feature
Discussion List
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While I think I am familiar with the split functionality, there are use cases in my business that I would like to share to see if it is possible to achieve with Wave. As a real estate agent, I often have a single transaction -- a deposit -- hit my business checking account that actually contains several transactions inside of it. These transactio…Traek 197 views 3 comments 0 points Most recent by EmmaP October 4, 2019 6:03PMAccounting Feature Ideas
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Hello, Is there a way for me to add a memo or note on a customer statement? Client wants me to display my banking details on their statement.Eldavinn 41 views 1 comment 0 points Most recent by AlexL September 10, 2019 5:25PMSales & Invoicing Technical Support
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I have been reading the excellent Wave Guide to Fearless Accounting and came across the section about what to do when an invoice becomes overdue. It suggests calling the client, requesting payment a certain way, getting them to enter their credit card into the system, etc. This is great advice. I would like to make it systematic! If you could add…Brent_Baltzer 81 views 3 comments 0 points Most recent by AlexL September 9, 2019 6:36PMSales & Invoicing Feature Ideas
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Hi, I have a couple requests for invoices that I'm quite surprised don't already exist. * Period being invoiced A small calendar widget that indicates which days you worked for the client. Most clients I've worked with want to know this * Invoices that save data from previous- maybe a small tick next to each section that indicates whether you w…Pdino64 31 views 3 comments 0 points Most recent by Pdino64 September 5, 2019 10:16PMSales & Invoicing Feature Ideas
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Hi, Can anyone please tell me if there's a way to customise the default date format from US (m-d-y) to the British (d-m-y)? If not, is that feature on Wave's roadmap?Absar 386 views 6 comments 0 points Most recent by madeiratranslations July 31, 2019 12:11PMAccounting Feature Ideas
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Hi all. I have some suppliers who require me to send them a remittance advice when I pay them. How can I get this off Wave instead of having to export it into excel and do the remittance manually? Any better suggestions than excel? Your help will be appreciated.Mikelunn_8292 771 views 16 comments 4 points Most recent by Barsin July 25, 2019 6:39PMAccounting Feature Ideas
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Would like to make wave more usable with some add on features such as 1- Discount tab with % or amount under Invoice 2- Purchase Invoice integration so while making Sales Invoice the maker know what is my buying cost 3 - Can added option of Any Advance amount received from client before Invoice made , later once its done advance amount can be a…
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Scheduling payment reminders is really helpful. It would be great if these could be on by default (maybe that could be an option in preferences). Also for recurring invoices.mark314 11 views 1 comment 0 points Most recent by ChelseaK July 16, 2019 7:54PMSales & Invoicing Feature Ideas
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Right now, the option I have is to upload the receipt and verify it. It then will create an expense transaction for me. I will have to merge this transaction with another transaction that is downloaded via my bank connection. Occasionally, I found I made a mistake that I merged the wrong transactions (expense amount happens to be the same), so I …chj915 731 views 19 comments 0 points Most recent by dofzin July 15, 2019 2:56PMAccounting Feature Ideas
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Feature Create a Wave API as a service. Allow developers access to an API to be able to use Wave's features in separate applications. Description As an application developer I want to build an app that could use some Estimate/Invoice/Payment features. Instead of building all of that out myself it would be nice if I could call Wave APIs to handle …StephenG 3.8K views 48 comments 5 points Most recent by adamb July 9, 2019 11:21PMAPI & Integrations Feature Ideas
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Please add a field in Business Information for a S-Corp's EIN#. This is a primary piece of information when sending quotes to companies (at least in the USA) and needs to be either under the Logo (optional) or a field in Business Information.
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Quickbooks has an excellent function inwhich you can auto-categorize transactions based on rules, such as transaction CONTAINS "GoDaddy" and/or "hosting" etc... (for example) How to do this with Wave? If not available I will be EXTREMELY disappointed in Wave
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So Wave have announced they're pretty much back stepping from UK & EU customers - all bank links to be terminated from September for users with UK/EU based banks, and a clear decision too to abandon all hope of MTD for Income Tax compliance (potentially to come into effect in April 2021). Where does it leave you, the UK user then? Well, the …MerlinAccounts_UK 81 views 0 comments 0 points Most recent by MerlinAccounts_UK June 18, 2019 2:27PMAccounting Technical Support
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Hi I have a 2 part question, 1. Since Wave accounting does not close accounts, and use accounts like income summary, how do we properly update Owners Equity? Without making the December Profit and Loss account wrong, which happens if you use closing accounts? 2. A separate issue, how do we categorizes Interest Expense? Since it is not an operatin…ddme 201 views 3 comments 0 points Most recent by Kimpton June 11, 2019 7:22PMAccounting Technical Support
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Hello, I was wondering if it is possible to request a percentage of an invoice total. This would be in the case where you charge in milestones - 50% upfront and 50% after the roughs have been approved. Thanks!
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I know this is something that has been asked before, but let me open the scope of its importance. PROBLEM For customers of Wave who have a large number of stock codes, the configurations maybe are repetitively grouped together. To prevent having to re-add all the items that exist on another estimate over and over seems like an improvement worth …dane 484 views 59 comments 6 points Most recent by Kevin Kelly May 30, 2019 4:13PMSales & Invoicing Feature Ideas
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Please implement Bold, Italics etc on invoices. Even if its only on the notes. It would be nice to Bold one line so it catches the eye easier and make sure clients take note of it.Loman 781 views 11 comments 7 points Most recent by MiasSteenberg May 29, 2019 1:44AMSales & Invoicing Feature Ideas
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This discussion was created from comments split from: Feature Request- Recurring Bills.System Closed 5.9K views 176 comments 18 points Most recent by Samd May 24, 2019 7:27PMSales & Invoicing Feature Ideas
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New user here, transitioning from Quickbooks Online. In the Chart of Accounts, I'd like to be able to see all accounts and sort by ID. Presently, it appears I have to click each of the tabs (Assets, Liabilities, Income, etc), and the sub-sections are sorted alphabetically by name. Also, I'd like to see the current balance for every account, plus…
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Dears Wave's team as non profit business I still examining this software and for non profit accounting it is important to have extra classification for the income and the expenses this can be added in many ways 1- make product and services provide sub items/services , this can help to classify the services as restricted or unrestricted for the e…eyadkat 21 views 1 comment 0 points Most recent by Charlotte April 22, 2019 9:19PMSales & Invoicing Feature Ideas
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Hi there, I'd love to be able to email or print a bill that I create. Although now I think about it, it is a purchase order. But in Wave I use the Bill to create what I need for records-keeping. Briefly describe your business. We are a not-for-profit sporting club, and we collect racing memberships, insurance, and other sporting fees for our mem…Xanadu_Muse 441 views 11 comments 4 points Most recent by jthompson April 20, 2019 4:09AMWave Features
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Sometimes I can't remember if I sent a receipt to the customer. Is there a way I can pull up an old invoice and determine if a receipt was sent. The system tells you the date an invoice was created and the date it was sent but it does not state if a receipt was sent. Please advise.
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Is it possible to get a report of all sales bifurcated by products?amey 4.5K views 73 comments 9 points Most recent by Glowclean March 27, 2019 4:23AMAccounting Feature Ideas
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Hi Everyone, I was wondering if connecting Revolut and Qonto will be possible in the near future? I am currently switching from Société Générale in France (which was integrated) to Qonto and Revolut (N26 is already linked to my Personnal...) Importing transaction manually is boring (yes I am lazy... ;) ) Among the 10k+ financial institution, coul…Guillaume_BS 371 views 6 comments 1 point Most recent by Ryan_W March 19, 2019 8:46PMBank Connections
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Hi guys, I upload my bank statements monthly and O was just wondering if there is anyway that I can change the category of everything at the same time? I am upload over 200 separate transactions however they are all for the same category. I am currently having to go into each one and change the category - which is making it more laborious than it…MayaMercer 141 views 1 comment 0 points Most recent by AlexL March 7, 2019 5:15PMAccounting Technical Support
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I put the Young People's Opera Society of BC (YPOSBC) onto the wave platform a year ago. It's automated invoicing and payments thereon is amazing and has saved me time I desparatly needed. Twice a year we have a program registration frenzy. About 50 people are processed through Google forms. I set up a Sheets that contains all the invoices and…alec 1.4K views 12 comments 0 points Most recent by PaulC February 18, 2019 11:36PMSales & Invoicing Feature Ideas
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Hi, On dashboard in the box below "Bank Accounts & Credit Cards" it shows £2,266.59 Under Accounts > Transaction in the drop down box it shows £1,973.46 Why are they different?snappyfish 841 views 5 comments 0 points Most recent by JamieD February 14, 2019 6:13PMAccounting Technical Support
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My fiscal year end is june 30. This makes using reporting in wave a real pita as far as I can see so far. I have told wave my year end, but there are only calendar year pre-sets for date ranges in the reports. There should be fiscal year date ranges as those are more important.GregVeres 221 views 12 comments 4 points Most recent by JamesW February 14, 2019 4:02PMAccounting Feature Ideas
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I’m currently running a 30% off special that ends on February 6, but only for a specific short list of products and services. I tend to change my promotional offers every three or four weeks, but how would I apply this in wave?FrostVideoRescue 1 view 0 comments 0 points Most recent by FrostVideoRescue February 1, 2019 2:02PMSales & Invoicing Feature Ideas
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Hi Guys, Can anyone help to retrieve Sales Report of each Items I've sold. This will help me to get insights of Best Selling products and plan orders for next time. Appreiciate your response soonest. Regards, IshanIshan 151 views 3 comments 0 points Most recent by JamieD January 30, 2019 4:50PMAccounting Feature Ideas
