wave_discussion
Discussion List
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Collaborator have three of access View Only, / View And Edit, / View, Edit, And Send.... But with these accesses I have some security and integrity issues, Specially with View and Edit And View, Edit and Send permission, as I need to assign someone to book-keep my accounting but when I give permission to Edit he/she can delete and/or modify any o…
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I am not sure the best way to describe this and I guess it is a general best practices question. I have my business checking and business credit card accounts linked to Wave and transactions automatically imported. The issue is credit card payments are counted twice For example, each individual credit card transaction is counted as a withdrawal. …tbromer89 592 views 9 comments 0 points Most recent by jenb22 February 11, 2020 4:30PMBank Connections
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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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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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Hi, can somebody tell me what is the cost of using Wave API? Thank youalch88vdet 131 views 2 comments 0 points Most recent by alch88vdet January 21, 2020 3:27PMAPI & Integrations 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 954 views 25 comments 7 points Most recent by ConnorM January 16, 2020 7:56PMAccounting Feature Ideas
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It would be useful if the Receipt Mobile App could calculate subtotal and tax since this is a stupid-simple logic to build. Here is the user case: * Take picture of receipt, mobile app recognizes Total * Add Tax (eg. HST 13%) * Based on added Tax, app automatically populates Tax amount and Subtotal amount. It's a bit silly that an accounting app…Mike 1.6K views 16 comments 2 points Most recent by Barsin January 7, 2020 8:20PMMobile Feature Ideas
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Note: Based on reading other posts, I believe I'm still on the old system (bummer, since I've been opted into Wave Labs for years now). I'm trying to get an accurate view of income for 2017, one that allows me to match up 1099 income with a Wave report. The closest report I seem to be able to get is under the Income Statement option. The problem …Annie 161 views 6 comments 0 points Most recent by aDesignedLifellc December 25, 2019 3:41PMWave Features
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Is there any option that we can change the preset invoice and estimate styles with a custom made. Has anybody done itgranda 951 views 17 comments 0 points Most recent by AlexL December 10, 2019 7:39PMSales & Invoicing Feature Ideas
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Hello! When I started using wave, the invoice total I would get on the invoice editing page and the final draft page were the same. Now, the totals are not. On the draft page, there is a total, and then on the final draft there is a different total. How do I fix this problem? I do not want my customers to think I am messing with prices! Thank you…MasHelp 21 views 1 comment 0 points Most recent by JamieD October 14, 2019 1:26PMSales & Invoicing Technical Support
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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
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My bank shows that it should be importing with the green button on. My transactions are not importing. I have toggled off and on and clear cache.tormcgraw 2.9K views 38 comments 1 point Most recent by Barsin September 24, 2019 5:55PMBank Connections
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Is there a way I can connect the same customer and vendor to report a balance for a given period?fgabor 331 views 12 comments 0 points Most recent by AlexL September 19, 2019 2:10PMSales & Invoicing Feature Ideas
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All my payouts have been put on hold for a week now instead of being instant like they were previously. Is this a glitch or permanent change and how long are wave "holds"?Tcrand 661 views 5 comments 0 points Most recent by ChelseaK September 17, 2019 7:45PMTechnical Support
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Using wave invoice is nice but when do we get wave Quotation or estimate app?SlySA 4.3K views 18 comments 1 point Most recent by JordanD September 15, 2019 7:14PMMobile Feature Ideas
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When I include a new invoice for an expense, I try to categorize the expense, but I can't find the right categories for my business, for example training, materials to make my products, tools. How can i place the correct category for expense receipts?viajeradumonde 501 views 1 comment 0 points Most recent by FRR September 9, 2019 8:55PMAccount Settings Feature Ideas
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So, 7 August 2019 was the deadline for filing the first MTD VAT returns for those businesses that were UK VAT registered with taxable turnover above the UK VAT registration threshold. How many of you had to file under MTD? Did you use Wave's VAT100 report and then link this to suitable bridging software? What did you use and how did you get on? …MerlinAccounts_UK 121 views 0 comments 0 points Started by MerlinAccounts_UK September 3, 2019 12:38PM Accounting Technical Support
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It may seem an age away but if you're not planning on filing your 2019 tax return via HMRC's online service or through third party tax return software you've only got until 31 October to get your return in to HMRC - miss that date and you'll either have no choice but to file digitally OR pay a fine for filing late on paper. We process all our cli…MerlinAccounts_UK 51 views 0 comments 0 points Started by MerlinAccounts_UK August 22, 2019 11:45AM Accounting Technical Support
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Connected to PayPal without any issues. The problem is that I don't see the latest transactions. Do I assume correctly that the integration is supposed to keep the books up to date? Are the transactions synced on some sort of a schedule? Or not at all? Thanks!m 2K views 23 comments 0 points Most recent by joesideas August 15, 2019 6:23PMAPI & Integrations Technical Support
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Hello, When a vendor sends you an invoice, do you treat it as a "reciept" or do you create a bill? I find it makes more sense to create a bill in the system for these, because it let's you record seperate items, and also split payments. However, I would like to be able to merge the bill and the pdf invoice I recieved, and I can't seem…ybahat 2.3K views 78 comments 1 point Most recent by mdraughn August 13, 2019 8:44PMAccounting Feature Ideas
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Our business accepts payments from customers in cryptocurrencies as well as traditional payment methods such as credit card and PayPal transactions. Your current multi-currency support does not include any cryptocurrencies.(Bitcoin, Ethereum, Litecoin, Zcash, etc.) so I cannot create an account to track holdings or expenses and am forced to maint…Alex_on_Wave 1.5K views 38 comments 11 points Most recent by nomino August 9, 2019 3:04PMSales & Invoicing Feature Ideas
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My TD Bank account is not updating on Wave. I hit "Update Now" and it looks to be working but then it doesn't update (see screenshot). I have tried re-entering my credentials, but that doesn't work either. Help!sundayfunday 721 views 22 comments 1 point Most recent by JamieD August 7, 2019 6:52PMBank Connections
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As if you hadn't already noticed, the first VAT quarter end that is subject to the new MTD for VAT regulations is due for filing by no later than next Wednesday (7 August). If you haven't already done so make sure you are signed up for filing under MTD now as it can take 72 hours before you'll be able to file. If you are going to be late with th…MerlinAccounts_UK 81 views 0 comments 0 points Most recent by MerlinAccounts_UK August 3, 2019 12:02PMAccounting Technical Support
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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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How many of you have decided to stay with Wave despite the severing of the bank connections (from September) and the decision not to support MTD for income tax when (if) it comes into effect in 2021? Whist ever there are UK users of Wave we're more than happy to provide support to those users in processing their accounts and vat returns, as well …MerlinAccounts_UK 51 views 0 comments 0 points Most recent by MerlinAccounts_UK July 29, 2019 9:42AMPro Network Listings
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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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Is there a report to see how many of a particular item I've sold on all invoices for a particular time period? For example, I send an invoice with a line that says "labour" and the quantity is 8. I would like to know the total quantity of labour from April to June. ThanksPlumingo_plumber 11 views 1 comment 0 points Most recent by AlexL July 19, 2019 9:40PMAccounting Technical Support
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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
