Wave Features

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Discussion List

  • Is it possible to have the dropdown menu showing the account names and balances update with changes to the filter (e.g., if I select a checking account and a "To" date in the filter, then the dropdown will update to the balance as of the "To" date). If not, maybe something you can add?
    tcoopers 21 views 2 comments Most recent by tcoopers May 12, 2020 4:09PM
  • Sometimes a customer is paying off a previous invoice, by entering into a payment plan. But the main invoice can't be deleted, and must be retained. Allow a main invoice to be paid by a recurring invoice so that the main invoice records those recurring payments as they are being made. Right now it is causing accounting problems by having double…
    NYLandscaper 31 views 1 comment Most recent by Barsin May 8, 2020 8:03PM
  • Make it easier to navigate to Wave Community and lessen the need for live chat by providing a direct link to the community forum right from Wave (already signed in, ready to post)
    NYLandscaper 21 views 1 comment Most recent by Barsin May 8, 2020 7:58PM
  • Hi. Our company has been paperless for quite some time. I'd like to be able to attach a bill to a transaction for cloud storage. Are you able to add that feature in the future?
    Bermuda 31 views 2 comments Most recent by Bermuda May 5, 2020 8:10PM
  • As a small seasonal business owner, I need payroll to be flexible, robust, and ready on the go. That means changing payroll frequency, starting and stopping payroll as needed. And of course has to be simple with no waiting in a queue or going through a prolonged set up. It seems like the current industry payroll model is established by ADP, but…
    NYLandscaper 21 views 0 comments Started by NYLandscaper May 1, 2020 4:33PM
  • Hi Everyone, Do we have a provision of creating multi lever accounts under chat of accounts 1) Expenses ------------> (i) Hardware Expenses ------------------------------------------> (a) CPU ------------------------------------------> (b) RAM ------------------------------------------> (c) SMPS ------------------------------------…
    virtualworldGlobal 61 views 3 comments Most recent by tsfjax April 30, 2020 4:41PM
  • OmaOma
    My business uses ANG as currency, but because our country's banks aren't compatible with any of the payment software I use my personal Dutch bank account (linked to PayPal) to get paid in USD. I want to book it under a 'personal current account' (Other Short Term Liability). However, I'm not able to match a USD invoice under transactions. Is ther…
    Oma 11 views 1 comment Most recent by Barsin April 15, 2020 5:51PM
  • I get paid via both 1099 and W2 for one of my businesses. How do I track that income accurately in Wave to distinguish between the two so that when it comes time to pay taxes, I don't end up including my W2 income (which already has taxes taken out of it) in with my 1099 income that I still need to pay taxes on quarterly? Is there a feature that h…
    kaykay331 251 views 3 comments Most recent by ttdvm April 15, 2020 1:46AM
  • I would like for wave to add the payment schedule feature so clients can make deposit and retainer payments toward their invoice sometimes clients get the invoice with the full amount saying is due and they don't realize how to change the amount to only submit their partial retainer payment. It would be more streamlined if there was an option for …
    Angie87 21 views 1 comment Most recent by Barsin April 13, 2020 9:09PM
  • Hello Wavers I've been tasked with entering a bunch of bills and I'd love to see a feature where I can mark them as paid right away. Right now, I have to enter a bill, save it, search for it and mark it as paid. It's fine when you have one or two bills to enter at once, but when you are dealing with hundreds of them, it would be great to be able…
    YanikF 31 views 2 comments Most recent by PamSP April 11, 2020 11:07AM
  • Thanks for the work you guys are doing. Here are some things I really want - disappointed that automatic bank downloads have been disabled for us here in NZ - prediction of category and account transfers (transaction between accounts) for downloaded transactions would be great - bulk editing of account transfers would also be great These funct…
    Ian_B 21 views 1 comment Most recent by EmmaP April 8, 2020 8:23PM
  • I see that you can categorize a personal transaction to any account listed under Business Owner Contribution and Drawings.  There does not appear to be a clearing account for these type of transactions.   Is there a way to somehow utilize the Transfer clearing account (Cash to Equity, not Cash to Cash) for these personal transactions so that once…
    TDuvall 21 views 0 comments Started by TDuvall April 8, 2020 2:22PM
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    fatburner185 61 views 0 comments Started by fatburner185 March 28, 2020 4:22AM
  • MRGMRG
    We run a business that charges by weight. Without the ability to do partial quantities, we must manually calculate all item totals. This makes the system significantly less useful to us, as my current Excel sheets produce a perfectly acceptable invoice and allows those calculations to happen automatically. Is this a feature on the horizon, or am …
    MRG 41 views 1 comment Most recent by Barsin March 25, 2020 5:28PM
  • Love that I can now upload an invoice via Wave Connect, but really need the ability to upload a bill. Doing bills with over 100 lines right now manually via the UI.
    alexmerrill 21 views 4 comments Most recent by JordanD March 17, 2020 4:17PM
  • I absolutely love and am thrilled that Wave now offers to search for transactions by looking up an $amount. WIth that said.... however, the search bar when you look something up covers the "Category" for quick entry and you can not check off reviewed when you found the amount for faster transaction reconciliation. Is there any way poss…
    Nichole 31 views 1 comment Most recent by Barsin March 4, 2020 9:25PM
  • How can you delete a customer completely? Not edit. Delete.
    DKfromTN 101 views 3 comments Most recent by EmmaP February 20, 2020 9:29PM
  • Collaborator have three of access View Only, / View And Edit, / View, Edit, And Send.... But with these accesses I have some security and integrity issues, Specially with View and Edit And View, Edit and Send permission, as I need to assign someone to book-keep my accounting but when I give permission to Edit he/she can delete and/or modify any o…
    Cetustone 31 views 6 comments Most recent by AlexL February 14, 2020 11:00PM
  • I can't even imagine how the minds behind this new version think it's an improvement. Perhaps certain aspects are more reliable, such as the bank connections. But overall, my experience is hindered greatly, not improved. * No balances on the dashboard screen is just stupid. I haven't had a bank import in over 12 hours now, and they've removed the…
    JimH 41 views 7 comments Most recent by EmmaP February 13, 2020 7:42PM
  • G’day! I just want to start this discussion by saying that Wave is just amazing! From the ease of use to the UI design, it's a great product. I own a small IT consultancy business in the South Pacific and other solutions as QuickBooks or Zoho were nice but too expensive for what my company needs. I've been using Wave that I found in an article …
    chrislombardo 41 views 1 comment Most recent by AlexL February 13, 2020 2:54PM
  • Hi, I use two companies and I have have almost same products in doth companies for purchase and sales. I am trying to use Wave Connect and downloading product list from company A and then uploading it to company B. While uploading I am facing an error as below UPLOAD FAILED: Required column Product Name not found. Seems something is going wron…
    virtualworldGlobal 51 views 2 comments Most recent by virtualworldGlobal February 12, 2020 5:41AM
  • I just started using Wave for my small business accounting, and was disappointed to discover there is no easy way to set up progress invoicing. Most of my jobs are longer term projects where the client pays a certain amount up front, set amounts at various milestones then a final balance on completion. I've looked into the recurring invoicing fe…
    mitchfx 742 views 2 comments Most recent by Staccount January 24, 2020 6:43PM
  • Are there any tax softwares that support imputting wave information? Or does it work to export to a Google sheets and then input the data into turbo tax or H&R? Thanks! Looking into my best options for filing so any recommendations help!
    JoshDeek 31 views 1 comment Most recent by AlexL January 23, 2020 3:04PM
  • When you enter a search term under Transactions, it only searches for that term within the transaction description. It will not show any transactions where that term shows up in the notes. Can we please have this "feature?"
    Reid 21 views 2 comments Most recent by Redskeets January 11, 2020 3:18PM
  • Note: Based on reading other posts, I believe I'm still on the old system (bummer, since I've been opted into Wave Labs for years now). I'm trying to get an accurate view of income for 2017, one that allows me to match up 1099 income with a Wave report. The closest report I seem to be able to get is under the Income Statement option. The problem …
    Annie 161 views 6 comments Most recent by aDesignedLifellc December 25, 2019 3:41PM
  • Hello I am wanting to generate a report to show my income and expenses in order to complete my tax return. I have entered the correct dates that I require and run the report and it has given me figures for the following: Income - Cost of Goods Sold - Operating Expenses = Net Profit I understand where the Income has come from (all the invoices th…
    Nicky 41 views 4 comments Most recent by Nicky December 10, 2019 9:56AM
  • Our business offers software & training solutions for the AEC Industry, so we're using Wave to send estimates and automate the invoicing process. We have a list of around 20 products and counting, and I noticed that there's no way to organize them into folders and categorize them for a quicker selection. So I think that by the time I add more …
    ricardo_torres21 21 views 1 comment Most recent by Barsin December 9, 2019 10:54PM
  • Hi, I know how to split an invoice to multiple payments but I am trying to figure out how to link multiple payments to 1 receipt. I have a to pay a firm fees multiple times but I have 1 receipt. Uploaded the receipt to wave, how to link those bank payments?
    Vaga 121 views 2 comments Most recent by Vaga December 5, 2019 9:30AM
  • How to enter prepayments (advance payments) from customers?
    alirecyclers 31 views 1 comment Most recent by Mikeg November 24, 2019 5:05PM