Receipt for credit card surcharge
One of my customers paid an invoice online and I had opted for them to pay the credit card surcharge. However she is unable to reconcile as her invoice doesn’t show the card fee of 1.8%. I have looked at her invoice and it doesn’t show the fee anywhere. Can you please assist?
MYOB Solo reminder
Hi all, Is there a way to check in MYOB solo if a reminder was sent for an overdue invoice. I do not have automatic reminders set up. I have an overdue invoice, I manually clicked on the … and hit send reminder. CC is turned on for me to receive a copy of the reminder that was sent from the app. I never received the reminder copy to my email. I’m 99.9% confident I hit send, but I’m questioning myself. Is there a clear way to check in the app that the reminder was sent. Note* in action hub on the main screen the overdue invoice still shows as needs action. thanksPre-saved notes to the customer
I recently switched my wife over to Solo, and the one thing she’s really missing is the ability to select from a range of pre-saved customer notes when creating an invoice, or at least have a default note pre-filled, rather than copying and pasting from her iPhone Notes app. Is this something that’s already on the roadmap?
We need a receipt capture widget.
Anyone want to get behind a few minor improvements we could do with? if I have to open the app, sign in, select receipt entry, scan, categorise, wait for confirmation, then a few more steps like “do not close this app” etc every time I make a purchase it’s going to get tiresome real quick! I suggest a widget that can be added to your Home Screen that captures the picture and queues it for processing specifically in myob. Either creates a myob album in your photos or holds them apart for processing then deletes them afterwards while you’re there perhaps make the widget show pending invoice number and recently paid number… just a thoughtAMEX & SOLO
has anyone successfully added an AMEX credit card as an account for tracking expenses using MYOB SOLO. I understand how to add an account, but within the section where you need to chose your bank, there is no option to select AMEX. As AMEX is not a bank & the credit card was sourced directly from AMEX I am unsure how to move forward. Any assistance is greatly appreciated.
Add a favourites option to customers/suppliers
I have certain customers that hire me on a repeated basis, so it would be awesome to be able to set them as a favourite for quick access over the many one off customers, and I am sure that there will be many people on here that agree and may want this on the suppliers as well
