Accounting Feature Ideas
Discussion List
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In reports, (account balances) It breaks down total assets, and liabilities. But instead of it adding all into my accounts receivable, It adds cash on hand, bank accounts, checking, accounts receivable separately. IE. account receivable-1000. checking 200, cash on hand 500, bank account 300. instead of accounts receivable adding to 1000, it adds a…greencloverfarms 21 views 0 comments 0 points Most recent by greencloverfarms January 20, 2019 10:14PM
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Hi there! When I buy some goods for salling them on future I put into Quantity amount of goods. But then I can't fid tis amount in any statement. Also when I buy 5 goods and then I sell 3 goods I see in P&L 'Cost of Goods Sold' cost for 5 goods, not for 3. May be I do somethinf wrong, Can you help me?
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I was wondering, is it possible to link a manually entered income/expense to what it will show up from you bank connection. the reason this is important, is because we accept checks, and we want to enter the information about the manually entered payment right away, so it doesn't get confused who paid what, and also to send a receipt of payment, b…
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Do you have any shortcut keys, for instance, to duplicate a transaction?
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I searched the forum and was surprised I didn't see this as a result. I had asked about it before, but wanted to formally present it as a feature request. I can't imagine we are the only company that needs to go back and search for transactions -- with keywords -- to be able to find a specific receipt? As it stands now, we have to upload receipts…
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Hi - I am trying to find out if there is a feature or a report that i can see on how many products that I have sold and how many units (i.e kilograms) of a specific product I have sold within a particular time window? Also It would be good to store the current stock levels and a way to reduce the numbers when it is invoiced.
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At the moment the system for selecting a range of dates has many unnecessary steps. It could take two or, if it is a repeat, only one. I am finding that when entering bank transactions for example (where it is not possible to link to the bank) you have to select the year, then bring the calendar up then select the start date and then confirm. Now …
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We can duplicate invoices, but we can't duplicate bills. Big pain. I am sitting here creating 4 monthly bills that I know are recurring for the upcoming year (that's 48 bills) and have to create from scratch. Companies generally pay bills on a recurring basis just like we bill people on a recurring basis. Thanks. R, Sal
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For some reason "details" is not included in the data that is exported. If it would be possible to do this, it would be an enormous help.
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Hi guys, quick one I thought of the other day, not even sure if its integrated already. But I own a mechanical repair business, and I tend to purchase parts to use for repair of vehicles and motorcycles, I wondered if it would be simple to have an Inventory/stock counter generated. It seemed a simple task from my thoughts as I personally use Bills…
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Hi All, When I first started wave, I made a mistake of importing some transactions into the wrong account. Ie: a liability account (credit card) rather than a cash and bank account. Fortunately, these imports are all expenses and nothing else so it didn't affect things until I look at my trial balance report at year end. However, now that I have …
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The first thing programmers should learn is to make the system work with the fewest amount of keystrokes as possible. Wave has two sliders that must be moved on most every transaction. One of the sliders is VERY thin and hard to use. It is said that the mouse was developed for business executives 30 years ago because they did not type well. …
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It would be great if the description field in Transaction entry (edit transaction details) would remember previous transactions in YOUR history and give predictive suggestions and/or autofill. This is a standard feature of accounting software. Would save everyone time! Thanks
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It would be wonderful if Wave learns the categories for repeat/regular transactions, so I don't have to reassign the category each month.
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dear developer, how can i add opening balance in wave manually .. because i recently transfer from another software and i have all closing balace (balance Sheet) in pdf format but how can i add them in manaually.. and also suggest me that how can i maintain my inventory records in wave.. in case of share trading business... suggest me .. wave is …
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Hi I am trying to find out. Can I restore a backup or previous version of the reconciliations? In fixing an issue I had with stripe payments booked twice, I removed some payments. They did not unlink and instead deleted my fault for not realising. Is it possible to rollback to the day prior to the purge? Like restoring a previ…
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I can't seem to find any way to enter business mileage. I haven't found a way to create the category under expenses, nor any way to enter business mileage. I know there are other apps (MileIQ, TripLog, etc.) that can track mileage, but I'm wondering how self-employed people enter their business miles as expenses. I use my car, as well as my wife'…
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I am VERY new to this software, but liking it so far.. I see that I can add items when I create an estimate or invoice. BUT, is there a way that I can go in and bulk load items with the costs and the markup, so when I add them to an estimate the drop down menu is filled already with stock items? For example, we make "stuff", lol.. So the…
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Hi im wanting to send my invoices as a PDF. Is this able tobe done
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I include a customer for reimbursable expenses (disbursements). This makes it easy to have a ledger of all disbursements for each customer. However, I've noticed that you can also add a customer to an expense transaction, e.g. Meals and Entertainment. What/how is this meant to be used? E.g. flag a customer you had the business meal with? I tend to…
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I am needing to track an expense made on behalf of another company and then I need to track the lump sum reimbursement from that other company in Wave.
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New to keeping my books. There are a few ways to add transactions to my account (listed below). What order would you say is more important for adding transactions because I want to make my Wave workflow efficient? For example, does an uploaded .CSV file import more information or better information than a bank connection? Etc. Possibilities * S…
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Hi Wave, Currently, user can only filter the receipt by "Status" using the dropdown menu. I have a suggestion. Please add a new feature so that user can sort the receipt by "Status", "Date", "Merchant", "Category", and "Account". Thanks in advance.
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Our company has two main currency accounts CAD and USD. The challenge is that we don't want to calculate the exchange on the day a purchase or payment is made. The reason is that we collect and pay for services in USD as well. If I convert money when I receive it and pay the same amount to a supplier a few days later, the amounts are off. We don't…
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Hello, When will old accounts be migrated onto the new platform that has a cash flow statement on its dashboard? I had hoped it would have happened with this new upgrade.
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Hi, I find that I need to look at account transactions for various accounts. For instance, I need to look to see what the business owes me as an owner. The path to get there is cumbersome to go through reports, remember that it is the account balances report at the bottom of the list of reports, then find the account I am looking for - realize th…
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Why can't you select multiple transactions in Wave and add sales tax (HST) to multiple records. This would save hours of work each week. Currently you have to hover over the transaction and manually add HST to each transaction. Even having Sales Tax as a column with a check box would help. Then it would let me know what transactions (sales or …
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Right now, all I see is "Invoice Payment" and "Bill Payment" without being able to see from whom the deposit or to whom the payment is being made unless you click into it for details. Also, there needs to be a place to store the cheque numbers of cheques being issued for reconciliation purpose with bank statements. Right now I…
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Hello, is there any feature which can consolidate financials from multiple companies?
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before the recent change, I could look for detailed sales tax report where for each of the invoice I would get taxable amount and the tax paid. Now, in the new system, there is no detailed sales tax report, which means I really cant correlate invoice wise taxable amount and the tax paid. this is a blocker for all my tax compliance
