feature
Discussion List
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There is apparently NO way to monitor expenses by category, other than to manually go through and sort transactions by each category, and just view them online. No way to export them, no way to generate a report. I would love to see a report of expenses by category, or the ability to export transactions WITH categories (so the data can be manipul…Valerie_ACleverCat 531 views 15 comments 2 points Most recent by Barsin May 21, 2020 5:58PMWave Features
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Similar to the free text field for customers, it would be an awesome add for a notes field for vendors. Just my $.02. :)
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Hi I need to mention my customers GST no in their invoices. Is there is any way to do that ThanksKarthi 231 views 4 comments 0 points Most recent by ConnorM May 13, 2020 1:33PMSales & Invoicing Technical Support
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Dear Sir, Greetings!!! We are your existing customer - Webnoesys IT Solutions LLP with this as registered email id. Consider this as request please from your valuable customers like us. We respect your work, your software and the service you are giving to us for the long period of time. Really Appreciated!!! We just like to know is there any w…webnoesys 461 views 8 comments 0 points Most recent by webnoesys May 11, 2020 6:27AMSales & Invoicing Feature Ideas
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Sometimes a customer is paying off a previous invoice, by entering into a payment plan. But the main invoice can't be deleted, and must be retained. Allow a main invoice to be paid by a recurring invoice so that the main invoice records those recurring payments as they are being made. Right now it is causing accounting problems by having double…
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Make it easier to navigate to Wave Community and lessen the need for live chat by providing a direct link to the community forum right from Wave (already signed in, ready to post)
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Hi! Would like to inquire how I can get started with Wave Checkout. 1.) On our Wave Account we do not have the option to click Sales > Checkouts, which are the instructions according to your article: https://support.waveapps.com/hc/en-us/articles/115005489746--BETA-Introducing-Checkout-by-Wave-An-easy-professional-way-to-get-paid-up-front I …Marcus_1979 751 views 17 comments 0 points Most recent by Barsin May 4, 2020 8:32PMSales & Invoicing Feature Ideas
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As a small seasonal business owner, I need payroll to be flexible, robust, and ready on the go. That means changing payroll frequency, starting and stopping payroll as needed. And of course has to be simple with no waiting in a queue or going through a prolonged set up. It seems like the current industry payroll model is established by ADP, but…
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Ever since the switchover to the "new and improved" bank sync vendor, none of my transactions have any information beyond a transaction number when I look at . The old vendor at least provided enough detail that I could identify what a transaction was. I now have to laboriously go back to my bank statement and/or the original transactio…christopherdawes 41 views 1 comment 0 points Most recent by ConnorM April 17, 2020 9:33PMAccounting Feature Ideas
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Hello all, I'm trying to drive more of my payments directly in to wave rather than PayPal and I've recently started experimenting with Wave Checkouts. Visitors to my website today can select from a limited number of quantity options in a drop down field with PayPal. I would prefer to allow my customers to just select their desired quantity. As a …Chainsaw 221 views 14 comments 1 point Most recent by ICCT April 17, 2020 8:18PMSales & Invoicing Feature Ideas
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NSBMES 681 views 3 comments 0 points Most recent by Barsin April 17, 2020 6:52PMSales & Invoicing Feature Ideas
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Hi WaveApps is it possible to display the Account number of a client on the invoice, like C-WAV01, C-WAV02, C-MAF01 so it can be simple for clients to payments without quoting a wrong invoice number when paying the invoice? Yes, the invoice number always be there, but we need a fix Deposit Ref: under invoice number or customer details.Given_XBS 21 views 0 comments 0 points Started by Given_XBS April 9, 2020 3:05PM Sales & Invoicing Feature Ideas
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This is my first time asking question in this community. I am not sure what title i should use for my question (or request). Please correct me. Is it possible to have wider table for Account Balances Report, so the numbers only displayed in one line? For example: IDR32,359,200.00 instead of IDR32,359,200.0 0 I use IDR for currency instead of $ …suwandi_halim 23 views 4 comments 0 points Most recent by suwandi_halim April 1, 2020 2:53AMUpgraded Accounting Experience
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The Customers screen is the most lacking GUI in Wave. I think all of the other screens have a filter. What I can't do in Customers screen, but should be able to do: 1. Sort and filter by column heading 2. Search for a specific customer 3. click on the customer's line to view the record (like invoice list can) 4. Set an hourly rate based on custom…volkswagner 71 views 4 comments 3 points Most recent by Barsin March 25, 2020 5:10PMSales & Invoicing Feature Ideas
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Right now I can upload many transactions via Wave Connect but they must all flow into one bank account. (i.e. if you have 10 bank accounts, you must do 10 bank statement uploads into Wave currently and I want to avoid this.) I would like the ability to upload multiple bank statements via Wave Connect (or even the manual bank statement upload in W…Tom1115 31 views 1 comment 0 points Most recent by ConnorM March 18, 2020 3:26PMAPI & Integrations Feature Ideas
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Love that I can now upload an invoice via Wave Connect, but really need the ability to upload a bill. Doing bills with over 100 lines right now manually via the UI.
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As a small business located in QC the payroll feature doesn't work (probably because of the language requirements). An integration like QuickBooks could potentially be a workaround. They basically use the a page (in wagepoint) to map account in wagepoint to those in Quickbook. Note: * Current understanding is that Wagepoint is used behind th…grabault 171 views 1 comment 0 points Most recent by EmmaP March 2, 2020 6:44PMAPI & Integrations Feature Ideas
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(I posted this in Using Wave as a question, but am also posting here as a feature request) Virtually all of my customers are one-time customers. I teach cycling courses and right now I have set up a Customer as "Course Registration" and then I put the person's name in the Notes. However, because the Notes field can't be searched, I have…SaferCyclingCalgary 22 views 3 comments 1 point Most recent by SaferCyclingCalgary February 22, 2020 7:23PMSales & Invoicing Feature Ideas
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I could be wrong, but there's no way to search a customer by their account number. There's a field to add the account number when adding or editing the customer, however, there is no way to search by account number as far as I can tell. Can someone tell me if there is a way to achieve this? Also is there any way to add additional notes unto a cust…DexterTittil 411 views 4 comments 0 points Most recent by GrantWHall February 7, 2020 9:06PMSales & Invoicing Feature Ideas
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Hi! I would like to know if there is a CRM solution that could be connected to my WaveApps account in order to report payments. Thank you! Luissaludpanama 2.6K views 6 comments 0 points Most recent by PhilipBC February 4, 2020 10:26PMAPI & Integrations Technical Support
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Hi there— As it looks like many others have also pointed out in this features forum, Wave is very behind when it comes to invoice-related functionality. This list of features below is what most businesses need when it comes to invoicing (I'm a consultant, but I have worked in various fields and our invoicing software always had these features). M…MFMDC 31 views 1 comment 0 points Most recent by AlexL February 3, 2020 8:11PMSales & Invoicing Feature Ideas
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I just started using Wave for my small business accounting, and was disappointed to discover there is no easy way to set up progress invoicing. Most of my jobs are longer term projects where the client pays a certain amount up front, set amounts at various milestones then a final balance on completion. I've looked into the recurring invoicing fe…
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I wanted to search all transactions, that exclude certain words in the description. So I thought how about waveapps adds some regular expression function into the search component.chinhouswee 31 views 2 comments 0 points Most recent by chinhouswee January 23, 2020 11:26PMAccounting Feature Ideas
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It is difficult to get correct reporting without sub-accounts. Wave - please consider adding this feature in ASAP!lorrijw23 Poll Closed 960 views 25 comments 7 points Most recent by ConnorM January 16, 2020 7:56PMAccounting Feature Ideas
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When you enter a search term under Transactions, it only searches for that term within the transaction description. It will not show any transactions where that term shows up in the notes. Can we please have this "feature?"
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Whenever I send an invoice the message area is blank, I swear at one time there was a way I could save a standard message so I wouldn't have to type "Thank you for your order please look over..." each time a send an invoice. For awhile now this has been showing up blank and I can not find the area where I can save a standard message. D…toastytush 601 views 7 comments 1 point Most recent by Sarahp1_VA January 10, 2020 2:16PMSales & Invoicing Feature Ideas
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Each month I have a folder with 100+ email receipts for purchases for our company. However, as Wave do not allow multiple receipts to be uploaded at once. I each month need to spend 60-90 minutes one by one clicking each receipts and uploading them individually. Any plans for this to be able to be done batch wise. Other companies have gotten this…Ayoung72 31 views 1 comment 0 points Most recent by Barsin December 12, 2019 2:30PMAccounting Technical Support
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Hi, i would like to request for upfront payment mode (pre-paid). for example, recurring invoice of USD500 per month. Customer would like to pay USD5000 upfront as advance payment that is deductible every month until credit exhausted. i believe the feature is called credit account? Month 1 invoice is USD500 total, deduct from credit (advanced p…devalian 11 views 1 comment 0 points Most recent by ConnorM October 28, 2019 9:24PMSales & Invoicing Feature Ideas
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Please add a facility to print statemants. Some of my customers don't have email addresses and need a statement on paper.Mike_C1 651 views 27 comments 1 point Most recent by JordanD October 8, 2019 6:47PMAccounting Feature Ideas
