feature
Discussion List
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It would be great if the filters and buttons at the top of the screen where frozen, with only the transactions scrolling. Eg currently as I'm sorting and merging transactions, I need to scroll back up to the top of the screen each time to click the Merge button.zaacc 11 views 0 comments 0 points Most recent by zaacc January 21, 2019 11:06AMAccounting Feature Ideas
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Do you have any shortcut keys, for instance, to duplicate a transaction?Restu_698 401 views 4 comments 0 points Most recent by thoseguys January 18, 2019 4:02PMAccounting Feature Ideas
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It would be great if the description field in Transaction entry (edit transaction details) would remember previous transactions in YOUR history and give predictive suggestions and/or autofill. This is a standard feature of accounting software. Would save everyone time! Thanksbabyteeth 11 views 1 comment 0 points Most recent by Ryan_W January 2, 2019 10:08PMAccounting Feature Ideas
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We would like to be able to have an account with only the ability to access invoicing, credit card payments, and inventory. This account would be used on the computer on our sales counter so that customers cannot see financials and employees cannot access items they do not need to access at the sales counter.tyhoppy 1 view 1 comment 0 points Most recent by Ryan_W December 31, 2018 6:18PMSales & Invoicing Feature Ideas
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How can I generate customer statements in PDF or printable format?CPAGeorge 801 views 4 comments 1 point Most recent by Raph December 29, 2018 2:52AMSales & Invoicing Feature Ideas
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Hi All, Am not so sure if this has been discussed before, but am having an issue with the way the payment receipts are issued. I love the idea of sending a receipt to the client directly but can we also send it in a PDF format. All my clients always call back and request i re-send the receipt as a PDF attachment, so that they can download, print a…Kblac 51 views 2 comments 3 points Most recent by Erik December 20, 2018 7:55PMSales & Invoicing Feature Ideas
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Why can't you select multiple transactions in Wave and add sales tax (HST) to multiple records. This would save hours of work each week. Currently you have to hover over the transaction and manually add HST to each transaction. Even having Sales Tax as a column with a check box would help. Then it would let me know what transactions (sales or …Damion 321 views 9 comments 0 points Most recent by Samd December 12, 2018 5:55PMAccounting Feature Ideas
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I really like the recurring invoices but it would be a great benefit to me and I am sure others to set up automatic reminders with the recurring invoice. I send off a number of recurring invoices every month and some of my clients need a bit of a push to get them paid. Having this automated would help me very much. I can set this on manual invoic…awassall 201 views 6 comments 1 point Most recent by Samd December 12, 2018 4:39PMSales & Invoicing Feature Ideas
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Having an option to view how many items of each product & services have been sold through out a certain amount of period. This will help users keep track and study the trend of what is the quantity of different items being sold monthly or yearly.Zef 21 views 1 comment 0 points Most recent by Samd December 11, 2018 9:30PMSales & Invoicing Feature Ideas
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I'd like to put forward the idea of creating a new transaction reporting field. This field would be applicable to all transactional line entries and would appear on reports as a simple filter field. This would allow users to track project costs simply.Bowen 21 views 9 comments 0 points Most recent by JordanD November 23, 2018 7:44PMAccounting Feature Ideas
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I don't see a link between transactions and receipts except that it shows that it is imported in a perpendicular date. Is it planned to be developed ? I see a lot of value if the transaction shows a link to the receipt for easier tractabilityJohann 31 views 2 comments 2 points Most recent by Johann November 20, 2018 11:04AMAccounting Feature Ideas
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Hi, With the new brand update, it would be nice to get an improvement on some of the neglected features, primarily search. Currently, there's no way to search keywords in the project/job name or item descriptions. I've had a few clients in the past ask for clarification on old estimates or I've had to follow up on older invoices to get paid. The…theAREnetwork 21 views 5 comments 1 point Most recent by Erik November 9, 2018 3:57PMAccounting Feature Ideas
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This discussion was created from comments split from: Sales tax.System 521 views 3 comments 0 points Most recent by rjodwyer November 8, 2018 1:43PMSales & Invoicing Feature Ideas
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Hey Folks, My name is Ailsa Blair and I am a Product Designer here at Wave. @Reza and I are currently working on a brand-new feature to Wave and are looking for a handful of folks to give us feedback. We’re collecting feedback by asking you to record your experience on your computer and answer some questions. The session should take about 30 mi…ailsa Closed 202 views 12 comments 7 points Most recent by ailsa November 7, 2018 1:08PMWave Features
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Hello, I am enjoying Wave and its help resources very much. In current scenario, I am following the instructions to reconcile a transfer from foreign currency into home currency bank accounts per this article (very clear, and exactly matching my case): https://support.waveapps.com/hc/en-us/articles/115002033786. Evertyhing works fine when I cr…MontiCo 301 views 10 comments 1 point Most recent by PaulJ October 23, 2018 8:17PMSales & Invoicing Feature Ideas
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Hey Team, When using the "Create Bill Payment" option from the Transaction screen, it would be good to edit the options when assigning it to the bill, e.g. changing the payment method. As there is currently no way to edit a payment, when using this option they're not being filled out completely. Currently, if I want it all filled out I …
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How do I update my public profile on Wave so that people viewing my posts can also see the name of my accountancy practice and my contact details (well, those that I don't mind being public that is)? Similarly how can I add something to my profile in the way of a resume of the services I provide to Wave users (UK in my case) - indeed, how can I pe…MerlinAccounts_UK 91 views 3 comments 0 points Most recent by Charlotte October 12, 2018 1:07AMWave Features
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At Wave, we want to create tools that save you time and help your business thrive. Recurring Invoices are a great way to get work done without having to really do work. You can set them up to happen on a repeating basis, send a one-off invoice in the future (i.e. as a scheduler), or in payments enabled regions, even allow for recurring automatic p…TylerK Poll 331 views 27 comments 8 points Most recent by GoodAccounting October 7, 2018 3:03PMWave Features
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Hi Can we have the Cash Flow Statement from WAVE under Report section? Please advise. Thanks regards Caren Malaysia
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I started using wave a few months ago, for a small company i just bought, i have used Xero and Quickbooks but has my pocket is now low of cash i started looking for a cheap abd with quality solution and i bumped wave, its a start up business is still low but growing so we hired and accountant that is used to QB because in can change the language …Angostrat38 41 views 4 comments 1 point Most recent by camilolunacom September 29, 2018 4:41PMWave Features
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Hi Can Wave automatically reconcile transactions and issues invoices/receipts, using tags such as vendor name, amount, date, etc.muditdr 41 views 2 comments 0 points Most recent by muditdr September 29, 2018 2:23AMAccounting Technical Support
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I am a Real Estate Agent with a background in bookkeeping/accounting and I find the lack of sub accounts a bit frustrating; it is a simple enough feature. If I am launching multiple advertising campaigns I want to know how much I spent on each effort, but I also want to know what my aggregate spending on all campaigns for the period was. Without t…
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I would highly request that Wave add more Cash Accounting features / reports, or ultimately, full Cash Accounting support and an option to setup a company that way from the start. I know Wave thinks Accrual Accounting gives a better picture of the businesses financial position, but the majority of your target audience (small business) uses Cash A…TCG 31 views 7 comments 2 points Most recent by Alexia September 27, 2018 8:20PMAccounting Feature Ideas
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I use estimate to show my clients the detailed break down and total cost. From there I convert estimate to multiple invoices over the time, based on the payment terms. It will be greatly helpful if the estimate can: 1. Track/automatically record which invoices are convert from it (but also give the option to remove, should such invoice is cancel…
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My payroll site cannot function.I checked the guidance or Youtube it showed not the latest wave apps. This show my site This is what Guidance show Inside the Guidance picture, payroll has pop up 6 icons and can key in employees detail. But my business account cannot. Any entrepreneurs and Wavers can help me?AngelsBud_2018 31 views 1 comment 0 points Most recent by Alexia August 31, 2018 5:51PMWave Features
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hi, how to export all invoice details with item description.kudossoftware 861 views 3 comments 0 points Most recent by Alexia August 29, 2018 3:40PMWave Features
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It would be great if Wave could add a sales program which would allow one to record sales and then invoice from that program
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Can I record my mileage as an expense for each job. So I can look at my net income monthly. I own a cleaning service and gas is one of my main expenses.
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How do I issue an invoice BUT update my accounts ONLY with my approval of the invoice. Invoices keep updating my accounts without me being aware of it and this is causing me problem with my books.
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My suggestion for the next release/version: I think the Customer's Table should have 'CATEGORY' or 'TAG' field. It is for type of business or something else to categorize a customer. i.e Diamond Corp is a gems supplier, while Sand Corp is a building material supplier, so it will be entered in the 'category' field.
