Accounting Feature Ideas
Discussion List
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Hi, I am migrating some of my clients from QuickBooks to Wave, to minimize the amount of capturing. However they have become used to the way the Profit & Loss report was and require the same report. I cannot seem to figure out how to generate a P&L for the year to date, but with all the months as separate columns for comparison purposes?
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Dear, I was looking for a very simple VAT purchasing report mentioning only for bills: (1) registration date (2) bill # (3) Vendor name (4) base amount per VAT% rate (5) VAT amount (6) Total amount
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Client has been paying off overdue invoices with check amounts that don't match invoice amounts. This causes me to split deposits between invoices. That's fine. But when I generate a customer statement, payment amounts don't match the actual check amounts. This makes it difficult for client to reconcile their payments with my statement. Is there a…
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Hi there, I would find it useful for there to be a breakdown of projected (future) expenses versus income, essentially like personal budget software programs (like Mint) provide. What I'm envisioning is basically: 1) You're able to enter/record all income you know you'll be receiving by month. For instance, most of my clients are retainer client…
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Hello. I have a query/feedback as you can see in the pictures above. There are 2 scenarios 1) when posting an expense(withdrawal) + selecting Accounts payable in category (as I'm paying an advance to my vendor w/o posting the bill) the 'Add vendor' option doesn't appear, but when I select Account receivable 'Add vendor' option appears instead of…
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Hello, I'm a new user to Wave and I'm really liking the Upload Receipt function. It helps keep my filing under control. It's great that the Transaction page shows you that a receipt has been uploaded for any given transaction, but there's no way to see that scan from the Transaction page. You have to go into the Receipts page and scroll around try…
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I'd love to see multi-period reports for cash flow, rolling balance sheet and income statement month-over-month perhaps for a 12 month period within Wave online. I found out how to do this on google sheets, but I'd rather have it in Wave or better yet, in excel.
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Anybody encounter this issue?
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I have asked you about it. I received a memorandum for payment of my daily meal costs but no invoice. Or do I continue to make payments first, after then the receipt must be from my supplier? Instagram Nummer
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Hi. When I enter a receipt and select normal vat, why doesn't it automatically calculate the vat content of the total value? Surely this is a very straightforward feature and saves having to calculate the vat content of every entry?
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Hi, please can you consider a feature to add multiple journal transactions at once? Ideally, via a CSV import, so we can prepare these entries separately and then upload a file. The entries would of course have to be line-by-line, so the importer would need to double-check that multiple lines for the same entry ID actually balance, and could rej…
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Hello everyone and I am Razi from Malaysia.. I have asked you about it. I received a memorandum for payment of my daily meal costs but no invoice. Or do I continue to make payments first, after then the receipt must be from my supplier? What am I doing with that? I'd like to know what you think or suggest. Thank you very much!
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It is better if multy currency function works on it. 1-Make different cash/Bank account on the base of different currencies(Already there) 2-On posting Payment/Receipt entry it must be as per the nature of currency of cash/bank ledger. 3-While posting journal there must be an option to mention the currency 4-the currency rate must be as p…
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I run a credit union and I want a simple or automated process to record all the members savings every month, the loans they've collected and the withdrawals they've made. Thanks.
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Hi for companies operating in Canada and doing business in US it would be nice to see the conversion on dashboard under "net income", it would really help with cross reference checking. In net income it gives the candian net income but does not reflect in US currency. if you can put both that would be helpful thank you so much!
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If the receipt date is used (which seems to be the default) then this screws up bank reconciliation. I'm honestly perplexed about why this is not a hard default already.
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Hi - in process of recording historical transactions (from 13-24 months ago) into Wave, i.e., into Checking Account. Is there a way to see a running total of the cash balance in our checking account? This would make it easier to reconcile bank statements as well. In Accounting/Transactions I see a list of all the historical transactions, but do n…
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I often have to switch between Purchases->Receipts page and Accounting->Transaction pages. Every time one clicks on, say, Purchases->Receipts, the menu collapses all other sections so switching back to Accounting->Transactions requires a click on Accounting first followed by another click on Transactions. Could the top level menu items…
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Hi, I started looking at wave today and I have a couple of questions that will determine if I can keep using it. I like what I see so far. I'm a manufacturer and retailer and sell my products to different types of customers. Depending on who they are, they either get charged full, trade, retail or a wholesale price. I've seen how you can add a…
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Hello Could you please add an icon to the accounting transaction view so I can see if the transaction has a receipt associated with it. It is important that all my transactions have receipts and this way I could easily see if I haven't uploaded one without having to click each transaction to see the details. Thanks
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Hi all, Does waveapps support escrow based accounting? This is because the payment received from a depositor/customer need to be put under liability(created special acc. under liability in my current accounting software) before i pull it back and pay the 2nd party/receiver. I've created inv in waveapps and looks like it only take income a…
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Hi, is there a function in waves where I can give an user a right to use the sales account only. Make invoices and sales items only? thank you
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Ever since the switchover to the "new and improved" bank sync vendor, none of my transactions have any information beyond a transaction number when I look at . The old vendor at least provided enough detail that I could identify what a transaction was. I now have to laboriously go back to my bank statement and/or the original transactio…
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Hi, I wondering what's the best approach to adopt Wave for small business on eBay? Basically all sales will happen on eBay and receive money for the sales via PayPal. I know currently PayPal integration is not working properly in Wave, so I'd have to just manually import the records from PayPal. How about eBay sales? Do I have to manually crea…
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I have two businesses within Wave but all emails go to the primary email. I would like the emails pertaining to each business to be separate as they have separate email addresses.
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I think it would make a lot more sense to do reconciliations based on cleared or reviewed transactions, not the transaction amounts alone. In other words, match the balances only for reviewed transactions. This forces us to check the transactions and make sure that sales taxes have been applied (most important), if applicable, as well as correct …
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Hi there @Mikeg @EmmaP @AlexL @BarsinA @Markus @Alexia I have two question, hope you can help 1) So i see there a new feature of sending statements to clients which is a great feature thanks. My question is, i have clients who have different branches around the country and i've named them according to their different branches, the thing is they …
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I just received email from Wave talking about upcoming new features for transactions. The most important feature for me would be something designed to properly record subscription revenue. Right now when I collect subscription revenue I have to enter 3 transactions: 1. the original invoice payment 2. the deferral transaction (to defer the revenue …
