wave_discussion
Discussion List
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Since WaveApps switched to Plaid to connect bank accounts to Wave, I have not been able to connect to my banks business portal (Columbia Bank State Bank). My bank changed to a new system that has 3 fields to enter login information: Company ID, User Name and Password. The only connection Wave is offering is to the personal banking accounts. I h…Tripod_Imaging 644 views 15 comments 4 points Most recent by KayEm December 3, 2021 6:39PMBank Connections
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Can each businesses default email be declared in each businesses' profile so that the user doesn't have to select the default email for the whole Wave account? I'd prefer for separate businesses to have their emails declared here so that when emails are sent out you're confident that they are being delivered using each businesses own email address.Gordon 151 views 11 comments 2 points Most recent by Jacob_Davis November 29, 2021 3:34PMSales & Invoicing Feature Ideas
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Update: Thank you to the amazing folks at WaveApps for connecting to BECU's new business banking through Plaid. It is now showing up as an option to connect to! :smiley:Chevassus 141 views 9 comments 2 points Most recent by Raintech November 25, 2021 9:23PMAPI & Integrations Technical Support
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How do I generate a budget through Wave?Hanah 51 views 2 comments 0 points Most recent by Cor November 19, 2021 2:40PMAccounting Feature Ideas
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Wondering how to import customer csv file with address and STATE? I have tried a few different ways to import members with full addresses with no success. I would rather not do this manually. Example address, city, STATE, zipnsheler1 91 views 6 comments 0 points Most recent by anitacreates22 November 14, 2021 2:39AMTechnical Support
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Hi, I would like to include an image within the footer for all invoices. Is this possible or can I ask that this feature and perhaps for flexible footer formatting, such as multiple lines?thebookkeeper 155 views 2 comments 0 points Most recent by mjcharles2nd November 9, 2021 5:05AMWave Features
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I am wondering how long do clients have access to their online invoices/receipts? Can they access their online invoices/receipts indefinitely or is there a time limit?
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I am wondering how long do clients have access to their online invoices/receipts? Can they access their online invoices/receipts indefinitely or is there a time limit?
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Our product team is looking far and wide at the cloud software that our customers use and want to integrate with Wave. There are actually a couple dozen posts about topics like time tracking, e-commerce, point-of-sale, etc. so thanks for sharing there. The purpose of this post is to ask: what are your top 2 requests and why those two? Here, we'd …Mani 4K views 134 comments 2 points Most recent by Scott_L October 21, 2021 6:51PMAPI & Integrations Feature Ideas
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In Waveapps i can create Product or Service under Expense account. but, is it possible to report an Product like i can do in Zoho or QBO? for example, i need a report (expense) of how much i spend money for an product named "Sugar" in this month?awangunawan 31 views 7 comments 1 point Most recent by StrugglingIC October 21, 2021 2:25AMWave Features
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is there a way to copy an existing chart of accounts to "paste" them into a new Company? TIALisaV 582 views 3 comments 1 point Most recent by armanHH October 20, 2021 1:54AMAccounting Feature Ideas
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I am trying to migrate to Zoho Books since South Africa will no longer be able to make use of Wave for new entities. I have been able to download all of my files using Wave Connect, except for Invoice Data and Line Items. For some reason, this report just won't download. I have tried numerous times and it is just not working. It is quite a lar…
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I'm wondering how I could edit phone, subtotal, etc. to put them in French? Also, how I could do the traduction of the email send with the invoice? Thanks, MartinMartin 721 views 3 comments 2 points Most recent by Martin October 10, 2021 11:39PMSales & Invoicing Feature Ideas
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Hello, I live in Switzerland and i must send invoices in different languages, never in English. I can customize most texts but i can't change the most important ones, for example: * "BILL TO" text above the customer, * "Total" text under the items * "Amount Due" text * "Invoice Number" text * "Invoice…Fieel 1K views 38 comments 11 points Most recent by may01 October 10, 2021 3:13AMSales & Invoicing Feature Ideas
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Hi Everyone! I don't know why it's happening when I check my Tax Account Transaction on cash base (Paid) it's showing 195.90 total payable and when I open Accrual Base (paid + Unpaid) it's showing 23.02. it's incorrect. Can anybody explain? Because as per my understanding accrual should show all those expenses in Cash base also. ThanksShuaibAhmed 53 views 0 comments 0 points Started by ShuaibAhmed October 4, 2021 9:23PM Technical Support
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Hi, Is there a way whereby i can tag each transaction of a particular project/event/invoice so that I will be able to track the profitability of that particulat project/event/invoice? This will be a great feature as many business dabble in multiple projects at one time and it would be good to be able to track which of the projects are yielding m…Jeev_Da_Man 2.4K views 8 comments 6 points Most recent by ReNeu September 30, 2021 12:44AMAccounting Feature Ideas
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Is it possible to change the wording of your payment reminders?Berhoz 581 views 25 comments 4 points Most recent by Cyberklutz September 27, 2021 2:33PMSales & Invoicing Feature Ideas
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Hello! I just have a few specific requirements for my invoices. It's mainly for vehicle sales that I need the invoices for and it needs certain extra fields but not as line items. I must be able to add certain fields on the invoice and want to find out whether it would be possible to do so? The fields are as follows: Vehicle Details Make Model …Jenix 611 views 2 comments 0 points Most recent by LovesWine September 3, 2021 5:23PMSales & Invoicing Feature Ideas
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Hi All :) Would appreciate some pointers on any Wave users that had some experience in printing invoices on POS Thermal Printer. Had attempted on mine which had a very blurry output. (Image as attached) Maybe there is some specific settings that could be explored or could be implemented by Wave itself. A Zillion Thanks!!!
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Wave is able to connect to my bank (https://www.firstfed.com/). The bank connections page doesn't show any errors and the account balance number updates to the correct amount as that changes. The problem is that Wave does not download any transactions. This is happening across multiple accounts at the same bank. The FAQ pages are not really rele…MalcolmReynolds 477 views 13 comments 0 points Most recent by WandaJo August 13, 2021 5:04AMBank Connections
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I create the bills for the vendor but there no option to print it out. could you please add the feature for printing out the bills for vendors?Hasan 1.3K views 5 comments 1 point Most recent by Conaxion July 29, 2021 10:31PMAccounting Feature Ideas
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I would like to be able to reorder line items on estimates.d0paminefiend 1.5K views 71 comments 6 points Most recent by a_l July 6, 2021 6:57PMSales & Invoicing Feature Ideas
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Hello all, I was wondering what the process would be if I’d like to setup my ETF investment accounts on my wave bookeeping accounts. Basically amounts are debited via my checking account and then ported over to an investment account. Since this isn’t really a withdrawal and more of a deposit into another account, how should i go about allocating …Violanation 991 views 10 comments 0 points Most recent by LukeVanderlinden July 3, 2021 8:52PMAccounting Technical Support
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Roy Schneider, CPA is an incredible CPA who helped me get my business started and all my company and personal finances in order. He helped me with bank management, budgeting, reporting, transaction planning, and so much more! He is excellent in legal tax savings, management consulting, branding, and goes way beyond what I've seen other accountants…Sch_Electric_Sol 36 views 1 comment 1 point Most recent by 3B_RS June 26, 2021 6:07PMFind a Wave Pro
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Is there any way to memorize a transaction in Accounting? I have a monthly transfer that needs to be split amongst 10+ categories, and it's a hassle to have to input each one by one every month. It would be easier to memorize the transaction and then change the amounts each month.
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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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How to remove a Wave logo that we have in invoices? Currently, we are evaluating Wave invoicing app at Rioks, and wonder if we can possibly use it for the future clients' billing. The problem is - having an extra branding inside of the email and sender's email to belong to waveapps.com will not build our image of a professional company. Any so…Oleksiy 1.9K views 16 comments 2 points Most recent by tryingWave June 7, 2021 1:13AMSales & Invoicing Feature Ideas
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I recently invested in a real estate debt from one of my investment accounts. How do I enter this into my books?
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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
