Accounting Feature Ideas
Discussion List
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Hello, I am trying to archive my UAK diversified business. When I try to archive it says I need to disconnect payments first and then reload the page. I click to disconnect and turn both credit card payments off and ACHpayments off, reload the page and try to archive again. It repeats the same message that I must disconnect payments account. T…
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Hello, 1) Can we please add the PO Information entered on Invoices and Estimates to the list view to help while searching for a specific one? We have multiple invoices open for our contractors and clients for different projects or locations and this would speed the process up immensely. 2) To be able to customize the Width of Columns and Rows is…
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Hello Wave Team, I would like to ask if there is any plan to include attachments to your bills. In a typical business practice like ours, we often receive invoices from the suppliers prior to sending them a payment, the invoices are still coming in the paper/pdf form and I would like to be able to attach such an invoice to my Bill entry. In case o…
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Hello Wave Team, this is a feature request for measuring Client Profitability and Costs. Currently, there is an Income by Customer report. This is limited in its usefulness because while a certain customer might bring in a large amount of revenue, it may also cost just as much or more to service that client, and there is no way to measure how prof…
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Greetings, I am facing difficulties having my balance sheet balance. I have try exporting it for 2018,2019 and 2020 but keep seeing the assets and liabilities not same
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So I tend to do a combination of manual and automated bookkeeping, but not all of them start off with uploaded receipts (especially for things like Uber where the receipts are emailed). Is there a way I can upload a receipt to a transaction AFTER I enter it into my accounts? Right now the process seems to be Upload Receipt -> Post Receipt to A…
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FYI, here is our current wishlist and one things that appears to be a bug. 1) Be able to tag any transaction you like with any tag that has been made (using an interface similar to Customers or Vendors). This would allow us to group project initiatives, track expense reimbursements to employees, etc. 2) Be able to upload an invoice or bill under…
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I don't see a way to create a report of credit card and EFT payments for invoices. The only way I can see which Wave Payment came from a specific invoice is via the "Transactions" screen. This screen is not exportable. If I use the Reports > account balances > Wave Payments account does not maintain transaction detail for which in…
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Can the Merchant name on uploaded receipts be assigned the Vendor name field automatically? Right now the Merchant Name shows up in the Descriptions when I look at the transaction. I know I can manually add it after it's uploaded.
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Greetings, please I wish to ask why my Cash Flow figures keep showing negative and the net cash at 0 for successive years? Is there something am not doing right? Regards
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This is super important- Wave please consider making it a priority. Not only is it necessary to ensure accounts are in balance at any point in time, but it is also a standard for any accounting software.
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First and foremost, I LOVE THIS SOFTWARE! Sure it has its limitations, but overall it works wonderfully. It would be very helpful if as an alternative to creating a Bill, you could enter checks written/payments made in the transaction feed, that would later match the downloaded transaction. As of now I just delete the downloaded transaction, an…
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Hi, I'm new here. Could someone please tell me how to generate a report that shows sales by product? Right now, all I can see is by sales category, but when I click on it, the way the report is generated is not useful to detailing product sales. Help! Thank you, Kyla
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CREDIT MEMO - When will WAVE offer a CREDIT MEMO function. A business should be able to give a client a credit, but have it itemized so the client/customer is aware they got something of value, compliments of the business. For now, if you issue a CREDIT MEMO as an ITEM in an Invoice, with a negative figure, say, -$40.00, the invoice will process…Film35HD 3.4K views 18 comments 2 points Most recent by Steve_FieldstoneHOA February 18, 2021 2:18PM
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Hey all! When I forward (or upload) a bill, Wave creates an expense. Is there a way to create a bill instead? Thanks! Bryce
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I have my COGS accounts set up but cant figure out to to use them.
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Hi there! Just another quick request for this feature. It would make life so much easier! *I get a paper (or email) invoice * I upload it the same way I for expenses * I select either "Create Bill" or "Add Expense" * Add Expense works as it currently does * Create Bill lets me add vendor, due date, amount, etc Having my bil…
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Hello! Just sending a renewed plea (begging, hoping, pining) for the ability to generate a full P&L detail that actually shows detail. So one that includes the individual line items (income or expense) that comprise an account's total. It's tax time, and I desperately want to print a full report of 2020 income and expense detail to hand to my …
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Hi everyone. Is there a way to set all purchases to have a default sales tax. Most things are taxed in Ontario, so it would be simpler if the transactions prepopulated with the sales tax, and then i could remove the rare items that dont have tax, as opposed to having to go into every transaction and add a tax.....thanks!
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Looking for a way to "retire" products that are no longer being bought / sold. Anyone have a solution for this?
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How i can print the chart of accounts? And export to Excel?
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A little frustrated with wave at the moment. Merge feature is great but still crazy especially cuz it takes the later date rather than the earlier. Why would this happen? I don't know. Anyway, the real issue I am having is the inability to add two invoices to a transaction. I paid one check for two invoices and I need both of them on there for…
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I would like to put an receipt into accounts payable and then when the bank transfer comes in, match it up. This does not seem to be possible. In the receipt payment category I can not add a liability account. Also to merge the receipt I have to say it is paid from my chequing account or I cant merge it with the bank transfer (as they have to be…
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The changes to the transfers between businesses process (no longer being able to simply click and select transfer to company A, etc) has made Wave an nonviable accounting option for me now. I can't possibly do the multiple steps for every transaction (I have 3 businesses on 1 credit card and one bank account). I really don't want to switch but don…
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I would like wave to introduce an inventory option for small business to track units of products that can be sold and to give estimates on the invoice of qty avalible for sale.
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Hello, For my invoices I need to use another program but I would still love to use wave. When I would be able to upload a pdf invoice and add it this would be possible. Thanks in advance
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Pleases add an indicator icon (flag) on the transactions list page to show if a transaction came from a receipt or was merged with a receipt upload. I need to quickly scan through expense transactions to see which still need receipts to be uploaded.
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Hey Everyone! What else do you use for your business and wish you could connect with Wave? What non-banking related data do you find yourself bringing into Wave regularly and wish we would automate for you?
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Idea: Auto merge receipts with credit-card transactions! This is desperately needed feature to eliminate the manual merging required when you capture a receipt and approve it only to have a duplicate show up from the bank. Recommendation(s): * It would incredibly useful if there was a reconciliation process that would matching approved receipt…
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In [Accounting] [Transactions], when I check multiple transactions and choose [Edit], I can only change [Category] and [Tax], but many of my transactions have the same [Customer] or [Vendor], so it would be nice to be able to change those at the same time, rather than go back into each every transaction and set the [Customer] or [Vendor] one by on…
