More Editable Options for Account Settings
I am a new user of Wave and I am starting to organize my chart of accounts and so on. There are a few things that I have ran into, that I just feel needs to be more user friendly. For example, the business type should be editable. When I first signed up, I didn't see the option (not sure if it was there at the time) I needed to set up the appropriate chart of accounts and now I see it and would like to change it to prevent having to create/customize the current one.
In addition, I added and category for other income, and have not entered any numbers into the category as of yet, but when go into profit and loss to review the data on it, it shows there is over $3,000 in additional income, and there is no way that I see to get that corrected. I have already reviewed how to change the transaction category, however, these particular transactions are not listed in there. It's a little frustrating.
Comments
Hey there @MrsThornton
Thanks for this feedback.
I'm curious if your $3000 is because of an invoice you created to this other income account? You should be able to see the method to change your reports from accrual to cash. Our reports are primarily in accrual basis so this might be the possibility? What happens when you select the transaction in your report? Does it reroute you to your transactions page?
Hey again @MrsThornton
Have you recategorized these transactions and placed them in their correct account? I'm not exactly sure why they would have changed categories on you, however I know our autocategorization may have caught this first? Let us know.
Hi there @MrsThornton , thanks for adding some more context to this issue here. Would you be able to send a screenshot of what you're seeing there, both in the transactions page and the reports? The entire screen would be best! Let us know and we can go from there.