Share Your Ideas
Got a game-changing idea? Share it, vote on what matters, and help shape the future of Solo. Your input drives real improvements!Vote for Quotes!
Hey Solmates! 😎 We’ve seen a bunch of you asking if you can create quotes in Solo. Right now, that’s a no-go—but that could change! 🚀 If this feature would make your life 100x easier, smash that vote button and drop a comment! 🗳️💬 Tell us how you’d use it, what you’d love to see, and why it matters to you. The more votes it gets, the closer it gets to landing on our roadmap. Let’s bring this to life! ✨
How do I search for Keywords in invoices ?
Hi, recently I wanted to see what the date and the details were for a particular task I had completed for a client. This task was on a past invoice that had already been paid but I didn’t know which invoice it was on. So the first step was to quickly find what invoice that was on by using keyword search and then open that invoice and read the details. When I tried to use the keyword search function on the invoices page it didn’t work. I tested the keyword search for items that were on recent invoices but it still didn’t work. The search feature seems to only work for words within the titles of invoices, not the items in the content of those invoices. So how can I find what invoice that task was on?Refer a Friend: Share Solo and save them money
1 MIN READ If you've got friends who are sole operators and they're not on Solo by MYOB (I know right...) now's your chance to help them be a boss with mate's rates! Simply follow the steps below and they'll get Solo for only 50c a month!* (*Billed yearly, base subscription only). Here’s how to do it: 1. Tap on “More” It just down the bottom of the home screen. 2. Go to “Refer a friend” See the cute people Icon? Tap that one. 3. Copy the referral code Grab that link to pass on to your mate. 4. Share the link Text message, Email, Carrier Pigeon however you want to share the code to them. 5. They Sign up That link will take them straight to the website where they can get started on their Solo journey. And a reminder, all the fresh features are live on the latest version of the Solo app. If you don’t see them yet, check for updates or turn on auto-updates so you’ll always stay ahead. If you have any questions drop us a comment below 😊
BPay - integrate business’s own credentials
Hi, i have raised this before, and didn’t get your response I was hoping for, so here goes again … The default BPay credentials through MYOB are excessively high, and although there’s an option to disable it or to add a surcharge, this is a bit limited. In addition, the business name appears as “MYOB payment services” should our customer/client decide to pay that way. If a business arranges for their own Bpay agreement, it can work out to be much cheaper and more personalised, but we are currently unable to enter our credentials. I, and I’m sure many others, would like to see the option of our own credentials being added to invoices be implemented. Would anyone else care to share their thoughts or comments? Peter
Income doubled up
Hi all, I'm posting regarding reconciling income from a linked bank account, I keep having an issue where a payment is taken through the tap to pay feature of the app and recorded as income. A couple of days later when the settlement hits the bank account, it’s asking me to categorise the income again. I can’t link it to the relevant invoice(s) as they’re already showing as paid. How do I get around this? Currently I’m saving the income as personal income so that I can remove it from my to do list but surely there is a better way..? Should the system not recognise these transactions automatically? Thanks in advance!Your clients' ABNs on invoices — vote here 👇
Hey Solmates! Adding your client's ABN directly to their details on a Solo invoice — sounds like a no-brainer, right? Hit that vote button if this is something you need, and help us show the product team just how important it is (and feel free to drop a comment on why you need it). 💡 In the meantime: you can add ABN details in the Notes to Customer section of your invoices as a workaround. Not perfect, but it'll do for now!Sorting & exporting expenses by category
Hi friends! I’d find it super helpful in Solo to be able to view and sort my expenses by category, as well as export all the receipts grouped under a certain category. I’m currently acquitting a grant where I need access to all of the receipts for a particular project and going through my expenses and selecting them individually is a soul-crushing process. 😅Long customer names getting cut off in Solo
Got a customer with a long business name that Solo just won't accept? Yeah, that's annoying. 😤 Solo currently caps customer names at 50 characters, and we know that's not cutting it for everyone. If you've been hitting that wall, cast your vote and let our product team know this needs fixing. And if you're happy to share, drop your example in the comments, real business names will help us understand just how much wiggle room we actually need. 👇Understanding the Profit and Loss Report
The Profit & Loss report in Solo gives you a quick, no-nonsense snapshot of how your business is tracking, what’s come in, what’s gone out, and what’s left over. No spreadsheets from 2003. No guesswork. Just the numbers that matter. It runs on cash flow, so we only count money when it’s actually hit your account (or left it). Simple. Where to find the P+L To locate the Profit & Loss report, head on over to: More → Reports → Profit & Loss Date range Before you open or share the report, you’ll choose: This month (default) Last month This financial quarter Last financial quarter This financial year Last Finincal Year Format PDF – clean, simple, ready to share Excel (CSV) – perfect if you want to filter, sort, or dig deeper Then either: Hit Share to send it straight away, or Tap three dots (…) → Preview and Share if you want a quick look first (PDF only) How it works Cash-based reporting No smoke and mirrors here: Income shows up when you’ve actually been paid Expenses show up when the money’s gone So what you see = what’s actually happening in your bank account. What you’ll see Your report is broken into clear sections, with categories sitting under each one: Income (with your sales and other income categories underneath) Total Income Gross Profit Expenses (things like accounting, advertising, motor vehicle, utilities) Operating Profit Net Profit (aka the number you really care about 👀) Everything is based on the date range you selected, no surprises. That’s your Profit & Loss in a nutshell. If anything looks a bit off or you want a second set of eyes, reach out through Solo support and we’ll take a look with you.
Statement/Report of sales by client
Hi! Would be great to expand the reporting function of the Solo app to include reporting on hours and/or income, per client. Eg. I provide services to two clients (primarily) and need to demonstrate less than 80% of my income is from one contractor to confirm 2026 Payroll tax exemption. This doesn’t seem to be available in the current state without exporting a ledger and adding up each invoice by client (etc etc) … a time consuming pain considering all the data I need is entered at invoice. And I can’t justify jumping to myob-lite just because reporting is overly basic, yet most other aspects are adequate to my needs. 🙏Introducing Passkeys: a more secure way to sign in to Solo
3 MIN READ Passkeys are one of the most secure ways to sign in, full stop. They use your device’s built-in security, like Face ID or your fingerprint, so there’s no password to forget, reuse or hand over to the wrong place. Here at MYOB, we take the security of your financial records and services seriously. That's why MYOB is rolling out Passkeys across all MYOB products, including Solo (you can read that announcement here). Smarter, safer, and honestly, kind of brilliant. Let's break down what that means for you. 👇 What even is a passkey? 🔑 A passkey lets you sign in without typing a password. Instead, your device proves it's you. How do Passkeys work and how can you can set one up for Solo? How it works: Tap Sign in with a Passkey Your device asks you to confirm your identity using biometrics or your PIN Your device and Solo do a quick, secure handshake in the background Your sign-in details never appear on screen and are never shared with MYOB. How do I set up passkeys for Solo? It’s easy, and it only takes a few minutes: To add a passkey, open a supported web browser and go to the Account security page in My Account. If prompted, enter a 2FA code using your existing 2FA method or a recovery code. In the Sign in section > Passkey, click Add. If prompted, complete a 2FA check, then click Continue. Click Create a passkey. Choose where to save your passkey (for example, your device, browser or password manager), then follow the prompts to add the passkey. When the confirmation message appears, close the passkey page to return to Account security. The new passkey is listed in the Sign in > Passkey section. You’ll also receive an email confirming you’ve set up a passkey. Once you've added a passkey, you can choose it as a sign-in option when you sign into Solo with your MYOB ID. Will Passkeys work on your device? 📱 Good question. We've pulled together a full compatibility breakdown in this Help article — go take a look before you get started. Still on a device without a Passkey set up? No stress! You can still sign in the usual way with your password and multi-factor authentication (MFA) code. What makes Passkeys that good? 🛡️ Passwords can be stolen, guessed, or tricked out of you. Passkeys can't. Here's why: They only work on genuine MYOB sign-in pages and apps. A fake site won't get a look-in. There's nothing for scammers to steal, a Passkey isn't a code you can read, write down, or accidentally tell someone. Even if someone knows your email and password, they'd still need your actual device AND your face, fingerprint, or PIN to get in. What about my 2FA codes? Nothing's changing there. Your 2FA (whether that's an authenticator app or SMS code) stays exactly as it is. Think of it this way: Passkey = phishing-resistant proof that it's you 2FA code = an extra safety layer that keeps your account ATO compliant One small extra step. A much bigger safety net. The TL;DR Passkeys replace passwords with secure, device-based sign-in. They're tough to phish, quick to set up, and keep your business records protected from scams that keep getting smarter. Your MFA stays in place too. So it's just an upgrade, not an overhaul. Go set yours up. Future you will be relieved you did. 😌
Can't unsubscribe from SOLO
I'm unable to unsubscribe from SOLO. I have followed suggested steps Manage Subscriptions when I click on it it has an option to resubscribe now but not to CANCEL SUBSCRIPTION I applied for this and wanted to unmsubscribe when I saw it didn't have option to pay employees I have just called my bank who have asked me to come into bank and cancel my bank account and start a new one This is so time wasting, annoying and misleading.
SOLO Bank Feed Search
So I’m reconciling my expenses in solo. This is literally just matching items from the bank feed to the expenses. This is a painful process at best. When searching for an expense to match for instance parking. I get charged $3.60 once a week to park at one of my clients buildings. I would like to see all of the records that match $3.60. I search 3.60 in the search bar and 10 records will appear some matched some unmatched. I will then match one with my parking expense log and the screen will refresh, now only two records appear. This is certainly incorrect as previously records appeared to be honest. I have parked there more than 10 times. It should show me all of the matched and unmatched payments. Some of them are missing and the search is unreliable. If I put in ‘point parking’ another term used on this record, again most records will show up. I can pick one and match it. Again the screen refreshes and all that one of my records will show up. I feel like this is a glitch rather than something I can be helped with. This needs to be addressed, otherwise I would like to move across to myob light. But unfortunately it seems like there is no growth migration available.
