Sorting & exporting expenses by category
Hi friends! I’d find it super helpful in Solo to be able to view and sort my expenses by category, as well as export all the receipts grouped under a certain category. I’m currently acquitting a grant where I need access to all of the receipts for a particular project and going through my expenses and selecting them individually is a soul-crushing process. 😅19Views0likes1CommentStatement/Report of sales by client
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. 🙏84Views0likes5CommentsConnecting more bank accounts in Solo
Hey Solmates — this one comes straight from you. 👏 A couple of you floated the idea of connecting more than two bank accounts in Solo — and honestly? We get it. Different accounts for different parts of your business just makes sense. So we're putting it to the community. Drop a comment below telling us how many accounts would hit the sweet spot for you. (and don't forget to cast your vote so our Product Team can see just how much this matters. 🗳️)10Views0likes0CommentsTroubleshooting Tips: Everyday Device Glitches
Sometimes phones likes to throw us tiny curveballs - nothing serious, just a little adventure! We’ve put together a few general troubleshooting steps you can try to help get things back on track: Trouble signing in The app running a bit slower than nomral Buttons or screens not behaving quite as expected Features looking a little off of displaying differently. Before reaching out to Solo support here’s a few things you can try Update the app – keeping the app up to date ensures you’ve got all the shiny new improvements. Give your device a quick nap – turn it off and on again. Devices love a fresh start! Check your device software – the latest system updates keep everything running smoothly and happily. Free up some space – low storage can make apps sluggish. Delete unused apps, photos, or files if you’re running tight. Close other apps – sometimes apps like to hog resources. Give them a rest. Clear the app cache – think of it as a mini spring clean for your device. Here’s how to clear the cache on your device: Samsung / Android: Go to Settings > Apps > Solo by MYOB > Storage > Clear Cache iPhone / iOS: The easiest way is to delete the app and reinstall it, this clears the cache and makes sure you’ve got the latest version too! Note: Steps can vary depending on your device model and operating system version. Trying these steps first will often get things back to smooth sailing. If things are still acting a little quirky after trying these steps, the Solo support team is ready to jump in and help, Reach out through the app and share: Your device and operating system The app version A short description of what’s happening (screenshots earn bonus points!) The more detail you can share, the quicker the team can help get things back on track 🙂36Views0likes0CommentsIs it ok to manually import past transactions if I just started using Solo with a new bank account and they won't match?
Hi team, just downloaded Solo and wondering about collecting the full financial year in it. I have expenses in July, but just opened a new bank account this week for use with Solo and finally split personal and business accounting. I am wondering if there's a "proper" way to bring these expenses in as they won't match the bank account transactions (this account did not exist then). For context, I come at this question from being a YNAB user where everything needs to match, so wondering if the same principle applies here or if expenses and bank accounts are generally two separate things in Solo and therefore it's fine to bring past expenses in that are not reflected in the linked account. Thanks for any pointers! Cheers, DanSolved225Views1like4Comments