Using SOLE
The ins and outs of using SoleHow to...
How to sign up to Sole
SOLE Sign up process explained
How to set up or update your pin or touch/face ID
What to do if you want to set up or change your pin or touch/face ID
How to use the Dashboard
Outline of the Dashboard and its features
How to upload contact details from your phone contacts
Creating a new contact straight from your phone contact list
How to invoice
How to invoice using nothing more than your phone
How to convert quotes to invoices
Step by step on how to convert a quote to an invoice
How to mark an invoice or expense as 'paid by cash'
Manage your cash flows easily
How to categorise and match transactions
The 'how to' on categorising and matching transactions in SOLE
How to send an invoice
What happens when an invoice is sent
How to add an asset
What to do after I have purchased an asset
How to edit/undo a matched transaction
What to do if you want to edit/undo a matched transaction
How to categorise and match a personal transaction
What to do if you want to categorise and match a personal transaction
How to edit or remove client/supplier contact details
Updating client/supplier contact details
How to export your business transaction list
Sending your a list of your matched business transactions to your email address
Help me to understand...
Expense categories
Expense categories explained
The difference between SIMPLE and DETAILED matches
How to easily match your transactions: SIMPLE vs. DETAILED matches
The difference between my "Bank balance" and my "SOLE balance"
Understanding the bank feed