Sole 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 🫶
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.Solo Money signup stuck in 'stretching code legs' loop for over a week - Chat support stuck
Hi community team, I am hoping a forum moderator can escalate an ongoing backend issue with my account, as standard chat support has been stuck on it for over a week with no result. Every time I try to access my Solo Money screen inside the Solo by MYOB app, it starts loading with a "stretching our code legs" screen, and then immediately boots me to a "Session is expired or invalid" error. I have tried every local troubleshooting step possible: Force closing and deleting/reinstalling the app. Testing on an iPhone, an Android tablet, and entirely different internet connections (Wi-Fi vs Mobile Data). Because the error follows my login profile across all devices and networks, this is definitely a server-side profile lock or a corrupted registration state on the backend database. Worse yet, clicking the help/chat icon inside the app throws the exact same "session expired" error because it relies on the broken token, heavily restricting my ability to communicate with support. Since front-line chat support is still "investigating" after 8+ days, can a community manager please look up my account details and get a system engineer to manually clear or reset my pending Solo Money signup status so I can start fresh? Thank you.
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!Understanding the Transaction List Report
If you’re trying to get a clear view of what’s happened in your business over a certain period, the Transaction List report is a great place to start. It gives you a simple, line-by-line breakdown of all transactions for your business within the timeframe you choose.Welcome Solmates: Introduce yourself here!
If you’ve just joined Solo (or have just found our community), you’re in the right place. This community is for swapping ideas, and getting unstuck as we build our things: side projects, businesses, careers, whatever the mission is. To kick things off, we’d love if you could drop a quick hello below and tell us a bit about you. No pressure—just enough so we can put a person to a username. Where are you joining from? What are you working on right now? What’s one thing you’d love help with (or can help others with)? And for fun: what’s your go-to focus soundtrack / snack / ritual when digging into the Work-Work? Have a look around, jump into any thread that grabs you, and if you’re not sure where to start—this one’s perfect. We’ll be keeping an eye out and saying hi back. Over to you—say hi 👇 (hot tip: we’ll start a new one of these every few months)Tap to pay on MYOB assist app
The biggest reason that I have decided not to use SOLO is because it doesn't have a quoting function. The reason why I would most like to use SOLO is because it has a tap to pay function. I'm in an annoying stage of business where I seem to be too big for SOLO and too small for business lite? Surely there is a way to create a tap to pay function in the MYOB Assist app so that I can take payments on the go, rather than have to send them an invoice. There are many times a week where this would be very useful for me but I can't seem to find any way other than a third party app which I don't want to use! Otherwise, I have found the product that I am using to be fantastic, having tap to pay in the MYOB assist app would be SO USEFUL!
