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Discussion List
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I want to give access to a colleague to do invoices... but don't really want to give access to bills and reports. Is it possible to restrict access? Chrischrisjenkins 665 views 18 comments 1 point Most recent by BoulevardAuto May 27, 2022 3:00PMUsing Wave
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Is Wave able to connect to Amex Business Checking?curved_angles 13 views 0 comments 0 points Started by curved_angles May 27, 2022 11:17AM Wave Discussion
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I started the new year with all customer accounts paid in full and no overdue invoices. I logged in a few days ago, only to discover that all of my invoices (except for those paid thru the Wave payments portal) are showing up as overdue/unpaid. Is there a solution to this problem, other than manually recording their payments (AGAIN)?Olive72 48 views 1 comment 0 points Most recent by nmatheis May 26, 2022 7:54PMSales & Invoicing Technical Support
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Hi there, I have a question about what currency is used for the amounts entered in journal transaction entries. Here's my current configuration in Wave: * My business currency is set to CAD * I have a Chequing USD asset account that's set to USD currency. * I have a USD Investments asset account that's also set to USD currency. For a particular…BillyZB 26 views 1 comment 2 points Most recent by ikzelf May 26, 2022 7:36PMAccounting Technical Support
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I have transfers from Etsy, Stripe, and Ebay in "Cash On Hand," but I am not sure how to categories those transactions. They are the sales minus the selling fees from the respective venues. They are default categorized as uncategorized income. I would appreciate suggestions. Thank you, CoryCoryLynn 28 views 0 comments 0 points Started by CoryLynn May 26, 2022 5:28PM Accounting Technical Support
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Sorry if this has been brought up before. I could only find one thread back in 2018. It would be great if invoices could offer a tip feature, not for my business but for my brother's business. He runs a chartering company and usually tip is 10% to 20%. He loves being able to be paid by credit card through Wave, but there isn't a tip feature like F…
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hello guys im new to this community i just want to use this service , but currently im in Italy im trying to get it work but i couldn't ,, i just have one question * does this work in Italy if yes how to get it work thanks in advance -
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I am a CPA and have a client looking to use Wave. Does Wave have the option that I can add clients to my login? QuickBooks Online does this where I can see all of my clients on one list. Does Wave offer that option? Or do I need separate logins for each of them?
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Can wave update estimate status to approved when the estimate has been converted to invoice. it will make it easy to followup on active estimates if we can differentiate themBWI_ 133 views 14 comments 5 points Most recent by rauschelbach May 25, 2022 3:02AMSales & Invoicing Feature Ideas
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I would love if it was possible to have deeper functionality for estimates. Currently there is no way to update a status myself. Even if the estimates status's have a drop down on each to update them. Status's could be: Saved Sent Viewed Accepted Expired Rejected Further enhancing it with an editable Notes field for each status would be a gre…MartinCA 754 views 21 comments 3 points Most recent by rauschelbach May 25, 2022 3:00AMWave Features
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I guess the title describes the suggestion, but currently in Estimates, each estimate can display "expired", "viewed" etc - but it is quite odd that the estimates that have been converted to invoices don't reflect the conversion. This would be really handy when for example a customer hasn't yet received the Invoice, but they g…solosails 25 views 7 comments 1 point Most recent by rauschelbach May 25, 2022 2:55AMSales & Invoicing Feature Ideas
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Is there a methodology for invoices that are sent to tax-exempt entities (churches etc.)? How do I wave tax on those invoices? What do you do?plockerman 1.1K views 20 comments 4 points Most recent by ISnortedCandy_1ce May 24, 2022 3:23PMSales & Invoicing Technical Support
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Sales tax of 7% on $150 is 10.50 Wave calculates it at 10.33 this program is not usable.flamingoSWFL 14 views 2 comments 0 points Most recent by flamingoSWFL May 24, 2022 3:03PMHelp Center Discussion
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Please help! I am trying to reconcile the month of February. Wave is telling me that my statement balance does not equal my wave balance. The month of February is not showing the payments that came through Wave. So the difference is the exact amount of the wave payments that are not showing. How can I reconcile when the system isn't showing the pa…peaseli 3 views 0 comments 0 points Started by peaseli May 23, 2022 8:17PM Accounting Technical Support
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Is there a way to attach a photo to the invoice? I have an art gallery and would like to attach in the description a picture of each artwork. Thank youAzel 866 views 8 comments 2 points Most recent by Apex_Gutters May 22, 2022 5:26PMSales & Invoicing Feature Ideas
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Hi there. It would be great to have a way to schedule the emailing of invoices (besides for the recurring invoice feature.)adamtenner 2.7K views 60 comments 6 points Most recent by RobertPaul May 22, 2022 4:27AMSales & Invoicing Feature Ideas
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I'm new to accounting, and have a small two-member LLC partnership started in 2021. Under "Equity", I have four accounts: Partner 1 & 2 "Investment/Drawings" and Partner 1 & 2 "Owner's Equity". I understand that the Investment/Drawings accounts are supposed to be used for contributions to the business, busin…Keegan 13 views 0 comments 1 point Started by Keegan May 22, 2022 3:10AM Accounting Technical Support
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I noticed a few other posts on this board but didn't see any resolution from anyone or from Wave. This is simple: Sales tax percentage is not being calculated correctly, not even close. For example: We have an item that's $15. Sales tax is 6.85%. That should be $1.03 for tax. But Wave is calculating it as $0.64. I've tried other taxes and item…pjp 27 views 2 comments 1 point Most recent by Marshajove May 21, 2022 8:10PMSales & Invoicing Technical Support
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Hi there, so I absolutely LOVE this new customer activity feature where we can see what communications have been sent to our clients! I do wonder though if it would be possible to make it so we can manually add communication. That would certainly make my life a lot simpler. Some of our clients don’t have internet or an email so I have to manually …
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for every sales, we can add sales tax which add the amount need to be payed. But for every service, we need to deduct the amount because of service tax. So for example : I sold product $1000, and service $100. They all have sales tax 10%, so $1100 plus 10% of those = $1210, but for service, the amount needs to be deducted because of service tax 2%…PeterINA 26 views 5 comments 0 points Most recent by PeterINA May 21, 2022 3:17PMAccounting Technical Support
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Is there a way to add tipping option to invoices?Jazzi 63 views 4 comments 0 points Most recent by maravilla May 20, 2022 5:32PMSales & Invoicing Technical Support
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The biggest thing keeping me from converting to Wave for invoicing and payment processing is the inability to allow the customer to add a tip to their invoice. Paypal offers this feature and it is AMAZING for people who invoice for hourly work or services. Any thoughts on this?bbizzle 2.7K views 84 comments 14 points Most recent by maravilla May 20, 2022 5:31PMSales & Invoicing Feature Ideas
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I am trying to follow the steps in the "How to set up payroll tax payments and filings" help doc. Step 4 says under Simplify your payroll "Locate Get automatic tax filings and payments", I do not have that anywhere on the page.ajerion 14 views 1 comment 0 points Most recent by ajerion May 20, 2022 3:58PMPayroll & Employees Technical Support
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I would like to use Wave for accounting, with Quickbooks Online for Payroll processing. However I'm seeing a problem. Wave does not accept for upload the .iif files that QB Payroll exports. Wave support has indicated that there may be a 3rd party conversion that would help, but I can't seem to find that. Have any users here successfully found …
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Hey, I hope you’ll are doing good. I have been working as a Financial consultant and Bookkeeper for about 6 years now. I have my expertise in developing financial models, projects and budgets. I have been using Wave for Bookkeeping and have used it for everything for vendor payments, receiving payments and Payroll. Wave is my goto software…Ahmad_Aitesam 3.7K views 0 comments 0 points Started by Ahmad_Aitesam May 20, 2022 2:08PM Pro Network Listings
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Sending Paid Receipts from the desktop is easy using the dropdown to choose the from account we want to use, but on mobile platform, there is no way to choose from one of our alt emails only the primary shows with no selection choices. Anyone else have this issue?
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I recently purchased an investment house, intended to be rented. I just got the purchase statement from my lawyer, including the amount I owe. It includes expenses: down payment, legal fees, maintenance fee for a month, and property transfer tax. Then it gives a credit (discount) for the property tax, for the few months past in 2022 and the previ…presto 40 views 0 comments 0 points Started by presto May 19, 2022 6:15PM Accounting Technical Support
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Hi there how do i view the dash board for the previous yearMinesh 122 views 7 comments 0 points Most recent by tyhoppy May 19, 2022 3:56PMAccounting Feature Ideas
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I am in the process of hiring an employee and I don't have my employee to see any other features of waveapps. All I want is for the employee to be able to generate invoices for customers and record payments. Is it possible?gill200s 664 views 32 comments 2 points Most recent by tyhoppy May 19, 2022 3:52PMSales & Invoicing Feature Ideas
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I am sure it has been asked before but can anyone quickly advise whether it is better to import transactions in OFX format or use the Google sheets Wave Connect?