feature
Discussion List
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Hi All, Finally, I forced myself to add all the transactions of last year to Wave Accounting. I'm adding almost 70 transactions for each month. Using the Duplicate feature the process is getting faster and easier. I just have some comments maybe there is a solution for it and I don't know (Tried searching and found nothing) of it's a minor adju…
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Can the features of printing an invoice and exporting to PDF be added in the invoice app?Mits 622 views 13 comments 1 point Most recent by Baylee74 June 14, 2021 11:38PMMobile Feature Ideas
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It would GREATLY simplify my process if I could import bills (via Wave Connect or other method). My April invoice from my main trading partner has approx 350 lines and the web interface is struggling to keep up.
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Hi, would you please add a feature. We need to track our jobs. Income and expenses so that we can see if we made or lost money on the job and how much.AnAverageJo 174 views 1 comment 3 points Most recent by BTXteriors May 10, 2021 6:50PMAccounting Feature Ideas
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Hi, I am new to Wave and was absolutely loving it! Then I needed to send a vendor a purchase order and noticed Wave doesn't offer the capability. I've contacted support and they say they have no plans to add purchase order support. I have a business where many vendors require a PO and currently I manually create them, but it's a huge hassle. I als…blinden 169 views 3 comments 2 points Most recent by KiahD May 6, 2021 9:03PMSales & Invoicing Feature Ideas
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Is there a timeline for implementing bulk editing of receipts? I upload 12 months' worth of receipts for things like utilities and it's very time consuming to go into each one to ID the correct name, category, etc. Wave does a great job of filling in most of the info like date and cost but it would be even better if I could fill in a field in one …
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I would like to be able to Sort Receipts by Date, Category, Merchant, etc and Filter by Date range / Category etc. (similar to Transactions, but also ad an Update button). What am I supposed to do with 2-3 years worth of receipts ? There will be 100s if not 1000s of receipts to look through if I need to verify something. Side note: sometimes d…RoKa 1.2K views 30 comments 4 points Most recent by LittleLemon April 27, 2021 3:08PMAccounting Feature Ideas
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I operate my business out of my home, so my business address is my personal address. I'm fine with displaying my address on invoices, but am not comfortable showing it on Checkouts. I want to use Checkouts on my website and am not comfortable with random internet strangers having my home address. Can the option to "Hide Address" be adde…AbigailM 21 views 1 comment 0 points Most recent by JulianP April 14, 2021 7:28PMSales & Invoicing Feature Ideas
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Hello @Alexia Is there a possibility to introduce custom fields in the customer master, which when filled will reflected in the Invoice? (Bill to) It can be 3 or 4 custom fields. We use Wave app for generating monthly maintenance slips and we cannot mention the apartment number, apartment area, parking slot etc etc.
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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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This discussion was created from comments split from: Feature request.System 4.4K views 40 comments 1 point Most recent by AlexL February 23, 2021 3:59PMSales & Invoicing Feature Ideas
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CREDIT MEMO - When will WAVE offer a CREDIT MEMO function. A business should be able to give a client a credit, but have it itemized so the client/customer is aware they got something of value, compliments of the business. For now, if you issue a CREDIT MEMO as an ITEM in an Invoice, with a negative figure, say, -$40.00, the invoice will process…Film35HD 3.4K views 18 comments 2 points Most recent by Steve_FieldstoneHOA February 18, 2021 2:18PMAccounting Feature Ideas
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There is a big hassle to download invoices one by one. There should be an option to select multiple invoices and download them at once. Try to provide this option ASAP.
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We used to be able to click on the headers in the transaction screen and sort by dollar amount. Why can't we do that anymore?
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Please add a save or save-as-draft button on invoice beside save and continue.jnpr 11 views 0 comments 0 points Started by jnpr January 18, 2021 9:59PM Sales & Invoicing Technical Support
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Hi there, Not sure if this is the right place to put this or not! I run a marketing consulting agency, and use Wave for my accounting. The other system I use is Bonsai. I use Bonsai for its proposal feature, contracts, invoicing, and timekeeping. But this gets messy because the two systems don't sync well together—which means I can't see expect…MFMDC 841 views 9 comments 10 points Most recent by AlexL January 11, 2021 5:09PMSales & Invoicing Feature Ideas
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Many times my clients issue a PO for services. When they send their payment, it is listed by PO payment. Currently, I have to search through all of their invoices in Wave to find the proper PO to apply a credit to, this can be 30 to 40 invoices. I have started making my invoice numbers match their PO numbers, however, with multiple companies doi…ServerJeff 1 view 1 comment 1 point Most recent by consultmbr December 14, 2020 4:34PMSales & Invoicing Technical Support
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If I have sent a customer many invoices, it will be useful if they can pay it in a single amount. They can do this by bank transfer of course, but I would like to extend the simplicity of Payments by Wave (credit card) to this situation as well. A simple solution would be for Wave to surface a "pay" option on the Customer Statement if a…Virgil 1 view 1 comment 3 points Most recent by EdC_OnTheRock December 5, 2020 12:38AMSales & Invoicing Feature Ideas
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Hey Everyone! What else do you use for your business and wish you could connect with Wave? What non-banking related data do you find yourself bringing into Wave regularly and wish we would automate for you?zuza 1K views 40 comments 0 points Most recent by Corey_Gardiner2 December 2, 2020 9:58PMAccounting Feature Ideas
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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 264 views 6 comments 4 points Most recent by JulianP November 27, 2020 8:58PMAccounting Feature Ideas
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Wave is outstanding, i run a cheese company in Sri Lanka and had two suggestions, the first being a report that would show you sales performance by product, that would help in illustrating your best sellers etc. Second would be a default message when sending an invoice, it would save you having to say Hi ....thanks for your order....
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would love to see the optin to send pdf attacment bt defauilt.colin47 51 views 4 comments 1 point Most recent by Quickbooks September 19, 2020 3:57AMWave Features
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When I go to customer statements under the sales tab, it says 'coming soon'. Is there a reason this feature isn't active?Mode_Maverick 442 views 26 comments 0 points Most recent by Barsin September 14, 2020 9:08PMSales & Invoicing Technical Support
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Hello! I've been working with a few companies and trying out Wave as a bit more simplified accounting system since they don't need a lot of detailed information and styling on their invoices. However, we've run into an issue of "this is literally easier to do on paper invoicing" which, to me, should not be a phrase I ever utter. The one…NitroTruck 593 views 5 comments 2 points Most recent by EricB September 13, 2020 5:49PMSales & Invoicing Feature Ideas
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See title. Automated late fees are a pretty fundamental feature of a invoicing/billing application. This has been brought up before and it still hasn't been implemented. When will this be in the application? It's a major oversightrtisdale 1.5K views 22 comments 4 points Most recent by gdrinot August 25, 2020 2:06PMSales & Invoicing Feature Ideas
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Upvote if you like the following features related to transaction report: * sort by amount * filter by amount rangexinbenlv 12 views 1 comment 1 point Most recent by xboz August 3, 2020 9:14PMAccounting Feature Ideas
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What if my business deals with 2 different currencies and I'd like to have both currencies in my reports instead of having the secondary currency converted into the base currency.awijono 3.8K views 6 comments 0 points Most recent by WaveWaveWave July 14, 2020 7:36PMWave Features
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Hi, I am migrating some of my clients from QuickBooks to Wave, to minimize the amount of capturing. However they have become used to the way the Profit & Loss report was and require the same report. I cannot seem to figure out how to generate a P&L for the year to date, but with all the months as separate columns for comparison purposes?Stienie 1.9K views 12 comments 1 point Most recent by FaithResolutions July 10, 2020 6:11PMAccounting Feature Ideas
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Hi there, I would find it useful for there to be a breakdown of projected (future) expenses versus income, essentially like personal budget software programs (like Mint) provide. What I'm envisioning is basically: 1) You're able to enter/record all income you know you'll be receiving by month. For instance, most of my clients are retainer client…
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Hello. I have a query/feedback as you can see in the pictures above. There are 2 scenarios 1) when posting an expense(withdrawal) + selecting Accounts payable in category (as I'm paying an advance to my vendor w/o posting the bill) the 'Add vendor' option doesn't appear, but when I select Account receivable 'Add vendor' option appears instead of…Paranshu 42 views 3 comments 0 points Most recent by AlexL June 30, 2020 2:07PMAccounting Feature Ideas
