Welcome to the Sole Help Centre 👋

How to...

How to sign up to Sole

SOLE Sign up process explained

Written by Johann Oberholzer
Updated 1 month ago

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

Written by Johann Oberholzer
Updated 1 month ago

How to use the Dashboard

Outline of the Dashboard and its features

Written by Johann Oberholzer
Updated 5 months ago

How to upload contact details from your phone contacts

Creating a new contact straight from your phone contact list

Written by Johann Oberholzer
Updated 1 month ago

How to invoice

How to invoice using nothing more than your phone

Written by Johann Oberholzer
Updated 1 month ago

How to convert quotes to invoices

Step by step on how to convert a quote to an invoice

Written by Johann Oberholzer
Updated 1 month ago
Written by Johann Oberholzer
Updated 1 month ago

How to categorise and match transactions

The 'how to' on categorising and matching transactions in SOLE

Written by Johann Oberholzer
Updated 1 month ago

How to send an invoice

What happens when an invoice is sent

Written by Johann Oberholzer
Updated 1 month ago

How to add an asset

What to do after I have purchased an asset

Written by Johann Oberholzer
Updated 5 months ago

How to edit/undo a matched transaction

What to do if you want to edit/undo a matched transaction

Written by Johann Oberholzer
Updated 1 month ago

How to categorise and match a personal transaction

What to do if you want to categorise and match a personal transaction

Written by Johann Oberholzer
Updated 5 months ago

How to edit or remove client/supplier contact details

Updating client/supplier contact details

Written by Johann Oberholzer
Updated 5 months ago

How to export your business transaction list

Sending your a list of your matched business transactions to your email address

Written by Johann Oberholzer
Updated 5 months ago
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Help me to understand...

Expense categories

Expense categories explained

Written by Johann Oberholzer
Updated 5 months ago

The difference between SIMPLE and DETAILED matches

How to easily match your transactions: SIMPLE vs. DETAILED matches

Written by Johann Oberholzer
Updated 5 months ago
Written by Johann Oberholzer
Updated 5 months ago