Can Solo produce a report that I can use to compare to my bank statement, to check for missed data entry?
Hey there @JM66 ! Thanks for reaching out Any reports you may need can be found in Solo by tapping More > Reports. If there's a type of report that isn't readily there, it's not something we offer at this time. That said - you can also share access with an accountant or bookkeeper by tapping More > Share access. This is another great way to help balance admin, as an advisor can add/edit/delete records on your behalf. If you've got any follow up queries, or different report types that would make an impact, we'd love to hear 'em! Talk soon 🔜
Don’t know how Solo is marketed as a single operator accounting program, I keep coming up against simple basic needs that it doesn’t cover.
So far I have found it doesn’t allow recording of manual transfers between accounts, it doesn’t allow a list of transactions per account to be viewed, (to check for missing data entry) or have a manual reconciliation function.
When a split transaction is entered it no longer shows the business name, it also requires manual calculation of split items instead of calculating the remaining unassigned balance.
And I’m sure I will come across more unhelpful issues, so frustrating.
