8 Comments
- Sigrid-Solo3 months agoMYOB StaffStatus changed:AcceptedtoDelivered
- Danielle-Solo5 months agoMYOB Staff
Hey Fred_C you can definitely share access with your accountant or bookkeeper! We actually released this feature just before EOFY so Solmates could be tax-ready.
Here’s how to set it up (you’ll need your accountant/bookkeeper’s email handy):
- Tap More on the bottom menu
- Scroll down to Account
- Tap Share access
- Tap Invite
- Enter your accountant/bookkeeper’s Name and Email
- Tap Send Invite
They’ll then receive an email inviting them to view your Solo records via an online portal (or through their own MYOB login, if they have one).
You can invite up to two people to access your Solo records.
- Fred_C5 months agoMember
I'm very disappointed, do research 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 these features don't actually exist, and am asked to VOTE on these suggestions...
What gives, feeling like I have been misled and now have a product that is so basic I should just go back to my previous product..
- Jay-Solo8 months agoMYOB StaffStatus changed:In ReviewtoAccepted
- Jay-Solo8 months agoMYOB Staff
Jay here from the Solo team - just working through updating some idea submissions from our awesome Solmates! To reiterate Sigrid-Solo's comment in an earlier post, this idea is well and truly in motion.
Keep an eye out on the Forum for more details in future, we'll make plenty of noise when this one lands!
- Claudia_FM9 months agoMember
Advisor access would definitely be a necessary addition. Sigrid-Solo mentioned in a recent response to my question that this feature is on its way.
Additionally, integrating this with desktop/browser access would be fantastic (as suggested in this popular shared idea: Bring Solo to the Browser & Desktop! | MYOB Community ). For accountants, having advisor access across multiple clients using Solo, especially for end-of-year reporting and other compliance obligations, would be incredibly beneficial if it can be done from a browser/desktop. - Ben-Solo9 months agoFormer StaffStatus changed:NewtoIn Review
The team's looking into this idea. Vote on this post to let us know if this is important to you and to get updates on the Solo team's progress!
- Ben-Solo9 months agoFormer Staff
Ben here. If this post looks familiar it's because it began as a question in our community.
It's not a feature we have yet but is a great idea that I'll pass on to the team to take a look at!
Vote on this feature to get updates on our progress as we go from idea to updating Solo with handy new access features for accountants and advisors!
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