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I've read multiple posts about how an estimating option using the mobile app would increase user productivity and overall user experience. Since 2017 this app estimate feature has been requested so what's the deal here? I have been waiting and waiting and think this is not going to happen ever at this point. So what's the deal? Can you at the VERY…Handydan 21 views 3 comments 2 points Most recent by Pkripper67 March 1, 2021 3:13AMMobile Feature Ideas
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Hi all, I am new to Wave. I'm unemployed due to COVID and have started to freelance. I mistakenly imported my personal checking account to the business side of Wave. I I had already categorized all my unemployment income, and regular income from Jan to March before realizing I did it on the business side. Is there a way I can move this to the p…JerryR 11 views 2 comments 0 points Most recent by AKT February 28, 2021 1:19AMAccount Settings Technical Support
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I tithe off of my business income and it, of course, appears on my bank statement. When doing a Reconciliation, it shows as a business expense, but is NOT a business expense. Any suggestions on how to handle this transaction when doing Reconciliation? Should I just move the amount to my personal account & then tithe?SJMonroe 21 views 3 comments 0 points Most recent by Mikeg February 27, 2021 6:36PMHelp Center Discussion
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I am setting up recurring invoicing and I noticed a difference between certain customer options. For example, Cust A has an option to send both the invoice and receipt automatically while Cust B only gives an option for sending the invoice. I've attached a screen of both. How can I change the setting for Cust B to receive auto receipts after paym…RichardH 41 views 1 comment 0 points Most recent by JulianP February 26, 2021 9:56PMSales & Invoicing Feature Ideas
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This is super important- Wave please consider making it a priority. Not only is it necessary to ensure accounts are in balance at any point in time, but it is also a standard for any accounting software.Linda502 31 views 4 comments 2 points Most recent by JulianP February 26, 2021 9:50PMAccounting Feature Ideas
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Hello, I am not a finance guy and dont understand some of the basic terminologies. I recently started using Wave for Invoicing and recording my expenses. I am actually confused on how to record my expenses and under which head. For ex, where do I categorize Payements received, Fuel expenses, shopping, utilitiy bills. All I see is Cash on Hand and …
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How do I break out the tax entry in the Receipt? Am I supposed to enter the line item amount for the sales tax? And then, does the receipt get converted into a bill? I guess I don't really understand the purpose of this feature. Is there detailed documentation on how to work with Receipts?SuitedConnector 1 view 1 comment 0 points Most recent by JulianP February 26, 2021 7:37PMAccounting Technical Support
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I've created and sent 4 invoices for which I have emails as well as recorded payments. But now when I signed it shows no invoices. What can I do ? Can I get any info that's on previous invoices to get back and link to my desktop?Suave1 1 view 1 comment 0 points Most recent by JulianP February 26, 2021 7:18PMMobile Technical Support
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Good evening all! I have entered a previous years expenses through Accounting>Transactions>Add Expense. Once the expense was entered (Operating Expenses), I clicked for it to include HST. I did the exact same thing for Income, just under 'add income'. When I go to Reports>Sales Tax>year>update I view the attached photo. Could so…KJL 1 view 1 comment 0 points Most recent by JulianP February 26, 2021 5:15PMAccounting Technical Support
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Hello I have been sending invoices via email, with each sent to multiple recipients. Is there anyway I can get a history of each invoice sent with list of recipients that it was sent to please? I am trying to gather information where my client is claiming they did not receive invoices, while their email was in the sent to list of email addresses.…lkuve 1 view 1 comment 0 points Most recent by JulianP February 26, 2021 4:33PMAccount Settings Technical Support
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Hi all, My company uses a site to sell shirts. The website handles all the inventory for us, so we don't have to buy more than what we sell. It's a very smooth process. But I'm struggling to figure out how to set up my chart of accounts for importing the transactions. Say person X buys a shirt at 22.99 plus tax if necessary in their jurisdiction…Gabz 1 view 1 comment 0 points Most recent by JulianP February 26, 2021 4:27PMSales & Invoicing Technical Support
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On the reconciliation function, if I show a transaction that did not clear the bank for the same month as the transaction period occurred, if I leave it unchecked the bank balance and system balance are still different and I cant get to zero. I read that I should re-date the transaction to be the same as month it cleared the bank. Then my financi…nrowey 11 views 2 comments 0 points Most recent by JulianP February 26, 2021 4:05PMHelp Center Discussion
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I've been doing a bit of catchup every night and went to Accounting > Transactions and adjusted some transactions for category and tax including invoices issued that I've marked as paid. Each of those paid invoices reverted to unpaid. I don't know why or what to do about it.clancularius 81 views 4 comments 0 points Most recent by WaveappsUserX February 26, 2021 7:00AMAccounting Technical Support
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I created an invoice in June & charged my client sales tax. They just came back with their sales tax exemption form. The invoice has been paid. How do I refund the sales tax in the system?Oceanside 71 views 4 comments 0 points Most recent by BrushHammer February 26, 2021 12:49AMSales & Invoicing Technical Support
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Dear All, Currently, would like to add a business to my current profile, however when selecting the country only Canada and US available, leading to the currency being available for these countries only. When creating the profile, South Africa was available then, would this have changed with the T&C? Your assistance is appreciated.
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Hello, I am unable to select other under settings to select export data. I need to export my contact list, please assistLynette 11 views 1 comment 0 points Most recent by AlexL February 25, 2021 9:44PMAccount Settings Technical Support
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I had to put all my transactions for my business manually for deposits and expenses for 1 month because they did show up in my transactions history. However when I went to my reconcile for my account for that month it shows the deposits as debits and the expenses as credits. So everything is in reverse!!! How do I fix this so that I can finish my…MHHairInfinityLLC 1 view 1 comment 0 points Most recent by AlexL February 25, 2021 9:39PMAccounting Technical Support
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I entered the wrong info when I paid taxes and actually overpaid. I submitted 3 amended returns for my quarterly taxes in TX and received a refund. Unfortunately, they did not send me three separate ones, they just sent me a lump sum. How do I enter that (more than likely via journal entries) so that it does not show up as a tax credit and I have…TODavid69 1 view 3 comments 0 points Most recent by AlexL February 25, 2021 9:38PMAccounting Technical Support
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I had to put all my transactions for my business manually for deposits and expenses for 1 month because they did show up in my transactions history. However when I went to my reconcile for my account for that month it shows the deposits as debits and the expenses as credits. So everything is in reverse!!! How do I fix this so that I can finish my …MHHairInfinityLLC 1 view 1 comment 0 points Most recent by JulianP February 25, 2021 9:32PMHelp Center Discussion
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I see 2 payments from same invoice. I can't do payout. It says trouble verifying a few things. How to get my funds. Or start a dispute.COINED 1 view 1 comment 0 points Most recent by JulianP February 25, 2021 9:29PMHelp Center Discussion
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My bank account disconnected from wave. This has happened in the past, and has been a big issue. However, for the last week, when I try to reconnect, I get a message that says, "credentials are correct, but there is no account information." What's going on here?Shump 31 views 3 comments 0 points Most recent by JulianP February 25, 2021 8:27PMAccounting Technical Support
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I am not sure what the problem is, all accounting software seem to struggle with how to handle donations. They want you to create an invoice to receive a payment, whereas donations are not invoice driven. Donations just show up, no invoice, no services rendered, no products sold, and account software seem to not be to understand this. It is esse…VonG 854 views 8 comments 1 point Most recent by magicwill February 25, 2021 6:21PMAccounting Technical Support
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Can anyone please tell me if there is a way to have a detailed project outline above the actual prices and services. I have been adding in the add services section and I call it Project Deliverables then list all the jobs that will get completed also a timeline. Not sure if this is the easiest way to do this, please send any thoughts you may have…RandyZach 1 view 2 comments 0 points Most recent by RandyZach February 24, 2021 10:10PMAccounting Technical Support
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I exported my data to CSV via Settings > Other > Data Export. I got an email with the link. The link is broken, Under FF it gets a blank page. Under Chrome it says This site can’t be reached The webpage at https:// might be temporarily down or it may have moved permanently to a new web address. ERR_INVALID_RESPONSE Anyone else had this …brklyn 1 view 1 comment 0 points Most recent by KristenV February 24, 2021 9:31PMAccount Settings Technical Support
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Hello - I'm having trouble with the receipts app no longer taking photos - or rather, sometimes taking them. When I tap the button to take the photo, it doesn't work. I realize this may be because I'm using an old iPhone 6 - iOS version 12.5.1 - could this be an app update problem?Libby 1 view 1 comment 0 points Most recent by AlexL February 24, 2021 9:27PMMobile Technical Support
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First and foremost, I LOVE THIS SOFTWARE! Sure it has its limitations, but overall it works wonderfully. It would be very helpful if as an alternative to creating a Bill, you could enter checks written/payments made in the transaction feed, that would later match the downloaded transaction. As of now I just delete the downloaded transaction, an…equationshawaii 191 views 5 comments 0 points Most recent by AlexL February 24, 2021 9:24PMAccounting Feature Ideas
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I have my account connected to Wave from RUN Single Sign On, however my accountant cannot access, and his login didn't carry over. When I get to the Users tab, all I get is an error that starts with Oops - not a good sign. Any assist with getting additional users access to do data entry & bookkeeping?ComeDance 31 views 3 comments 0 points Most recent by AlexL February 24, 2021 9:17PMAccount Settings Technical Support
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[US] COVID-19: Bookkeeping your payroll tax credits and deferralsIf you're claiming the Employee Retention Credit, Sick Leave Credit, Family and Medical Leave Credit, or deferring your payroll tax payments, here's how you can record it in Wave. In response to th... Read the full story hereSystem 11.8K views 8 comments 0 points Most recent by AlexL February 24, 2021 9:01PMHelp Center Discussion
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citi card just stopped import transactionsDeepblue626 11 views 3 comments 0 points Most recent by kirk153 February 24, 2021 7:46PMAPI & Integrations Technical Support
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Sorry don’t see a search feature of this has been answered! I need to give my client a printed invoice at time of service. How does one print off a draft of the invoice - ie before it has been paid?KCD 11 views 1 comment 0 points Most recent by AnnVanyo February 23, 2021 7:45PMSales & Invoicing Technical Support
