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How to export your accounting dataFrom time to time, you may want to generate a backup copy of your account information, whether for tax purposes or simply for your personal records. Your data export contains your accounts, general... Read the full story hereSystem 23K views 103 comments 0 points Most recent by Patrice November 16, 2021 11:42PMHelp Center Discussion
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Thank you for the helpAlabi_Oluwaseyi7 31 views 1 comment 1 point Most recent by Mikeg November 16, 2021 10:00PMAccounting Technical Support
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Before the big transactions change in March/April, when I would enter a new transaction, the account box would fill in the first listed account. This was great as I had made a fake account to alert me that I'd missed changing it. It doesn't seem to be working anymore. It defaults to my third account alphabetically. I don't understand why it ch…TDK 22 views 1 comment 0 points Most recent by TDK November 16, 2021 4:17PMAccounting Technical Support
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Today a new feature for adding discounts to invoices became available (link). I used this new feature to add a discount to a new invoice and it worked great. Then I tried to edit that same invoice, and the ability to add the discount line is gone! It isn't available on any new invoices I create either. What happened?britannic 41 views 0 comments 0 points Started by britannic November 16, 2021 2:41AM Sales & Invoicing Technical Support
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When my customers try to input their credit card information to pay their invoices Microsoft Defender Smartscreen refuses to let them put it in and claims that it is linked to Phishing.AsheOHara 661 views 34 comments 11 points Most recent by Proofread_John November 15, 2021 11:30PMSales & Invoicing Technical Support
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In the last three days, two clients have reported that they are unable to pay my invoices because they receive a notice that "Microsoft Defender SmartScreen has blocked the unsafe content". The Wave support bot says "here's currently an issue where Microsoft Defender is falsely flagging Wave's invoice URLs as unsafe. The Engineeri…Scend 11 views 1 comment 0 points Most recent by Proofread_John November 15, 2021 11:18PMWave Discussion
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A customer has payed an invoice from November 8th haven't received the payment in my bank account yet I need to pay workers and hate that wave is holding my funds.Thatguy123 11 views 0 comments 0 points Started by Thatguy123 November 15, 2021 9:08PM Help Center Discussion
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Is there a way to locate a transaction in waveapps.com by Transaction ID#? I have an excel Data Export file, column A has all the transaction ID #s. I copied the transaction ID and searched within transactions. Please let me know if there is a way, or could you please include this as a feature request?
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I have a very simple need. I would like to be able to export the transactions screen. More specifically, I need to be able to have a CSV with all the transactions, including the category. Right now I can make a report for each account, but without the transaction descriptions, or I can have a report for all the transactions, but without the categ…ybahat 1.2K views 23 comments 1 point Most recent by princesspanic18 November 15, 2021 3:29AMAccounting Technical Support
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How would I record the money I get from the sale of business equipment. I am planning to sell a printer and some other items that I no longer use in my business. Do I do a misc. dummy invoice and record it that way? Or is there some JE I can manually make?
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I currently record payroll for my clients and it doesn't seem right. I know that for every payroll wave creates a journal which is posted into payroll liabilities and then it takes the money out of the bank account and transfers it to the holding account(wave payroll clearing) increasing both accounts by the same amount and when the expense shows …Alabi_Oluwaseyi7 23 views 0 comments 0 points Started by Alabi_Oluwaseyi7 November 14, 2021 9:02PM Accounting Feature Ideas
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I'm looking for a way to document my unearned revenues. My customers pay me 50% for their project up front so I can buy materials. How do I need to document this in my transactions? When they pay me, I go to their invoice and do the "Record Payment Manually" thing. What do I need to do after that to get the money put in my unearned reven…LemonBanjoandSupply 81 views 3 comments 0 points Most recent by Mikeg November 14, 2021 3:00AMAccounting Technical Support
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HI, so we use to upload multiple receipts, then review and verify them at once. With Wave removing the receipt upload feature this has now become a huge job! Does anyone have any tips or advice here? Or wave can you advise? Many thanks all?karlos 21 views 1 comment 0 points Most recent by crazydazed November 13, 2021 8:51AMWave Discussion
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Why bills list table not showing due date for each bill. That will be good feature to see due date and highlight in red color if past due like invoice.Sri 4 views 4 comments 0 points Most recent by KLS_Mega November 12, 2021 6:13PMSales & Invoicing Feature Ideas
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Hi waveapps team, we recently integrated waveapps invoicing on our application. it was working fine for now. however, we recently found an issue while creating customer. the wavapps api throws error when address.provinceCode value sent as "FR-75" for others it seems to work fine. you could mail me at tuladharsamyak@gmail.comsamyak 1 view 1 comment 0 points Most recent by AngelaC November 12, 2021 3:13PMAPI & Integrations Technical Support
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Is there a way to change the bank account names once they are linked? All of our accounts are linked (many many acounts) but they all came through as "Checking Account ###". We have no way of knowing _what _checking account they are associated with. How can I change the checking account display name?!JJDem593 12 views 5 comments 0 points Most recent by Mikeg November 12, 2021 12:26PMHelp Center Discussion
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Hi, I've read in a previous post that it was possible to format the footer text into multiple lines of Text (for better readability). Can you share how to set this up for the default Footer?LISpeedyG 131 views 3 comments 0 points Most recent by Rory Lucas November 12, 2021 12:25PMSales & Invoicing Technical Support
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I manage bookkeeping on Wave for our non-profit. We just opened a brokerage account so donors can donate securities. Wave does not allow auto-import of brokerage accounts. 1. So how do I add the account? 2. And when securities are donated, do I show their value in dollars as of the closing on the day they are received into our account? 3. And wh…SteveB108 11 views 1 comment 0 points Most recent by Mikeg November 12, 2021 1:31AMAccounting Technical Support
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[NEW] Employee Self OnboardingOnboarding employees has never been easier! You can now invite your new employees to create a personal Wave account, where they can add their own personal information during employee onboarding! To... Read the full story hereSystem 632 views 6 comments 0 points Most recent by george_23 November 11, 2021 5:20PMHelp Center Discussion
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Hi there. I'm new to Wave. I provide legal services to clients (am an attorney), and often need to submit filing fees to government offices, for which I bill the client. How do I accurately record these payments on invoices, so they don't show up as payments to me?MNE 273 views 6 comments 0 points Most recent by MNE November 11, 2021 4:19PMSales & Invoicing Feature Ideas
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When I view Recent Reconciliations, I see March-June 2021 (yes, I'm behind) - so I want to look at my reconciliations before March, I click on Show All Periods and I get reports from Feb-June 2020 (note 2020). I am trying to see Jan-Feb 2021 and I can't. Plus once I see the Show All Periods, I have no way to go back and see Mar-June 2021. I then h…jchambers12 1 view 0 comments 0 points Started by jchambers12 November 11, 2021 3:17PM Accounting Technical Support
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I have not found an allocation for discount option. can this be incorporated? especially once a client has paid you in cash and they are short the invoice amount by some change?akchamia_001 591 views 10 comments 0 points Most recent by 1n_Style_Blind5 November 11, 2021 12:20PMSales & Invoicing Feature Ideas
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I've moved to a new state and have reflected that on my invoices; however, I need to print older invoices with my previous address. Is this possible? All of my old invoices now display my most current address unless I revert my business profile.cfoto333 1 view 0 comments 0 points Started by cfoto333 November 11, 2021 2:38AM Sales & Invoicing Technical Support
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Hi folks, I'm hoping you might be able to help me resolve a minor, but very frustrating, accounting snafu caused by Amazon. I have an Amazon Business Prime Amex, and attempted to use accumulated points to pay in full for a personal purchase from Amazon.com. This should have netted out to zero. To cut a long and extraordinarily aggravating story…jayjay16 94 views 0 comments 0 points Started by jayjay16 November 11, 2021 2:38AM Accounting Technical Support
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Please add Apple Card integration.Seth 141 views 2 comments 7 points Most recent by kc_rob November 10, 2021 11:20PMAPI & Integrations Feature Ideas
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It's very difficult to filter through all the estimates and find the one I'm looking for. I need to be able to: -Filter by Customer Name, not only Company Name -Quick View to see what the estimate is. Including even a hover over with details as it does in the invoices list, would be helpful. -Filter by Address or details in the estimate. I am in…Trava 1 view 0 comments 0 points Started by Trava November 10, 2021 7:46PM Sales & Invoicing Technical Support
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When creating an estimate, it is difficult to find a customer that has the same Business Names. The drop down will only show "Company Name" and I have to keep clicking through until the right name shows up. It would be easier if the drop down included the "Company Name + Person's Name" like it does in the invoicing area. In m…Trava 2 views 0 comments 0 points Started by Trava November 10, 2021 7:38PM Sales & Invoicing Technical Support
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I feel like there are a lot of annoying loading issues in the transactions dashboard that could be fixed pretty easily with some caching of certain things. For example, every time I try to reconcile or make a category to a specific transaction, it will “refetch” all the categories on the account. It will do this for every new transaction I sele…Hartigan 1 view 0 comments 0 points Started by Hartigan November 10, 2021 6:08PM Help Center Discussion
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So maybe you've got your business off the ground but now realize the accounting stuff has inched a bit above your head (or desires). That's where I usually enter the picture for my clients. I've been in the accounting industry for 30 years, primarily in the US but have some experience in other countries too. You can find my practice website at …JayHatfield 57 views 0 comments 1 point Started by JayHatfield November 10, 2021 4:40PM Pro Network Listings
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hello i am bryan. I want to find a partner for online business. Anyone interessting?kingslot88org 11 views 1 comment 0 points Most recent by JayHatfield November 10, 2021 4:27PMPro Network Listings
