Customer_vendor_tags
Discussion List
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Some of my business-related transactions are only partially applicable to my business for tax purposes: for instance, I claim 25% of my public transport and mobile phone bills as business deductions. When I account for them, I split the transaction into 25% Relevant Account and 75% Owner's Equity. Thing is, when I split a transaction like this, I…CreatrixTiara 132 views 3 comments 0 points Most recent by CraigN March 18, 2022 4:20PMAccounting Technical Support
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In order to have good record-keeping I feel I need to add a Vendor to each transaction. However, since adding the Vendor is an additional step and slows down data entry, I am wondering If I should stop using the add vendor feature and only use it for important Vendors. Would be nice if the vendor could show up in-line with the rest of the transact…
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Hello, I am looking for some guidance or to see if anyone has a nifty idea. I am in a situation in which one of my vendors will be purchasing an item from my company. They would like to do a payment deduction. How would I best track the deduction from the normal pay that my vendor/contractor would receive. An example of this is say the item being…Jonathon_leach 15 views 0 comments 0 points Started by Jonathon_leach February 5, 2022 1:13AM Wave Discussion
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I'm not an accountant :) just wondering how to record bitcoin transactions? I've purchased some bitcoin to pay for a service. It may be a reoccurring service so I need to figure this out. Not really sure what category it would go in the chart of accounts or transaction category. Thanks for your help.Doodl 41 views 0 comments 1 point Started by Doodl December 23, 2021 6:56PM Accounting Technical Support
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About a 8 to 12 months ago I was able to link a Customer to an expense or income within the 'Personal' Business Area. I use this to link properties. Although I can create and amend my customer list under the Settings>Income Sources, when I go into any transaction, I can only see the Vendors button. I have therefore lost my ability to see the Cu…nadimkhan2000 11 views 2 comments 0 points Most recent by nadimkhan2000 November 10, 2021 4:25PMTechnical Support
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How can we add customized fields like HSN Code, CIN Number and some extra custom fields in Invoice to make it GST compatible Invoice? Zoho seems to support it all but I really want if Wave has an option of custom fields and GST support for Indian users and customers with overseas clients too. Like we can replace P.O./S.O. number with GSTIN or GST …sagargulati 31 views 3 comments 1 point Most recent by LovesWine September 3, 2021 5:12PMSales & Invoicing Technical Support
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I would like the ability to somehow "relate" or "link" Expense Transactions to a specific Invoice, so that we could see our profit on that specific service rendered. For example, as a Contractor, if I purchase materials for a Job, and also hire a sub-contractor to perform the labor, then I should be able to "relate" t…Hanz 3 views 0 comments 0 points Started by Hanz August 27, 2021 3:27PM Sales & Invoicing Feature Ideas
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I create the bills for the vendor but there no option to print it out. could you please add the feature for printing out the bills for vendors?Hasan 1.3K views 5 comments 1 point Most recent by Conaxion July 29, 2021 10:31PMAccounting Feature Ideas
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I have now tried to update my transactions 10 months since the last time. Previously I entered a 'Customer' in some expenses when in the 'Personal' accounting area. Now when I try to do this there is no 'Customer' field available, preventing me seeing previously entered Customers or to add one. If I go to a non-'Personal' accounting area such as a…nadimkhan2000 1 view 0 comments 0 points Started by nadimkhan2000 July 9, 2021 9:44PM Accounting Technical Support
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Am I able to download a complete list of Customers in excel?? The one which is already saved in my account.Shafi_1234 5.4K views 3 comments 0 points Most recent by ebeprstudios July 7, 2021 3:12PMSales & Invoicing Technical Support
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When I create a new vendor before paying a bill (invoice) the form gives me fields to add information such as address, phone number and email. I thought this information appeared in vendor reporting but am not seeing it. * How can I view this information after I have created the vendor? * Can I edit this information?Midwest_City 491 views 6 comments 0 points Most recent by crawley7 June 16, 2021 12:08AMAccounting Technical Support
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Hi All, This is my first post here, and have recently moved to wave as my business has grown, I needed to find a solution to my ever growing pile of paperwork. What I am really struggling with is in the creation of customers. I cant create a customer and any of its child entities. I know this sounds a bit strange, but bare with me. We do a lot …SV17 1 view 1 comment 0 points Most recent by JulianP June 11, 2021 6:45PMSales & Invoicing Feature Ideas
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Is it possible to change the Invoice Payment description, instead of just saying "Invoice Payment" to "Invoice Payment from Customer Name" Though it is in category description, but it would be very helpful if the transaction description is updated for both bill payment and invoice payment with the vendor and customer name. Spec…Cetustone 21 views 3 comments 1 point Most recent by GreigH May 17, 2021 8:49PMAccounting Technical Support
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Hi, I am new :) am looking to understand how to start a bulk change for customers when I am in the "Transactions" page. These said customers give donations not payment, so I have no reason to create invoices for them. This is for a church. Can someone please give me direction? Thanks!Raiz 1 view 1 comment 0 points Most recent by JulianP April 21, 2021 8:38PMAccounting Technical Support
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I began a customer account in one name, and made an invoice (which was paid). I created another customer name for that customer, and all further transactions were made on the second name (the correct name). I just edited the names so they are up to date and the same (that is, I now have what appears to be two customers with the same name). How to …John2020 231 views 3 comments 0 points Most recent by AlexL April 5, 2021 3:55PMSales & Invoicing Technical Support
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FYI, here is our current wishlist and one things that appears to be a bug. 1) Be able to tag any transaction you like with any tag that has been made (using an interface similar to Customers or Vendors). This would allow us to group project initiatives, track expense reimbursements to employees, etc. 2) Be able to upload an invoice or bill under…maricalamari 11 views 3 comments 1 point Most recent by APP April 2, 2021 5:25AMAccounting Feature Ideas
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Hey everyone, I hope you're all very well and it's great to join the community! I had a quick question regarding the integration of my business bank account (Starling) into Wave. I've connected my bank account to Wave but I've noticed that it's not picking all transactions up (particularly income). It also isn't recognising expenses as expenses,…
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I understand that I can double click on each transaction and add vendors. I'd like to then be able to see these vendors in the Transactions list, without double clicking on each transaction again. Is there an option to do so?MariaC_ICF 1 view 1 comment 0 points Most recent by KiahD March 25, 2021 8:54PMAccount Settings Feature Ideas
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Hi, We are acting as a payment collection agent and get the suppliers sell to the customers. So, there is a manufacturer, final payer and my company as an agent. how we do, Let's say my customer orders some goods through my service. The total amount to be paid is $1000. The actual invoice created by the manufacturer to the final payer. I colle…
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In [Accounting] [Transactions], when I check multiple transactions and choose [Edit], I can only change [Category] and [Tax], but many of my transactions have the same [Customer] or [Vendor], so it would be nice to be able to change those at the same time, rather than go back into each every transaction and set the [Customer] or [Vendor] one by on…christopherdawes 262 views 6 comments 4 points Most recent by JulianP November 27, 2020 8:58PMAccounting Feature Ideas
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Hello. Im new here. And still dont know a lot of things abt WAVE. Why to use in Customer field Business or Person? Where to put business name if creating new business customer? Why in "new customer", "contact details" appearing on invoice as customer name? Why "billing" doesnt include business name or customer name? …NJTS 1 view 1 comment 0 points Most recent by JulianP November 11, 2020 9:26PMSales & Invoicing Technical Support
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Hello Wave, We have been blown away by Wave's capability and ease of use.. One little feature that seems an ommission is a field in Customer Details where one can input the Customers' VAT Registration number (Sales Tax Reference Number) In the short term we are inputting this information in the Customer Contact Person Fields but as our business…Kuagiza 31 views 5 comments 1 point Most recent by MartinRangelov November 9, 2020 1:44PMSales & Invoicing Feature Ideas
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Hi, having a bit of trouble uploading a list of vendors via CSV file, out of 250 it uploaded 86 from the list and then tells me now it cant find any new vendors to upload and failed 160, I've had a look through the information and cant see a reason why it took only some as the uploaded ones were filled out the same way. Anyone have any tips to get…Roisin 2 views 1 comment 0 points Most recent by Barsin November 3, 2020 7:53PMHelp Center Discussion
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Please allow us to have 1 customer entry (essentially, the business we are invoicing) with the possibility to name different people on each invoice. e.g. I may send many invoices to Acme, Inc., but each time I need to add the name of a different manager at Acme depending on which department I have worked with.Virgil 1 view 2 comments 0 points Most recent by Barsin September 15, 2020 7:33PMSales & Invoicing Feature Ideas
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Hello I'm new to Wave and very happy to have the privilege of using such a marvellous accounting solution for free and free means real free. I've a situation where I had to pay Advance/Prepayment to vendor regularly for purchasing raw material and later needed to adjust with the bills they submit. Now I've created Advance Asset Account under Vend…mjtimber 468 views 4 comments 0 points Most recent by Barsin September 14, 2020 8:44PMAccounting Technical Support
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Is there a way to make a vendor inactive? I don't see an option for it in "Edit"...Tamarissa 122 views 8 comments 0 points Most recent by HolCar June 2, 2020 6:12PMSales & Invoicing Technical Support
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If I change a customer's email address after creating a recurring invoice, the new invoices don't reflect the customer's email address, it used the old address. Feature or bug? I say bug.volkswagner 11 views 2 comments 0 points Most recent by volkswagner May 8, 2020 10:09PMSales & Invoicing Technical Support
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I am able to print a customer statement but can anyone tell me how or where I can print a Vendor/Supplier Statement? In other words - a report that lists all the transactions relating to a Vendor for a selected date range showing opening and closing balance?
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recently i'm trying to integrate typeform to connect to wave, in order to create the clients in wave using https://www.integromat.com but when I create the following scenario; where I try to connect a typeform template to my wave account However, I can't find a way to format the input data according to the data generated by each typeform record.…faiberts 121 views 1 comment 0 points Most recent by PaulC March 10, 2020 7:28PMAPI & Integrations Technical Support
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I just created an account with Wave and I'm trying to create my first bill for a vendor who printed some business cards and then I sold them to my customer. I am just not sure how to categorize this item and under which expense category to add it. Is it "Cost of Goods Sold", since it is a physical product? Thanks in advance.Alex_V2 81 views 1 comment 0 points Most recent by ConnorM March 10, 2020 6:24PMAccounting Technical Support
