Recent Posts & Replies
Resources: 2025 AU Federal Budget
Hey everyone! For those keen to learn more about this week's Federal Budget announcement and what it means for you, we've published a number of blog posts that you may find to be a helpful read. Links are available here: What the 2025 federal budget means for you 2025 Federal Budget: What's in it for SME's? 2025 Federal Budget: What it means for mid-sized businesses Key takeaways from the budget that we touch on include: Tax cuts and incentives Easing cost of living pressures Investment in skills and education Regulatory relief and loan support Making Aussie businesses more competitive Feel free to share your thoughts below, or reach out if you have any further questions! Cheers, Amanda.Let Me Attach a PDF! 🙏
We’ve heard from a few Solmates this week who are keen to upload a PDF invoice as an expense—not just a photo snap. Totally fair, and we get it! If this is something you'd love to see in the Solo app, hit that vote button and help us get it in front of our dev team. The more love it gets, the higher it climbs on the list! 💥
supplier terms when creating a bill - works on desktop - not on browser, why?
Hi, When we used desktop to convert files in in tray to a bill, the supplier terms pull from the card automatically. But when we use the browser to create a bill from uploads, it does not use the terms on the supplier card at all. This means when we use the browser to enter up bills, we have to manually adjust the term on every bill, which is a huge huge unnecessary time cost to running our business. Why is it doing this? is it my browser (note I have tried on different browsers and different devices and they all do the same) or is it some setting /somethings else? and is there a fix? (I sure hope so)
Payroll Activity Summary vs Payroll Register Summary report in MYOB AccountRight
Hi Everyone As it is the end of the payroll year we thought we do an overview of two key payroll reports that are great to use at the end of the payroll year. These can be used to ensure that you have the correct values ahead of preparing your payment summaries. If you go to Reports>>Payroll>>Employees you have two reports; Activity Summary and Register Summary. Both reports do appear identical but are drawing their information from two different locations. The Payroll Activity Summary report is looking at the actual Payroll transactions recorded in payroll, whereas the Payroll Register Summary report looks at the employee’s card – in particular, the Payroll History section of the Payroll Details tab. Ideally, both of these particular reports will match as the payroll transactions recorded will match up with the employee’s card. What if the Payroll Activity Summary and Register Summary reports don’t match? If these particular reports don’t match it is likely that the card history has been updated manually. To get them to match do follow the below instructions: Run the Activity Summary and Register summary on a per month basis, to narrow down the month(s) that the reports don’t match Once the month(s) have been determined where it doesn't balance, check the payroll transactions in those months to ensure that they have been recorded correctly When that has been checked navigate to the pay history section of the employee's card - Card File>>Cards Lists>>Employees>Select the relevant employee's card>>Payroll Details tab>>>Pay History (left-hand side) Select to Show pay history for that particular and overtype that value to be same as the payroll transaction recorded Rerun the relevant reports to ensure that they do match. Once you Activity Summary and Register Summary reports do match, you are in a great position to prepare your payment summaries.Getting Started with Connected Accounts
We’d love to say linking your bank to Solo is effortless, but the reality is that some banks are still catching up with open banking. Every bank operates a little differently, but we’ve done the legwork to help make the process as smooth as possible for you. There’s a lot of info here, but don’t worry—we’ll walk you through it step by step. So, grab a coffee, take a deep breath, and let’s get started! Wait, What Is Open Banking? Open banking lets you securely share your financial data with trusted apps like Solo. It’s part of the Consumer Data Right (CDR), regulated by the ACCC, ensuring your data is protected and shared only with your consent. When enabled, your banking data syncs into the Connected Accounts section of Solo, making it easier and safer to manage your finances. Before You Begin: A Quick Checklist Your account is more likely to connect smoothly if: ✅ It’s open banking-ready (most new accounts are!) ✅ Your bank has your up-to-date contact details (no old emails from 2009) ✅ You’re using a currently supported banking product Step-by-Step: Getting Connected Check Your Bank Details First (Trust Us, It’ll Save You Time) Your bank will verify your identity before allowing data sharing, so make sure they have: Your current mobile number (for security verifications) Your updated email address Your correct ID details 💡 Why this matters: Most connection issues happen because banks have outdated contact details. Fixing this first can save you from headaches later. Special Account Types Joint Accounts Everyone needs to give the green light to share data. Approval is usually done via your bank's online platform. Any account holder can pull the plug on sharing at any time. Business Accounts The designated reps need to approve the connection. Managed through your business banking platform. Older Accounts If your account was opened before open banking kicked off, double-check: Is your banking product still available? Do you need to upgrade to a newer version? Does your bank even support open banking yet? (Some are still catching up!) Getting Your Bank Account Open Banking-Ready To enable data sharing, follow these steps: Log in to your bank’s mobile app or internet banking. Look for "open banking," "data sharing," or "consumer data right." Give permission to accredited third-party providers (that's us!). Manage your sharing settings anytime via your bank’s Consent Dashboard. Is your bank asking for an OTP, but it’s not coming through? OTPs are handled entirely by your bank, not Solo, so if you’re not receiving one, it’s worth checking that your contact details are up to date with them. Still no luck? Reach out to your bank, and if needed, escalate to higher support—they’re the only ones who can fix it! Talking to Your Bank? Here’s What to Ask Not all banks have fully embraced open banking yet. If you’re running into trouble, it’s worth checking with your bank. Ask them: Is Open Banking enabled for my account? If not, when will it be available? Still need a hand? Drop a comment below or reach out to our digital assistant in the app to connect with a Community Lead for extra support. And when you're all set, be sure to check out our Learn page for a step-by-step video on how Connected Accounts work in Solo!How-to: Complete guide to Reimbursements
This article provides a step-by-step guide for Solo users who need to manage client reimbursements efficiently. It explains how service providers can categorise purchases made on behalf of clients, ensuring smooth reimbursement. The process involves setting up two new categories—Reimbursement Expense and Reimbursement Income—and properly recording transactions. An example scenario of a virtual assistant buying a hairdryer for a client illustrates how to track expenses and invoice clients correctly. The article also highlights the importance of using the correct tax codes and consulting an accountant for personalised advice.3 Things Connected Accounts Can (and Can’t) Do for You
✅ What Connected Accounts Can Do Automate Transaction Imports No more manually entering each transaction—when your bank is linked, your transactions flow straight into Solo, keeping everything up to date and reducing human error. Speed Up Bank Reconciliation Matching up your invoices, expenses, and payments can be a real time drain. With a connected account, Solo automatically helps match transactions, cutting down on the work-work. Hint: make sure you click that final match button! Give You Real-Time Cash Flow Insights Knowing where your money is coming from (and where it’s going) is key to running your business. A connected account gives you a clear, real-time view of your cash flow so you can plan ahead with confidence. ❌ What Connected Accounts Can’t Do Create and Send Invoices Just because money is coming in doesn’t mean an invoice magically appears. You still need to send invoices (either through Solo or another method) to keep your payments on track. Upload and Manage Receipts Connected accounts show you transactions, but they won’t store your receipts for tax time (we’re not mind readers—yet!). You’ll still need to upload and attach them manually. Categorise Every Transaction Perfectly Solo is smart, but sometimes it needs a little help. You’ll want to review and tweak categories, especially for more complex expenses, to make sure everything is accurate. 🔍 What About Historical Transactions? We know some Solmates want to see past transactions, and we’ve got you—our devs are already on it! But don’t worry, everything you’ve done in the last few months is still in your account. Just make sure you’ve got invoices and receipts handy—your accountant (and future you) will thank you. 💡 The Bottom Line Connected accounts make life easier, but they don’t replace good bookkeeping. Stay on top of invoices, receipts, and transaction reviews, Solo will have your back helping you run your business with less hassle.🚨 Bug Detected! 🚨
1 MIN READ 🚨Heads-up for all our new Solmates🚨 If you’ve just signed up and are trying to log into the app but keep seeing a "Solo subscribers only" message (screenshot below) – you’re not alone! It looks like you’ve stumbled into a bug we’re investigating. Our team is on it and working hard to fix it! 🛠️ If you’re experiencing this issue, drop a comment below 👇we’d love to help you! P.S. If you're having trouble signing in but this isn’t the issue you’re seeing, check out our help page here: MYOB Solo Sign-In Help.
Help with missing transactions
For some reason a whole years' worth of credit card transactions have disappeared from bank transactions, they were once setup as a bank feed and it worked fine. The card has since been closed, so am unable to setup bank feeds for aged data. Is my only option to import bank statements? The problem I am facing is the bank (NAB) is not able to provide in QIF format the file MYOB needs for importing. And no "free" site allows this. Please advise how best to proceed. Can the credit card transactions be manually typed into MYOB?
