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.
Option to download expenses from Solo
Due to many expenses needs to be logged and maintained, it is required to view and download these for faster processing. In the mobile app version there is no option to download the list of expenses in excel or in mass. Having an option to download the expenses would definitely save time and money.
SOLO to LITE Smoother Upgrade Path
I love MYOB SOLO but I realised I needed more visibility around BAS, reporting and tracking — so I upgraded to MYOB LITE. Right now I have to keep both SOLO and LITE because SOLO has the Money account and LITE doesn’t. But the two don’t sync on setup, so I have to manually re-enter all income and expenses into LITE. It would be great if we could: Have one unified account for ease of use OR Have income/expenses automatically imported or linked between SOLO and LITE (Even better) Have LITE include a built-in transaction account — I’d happily pay extra for this Thanks!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?Expense recording
The option to add more than one line item to a bill. currently you can only record an expense to one category. So when you have multiple lines on an invoice with different GST implications, you need to record each line item as a new transaction. For example, when entering any expense for a car like insurance and rego. I too am regretting my decision to go with SoloInvoicing for service based businesses
I work as a sole contractor consultant, and have a few suggestions that would save a lot of time and effort when invoicing through MYOB Solo for me & others with similar businesses: Hours not units: Since I'm a service based business charging for my time rather than selling products, it would be great to be able to change 'qty/units' to 'hours' and add in a field for the date of service / date range. Even better if this could be combined with being able to save or pre-fill my standard hourly/daily rate as some sort of 'frequently used item', rather than having to type it out each time. Thank you!
