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Cash Payment Filter

GraceMaryGraceMary Member Posts: 1

Hello,

Please I'm trying to figure out if there's a way to filter all wave transaction that were paid for by cash. That way I have a comprehensive list of all cash transaction over the years. Is it possible? Help please

in Accounting Technical Support

Comments

  • BarsinBarsin Member, Moderator Posts: 2,041 ✭✭✭

    Hey there @GraceMary

    Unfortunately this type of breakdown is not available in Wave. The only way to do this is to open each invoice and check on the payment method.

    I understand that this is less than ideal, so I do apologize for the workaround.

  • brannettbrannett Member Posts: 8

    @GraceMary You could find the Google Sheets Wave connect add-on helps here

    When you export your invoices you can then sort by"Payment Methods"
    Just make sure you've selected"Invoice Data & Payments from the dropdown box on the 3rd box of the Wave Connect add-on (It's achoice on the 3rd section of the add-on "Data to Download")

    Hope that helps :)

  • Kristian_GKristian_G Member Posts: 56 admin

    Hey @brannett,

    Thanks for chiming in here — always love to see fellow Wavers helping each other out! Appreciate you adding to the discussion :smile:

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