Accounting Feature Ideas
Discussion List
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I use the Cash on Hand to record the weekly takings from the clubs that use our facility. The description of the entry is the same each week for the many clubs that use us. Could you include a feature like when you add the category to the transaction it auto filters the result. This would be useful even if it meant populating a separate section as…
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Please enable this simple feature. When purchasing items that are Assets, and a user has a receipt (e.g., purchases a new Refrigerator for a Rental Property Business), the user can upload the Receipt, but cannot categorize the purchase to any other than an Income Statement Expense Account (Category). If you enabled the ability for Users to post …
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1) don't like the new Accounting > Transactions view. I could very quickly verify transactions and know when the Online balance agreed with the Verified balance. Using the "old" transactions I could perform weekly "reconciliation" in minutes. 2) Difficult to get reconcile to work because of time-stamp on transactions. See…
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Hi, Any chance to see these couple of things that woudl streamline the workflow a bit? 1) Tax calculated automatically from total? 2) Category extended to allow for Refund for Income>Refund for reimbursable expense Ta.
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It would be really, really awesome to have the ability to search transactions by dollar amount - not just description. This would help to locate duplicate transactions and speed up the reconciliation process dramatically!
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Starting on January 1, 2020, you will no longer be able to connect a bank account to Wave to import transactions. You can find our FAQ regarding these changes below. If you have any other questions, please let us know by leaving a comment on this thread. Why is Wave no longer supporting bank connections outside of the United States and Canada? B…
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Is there a better way to pay a bill i have just created then to go back to the bills home screen, after saving the bill i just created, and then searching for it on the main bills screen and paying it through there. It would be convenient and expedite the process if after i saw the bill it takes me to a secondary screen where i can record a paymen…
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Is there any plan to add reversing journal functionality? This is a pretty common feature and helps people avoid double counting things like accruals when an invoice or bill actually hits. Thanks
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Hello! Thank you for providing such a great app to the community. I recently started to use the Wave Receipts app. Is it possible for us to see the number of the receipts captured by the app? It would be awesome if you can add this feature. See the example below Also it would be great if we could filter the receipts by year. See the example b…
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We created a user who is a viewer. However they cannot see customer statements. We expected them to be able to see this feature.
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Please add a facility to print statemants. Some of my customers don't have email addresses and need a statement on paper.
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Hi all , I am pretty new and unfamiliar with regards to the wave sight. Just need some help here. Updating my income and expense. Where would i place stock i purchase with the intention of selling to consumers for profit. What category would that be in
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While I think I am familiar with the split functionality, there are use cases in my business that I would like to share to see if it is possible to achieve with Wave. As a real estate agent, I often have a single transaction -- a deposit -- hit my business checking account that actually contains several transactions inside of it. These transactio…
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Hi All, Thanks Wave for working on great app like this, I understand you are trying to make it better everyday but i want to point out my main issue here. I have a small trading business and i want inventory tools. Lets say i buy product A at $10-10 qtty and sell for $12 -5 qtty. Now system shall tell me product wise how much profit i earned onl…
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Is there somewhere I can look up how bills, invoices and transactions relate to each other in Wave? Or maybe someone can tell me please? I understand what each is, but I don't have enough data to work out if transactions are generated by bills and invoices. I'm guessing that they'll also be generated by activity (deposits & withdrawals) in my…
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I would like to suggest being able to merge more that 2 transactions together. For example; If I deposit 2 checks and each check is an invoice payment my bank shows one deposit for the total amount of the 2 checks. So I'd like to be able to merge all 3 into a single transaction that shows the total deposit so it matches my bank statement.
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In the Receipts page of one of my businesses, there are several rows saying "Processing". I know for a fact that there's nothing in any of those rows because everything I've uploaded had been posted properly. Just an eye sore. I've tried logging in and out, refreshing the page, but they're still there. I noticed every time I upload new r…
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Hi, I'm just trying out Wave to manage my small home-based business expenses. I'm really only using it (so far) to manage my expenses and keep track of receipts. I'm wondering, how easy is to go back and look up/search and view a receipt a receipt that I entered in the past. I know I can run a report to tally the total for that expense category a…
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Hi all- I have an existing credit card/liability account in my chart of accounts, with about 6 months of data in it. When I decided to connect that credit card to automatically download transactions though, it creates a brand new credit card account, and won't let me point the downloads to the pre-existing account. Am I missing how to do this? Or…
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Hello! I know how to go to P&L Detail reports, but is there anyway to look at all the detail all at once, without having to individually open accounts to see the transaction details within the account? I used P&L Detail reports constantly in Quickbooks -- to check accurate categorization for a period, and then at YE to help with tax prep.…
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Two things that bugs me to no end. There's no bulk upload feature and the pop-up box informing me of the successful upload. When I sit down to do accounting, I'll have 30ish receipts that need uploading. It's labor intensive to upload each one individually from the same folder. I wish I could select all the files and just be done with it. Which g…
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Hello, When a vendor sends you an invoice, do you treat it as a "reciept" or do you create a bill? I find it makes more sense to create a bill in the system for these, because it let's you record seperate items, and also split payments. However, I would like to be able to merge the bill and the pdf invoice I recieved, and I can't seem…
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Hi, I am not an accounting expert, but I believe that the fiscal year is always specified by the year the FY ends in. For instance, my year end is June 30. So just a few days ago, my FY2019 just ended and my FY2020 just began. https://investinganswers.com/dictionary/f/fiscal-year But on the dashboard, I noticed that net income tile uses the wro…
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Hi, Can anyone please tell me if there's a way to customise the default date format from US (m-d-y) to the British (d-m-y)? If not, is that feature on Wave's roadmap?
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how do I go back to transactions in Jan 2019 without using the load transaction list
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Hi all. I have some suppliers who require me to send them a remittance advice when I pay them. How can I get this off Wave instead of having to export it into excel and do the remittance manually? Any better suggestions than excel? Your help will be appreciated.
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I and my team use wave on a daily basis. What I really Miss, is a feature to save notes, entered tax amounts and categorization BEFORE posting the Receipt to Accounting. Therefore it's very hard to outsource this boring task or work together on the Receipts at different times . Would be awesome if you can build a "Auto Save" function s…
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This discussion has been moved.
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Right now, the option I have is to upload the receipt and verify it. It then will create an expense transaction for me. I will have to merge this transaction with another transaction that is downloaded via my bank connection. Occasionally, I found I made a mistake that I merged the wrong transactions (expense amount happens to be the same), so I …
