Accounting Feature Ideas
Discussion List
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I create the bills for the vendor but there no option to print it out. could you please add the feature for printing out the bills for vendors?
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When you have Multiple Lines for a Journal Entry, you cannot move the lines up or down. Can you add a feature where you can: 1. Select a line and then have two buttons to move the line up or down? 2. Or, have a handle on the left of the line, that you can grab and move the line to where you want it in the list of lines? Thanks
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Firstly, thank you Wave for the fantastic software. Reconciliation, search and filtering makes life so much easier. Table column spacing configuration isn't providing a good workflow: Good: Amount, date and actions columns are fixed and do not expand to waste horizontal space. (thank you) Problem a.) Description, Account & Category are all…
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Crazy thought for a feature, I know, but Plaid simply isn't working, and it makes Wave look like liars (you advertise but do not provide a system that "can connect your bank accounts, sync your expenses"). It seems shocking to me that you would be considering new features while your old ones don't work.
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How can I show the Account ID (Chart of Accounts) to be part of the report where are we show an account category?
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Hi Wave, is there any way to put projection or forecast revenue for a business in waveapp? Thanks for your support.
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It would be nice if you could link multiple accounts/debit cards and split payouts to each without having to remove and add each debit card to accomplish this. Ex. $1,700 invoice paid: Split: $500 to Operating Account $1,000 to Employee Payroll Account $200 to Business Savings Account
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Every tax season I face the issue of going through all my transactions for totaling my expenses. What I would like to do is to have all transactions exported into a spreadsheet with the basic details of it and I can handle them there. Waves export options are pretty crap - to say the least. Wave doesn't offer any easy way to approach exporting a…
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I am seeing I can add categories under the predefined top-level categories such as "operating expense" or "cost of goods sold." I don't however see any way to add sub-categories or new top-level categories for a more segmented list of categories. An example of this would be the following: * Expenses -- Custom Expense Type Cat…
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I would like to export/import Bills & Receipts between the different businesses in my account. For example I have uploaded and booked a receipt in business 1. At the end of the month, after screening it seems the receipt should have been booked for business 2. How do I export the data between businesses, without doing the work all over again?
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Hi, I receive invoices from another WaveApp user. I guess it would be great if I could download the invoice as a "Vendor Bill" directly to the system without entering the bill's info manually.
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Hello, This topic has come up in the past with no further updates. Most healthcare providers, including psychologists, need to give patients a signed receipt for it to be accepted by their insurance companies. Currently I have to manually export the receipt as PDF, add a signature, then email. Can you add this as a feature or is there a way to a…
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Is there a way to include a signature on the receipt? Its required for my profession and I wasn't sure if there was a way to include it! Thanks!!
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Hello Wave Team, It would be very useful to have an inventory management function built into Wave, that way we wouldn't have to use a separate spreadsheet or program to calculate COGS at the end of each period. This would also give us real-time insights into our profitability. With the amount of new e-commerce businesses that have been establish…
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One of the most useful reports that I use as a manager is a report that I currently use where I can view a P&L with 12 months side by side so that I can look for abnormalities across the year. It helps me see where costs have been mis-categorized and how we are doing as a company.
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Hi! I have not found a similar thread about this so let me open the discussion. This is an enhancement suggestion which probably will help other accountants as well: 1. Can the journal entries have sequence numbers so it will be easy to identify the entries thay may have to be adjusted/corrected? 2. Can you add in the Reports a General J…
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I accidentally created the same customer twice (with variations in the name) and I've already billed them and received payments using both customer names. Is there a way to merge these customers? Or do I need to manually recreate the activity on one in the other? Haven't tried deleting either because I'm scared of losing their billing and payment …
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Hello, I am new in Wave. I am not sure this the right way to ask a question, but there it goes. Is it possible to print the transactions from the transaction page. I don't see how to do such a simple operation.
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In my imported transactions, I have a number of "Dividend Income", or "Dividend Received", "Interest Income" and similar entries. It would be nice if Wave could tentatively pick a category like Dividend Income or Interest Income, instead of me have to manually classify each one of them. If someone has found a solutio…
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We typically generate balance sheet for two periods for comparison. I understand that cashlow can provide that, but the numbers are not side by side and there are too much other details. Is there any chance to enable the compare feature for balance sheets as well?
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Hi, would you please add a feature. We need to track our jobs. Income and expenses so that we can see if we made or lost money on the job and how much.
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I want to include interest charges on overdue invoices when I send out customers statement of account. How do I do this?
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Money not coming too my account
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I switched to Zoho on Jan, 1 2021. I therefor have no history in Zoho. How long will I be able to access my Wave accounts history?
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Is there a way to do bulk editing of receipts? I have multiple receipts for one merchant (aka Uber) every month and it is very time-consuming to update categories and payment account for each. Maybe allow a drop down to add "vendors" as merchants with preferences prepopulated? Ex: Uber is always Travel Expense and paid with cash on ha…
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I would like to be able to Sort Receipts by Date, Category, Merchant, etc and Filter by Date range / Category etc. (similar to Transactions, but also ad an Update button). What am I supposed to do with 2-3 years worth of receipts ? There will be 100s if not 1000s of receipts to look through if I need to verify something. Side note: sometimes d…
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Greetings, I wish to get information why these figures on the Transaction page shows NEGATIVE at the top left of the page. Am I doing anything wrong because the figures are inserted as per the transaction (income and expenditure) Regards Regards
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I'm doing my taxes and I need to know how much GST I paid in my expenses over the year. I know the data is in there because I inputted it manually for each expense when entered it into Wave. I can easily produce a report to show TOTAL dollar amount spent for each expense category, but I can't find any way to show how much GST is included in that …
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When you select a Transaction, the toolbar shows a few action icons. One option I believe that is missing is a Clone icon. At the moment, you have to click on the "Show Transaction Details" Down Arrow or Pencil icon and then click on the Clone icon. A copy is then made and then you have to edit the cloned transaction. The image below …
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I need to add a vendor to multiple transactions and it's not currently available in the bulk edit tool. Can you please add more functionality to do bulk edits like this?
