Connecting 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. 🗳️)
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 thoughtSole trader tips and tricks: Come swap notes!
Even with all the world’s knowledge at our fingertips, sometimes what we need is some good advice from a real human! Being a successful sole trader takes more than just balancing your books (though that is super important). It’s the people, the plans, the learning, the juggling, and all the things you never knew you’d need to think about. It all plays a part in helping you and your business thrive! We in the Community Team might be able to give you great pointers on how to get the most out of Solo, but when it comes to living life as a sole trader, we all know that you guys are the real experts 😉 So, we want to hear from you! Because an internet search can help with a lot of things, but it just can’t beat sharing experiences, Solmate to Solmate 💜 If you’re a seasoned sole trader with a plethora of knowledge What are your best "I wish I knew this earlier" tips? What has been the biggest game changer for you while running your business? If you’re a newbie who’s still finding their feet as a sole trader What has been your steepest learning curve? Got any questions for the seasoned sole traders that Google just can’t tackle? Over to you, Solmates: what’s worked, what hasn’t, and what are you still trying to figure out? Tell us in the comments; no question or lesson is too small 🫶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. 😅
Expense Search ideas
Hi, I would like to offer some suggestions in regards to the search function, in expenses. MYOB SOLO. it would be very helpful if we could search for an expense using a custom date range, this would be so helpful, as currently I need to scroll all the way through the year to look for transactions that do not appear when I search for specific $ amount or via keywords.
Transactions to review & receipts
When reviewing transactions (namely expenses paid by linked bank account), it would be really helpful to have the option to add your receipt when you do this (in smart match or manual match). Currently, I match the transaction, but then have to go into my expenses and find the transaction again to upload my receipt so I feel like I am doing double the work! If paid in cash, all you do is upload the receipt and it's done!
