Account Settings Feature Ideas
Discussion List
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I have two feature suggestions: 1. Export/Import chart of accounts. This will simplify your setup of multiple companies using the same accounting system 2. Sort your chart of accounts by account ID. This will help you use GL codes and put them in order, because as you add more accounts, alphabetic by account name is not always the best sorting met…
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Hello Wave Team, I'm using your great system since 2013 I would like to discuss a small feature that helps a lot to be implemented in Wave It is the Simple Project Management, Let me first explain my idea of it ( as it is not the normal project management way that all software are doing out there) if We have a tap Called Projects, I would link …
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Hello, I'd like to request a feature to backup/export the whole account not just parts of it and be able to import this backup and restore the whole account to the backed up state. We have a new accountant who is still learning wave apps and can potentially cause a huge mess. We would like to be able to revert to a previous backup of all data on…
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Right now, my Balance Sheet and P&L are shown in alphabetical order. I would like to change the reports to be in the Account Number Order that I have assigned to the account. Thanks, gary
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I have to fully learned all this. Just the basics. So, is there a function that will automatically log payments. We have a few payments that are automatically taken out and it would be great if I could set them to auto on Wave as well. Thanks.
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Hadn't logged into Wave for a while, and when I did, it was importing income deposited into my personal as income where it NEVER DID BEFORE. Now I've got $120,000 worth of income for a $25,000 business. WTF? Can anybody help? Doesn't look like much gets answered here.
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As wave can connect to bank accounts and see lots of sensitive commercial information about a business, I would like to have the option of using two-factor authentication (2FA), such as Google Authenticator, in order to provide an additional level of security when logging to wave.
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Is it possible to add a default setting, along with year end, etc., for Accrual or Cash accounting? I'm using Cash so I need to select that each time I view a report and at some point I'm going to forget :/
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I would like to change my bank account information
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Is there a way to include my business email address in my profile settings so that it appears on invoices? If this isn't possible it seems like quite an oversight.
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Hey all! I'm a new user here, but I've actually come and gone on Wave Accounting for over a year. The last time I was here I saw this discussion on cryptocurrencies and just came back to see what had happened in the meantime. We didn't choose Wave last two times around because of the no crypto issue, and I am a bit surprised that there still isn'…
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I understand that I can double click on each transaction and add vendors. I'd like to then be able to see these vendors in the Transactions list, without double clicking on each transaction again. Is there an option to do so?
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I've seen several threads where this topic was brought up in 2018 / 2019. There were comments that this feature should be available "very soon". Is it available NOW? This should be standard security, given the sensitive banking / business information.
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I'm new to all of this and trying to set up my account. When uploading a receipt, it asks for Payment Account. How do I create a new one to show it was paid by my credit card? I'm not sure what Taxes Payable or Taxes Recoverable is?
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This discussion was created from comments split from: What does Account Owner mean?.
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There was a discussion about 1½ years ago about changing the colors of transactions. I would like to propose either the ability to set your own colors or just use parenthesis around withdrawals or other negative amounts. The dark-red for negative numbers is difficult for me to distinguish from the black for deposits. Thanks, David.
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Hi there! Recently the privacy policy of the services was updated, and upon login into the application, I was met with a notice indicating me that has been the case. The notice said that the following documents changed and that I needed to review them. It then provided me a link to the Privacy Policy page. However, I think it would be useful to …
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Hi everyone, Here's a feature that would be useful. When the business changes its office's address, the change made on our account change all previous invoices (approved and paid). The change should only apply to new invoices. Would like to have this feature. Thanks for the great tool!
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Hi I would like to know if you can set up the collaborators account to only access the "SALES" TAB
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I am a new user of Wave and I am starting to organize my chart of accounts and so on. There are a few things that I have ran into, that I just feel needs to be more user friendly. For example, the business type should be editable. When I first signed up, I didn't see the option (not sure if it was there at the time) I needed to set up the appropri…
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Hi All, over period of 2-3 years, there are so many tax created in system which are not used now. How can we disable those tax from apearing in tax list while creating invoice.
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I need your help please and I can't find it in the discussions. My accountant has told me I need to re-class my Sales and Cost of Goods Sold(Purchases) into the right category/GL. Categories for my event costs should be Sales, Sales EU, Sales ROW, COGS, COGS EU and COGS ROW. However I already have my items categorised into say, marketing costs, …
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I am new on WA. Please, help to integrate my eBay account to Wave Accounting. I cannot find any Youtube helpful videos. Thank you, Irin.
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Is there a way to set approvals to the transactions. There should be a creator, checker and the one who posts transactions. A transaction should only editable by the user who posted it or another user at the same level.
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Is there a way to export your search data? For eg. If I search for a particular amount or name etc in the acount transcations, Am I able to export this as an excel document?
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There are only, four access control options in the wave account. 1. Admin 2. Editor 3. Payroll Manager 4. Viewer These four access controls have predefined access which. However in some businesses, two or more bookkeepers are involved in different areas of transactions (like purchase or sales); so the owner needs to allow two different editors …
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Is it possible to include all customer fields in the import template? That would be useful as it currently does not include Account number, State/Province, Mobile number, etc.
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Accounting transaction should not deleted rather it should be rectified by adding rectification entry. Therefore, It will be better if the transaction will be locked after any of following two events; 1. reconciliation done by the user or 2. Transactions reviewed by the reviewer.
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Generally in accounting transaction number should be unique for each fiscal year, therefore user usually expect account application to do so. Therefore it will be better, if we could introduce transaction number kind of field in accounting. Thanks for listening
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Hello Community, is it possible to change my invoices and receipts to French? Thanks in advance, Sylvia
