Forum Discussion

wantoks07's avatar
6 months ago

Recurring Transactionsp

How do I setup recurring transactions (invoice )on MYoB Solo as a sole trader. I cannot find any link on system to do this

7 Replies

  • Hey wantoks07 recurring invoices aren’t currently on our radar, but we do have saved items coming up very soon! Would that help you out?

    If recurring invoices would make a difference for the way you work, why not pop it up as an idea over here: Solo Ideas & Feedback? That way, other Solmates can vote on it, and we can pass it along to our product team! 💡

  • Inject's avatar
    Inject
    6 months ago

    Hi just wondering when the saved items will be coming on?

  • Hilary-Solo's avatar
    Hilary-Solo
    Trusted User
    5 months ago

    Hey there Inject!

    Great timing—saved items are part of Release 4, which is just around the corner! 👀

    Hang tight, it won’t be long now! 🙌

  • just wondering when recurring Invoices / bills will be in Solo?

     

  • Sigrid-Solo's avatar
    Sigrid-Solo
    MYOB Staff
    22 days ago

    G'day Fred_C​ !
    Recurring invoices and expenses are not quite on the drawing board yet, but we are listening and this is definitely a hot topic! 

    I highly recommend jumping to the idea page for recurring invoices here: Recurring invoices | MYOB Community and pop your vote on the idea. Voting tells us what's important to our Solmates, and helps us prioritise what features to focus on next. It also keeps you in the loop if there are any developments with an email notification!

    As always, if you've got feedback, ideas, questions or thoughts, we are all ears! 💜

  • Fred_C's avatar
    Fred_C
    9 days ago

    Thanks for the reply Sigrid, the thread you asked me to goto and vote is over 9months old...

    I'm very disappointed, as I have done research before subscribing to Solo and find features that Solo is supposed to have, this being one of many!!

    Have even found some with instructions, but can't find the options..

     

    Now that I have Solo and a MYOB account, do more research in here just to find that none of these features actually exist, and am asked to VOTE on these suggestions...!!

    What gives, feeling like I have been misled and now have a product and committed to paying for it, a product that is so basic I feel i should just go back to my previous product..

     

    Not feeling great about this at all

  • Danielle-Solo's avatar
    Danielle-Solo
    Experienced User
    8 days ago

    Hey Fred_C​, we're really interested in the source of those instructions that you found, so we can have the opportunity to get the misinformation cleared up. Can you share a screenshot with us, so the team can put their sleuth hats on?