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. 🙏
5 Comments
justindg - great to hear!
It's a minor thing, but don't forget to click the [ Vote ↑] button at the top of the page to officially add your voice to the tally.All those features would be amazing
Thanks for the extra detail iAx, that's super useful!
Keep those great ideas coming, we’re all ears and always working to make Solo even better for our Solmates!
Hi Danielle,
As an entity that provides a service rather than product I would value a detailed report the can provide a breakdown of sales by customer, which also shows quantity (which for me is hours). The current function displays outstanding invoices, so now issues there.
Hey iAx
We know that right now, if a customer asks “what’s outstanding?”, you’re digging through invoices one by one — not exactly a party. 🎉
Sounds like you want to cut through that noise with a Report that pulls all your customer sales into one place. We love that energy!Tell us a bit more about what you're after so the Product Team can understand how best to achieve this idea. Are you looking for:
- A statement of everything you've sold a customer?
- A breakdown of their slice of your total sales?
- A hit list of outstanding payments and invoices?
- Or maybe, all of the above would be handy? 😉
Quick Note: we edited the title of this post to help make it easier for other Solmates to find and relate to
