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Hello, Does anyone know a way to download a full list of expenses? I can see in 'Account transactions' lots of subcategories of expenses e.g. Accounting Fees, but not an option to see a full list. Is this possible? ThanksPaul_Illo 361 views 4 comments 0 points Most recent by Luisa October 18, 2021 1:57PMAccounting Technical Support
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I've seen some similar questions asked here, but still struggling to make this work in Wave. Example: * Rent: $1000 (tracked via invoice) * PM Management Fee: $100 * PM Repairs & Maintenance Costs: $55 * Bank Deposit: $845 I've got an expense category for "Management Fee" and a separate expense category for "Repairs & Mai…DanEVs 31 views 4 comments 0 points Most recent by HelpIfICan October 18, 2021 11:37AMAccounting Technical Support
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Is there a way to save payment terms by Vendor. For example, I have two Vendors (say Vendor A and Vendor B) that we invoice. Vendor A's payment terms are 30 days but Vendor B's payment terms is 45 days. I can set a default for payment terms for invoicing (say 30 days) however I have to go in and manually change the payment terms for invoices sent …skardamaplefarms 21 views 3 comments 3 points Most recent by HelpIfICan October 18, 2021 8:05AMSales & Invoicing Feature Ideas
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We are selling some of our products through an online website that acts like a wholesaler, providing us and others a website to sell our goods and they also deliver to the customers. For that service they take a 20% cut of the sales price. We have been raising our prices to cover that extra cost but need to know how to account for that in our b…Farmer_Frank 41 views 2 comments 1 point Most recent by HelpIfICan October 18, 2021 7:52AMSales & Invoicing Technical Support
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Not sure if there is a bug or they changed the system. I am no longer able to mark payments made directly to me by my clients as Owner Investment/Drawing when selecting the account for paid invoices. Can anyone check this?CharlysAngels 21 views 1 comment 0 points Most recent by HelpIfICan October 18, 2021 7:28AMAccounting Technical Support
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I am struggling to understand how to record PPE with a value. I added the item to my chart of accounts. The item is paid off in full via my bank account prior to me using Wave systems. I have created a journal entry per this post for the account: https://support.waveapps.com/hc/en-us/articles/208622796-Starting-balances-What-they-are-and-how-to-en…fancyflush 11 views 1 comment 0 points Most recent by HelpIfICan October 18, 2021 6:51AMAccounting Technical Support
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This question is for U.S. sole proprietorship Wave Accounting: Would someone please give me a step-by-step set of instructions for making the initial owner's contribution to Wave? I tried the chat bot Mavis. It leads me to bringing up the equity chart of accounts - Owner Investment / Drawings category page which is apparently only to edit the nam…
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Hi, when i have to reimburse an employee for an expense, I create the transaction into that employees reimbursement account and then I log in into my bank account and process the transfer for that expense. After that, I come back to Wave and process the payment to that account so that the respective account is balanced. My issue is that a few day…
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I would like to see a new field added in Products & Services, to have a place to put the mfg or vendor part#, mostly in the "Purchases" area. More than one (1) would be even better, because I buy the same item from different vendors, and they have their own numbers I have to use. Using the 'name' field doesn't work too well, because…JoeBasham 1 view 1 comment 0 points Most recent by HelpIfICan October 18, 2021 6:01AMAccounting Feature Ideas
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I would like to have the ability to segment customers. Some customer accounts go "inactive" but you may not want to delete them. Another use case would be grouping active customers. I think this may be handled with something like tags. This allows Wave to be somewhat sector-proof. Any business can customize Wave to fit their needs. Eith…teewreh 21 views 1 comment 0 points Most recent by HelpIfICan October 18, 2021 5:41AMSales & Invoicing Feature Ideas
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Not sure this is worded correctly. If i make a cash purchase at a store I can save the receipts and upload them to the program so there is a picture stored. If I pickup material from a store where I have an account and pay off at the end of the month I find no way to add the invoice from them. This software seems beta in so many ways. I prefe…
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We are building contractor, we need contractor number or project address or number for each invoice, any possible to change the tile name of "P.O./S.O. Number". we don't need this and better this column can be custom or add more column.StevenChen 3.5K views 15 comments 1 point Most recent by HelpIfICan October 18, 2021 4:23AMSales & Invoicing Technical Support
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When I pay my county's business tax receipt (aka occupational license) every year, I do so online using a card. The organization handling the transaction charges a "convenience fee" of something like $1.93 and that gets charged to my same card as a separate charge (i.e. the county never incurs the fee, but just passes it on to me). The…CottageOven 241 views 5 comments 0 points Most recent by HelpIfICan October 18, 2021 12:46AMAccounting Technical Support
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In trying to connect my Vancity account for the first time today I am not receiving the security code by text, which is likely coming from Vancity directly. Are there known issues connecting Vancity accounts at the moment? Looks like a previous comment refers to a similar issue.cmthoreau 32 views 0 comments 0 points Started by cmthoreau October 17, 2021 11:49PM Account Settings Technical Support
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It seems only password authentication is available for account access. How do I secure my wave account with multi-factor or 2-factor authentication to protect my banking info?bizguy 321 views 4 comments 0 points Most recent by Trudi October 15, 2021 8:35PMAccount Settings Technical Support
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Hi I would like amounts designated as other income in my chart of accounts to be separated out from operating income (but still included in total income of course) on my income statement report. This will allow me to quickly assess my operating and non-operating income amounts in my P&L.
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How do you export the chart of accounts? When I go to menu-settings-data export it doesn't give the option to export the chart of accounts. I used to be able to do it--does anybody know how to do that?LaurieL 509 views 1 comment 0 points Most recent by JulzMM October 15, 2021 6:50AMAccounting Technical Support
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Is it possible to have 2 emails for a customer invoice. I cannot work out how to do this on the customer profile and I cannot work out how to add an email when I send the invoice.Charlie_400 21 views 2 comments 1 point Most recent by PeteC October 15, 2021 1:52AMHelp Center Discussion
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I tried separating 2 emails with a comma for my customer's contact details. I know I can add second emails when sending invoices, but most of my invoices go out automatically and this customer would prefer to get emails to 2 inboxes.OutLoudStudio 72 views 4 comments 4 points Most recent by PeteC October 15, 2021 1:47AMSales & Invoicing Feature Ideas
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It would be very helpful to notate rather a report is run under the accrual or cash method on the printable version of the reports. This information would be very useful for any external individuals or companies looking at the reports.equationshawaii 11 views 0 comments 0 points Started by equationshawaii October 14, 2021 11:25PM Accounting Feature Ideas
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Hi! I'm setting up our new Wave account and would like to have the payments process via our Stripe account. Where do I make that integration? I can only see payments being set up via Wave Payments. I am in Canada. Thanks!dee_gs 2.3K views 13 comments 0 points Most recent by rad_amdg October 14, 2021 7:46PMAPI & Integrations Technical Support
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How do I enter the shipping cost in invoice for the item i sell and it is charged to the buyer, what account should I make for that?milzamsz 3.4K views 12 comments 0 points Most recent by gridflash October 14, 2021 4:51PMSales & Invoicing Technical Support
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* I pay contractors quarterly. Your pricing says, "$6 per independent contractor paid". Is that per month? For example, if I pay 4 contractors in January, the extra fee would be $24. Is that correct? * Let's say in February and March I don't pay any contractors, do I now pay $0 in extra fees for that month, EVEN if I plan to pay those co…redtopper 14 views 0 comments 0 points Started by redtopper October 14, 2021 1:44PM Payroll & Employees Technical Support
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This software is so involved and doesn't make sense. Why should I have to setup a payroll schedule, if I don't have employees and all I want to do is pay a vendor?? The payroll schedule is also confusing, and currently a payment set for the 10th of October, is still sitting in "pending" status. And of course, NO CUSTOMER SERVICE. I j…shaun0916 11 views 0 comments 0 points Started by shaun0916 October 14, 2021 9:24AM Sales & Invoicing Technical Support
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Hi, I've been using Wave for nearly a decade and have not run into many issues. I have my business bank account connected to my account and transactions are automatically imported. Over the last month and a half, I have had over 20 unexplained transactions that all say UNREPORTED_DETAIL_TEXT. These transactions are not on my bank statement and…5KeysYoga 39 views 0 comments 0 points Started by 5KeysYoga October 13, 2021 7:55PM Help Center Discussion
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I have now tried for 3 days to get someone to respond as to why they have turned off all payment options...They sent a statement on the account "We need to talk. Looks like we're having difficulty verifying a few things. You should have received an email from our Account Management Team. The fastest way to resolve this is to respond to that e…amexapm 1 view 0 comments 0 points Started by amexapm October 13, 2021 12:14PM Sales & Invoicing Technical Support
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Is there away I can get a report that shows the items I wrote off to bad debt. I would like to see which invoice numbers and amounts. Thank you Cherylcwilliams2075 1 view 0 comments 0 points Started by cwilliams2075 October 13, 2021 2:42AM Sales & Invoicing Technical Support
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Wave should record each occasion an invoice is sent or re-sent, or a reminder is sent. In each case, to whom, whether it was viewed, etc. This is important for chasing unpaid invoices to be able to show all the occasions on which the customer received the invoice again.Virgil 311 views 4 comments 0 points Most recent by HugoM October 12, 2021 10:11PMSales & Invoicing Feature Ideas
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Hi everyone, I just thought that the community should know that despite being granted approval for payments, having email receipts that my account's been approved, and multiple notifications from Wave Financial/Wave Apps saying "You just got paid!" I still have not received a single penny of those payouts, and I have been given no expla…Chainlift 11 views 0 comments 0 points Started by Chainlift October 12, 2021 4:42PM Sales & Invoicing Technical Support
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Hi. How do you generate all statements for all customers with outstanding balances. (Not one by one)Anthony800 31 views 0 comments 0 points Started by Anthony800 October 12, 2021 12:27PM Sales & Invoicing Technical Support
