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In the old Transactions page, I was able to enter a negative value when splitting a withdrawal while reconciling a statement from a supplier. IE. a credit for a returned item. I don't seem to be able to do that on the new Transactions page.TheAutoSparky 895 views 24 comments 2 points Most recent by SeminoleSitters May 7, 2022 11:54PMUpgraded Accounting Experience
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I have an issue where the amount from my Aged Receivables and Accounts Receivable is different. Should it be same or its okay if its different?Awie 712 views 25 comments 0 points Most recent by hong May 7, 2022 11:41PMAccounting Technical Support
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Hi, I need to invoice somebody for $306.25 + $30.62 sales tax = $336.87. This is because I have the booking agreement already where the client has rounded the 0.5 cent sales tax down. However, with wave apps, the sales tax is automatically entered in using the 10% calculation. When I enter $306.25 (ex tax), the tax is automatically calculated a…majohnboy 2K views 30 comments 0 points Most recent by Cheart99 May 7, 2022 11:11PMAccounting Technical Support
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Hi I have found that when I am entering bills because the tax is added on each line vs calculating at the end of the invoice/bill the numbers are off by anywhere from a penny to a few cents. Is there a way to change this or do I have to work around my adding a line item to minus however much off it is?LadySinaz 12 views 2 comments 0 points Most recent by Cheart99 May 7, 2022 7:34PMAccounting Technical Support
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I have customers that I invoice that I allow to pay with Venmo. Venmo takes $.10 plus 1.9% which is better than most CC processing. The question I have is how do I reconcile the invoice? When I transfer the Venmo payment to my checking account I put it against the invoice, but it still shows that remaining amount as outstanding. How do I get t…PartySizeCycling 105 views 5 comments 0 points Most recent by DoveFeather64 May 7, 2022 5:39PMUsing Wave
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Hello, Winding down my business for now. I've paid all of the payroll taxes due, and Wave confirms that there are no Accumulating Taxes or Taxes Due. The Wave Payroll Clearing Account balance is zero; however, the Balance Sheet Report still shows a small Payroll Liability. How can I zero this out so I have no liabilities on my balance sheet? Th…mnd69 12 views 0 comments 0 points Started by mnd69 May 7, 2022 12:10PM Payroll & Employees Technical Support
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Hi I have created a Bill in Wave to record a Purchase, and did a bank transfer to the Vendor. Due to unforeseen circumstances, the purchase is to be cancelled and the monies refunded. I set the Payment category as "Payment for a bill in Wave" and Refunder as "Refund for a bill in Wave". Now the Bill obviously still have full…
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Hi Newbie with little Accounting knowledge. When a running business receives a cash injection as capital, how do we record this in WaveApps? I have created a "Capital" under Chart of Accounts -> Equity --> "Business Owner Contribution and Drawing" I then set the Category of the bank transaction to Capital somehow it'…
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Hi all Newbie here with little account knowledge. I wanted to record a purchase of new vehicle and wanted to know how should I record this hypothetical scenario below Purchase of vehicle $100,000 Bank Loan - $50,000 Bank Interest - $10,000 Loan term - 60 months Repayment - $1000 monthly Based on this post, I think i worked out * Create an asse…JNL 193 views 0 comments 0 points Started by JNL May 7, 2022 8:06AM Account Settings Technical Support
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Is there a way to lock past year accounts after they have been closed to prevent unauthorised changes?stephencheah 684 views 17 comments 2 points Most recent by ktm_wave May 7, 2022 5:38AMAccounting Technical Support
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Hello, I just joined Wave today. I connected Wave with my two business bank accounts (I'm in the process of transferring to a new one within the same institution after filing my PLLC). The transactions that were imported are incomplete and missing a lot of deposits. Oddly, the purchases seem complete. On the account overview page it accuratel…scc678 32 views 0 comments 0 points Started by scc678 May 6, 2022 6:55PM Accounting Technical Support
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Currently none of my expenses or sales automatically include tax. I have to manually edit each entry (or batch edit) to include the GST. Please provide a way to automatically include GST on all expenses and sales!
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The expense reports are really unhelpful when it excludes taxes. I'm a Canadian and I need to report my expenses including GST, but currently in Wave the reports always exclude my tax in the total reports. Please provide a way to toggle between seeing net expenses and gross expenses.
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Hi, I am trying to connect my wave bank account (routing/account) info to my PayPal account. Is that possible? Is my wave sign in info the same as community federal savings log in? Will paypal accept the routing/account info I add?
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Hi, I asked my bank (credit union in the US) if they charged any fees if I receive an ACH payment from a business client in Canada. My bank said the technically ACH is free, but that it depended on how Wave or Plaid handled international transactions. If it's wired, then my bank charges a fee. I can't find any information on how wave or Plaid te…reapnleap 22 views 0 comments 0 points Started by reapnleap May 5, 2022 9:29PM Sales & Invoicing Technical Support
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Hi Everyone. I am just wondering if there is a feature making it possible to search receipts or purchase transactions by the notes entered? All of our employees generally add the Job Name that they are purchasing materials for to the receipt notes when they upload them. I am looking at being able to search the notes for these details so I can easi…Katie_White555 112 views 4 comments 0 points Most recent by unherdof May 5, 2022 5:50PMCommunity Chat
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I know this feature has been requested multiple times, but in my research I noticed that receipts can be uploaded and attached to bills/transactions. Would it be possible to associate specific purchases/bills with estimates or invoices so the existing attachment could be cross-linked to the invoice? I helped a friend of mine who has a handyman bus…Lshwarts 1 view 0 comments 0 points Started by Lshwarts May 5, 2022 3:02AM Sales & Invoicing Feature Ideas
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User permissionsWave account owners can invite trusted individuals to collaborate on their account as a Viewer, Editor, or Payroll Administrator. As a guest user of a Wave business, you may see that the navigation... Read the full story hereSystem 35.7K views 172 comments 1 point Most recent by quest May 4, 2022 6:55PMHelp Center Discussion
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How to split a transactionIf you made one lump sum payment for a number of items that belong in different categories, or if a customer paid you a single check to cover several invoices, you'll need to split the transaction ... Read the full story hereSystem 13K views 124 comments 0 points Most recent by wyberto May 4, 2022 4:36PMHelp Center Discussion
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I'm trying to figure out how to setup the invoice email so it defaults with some standard text rather than being blank. The email for receipt email defaults with some text but not for sending an invoice. Is there someplace to change this or would that have to be a new feature?RonP 3.3K views 40 comments 4 points Most recent by Paigettie May 4, 2022 2:37AMSales & Invoicing Technical Support
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Has the feature to auto-fill descriptions previously entered been added to Wave?LivingTheDream 5 views 0 comments 0 points Started by LivingTheDream May 4, 2022 1:42AM Accounting Feature Ideas
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How do I pass credit card fees onto my customer?According to Visa, MasterCard and American Express merchant rules, merchants generally cannot charge a service fee when customers use their credit card. However, Visa, MasterCard, and American Expr... Read the full story hereSystem 35.1K views 100 comments 1 point Most recent by jbwhong May 4, 2022 12:54AMHelp Center Discussion
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As RBC has announced to their customers via email, we wanted to let you know that accessing Wave through RBC online banking for business is being discontinued as of September 27, 2021. Can I still use Wave? Yes! While logging in through RBC is going away, your Wave account will remain available for you to continue using. If you haven’t already d…
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Hi, Feature request: allow the upload and storage of the IRS form W9 when creating an Invoice. In my industry a W9 is always required along with the Invoice. When sending an invoice in Wave, if there was a way to include a W9 with an Invoice it would make it much easier to use the invoicing features in Wave and not have to download a PDF invoic…TLCINC_18 934 views 8 comments 3 points Most recent by ApexPresentations May 3, 2022 6:19PMSales & Invoicing Feature Ideas
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How can I change the automatic numbers generated by Wave? It has the year in the Invoice title, so 2019 is still showing on my recurring invoices. How do I change this? I can't redo all my recurring invoices, clients have already entered credit card info. for automatic payments and I'm not starting over on that.curiouslight 89 views 3 comments 1 point Most recent by TheRealJenn May 3, 2022 2:14PMSales & Invoicing Technical Support
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Hello Everyone, First of all THANKS for stopping by and helping on this .I would like to know how to charge customer when they pay by credit card instead of paying from my own pocket.Because this way Wave is expensive ,it is costing me so much now.I moved from Desktop Quickbooks Version to Wave and now whenever i send invoice and customer pick opt…babalucha 53 views 5 comments 0 points Most recent by babalucha May 3, 2022 3:25AMSales & Invoicing Feature Ideas
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I'm trying to figure out how to pass on the CC processing fees to my client. IE: lets say I have an invoice for $100. The processing fees are 2.9% + .60 = $3.50 If the work done ( original invoice ) is $100, I add a line item for the fees ( $3.50 ) this becomes 103.50 WAVE then takes their 2.9 + .60 off of the 103.50 instead of the $100. Thus it …Anson578 136 views 1 comment 0 points Most recent by boberonicus May 3, 2022 3:12AMHelp Center Discussion
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I have been looking at Wave for a few days but there is a capability missing that is a deal-breaker for me and (I think) should be basic. The accounting system should be able to import/export/process/delete batch, large number of transactions easily. It seems this is impossible with Wave. Am I (hopefully) missing something?Izwebusr 337 views 15 comments 1 point Most recent by Izwebusr May 2, 2022 10:18PMUpgraded Accounting Experience
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Hello, Can we please have the option to customize the invoice reminder emails in the same way we can customize the invoices? Thank you.gen 292 views 9 comments 1 point Most recent by consultmbr May 2, 2022 6:59PMSales & Invoicing Feature Ideas
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Hi, I'm trying to query Wave for a list of invoices, however one of the variables is for the business Id, which I am not being able to find. I have tried the client Id in the manage applications area, however it seems it is not the data needed. Please assist.SteveFry_2022 12 views 1 comment 0 points Most recent by dackland May 2, 2022 6:47PMAPI & Integrations Technical Support
