Forum Discussion

Mike_MYOB's avatar
Mike_MYOB
Community Manager
7 months ago
Solved

How does Solo handle unique situations like cash-based transactions, adjustments, or errors, which bookkeepers typically manage?

I'm asking this, so you don't have to.
The answer will be posted shortly and grouped into a list of FAQs for easy reference 

  • The Solo app can handle them all. It has spend money/receive money transactions, they're just called income/expenses in the app.

    When a Solo customer shares access with their Accountant or Bookkeeper, that person will be able view, edit, and create records, via access to the Solo file in MYOBB browser (not via the Solo app).​

     

    However they will not be able to invite others, sign up for online payments or Tap to Pay or add/manage bank accounts on behalf of the Solo customer.

1 Reply

  • Mike_MYOB's avatar
    Mike_MYOB
    Community Manager
    7 months ago

    The Solo app can handle them all. It has spend money/receive money transactions, they're just called income/expenses in the app.

    When a Solo customer shares access with their Accountant or Bookkeeper, that person will be able view, edit, and create records, via access to the Solo file in MYOBB browser (not via the Solo app).​

     

    However they will not be able to invite others, sign up for online payments or Tap to Pay or add/manage bank accounts on behalf of the Solo customer.