Home

Digit

Accounting module

Sort By

Newest
Most likes
Most views

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 66 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 154 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 144 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 110 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 133 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 116 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 52 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 44 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 12 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 31 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 37 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 43 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 4 views 0 likes

SchemeServe is a fully-serviced insurance software solution, hosted in the cloud for MGAs, Brokers and Insurers.

Get help

Useful info

Latest blog

The Future of Insurance: Key Trends to Watch in 2023 for Financial Growth and Cost Reduction

August 11, 2023

Read More »

red flags when choosing insurance software

7 Red Flags to Watch Out For When Choosing Insurance Software

July 14, 2023

Read More »

© Copyright 2023. SchemeServe All rights reserved. Various trademarks held by their respective owners.