier - Allocation

This article will help explain how we enhanced efficiency in matching net wages transactions.

Net Wages Matching AI

This article will help you find the finance improvements for the July'25 release.

Finance Improvements – July '25

Clearing balances on Payment on Account Transactions

Customer and Customer Group Statements – Download and Email Options

Understanding and customising the chart of accounts

Chart of Accounts - MDA

Paul Foster

Arunprakash Sivakumar

James Costello

Learn more about the financial accounting features in MDA.

Financial Accounting - MDA

Website

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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