Hi there @JeremyTeong , thanks for your message! From the back end here, it looks to be that your account is still on the old version of the software. If there is a red banner on your account indicating that you have until August 31 to move your data, this will be an indicator that you're still on the previous version. Your transactions list will also look like this in the old software:
And like this in the new software:
If you are on the old software, then you'll want to click right here to learn more about how to get your info moved into your brand new Wave software!
HI @CallieP , my transaction page looks like the picture below. However, you mentioned that my account still runs on the old software from your side. And I have yet to noticed any red banner prompting for changes as well.
Is there any risk that my data will be wiped come 31st August? Appreciate your response as the deadline is drawing nearer.
This can be found under accounting > chart of accounts > and here you can add new accounts, which are essentially the same as creating custom categories
Hello, I am the new treasurer for a community organization. I have my own id and I have admin access. The previous treasurer entered many, many transactions and their details. When I pull up our transactions, the Transaction Details data are gone !! It happens whether or not I am connected to our bank account. How do I get all that data back?
I see that the business you're affiliated with actually has two separate accounts in our system. It is likely that you may have bee invited to the incorrect business. If you can reach out to your previous treasurer to ask them to re-invite you to the correct business, you may begin to see the correct transactions in your Wave account. Since they are the account owner of the other business, this will need to be addressed from the previous treasurer.
@Rhonda_H said:
Hello, I am the new treasurer for a community organization. I have my own id and I have admin access. The previous treasurer entered many, many transactions and their details. When I pull up our transactions, the Transaction Details data are gone !! It happens whether or not I am connected to our bank account. How do I get all that data back?
I guess I can't see our other account because I haven't been invited to it. ?? is that correct?
Hi @Rhonda_H , your administrator should be able to give you more info by checking to see if you've actually been added to the right business. If you'd like to let us know what the business name is, I can also check on our end to see if you have been added to the correct business.
If you're looking to add categories, this is all done under the chart of accounts. You can add custom categories here. Hope this answers your question but reach out if you need anything else!
Why can't i figure out what the Add Customer under Edit Transaction Details is for. Once you add the customer to the transaction, is that info somehow used in a report somewhere?
I have a journal entry (transaction) that is 12 lines long. I need to print the entry to back up my Journal Vouchers showing what I entered is the same as the Voucher. if I go to Transactions, I can see the line item but its not broken out on the left side of the screen. If I click on the transaction, it shows me the line items but there is no print button. Can you tell me how i can get the detail?
The 'add a customer' feature on the Transactions page is an optional feature which you can use to further organize your books. You can use this feature to associate non invoiced income or expenses with a customer. You'll also find that any transactions associated with a customer on the Transactions page will be available in your 'Income by Customer' report in your reporting page.
I'm afraid that there is no print option available for your journal transactions. As a workaround, when viewing the journal transaction and all of the item lines it contains, you can print your screen by pressing "Control/Command + P". Otherwise, you can take a screenshot and print the image.
If I add an Income Transaction with 1 item and collected sales tax, I enter the total as 8.66, select the category, then select add sales tax. It notes that the sales tax is .66 and everything is entered. However, if I have a transaction with more than 1 category, if I enter the total as 79.78, split it so there are 2 categories, then select add sales tax - no matter how I enter it, it won't balance. - Am I supposed to enter the total as the total sale without sales tax (8 or 75), or do I enter the total to include the complete total I received with sales tax (8.66 or 79.78)? Entering it without the total amount seems wrong, but entering it with the total amount won't balance out...
When splitting a transaction, you will need to add sales tax to each item line. Below each item line you will see the option to "Include Sales Tax" where you will be able to select the appropriate tax. Each item line will have to have sales taxes already factored into the amount as the sales tax is not applied on top of the amount but included in the amount. I hope this helps.
Hey @hanwant0 , "payment accounts" or accounts that can have a transaction directly tied to them as a source of payment are the accounts that show up in the filter.
As it turns out, it isn't currently possible to view the vendor field from the Transactions page without clicking into the individual transaction I'm afraid.
However, if the transaction is categorised as Payment Sent for a Bill in Wave > Bill #..., you should be able to see the vendor's name next to the bill number, without clicking into the transaction
Hello! Is there an automated way for my transactions in a certain period to be added up? For example, I'm filtering for income that came in the last quarter but I can't find a total for those amounts. All I can see is the total for "All transactions" and "Cash on Hand". Am I missing something? I can't imagine that adding by hand is the way to do this, but this is how I'm doing it. I must be missing the spot where the totals that are filtered are added up. Thanks for your help!
Hey @KrisJones_2021 , if you click into the transaction details, there's a 'Notes' tab in the top left corner of the transaction itself (located next to the 'Edit' tab).
Hey @Karpar , there's no way for you to be able to hand select certain transactions to get a running balance, although if you wanted to select transactions from a specific period/account, that can be done through our Account Transaction Report (in the Reports page).
Ah ok, I've never used that Reports tab before. I see now that I can find my running totals for a particular month, quarter, etc. That's helpful. Thanks!
I wish there was a way to go back to the old layout, where everything was there and there was less clicking around I had to do to add notes and such to my transactions
Comments
Hi there @JeremyTeong , thanks for your message! From the back end here, it looks to be that your account is still on the old version of the software. If there is a red banner on your account indicating that you have until August 31 to move your data, this will be an indicator that you're still on the previous version. Your transactions list will also look like this in the old software:
And like this in the new software:
If you are on the old software, then you'll want to click right here to learn more about how to get your info moved into your brand new Wave software!
HI @CallieP , my transaction page looks like the picture below. However, you mentioned that my account still runs on the old software from your side. And I have yet to noticed any red banner prompting for changes as well.
Is there any risk that my data will be wiped come 31st August? Appreciate your response as the deadline is drawing nearer.
Thank you.
Hey @JeremyTeong! Your account is on the newest version of Wave. Your information will not be wiped at all.
@ConnorM Thanks for the info!
Anne
Hey there @Anne_slayden76
This can be found under accounting > chart of accounts > and here you can add new accounts, which are essentially the same as creating custom categories
We've also got a great video tutorial on this here for more visual information! Hope this helps
Hello,
I tried twice to book a journal - multiple lines for income and expenses - but I was not able to save the journal; I got the error:
Error code: c6b8a1342950429c99dd78f1bd105dc6
Something is broken on this page
Our technical team has been alerted and is working on a solution.
Could you please let me know whether this is something what can be easily fixed soon?
Thanks,
Kasia
Hello, I am the new treasurer for a community organization. I have my own id and I have admin access. The previous treasurer entered many, many transactions and their details. When I pull up our transactions, the Transaction Details data are gone !! It happens whether or not I am connected to our bank account. How do I get all that data back?
Hey there @KC280780
Sometimes a journal transaction may not save properly for a number of reasons:
Can you try deleting this transaction and try to move a small amount between two other accounts just as a test?
Let us know if you're having issues with all journals in your account, or whether, it's the particular transaction you may be trying to accomplish.
Hi @Rhonda_H
I see that the business you're affiliated with actually has two separate accounts in our system. It is likely that you may have bee invited to the incorrect business. If you can reach out to your previous treasurer to ask them to re-invite you to the correct business, you may begin to see the correct transactions in your Wave account. Since they are the account owner of the other business, this will need to be addressed from the previous treasurer.
I guess I can't see our other account because I haven't been invited to it. ?? is that correct?
do you think maybe I created the second account ?
Hi @Rhonda_H , your administrator should be able to give you more info by checking to see if you've actually been added to the right business. If you'd like to let us know what the business name is, I can also check on our end to see if you have been added to the correct business.
Is there any way we can add categories? We pay the tax from the account and there doesn't seem to be a category for thAT
Hey there @VanessaB
If you're looking to add categories, this is all done under the chart of accounts. You can add custom categories here. Hope this answers your question but reach out if you need anything else!
Why can't i figure out what the Add Customer under Edit Transaction Details is for. Once you add the customer to the transaction, is that info somehow used in a report somewhere?
I have a journal entry (transaction) that is 12 lines long. I need to print the entry to back up my Journal Vouchers showing what I entered is the same as the Voucher. if I go to Transactions, I can see the line item but its not broken out on the left side of the screen. If I click on the transaction, it shows me the line items but there is no print button. Can you tell me how i can get the detail?
Hey @JacobP !
The 'add a customer' feature on the Transactions page is an optional feature which you can use to further organize your books. You can use this feature to associate non invoiced income or expenses with a customer. You'll also find that any transactions associated with a customer on the Transactions page will be available in your 'Income by Customer' report in your reporting page.
Hello @bcholin !
I'm afraid that there is no print option available for your journal transactions. As a workaround, when viewing the journal transaction and all of the item lines it contains, you can print your screen by pressing "Control/Command + P". Otherwise, you can take a screenshot and print the image.
I hope this helps!
If I add an Income Transaction with 1 item and collected sales tax, I enter the total as 8.66, select the category, then select add sales tax. It notes that the sales tax is .66 and everything is entered. However, if I have a transaction with more than 1 category, if I enter the total as 79.78, split it so there are 2 categories, then select add sales tax - no matter how I enter it, it won't balance. - Am I supposed to enter the total as the total sale without sales tax (8 or 75), or do I enter the total to include the complete total I received with sales tax (8.66 or 79.78)? Entering it without the total amount seems wrong, but entering it with the total amount won't balance out...
Hey @papercypress !
When splitting a transaction, you will need to add sales tax to each item line. Below each item line you will see the option to "Include Sales Tax" where you will be able to select the appropriate tax. Each item line will have to have sales taxes already factored into the amount as the sales tax is not applied on top of the amount but included in the amount. I hope this helps.
Which accounts are included in the account filter list?
Hey @hanwant0 , "payment accounts" or accounts that can have a transaction directly tied to them as a source of payment are the accounts that show up in the filter.
Once I add vendors to the transactions, is their any way to make the vendor field visible in the transaction view? Thank You!
The fact that the Transaction "Search" doesn't even search in the transaction notes is a bit disappointing.
Hey @MariaC_ICF,
As it turns out, it isn't currently possible to view the vendor field from the Transactions page without clicking into the individual transaction I'm afraid.
However, if the transaction is categorised as Payment Sent for a Bill in Wave > Bill #..., you should be able to see the vendor's name next to the bill number, without clicking into the transaction
Under the new transactions view I can't figure out how to add a memo or note to a transaction that's already posted. Help!
Hello! Is there an automated way for my transactions in a certain period to be added up? For example, I'm filtering for income that came in the last quarter but I can't find a total for those amounts. All I can see is the total for "All transactions" and "Cash on Hand". Am I missing something? I can't imagine that adding by hand is the way to do this, but this is how I'm doing it. I must be missing the spot where the totals that are filtered are added up. Thanks for your help!
Hey @KrisJones_2021 , if you click into the transaction details, there's a 'Notes' tab in the top left corner of the transaction itself (located next to the 'Edit' tab).
Hey @Karpar , there's no way for you to be able to hand select certain transactions to get a running balance, although if you wanted to select transactions from a specific period/account, that can be done through our Account Transaction Report (in the Reports page).
@AlexL Ahhh! Thank you so much! I see that notes tab on the transaction now.
Ah ok, I've never used that Reports tab before. I see now that I can find my running totals for a particular month, quarter, etc. That's helpful. Thanks!
I wish there was a way to go back to the old layout, where everything was there and there was less clicking around I had to do to add notes and such to my transactions