Some accounting features suggestion
MichaelChan_Bida
Member Posts: 7
- If there is no movements in some accounts like Other Current Assets, when I view BS, it still appear. How to not showing it?
- Setting-->Dates & Currency-->eg 31 March, when I view report, 2019, it appears 01 Jan to 31 Dec 2019, is it possible to automatically change to 1/4 to 31/3? Thanks
- If i have more than 4000 transactions to import, is there any faster methods. After import, is there any faster methods to select corresponding accounts? Thanks
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Hey there @MichaelChan_Bida
CSV Uploader
Using our CSV uploader. With the proper formatting, you are able to download a CSV document containing all of your transactions from your online banking website, and upload them directly to Wave. Check out this article on Troubleshooting your csv upload if you run into any problems when uploading your transactions.
Wave Connect
My personal favorite method is WAVE CONNECT.
Wave Connect allows you to upload or download transactional data, invoices, customer lists, etc, into a Google spreadsheet. Your excel files can be easily transferred into a Google Spreadsheet as well. See this image below of what Wave Connect looks like:
All you need to do is input the transactional information into a template that is generated through the add-on feature in Google sheets and it auto-populates right into your Wave account once you've validated the data.
Thanks for your answer. I still have some more questions.
2. For your example, if you turn the yr end date to 1 June, then the report will come out 2 June, but when you select another yr, the report date will start from 1 Jan to 31 Dec, is it? Thank you.
3. Yeah, wave connect is easy to work out customer, products, invoice, etc. How about bills? If I got more than 100bills per month, is there any methods for me to input it faster. Thank you.