Reports

Hey there JM66​ ! Thanks for reaching out :)

Any reports you may need can be found in Solo by tapping More > Reports. If there's a type of report that isn't readily there, it's not something we offer at this time. 

That said - you can also share access with an accountant or bookkeeper by tapping More > Share access. This is another great way to help balance admin, as an advisor can add/edit/delete records on your behalf. 

If you've got any follow up queries, or different report types that would make an impact, we'd love to hear 'em! Talk soon 🔜

Don’t know how Solo is marketed as a single operator accounting program, I keep coming up against simple basic needs that it doesn’t cover.

So far I have found it doesn’t allow recording of manual transfers between accounts, it doesn’t allow a list of transactions per account to be viewed, (to check for missing data entry) or have a manual reconciliation function.

When a split transaction is entered it no longer shows the business name, it also requires manual calculation of split items instead of calculating the remaining unassigned balance.

And I’m sure I will come across more unhelpful issues, so frustrating.