Accounting Feature Ideas
Discussion List
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Want to have an "Update All" button to update all connected Bank Accounts & Credit Cards. Instead of clicking Update Now one by one, having one button to update all would be very useful.
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My business has a number of expenses which automatically reoccur each month on the same date, for the same amount. Examples of these are Rent (always paid on the 1st, always for the same amount) and Phone Bill (always on the 7th, always the same amount). Is there are way to record a transaction for these expenses as a recurring transaction? Per…
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Hi community, well what I want wouldn't exactly be in account transactions report but something similar. What I need is a report where I filtered all transactions to types. In my case, I want to print out all account-to-account transfers from last year.
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Hello, I have run into a few cases where I have multiple receipts /pdfs that I want to associate with one transaction. Sometimes they are different papers (like payment receipt and a list of goods receipt). Sometimes it is a 2 sided receipt. I would be ok with merging transactions, except I can't merge more than 2 transactions. I know the work ar…
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Hi Guys, I am in the process of getting accustomed with Wave and have not seen or experienced ALL the features - I would like to find out if Wave has a function of assigning income and expenses to an event? Will be good for reporting purposes as well. Please lemme know if you need more info!
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Can you add a way to hide lines with 0 value on reports? alot of categories have 0 on them and only make my reports longer than they need to be.
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I'd like to put forward the idea of creating a new transaction reporting field. This field would be applicable to all transactional line entries and would appear on reports as a simple filter field. This would allow users to track project costs simply.
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Is there a way to merge accounts into a single report
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Is there any way of lumping together categories in a report so that all the expenses in a single category show up together with a total of that category
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I need to show the categories that I have put expenses under in a report to send to my accountant - is there any way I can do this?
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I don't see a link between transactions and receipts except that it shows that it is imported in a perpendicular date. Is it planned to be developed ? I see a lot of value if the transaction shows a link to the receipt for easier tractability
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Hello, I'm still on the old version on Wave so I'm not sure if any of these features are in the new version but these three things would make Wave so much smoother for me: * Can you identify on the line of the transaction whether a receipt/document is attached? At the moment I merge the receipt with the automated download to make the one transac…
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This feature was actually available in the "old" Wave and very helpful when collaborators and auditors want to quickly check the original receipt related to the transaction. Now I believe there is no other way than to search for the original receipt according to date or name. With a large number of receipts, this is not practical.
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Hey, I did an automation mistake (with Zapier) and sent the same receipt about 200 times by e-mail... How to delete dozens of the same receipt quickly?
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When creating a new customer and clicking 'save', it would be nice to have options like: Save and create an invoice Save and create an estimate Ect... you shouldn't have to hit 'save' and move to another screen to create an invoice for the same customer, it's just too many steps. Thanks
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Hi all, I am wondering if there is a way to reorder the memory of services/items in the drop down menu when you create a new invoice? I found the Products&Services tab under sales, which allows me to edit or delete previous services/items... but I cannot delete the now irrelevant service/item without editing old invoices and removing this ite…
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I need to print a receipt and mail to the customer on a monthly basis as email is not available to him. I can find the function to print an invoice but where is the print function for a receipt? Thanks.
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I found wave because I was looking for the ability to send an invoice to a client after my computer died. I do freelance work for a few people who do town planning and environmental assessment. My job is to submit applications to local authorities, and then do follow ups as per the status of such applications. I also do a lot of collections/…
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Hi, With the new brand update, it would be nice to get an improvement on some of the neglected features, primarily search. Currently, there's no way to search keywords in the project/job name or item descriptions. I've had a few clients in the past ask for clarification on old estimates or I've had to follow up on older invoices to get paid. The…
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This discussion was created from comments split from: Which Invoice Template is right for you?.
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When will my business be migrated to next.waveapps, any tentative dates? I need to edit old payments and in the old version I need to delete the old payment and create it again which is ton of work. I can see it can be done easily with the new version.
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...or if storage is a problem; make it possible to upload a copy of the bill to google drive with link on the bill i wave. But GUI was nice. :smile:
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How do I view the balances in the Chart of Accounts? For example, I'd like to see, at a glance, the total in a Loan account, a Sales Account...
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Please can someone advise if it is possible to separate a business from my profile (to keep it separate from my other entities on Wave) and to create a new user profile for this business? I need to transfer ownership and administration rights for one of my entities to another user and I don't want them to have access to my other business entities …
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I receive 1099's from various customers and I'd like to be able to cross reference their submitted numbers with mine. In my old accounting software I would do this by running a P&L broken down by customer. How can I achieve this in Wave. TIA
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Hi Community. I'm a newbie looking to be pointed in the right direction by a kind soul. I do a little private business from home in my spare time and use Wave for the accounts. I scan my gas station receipts with my smart phone for posting straight to Wave, but only a small fraction of the cost is eligible as a business use (the rest is my priva…
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Disappointed, seems to me you have been spending more time choosing which shade of Blue to go with than listening to what people want from the software to make it even better. No new features as I can see other than it's blue, if indeed that's a feature. Some time ago you were asking for suggestions and I myself had contributed quite few but I don…
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Can wave provide entrepreneurs like myself a verification certificate or letter stating that the information we are using for our business is financially sound and corresponding to international accounting standards? Thus, it would be extremely beneficial if we can attain a physical certificate stating we are part of Wave community.
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Hi, I am trying to search by vendor, amount or date in the receipts section but there appears to be no option for this. It is possible on the receipts app so no idea why this isn’t replicated on the main platform? Kindly advise. Many thanks.
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Hi there, I think it would be great if it was possible to change/update/regenerate the 'Get Share Link' URL for invoices. For example I've had to update an invoice and I would now like to exclude some people that have been given the link from being able to see the updated invoice. If this is already possible somehow, then please let me know. Ma…
