Accounting Feature Ideas
Discussion List
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When I take a picture of an receipt from a particular vendor, let's say Home Depot, I want to make sure it's connected so it can be pulled up by the "Purchases By Vendor" Report. I'm sure I'm missing something but how do I accomplish this? Thanks!
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Hi Can Wave trigger transactions from the bank account, such as pay vendors by due date?
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the new convenient way of adding invoice items is not available to bills and estimates
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I would highly request that Wave add more Cash Accounting features / reports, or ultimately, full Cash Accounting support and an option to setup a company that way from the start. I know Wave thinks Accrual Accounting gives a better picture of the businesses financial position, but the majority of your target audience (small business) uses Cash A…
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Hi I’m am new to Wave and require management reports by business unit/department. How can I setup my accounts to enable this reporting?
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I book travel reservations for groups. The process is: A. Collect pre-payment from client upfront, B. Make pre-payment (most of the case) to hotel, C. After group check-out, send commission invoice to hotel. So far, I have set up the first part - record pre-payment (under "other income" - "deposit holding account", then in…
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I have recently started adding receipts via App and email and it is a brilliant tool! I do however have a number of transactions that I entered manually without Images of the receipts - I now realise this causes duplication and was ineffective. Can I add images to existing transactions, or should I delete and re-submit?
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Hi I am new to wave so I am going through things for the first time. I am finding the workflow could be improved (or I am doing something wrong) I have a bill that was paid directly by one of the owners. I enter the receipt on the receipts page and once it is done processing I categorize it and tag the payment account to Owner Investment / Drawi…
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I am the accountant for a client. The client uses Wave Receipts App to get the documents to me. We loaded the client's bank details on my account, otherwise I can't access the bank details if a collaborator on the client account (This doesn't make sense, as the support I can then provide as a accountant becomes very limited if only one profile can…
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Hello, I am facing the dilemma of constant change in exchange rates, my statements are not reconciled due to it if I mark my transactions review, will it lock the exchange rate?
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Hello everybody Im not an accounts person so im not experts. We have a company and we want to start using wave software now, so i want to know now things * How to start using account with the current balance in the Bank, and then hence forth all the transaction should follow . * My company name is Afrilink, so in the chart of accounts what shoul…
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Hey does anyone know how to add an receipt for a cab to an invoice so that I can bill it to my client??
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I've added in manual bank transactions and some photos of the receipt and merged them. What do I do to create an expense sheet with photos of the receipts attached?
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Right now I've just started using Wave as an alternative to the Excel file I was using to keep track of who had paid me and how much. Each project is typically a new client, but I'm not separating things out into projects currently, and I don't know that I need to(?). I like the idea of scanning in my business receipts, but I don't really want t…
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Upon checking the verified receipts in Transactions I noticed that there's no attachment in it where I can check and use it as a reference for every transaction.
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I have uploaded my bank transaction and edited category .now,I would like to have report with category for respective transaction in duration specified.please confirm if we can add new report by our self
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We should be able to declare ending balance including the last day of the month. Now wave always has as the last day 30rd of the month, and things are complicated. Could you take care this enhancement, pls?
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every time I try to export my financial statements it requires a user name and password and you write down my registered email and my password but the message appears again and again with no action
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can someone advise on how/where to add bicycle mileage expense?
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Hi! I have a little question, I just set up wave and I am having an issue with the invoices - I want my accounts to be visible by default on every invoice in notes. However, as soon as I save the account numbers in notes and create an invoice, the numbers are not visible - there are stars instead of numbers. Obviously that is not what I want.. :/ …
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This discussion was created from comments split from: Sending invoices.
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Could the Source field or a new field be created that gives the email address for the receipts that are Posted to Accounting. The accountant needs to knows if the Owner or specific Collaborator that submitted the scanned receipt. Thank you. John
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I need to set up an ICA to track tax paid (credit) and distributed to share holders as imputation credits on dividends (debits) and it should be a memorandum account. Any suggestions where it should be setup in the chart of accounts?
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Hi folks, I'm a new Wave user. I've encountered the following issues so far: 1) The scanning of receipts, while amazing, is too slow. This works when you are up-to-date with you expenses and are doing them as you go, but sometimes I'll do my at the end of the month. I genuinely believe I could add it to my own spreadsheet quicker, manually. Auto…
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This discussion was created from comments split from: What else do you use to run your business?.
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Good day. I would like to know whether more than**** two**** periods can be compared . I haven't seen this feature on wave and I suppose this need to be done manually via excel exports. Regards Marnus
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Hello Wave Team, Your solution has been so awesome! Absolutely amazing! However, I want to be able to post my bill to Vendor Prepayment / Vendor Credit!
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Hi. I need to set a credit limit for my purchases from a specific vendor. How do I do this in wave?
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When I startet with wave, I scanned all the receipts and add the payment method. Now when I upload the bank statement (Cool function by the way. I love it) I have sometimes double amount in the accounting. Means when I paid from my bank with card on day x, it appears on the bank statement x+1 or more days. Is same amount. Is there a way to automat…
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I'm attempting to use Wave to convert my foreign currency income and expenses using the daily rates and show the converted values on the income statement page. I have both US and CA accounts setup, but the income statement page is showing both US and CA transactions in US dollars. US dollars is set as my home currency. I'm sure there's something…
