Accounting Feature Ideas
Discussion List
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Hi, is there a way for me to export all customer names and emails so that I can use them for something else? I want to send out personalized emails, but it's going to be a big enough to create the mail merge, I don't want to be sitting here all day copying the emails from my customers page in wave!
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I pay most of my bills with my business credit card. Since my credit card is a liability account for my business, what should the specific transaction FOR the bills be classified as? For example; I purchased a monthly subscription for computer software on my credit card. Does that mean that the transaction on my credit card statement should be c…
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Hi There, Most of my CC transactions have the same sales tax. Is there a way to Include sales Tax on multiple transactions?
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Am I alone in thinking that the new screen display for entering journal transactions is a big step backwards? 2/3rds of the screen on the left is taken up displaying previously-entered journals. I'm not sure convinced that this provides any real benefit, but in practical terms it only leaves 1/3rd of the screen on the right 'squashed up' and ava…
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It's great to have visuals of the Cash Flow and the P&L on the dashboard. However, it's currently not possible to drill-down within the figure (e.g. by double-clicking on a bar/month to see the transactions within that month). It would help a lot to understand what's happening each month and compare months with the team.
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Is there an ability to create bills from the Personal profile? I see it is possible from a business profile. Wanted to enter personal utility bills and other expenses and show what is outstanding like the business side does. Work around perhaps?
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I realize there is no automatic recurring payments, but when adding a monthly payment on a bill like auto insurance can I simply click "Add Payment" on the existing bill or do I need to create a new bill each month? Same thing with 1099 contractors, can I just click Pay Contractor or do I need to create a new bill each week?
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My bank seems to report "Bill Pay and Date" but it does not specify the payee. This requires going back to my bank statement for each transaction in order to categorize. It would save a lot of time if we could sort by the transaction dollar amount. Then we can manually categorize easily. For example: My auto payment is $462 so if I could…
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In the previous Wave, when I split transactions, I used to be able to write a custom description for each one. It appears this is no longer possible in the new Wave. Am I missing something, or is this how it works now? A simple example: * someone pays a $100 Wave invoice by sending me money via PayPal * PayPal charges a $3 fee * I send the remai…
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Hi, Is there any template for Payment Receipt when we sent through email or we can download?. Because current template look bit unprofessional to sent to client. It will be better if we can have template option like invoice..where we can choose. Just my idea. Thanks
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My fiscal year end is june 30. This makes using reporting in wave a real pita as far as I can see so far. I have told wave my year end, but there are only calendar year pre-sets for date ranges in the reports. There should be fiscal year date ranges as those are more important.
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Hello, I am just began to use Wave and I really like it. The option to link a transaction with the customer is very usefull specially for finance controlling purpose. Currently, I loaded almost two years of transactional information and link each transaction with the related customer and account. When I ran the Income by Customer report. I rece…
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Hi, I have duplicate transactions as a result of scanning receipts and downloading through bank connect. I merge these, but was wondering whether there were any plans for this to be (semi-)automated? For example, if there are two transactions of the same amount with dates within a few days of each other, Wave querying whether they are the sa…
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My business which is IT consulting generally runs at a loss, so I'm constantly paying for things like hosting and domain names out of my personal account. I just started using wave, and would love to see a way to automatically have transactions like that cross profiles.
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I am a day nursery owner in UK. We are expanding by acquiring a day nursery. Is it possible to record revenue and expenses by site so that I can see the profit and loss for the sites separately. Both the sites are under the same company and bank accounts. Thanks
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Hi everyone, Is it possible to set certain merchants to automatically go to certain categories? Also is it possible to make an account your default receipt account? I'm putting in travel expenses so the bus company will always be travel, cash in hand. Thanks in advance. Joe
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Hi, I'm a childminder and need to record meals taken by children as an expense (not charged for separately to care). Is there a way to do this easily as a reoccurring expense as I need to add different numbers of meals on different days.
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Is it possible to have say a profit and loss report shown in a Graph as well? I know there is a graph on the dashboard but it is quite ‘rough’. It would be great to be able to display a graph for the extent of profit and loss custom period with also the profit and loss values shown on a set interval. I hope the above make sense. J
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Is there a way that we can track meeting participation? Being treasurer for a Scout pack, I would like to track individual Scouts participation and activities. I am open to any suggestions as well.
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Hi, I just created a Wave account to help manage my companies expenses. Does anybody have any suggestions on setting up multiple locations? I see there is the option to set up multiple businesses, but the issue I have is that we use one credit card for more than one location expenses so I need to be able to either tag a transaction to a specific l…
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When I mark an invoice as paid and then categorize my bank deposit as sales and identify customers from whom the payment came from, Wave duplicates the income, How can I prevent this? I don't want to leave the invoices showing as unpaid which creates other issues. What am I doing wrong?
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Every time I want to have a look at the Income Statement for the tax year I am working on, I have to manually set the dates for the report to generate. Is there a way to save a report under a custom name so that I don't have to manually 'create' a report?Rusticus du Preez 131 views 2 comments 0 points Most recent by Rusticus du Preez February 8, 2019 10:18AM
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Hi, I have an invoice which I will be paying by 4 instalments. As a result I will have one scanned document (the invoice) and 4 bank transactions. How do I manage this in transactions? I cannot “merge” them, and it is essentially the opposite of “splitting”. Thanks.
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It would be great if there was a feature to set a primary payment account as default (or have the option to), so when uploading receipts, it automatically selects that one as the payment account. This would take just a bit of time off going through the receipt process, since if it is auto-categorizing already, it would only take a second to review…
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Hi Guys, Can anyone help to retrieve Sales Report of each Items I've sold. This will help me to get insights of Best Selling products and plan orders for next time. Appreiciate your response soonest. Regards, Ishan
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Hello Wave Team, Wave has been a great application and we have been using it at our company for the last 4 years. We find it awesome and it manages all our accounting. We have a small suggestion to put forward. We deal with a lot of recurring bills every month including salaries, utility bills and other service bills which are mostly the sa…
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Hi there, I am sorry, if there's a thread already highlighting this scenario, but a simple search couldn't return what I am looking for. Anyway, I'm just wondering if there's a way we could upload multiple receipts at the same time, using either web or mobile app? Thanks, Mo
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Hello I am new to Wave and i liked it. Just one thing i want to ask, how can we generate cash payment report (is payment received from clients) for a particular period ? Any ideas would be greatly appreciated. Thanks Ahmed
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I invoice on the 23rd for the following month's services, and invoices are due by the 5th. I noticed that on my Profit and Loss report, that the income is shown for the invoice date, even though payments received are in the following month. So, my income for January is all reported on 2018 December - etc. My invoices are all re-occurring, and ne…
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It would be great if the filters and buttons at the top of the screen where frozen, with only the transactions scrolling. Eg currently as I'm sorting and merging transactions, I need to scroll back up to the top of the screen each time to click the Merge button.
