Accounting Technical Support
Discussion List
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System can't pick items created
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i am reviewing a client's 12 months bank transactions. He has entered amounts taken from his US account and deposited to his Canadian account. Both appear as orphan items (income and expense) rather than "transfer from and transfer to". How can I correct these transactions as simple interbank transfers? Thanks
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Hi! I need to create an invoice that will allow two customers to share payment. It this possible on Wave? I'd be really grateful for advice - thanks
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Just wondering if there was a way you could upload receipts and connect them to an existing entry rather than having to create a new entry out of them? Either via the upload receipts page or via the existing entry. This would save a lot of processing time for the receipt if done via the existing entry as then it would just be a simple file upload.
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Hi Can Wave automatically reconcile transactions and issues invoices/receipts, using tags such as vendor name, amount, date, etc.
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Can Wave extract both "bill" date and "to be paid by" from photo taken in receipts app, and possibly add it to calendar?
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Hi Is there a feature in Wave whereby I could see my composite P&L calendar on the basis of received/inputted paid and pending invoices and receipts? Such that a notification could be triggered when an account deficit is looming?
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I'm asking this because we have accounts for the founders to keep track of expenses they paid out of pocke as shareholder's loan. Right now when we export it's only showing the description of each line, it would be great if we can see the category assigned to them as well. Is there a way to do this?
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Just wondering if there is any other purpose for this functionality other than Wave attempting to automatically calculate the correct amount in your local currency for you? I ask because I do set this when required, however because currency rates fluctuate all the time, whatever Wave comes up with is usually a few cents off, so didn't see much po…
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Hi... Not sure if I have things set up correctly in Wave and would like some help... I've set up a Mortgage Liability account, which is now connected to the bank. In my bank-connected checking account, I see a mortgage payment that I want to categorize. I also see the corresponding payment inside the Mortgage Liability account. When I go to cate…
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As with any online electronic upload software, care has to be taken that entries aren't double-counted. Entries come through the bank to your Wave bank account(s) automatically and this saves a lot of tedious data entry. The accounts receivable revenue and receipt system adds revenue and cash (when) collected. There can be duplication. Make sure …
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How do you add a job title to the customer contact info so that it shows up on an invoice?
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Is there any support in Wave's invoices for window envelopes? I have access to many double window #9 envelopes, and wondering if there is any way to make my invoices work with them for when I need to mail them out. Cheers
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Is there no way to filter on the Descriptions column in the Transactions page? Seems like the most simplest & most useful function that should be on this page. Often I have transactions from the same vendor appearing as 'Uncategorized Expense', the easiest would be to filter the description by vendor name and bulk assigning all those transact…
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How can accountants who are serving clients, sign up to use Wave? Thank You, Quarnelia Patterson
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Hello, Yesterday I got a pop up window displaying the message Something is coming on 24
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I cant figure out how to properly record the buying of discounted gift cards for use towards business expenses. Any advice?
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I have a couple of pain points as I enter receipts using the app and then finalize them as Transactions. Maybe others experience this too? Or maybe there is a better way for me to do this. My workflow: * use Receipt app to add receipts * use the Notes field to describe what was purchased * confirm receipt and change to Done status * on browser…
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This discussion was created from comments split from: Cash and Accrual dilemma.
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I am using the old interface so forgive me is this will be changed when the new interface arrives but here's a serious problem I have JUST NOW discovered: When I uploaded receipts and verified them, I added the tax (GST) on the receipt record. Then I merged the receipt record to the bank automatic download record. It appears that the record tha…
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good day all, new to WaveApp. How do I add my business equipment to reflect as assets under plant, property and equipment? Thank you Kindly. David
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This discussion was created from comments split from: Transferring Customer Information to a New Business.
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Hello, My name is Ella. I just started to use wave for my business but I can't add business transactions. I am currently using the free online version. when i try to add either an income or expense, the only thing i can edit is the account but i can't either add a description or the amount. Can you help me? Thanks
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Hello, thank you for clicking into this discussion. I am having problem updating my Cash on Hand amount. Every time I upload a receipt, an invoice or any other manual transaction record, the Cash on Hand balance stays the same! Anyone knows how to solve the problem? Thank you very much!
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Hello! I have a direct market farm with a few different species of animals that I keep records separate for. I'm pretty new to actual accounting and am wondering what account I should put the category of Tools and Supplies for each animal under. Generally what I put under this label are materials for structures, waterer's feeders etc.... things th…
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Hi When will we get to the latest version please ?
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Hi! Question here... sorry for the dumb question. I have a bit knowledge about accounting. but not so deep. here is my transaction... I am withdrawing cash to my business for personal use. so in transaction tab, I chose "add journal transaction". so for debit account, I chose "Owner Investment /Drawing" and for credit "Cas…
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I am a new WAVE user. I connected my bank to WAVE but was confused how to get the balance sheet. the former accountant downloaded all to WAVE but the figures are not correct. May I just record her ending balance as my equity and not to look into her previous 7 years history(it is not my business to check if her bookkeeping is correct.) I recorded …
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It appears organization type cannot be changed. I did see a previous discussion on this, difference I can see is in the capital accounts. The advice I saw would be to start another company. Would I be correct in assuming that nothing is going to "blow up" if I just add some different equity accounts and manually journal a few things i…
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Hi how do my client add me as an advisor? Do they use the settings tab and add me as a user?
