Accounting Feature Ideas
Discussion List
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Is there an undo button?
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Hello I realise I don't represent a lot of your customers, but I'm still waiting for you to add the new MRU currency to your accepted list. I've been waiting over 3 months now. The currency is listed on xe.com. I'm still running paper books hoping I'll be able to transfer everything over to Wave soon before it becomes too big of a job and I just j…
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Hi, I would like to have more field in Reciept Page , even if they are not auto-populated thats fine. during verification we will manually populate the information. Is that possible or Coming ?
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Hi new to wave. Would like to know if there is a back up option to save info in case of a Wave glitch and info is lost......because we all know electronically this is a real probability.
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Support articles published on April 6, 2018 shows some features (such as creating new account in Chart of Accounts) which I don't see when I login to Wave. Anybody else on the same boat? Are these paid features?
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Dear Wave Representatives, We have a case where we purchase different items from one supplier that have to be categorized in different accounts. So even though we pay them immediately (as receipts) they need to be categorized as bills in order to track vendor related expenses and to individualize the items within the bill according to the type of …
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I am required to present reports to meetings. It would be really good to be able to produce a P&L and a Balance Sheet as one document (or even multipage booklet). I know that anything is possible with .csv files, but I'd like to keep the look & feel of the original .pdf files. Any thoughts please
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We provide goods and services to customers in several states and even in different countries. The current report "income by customer" would be really helpful if it could provide sortable and filterable information like the current "transactions" page allows to filter or sort by the first row showing several columns. It would b…
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I need to disabled Operating Expenses option from invoice. Can you please suggest how to disabled that option???
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Hi, Is there any option to export Customer Contact from Wave? Thanks
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I think it would be much more useful to see the Business Expenses separate from the COGs (cost of goods) expenses in the pie chart on the home page. Probably best to have 2 separate pie charts :smiley: At the moment my COGs takes up most of my chart.
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Hi As I am no accountant I would like to ask if there is a way to backup your account so that in the unlikely event of a discontinuation of the site one would be able to gain access to your accounting history etc. I understand we are working online and I assume everything is backed up somehow. Your assistance please
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How do you guys enter ongoing expenses on a monthly basis? Say fixed expenses like $10/month for a subscription service or variable expenses like a phone bill (amount changes on a monthly basis). Is there a way to set up reoccuring bills?
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Hi All, Please let me know how can I upload bulk Journal Transaction. OR Create a copy of existing Journal Transaction and then modify few fields. We need to create 100s of Journal Transaction and each transaction has 5-10 rows. Its very difficult to manage
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* While sorting out my transactions / categorizing into accounts there will be always a long lag while updating preferences and time frames, every time a choose something and before I make my final selection. You really need to introduce an UPDATE button like you have for income statement. * Also a text search field for Description could be very…
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Is there a way to deactivate categories so they will not show as option for new transactions but will stay on old transactions?
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Hi wave. I wish to have a feature in wave where my vendor account should also operate as customer.As some of my vendors are my customer also they supply items to me and I supply items to them and for that vendors I want to have account statements like in columns debit credit balance/total. For example I have a vendor xyz and that same vendor is m…
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My client recently connected his credit card to Wave. Previously he would upload all card transactions using the Receipts app. As the bookkeeper, I preferred this method as the photo of the receipt was there for viewing. Is there a way to easily attach a photo to the auto-imported credit card transaction?
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I need to calculate tax after discount. How can it be done. Currently when i add a item as discount along with the tax rate it gives - ve amount due. Pls let me know what to do
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I love how Wave has integrated my local currency automatically but, I'd like to know if it's possible to use USD also. We sell our products in USD and get paid in HNL, due to the constantly changing exchange rate. I would like to set our products up in USD, not in HNL. How is this possible?
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Hello Team, Is there a possibility to develop a report as shown below The data export has the CSV file invoice_items.csv but it has only the invoice data and the respective invoice payment details are missing
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How do I print vendor address to mail check for payment?
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I am wondering how others account for the Cost of Sale associated to invoices that may be issued ahead of being invoiced for the CoS by a range of vendors? We begin projects by issuing an invoice for payment, usually a deposit. These projects will have associated estimated costs. However it may be several months before we are actually billed for …
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Hi Wave community. Is anyone else experiencing delayed uploads from email and the receipts app? Like a few days have passed and nothing yet. Any ideas? (or heads up about a thread about this? I might have missed something when I searched) Thanks Vanessa
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I have a list of bank transfers. That is, for example: 1) Transfer from Savings to Checking $500 2) Transfer to Checking from Savings $500 I understand the system is supposed to recognize that and show up in the category pull down. But it doesn't. Short of just deleting both transactions, what do I do?
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I can't find anything in the docs about shortcuts. I'd like things like "Esc" to close "Add New Account" dialog on the Chart of Accounts page. Also, Return/Enter (or Cmd/Ctrl + S) on forms to add/save changes to an item. And then around and about the various pages it would be nice to have more keyboard control, though I haven…
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Hi there, I use Swedish Crowns (SEK) as my business currency, but operate in other currencies too. The Swedish tax office only accepts the exchange rate of the Swedish Central Bank, or the European Central Bank. I have made a quick check and they differ from the XE.com rates. Is there way to override XE.com rates, or to upload an own csv file w…
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Hello, I have recurring invoices set up for my clients, but I have a client who wants to pay out the remaining balance early. The next invoice has not yet be created. How do I pay it out early?
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Hey, I would like that one of my collaborator does a weekly backup of all Wave data using the "Data Export" feature. However it looks like that they do not have access to it, although I gave this collaborator all the permissions. How to allow one of my collaborator to do a backup of Wave data?
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Hi, I need to keep track of Taxable amount in each bill and tax for the bill. Example. there are 10 items in a bill, each is $10 but out of that only 4 item is taxable. So the taxable amount is 4x$10=$40 Tax for this amount is = $40 x6%=$2.4, Total bill amount is $102.4 the bill will already have taxable amount separately as well bill total. M…
