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!
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. 😅
Statement/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. 🙏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. 🗳️)Pre-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?Customer Credit note
Hi, I have a customer who paid multiple invoices in one payment, and they overpaid one of the invoices. I can’t reconcile the “money in” due to the excess payment. (I ended up creating another invoice to reconcile, but I now still need to refund the customer!) What I would like to do is reconcile with a credit note, and issue the credit note to the customer - but solo still doesnt appear to have this function??? Please bring it in 🙏
Add invoices when categorising expenses
When 'categorising' an expense via the action hub, we are currently unable to add invoices, yet we can add them when 'matching' via the expense hub. To add an invoice to a categorised expense, we have to navigate to the money out>expenses section and edit the expense we just categorised. It would be much better if we could add an invoice at the time of categorisation, so that we can keep financial records for all expenses without needing to add a supplier for each.
