wave_discussion

Discussion List

  • I used NAB for this and need this to connect to my bank account please. Thank you.
    Jackxon 21 views 2 comments Most recent by Alexia August 17, 2018 1:48PMBank Connections
  • hi,how to manually request bank connection?
    auzaey 21 views 2 comments Most recent by Alexia August 17, 2018 1:46PMBank Connections
  • Hi, I requested the addition of a bank within Wave, but figured I should follow up with some additional information since the bank is technically already included. Due to a merger they're using a couple different systems and the one Wave currently links to isn't the one I need. The bank in question is Union Bank & Trust (bankatunion.com). The…
    RacingThought 11 views 2 comments Most recent by RacingThought August 17, 2018 12:26AMBank Connections
  • How did you guys determine the fees associated with Wave+ services? As you know some of us use Wave to help manage the bookkeeping for our clients. If we refer them to Wave then we are exposing them to a pricing model for perceived similar service. Because the service is perceived to be similar it may or may not set the discussion of pricing for…
    TaxLab 1.1K views 3 comments Most recent by Alexia August 16, 2018 9:08PMWave Features
  • My transaction list is not accurate to my bank statements - payments are missing and some are duplicated...how can I rectify this?
    Milly 11 views 2 comments Most recent by Milly August 16, 2018 10:02AMBank Connections
  • Hello, I am able to make an invoice with the option to get paid with credit/debit card on one of my companies that is located in New Zealand and uses NZD, but with another one that is located in the US and uses USD it does not show me an option to make an invoice with credit/debit card, why is that and can it be fixed?
    BeastyShem 41 views 2 comments Most recent by BeastyShem August 15, 2018 1:57PMWave Features
  • I have successfully imported transactions from one bank account however from my second bank account initially only the balance was being imported and no historic transactions. When I retried again no transactions but balance was showing. Any ideas ?
    naveen 1 view 2 comments Most recent by naveen August 15, 2018 12:08PMBank Connections
  • On a transaction, if you add a category, that category is available for other transactions. BUT if you then select multiple transactions and do a bulk edit, that new category does not show up. You have to refresh the page first.
    KevinJustice 21 views 1 comment Most recent by Alexia August 14, 2018 8:10PMWave Features
  • When doing a lot of transactions, it would go a LOT quicker if you sorted by name. You could then not think about the fact of what category goes to what transaction the second, third, etc time.
    KevinJustice 71 views 1 comment Most recent by Alexia August 14, 2018 8:03PMWave Features
  • I'm a long time QB Online user switching to Wave (as QB has taken my subscription from $270 to over $600 in one year with no added features). One item I don't see which saves me a LOT of time is the system remembering what account (category in Wave) I've set a transaction to. For example, I set "DEBIT CARD PURCHASE XXXXX6193 DNHGODADDYCOM X…
    KevinJustice 41 views 2 comments Most recent by Alexia August 14, 2018 7:53PMWave Features
  • Is it possible for me to send an Invoice from one of my Wave business ( Business A ) to another of my Wave business ( Business B ) so that the recipient business ( Business B ) automatically shows it as a Bill? Both businesses are in the same Wave account.
    irwanambak 121 views 4 comments Most recent by Alexia August 14, 2018 7:18PMWave Features
  • jpojpo
    I understand Wave doesn't offer Project based allocations or reporting so I've been looking around at a way of creating sub accounts or alternatively getting accounts to role up in a hierachy. Is this possible?
    jpo 501 views 1 comment Most recent by Alexia August 14, 2018 5:56PMWave Features
  • jpojpo
    Is it possible to connect to the data behind wave to perform custom reporting. One of the things I need to produce is an Income Statement which has YTD and Month to Date on the same report in separate columns.
    jpo 301 views 1 comment Most recent by Alexia August 14, 2018 3:28PMWave Features
  • I searched for a discussion topic and did not find it. It would be nice to see a prompt that would then lead me through starting a new discussion around the topic not found.
    TaxLab 21 views 0 comments Most recent by TaxLab August 14, 2018 3:21PMWave Discussion
  • Hello, could you please help me with this, I see the bank connection and everything but wave can't connect with the bank there is a problem. It says: "your bank needs you to review your account details. Log in to your online banking and fill out any information that is required, then try to connect to wave again" but everything is ok in …
    Lauraarco12 21 views 1 comment Most recent by Alexia August 13, 2018 7:08PMBank Connections
  • Hi I’m self employed but not registered as a company therefore I can not pay for my own tax. I can’t find an option on the app to add a deduction for income tax. Anyone could please help me. I would hate to have to stop using the app. Thank you so much.
    Hadassa 282 views 1 comment Most recent by Alexia August 10, 2018 6:30PMWave Features
  • I have been looking at all the tutorials and following the process. I have connected my bank account and still not able to find any button that asks to connect to Wave Payments. I have looked under sales and every other tab there is. I just really need to get this fixed I have customers that are looking to pay and are unable. Thanks
    Airmid 31 views 3 comments Most recent by Alexia August 10, 2018 2:09PMWave Features
  • Hello, i would like my bank connection verified please, kindly advise on steps. Regards,
    Spine 21 views 12 comments Most recent by Alexia August 9, 2018 8:49PMBank Connections
  • Hi, I would like to add an additional column on my invoice. I am a therapist and in order for the invoice to be in the correct format for the medical aid claims, I need a column to add the client's ICD-10 code, but next to each procedure code, description and amount. I am therefore currently utilizing all the column options. Please can you help?
    Amalia 71 views 3 comments Most recent by Alexia August 9, 2018 5:53PMWave Features
  • Hi wavers, The default dates for all transactions and reports set for current year . Is there any option at settings screen to set your preferred period with following options : Preferred Reports Period: Current Fiscal year Current month Current quarter Previous month Previous quarter I think it will make wave using easier as now each t…
    Abdallah_Ibrahim 22 views 3 comments Most recent by Alexia August 9, 2018 5:52PMWave Features
  • Can you please assist with linking a bankaccount ? I need manual verification from your side. Thank you.
    SierraConsult 11 views 1 comment Most recent by Alexia August 9, 2018 2:32PMBank Connections
  • I am submitting this because your app told me to
    Nicktimmsza 11 views 1 comment Most recent by Alexia August 9, 2018 2:13PMBank Connections
  • How to Add Credit Cards in Wave App to Check All Debit & credit Transactions automatically just like the Banking transactions? Please Answer
    TG33 32 views 1 comment Most recent by Briella83 August 9, 2018 1:27PMBank Connections
  • I have a PayPal account for my business and a separate one for myself, personally. (This is allowed by the PayPal terms of use.) I'm unable to add both.Whichever one I do add automatically becomes "integrated" instead of just a bank account. I don't want to accept payment via my personal account. I just want to track transactions within…
    Timothy Poplaski 871 views 8 comments Most recent by Alexia August 8, 2018 4:25PMBank Connections
  • I updated my bank feed this morning for Chase and all except three transactions came through into my Transactions tab. Has anyone else experienced this? I also had two receipts that I categorized and posted to accounting that didn't come through to my transactions tab. Anyone else have that happen before? I'm really trying to make Wave work for …
    lisamarie616 31 views 1 comment Most recent by Alexia August 8, 2018 4:08PMBank Connections
  • Hello, I don’t know why the payments haven’t been set up yet. I need the money I am making as soon as possible. Can someone Expedite setting up my Payments? My bank should be connected
    MovingWith1Love 11 views 2 comments Most recent by Alexia August 7, 2018 1:38PMBank Connections
  • DemDem
    Hi all, Please, I would like to generate my report in another (new) currency apart from the one i initially selected, whether by multiplying the values in the present report by the exchange rate of the new currency, or some other way. How can i achieve this? @Alexia, hope you are well? Thanks for the other time. Thanks !
    Dem 41 views 4 comments Most recent by Dem August 4, 2018 5:28PMWave Features
  • I connected multiple bank accounts from the same bank (S&T Bank) to various different businesses under my Wave account. It says the transactions were last updated 48 years, 5 months ago ?!? I keep updating but nothing changes. The correct balances are showing for each account, however there are zero transactions being imported. On the trans…
    JBW29 154 views 6 comments Most recent by odewey August 3, 2018 3:04PMBank Connections
  • I hope this is the right place to make this remark. I would like to request a review of the invoices layout, because differently from the examples shown in Settings, the name of the contact person appears between the name of the client company and its address, instead of close to the contact person's email and phone number. Can this be fixed, ple…
    FMELLO 21 views 3 comments Most recent by Alexia August 3, 2018 1:32PMWave Features
  • This discussion was created from comments split from: Feature Request- Recurring Bills.
    System 21 views 2 comments Most recent by Alexia August 3, 2018 1:31PMWave Features