wave_discussion
Discussion List
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Is there a way to to know which collaborator added or amended a receipt/bill.Nadeem 1.3K views 26 comments 2 points Most recent by Cor July 4, 2019 5:32PMAccount Settings Feature Ideas
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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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What's Wave's best practice for reimbursing employees for business expenses? Does Wave have built-in functionality or a workflow that supports employees submitting expense reports for reimbursement? These expenses are incurred on an employee's personal credit card or paid out of pocket with cash. I've read the reimbursable expenses FAQ, but that u…[Deleted User] 3.9K views 28 comments 0 points Most recent by suzi27 June 23, 2019 10:23PMPayroll & Employees Technical Support
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Hi, I am trying to connect our Lloyds Business account to Wave. It keeps on saying 'unable to connect' and does not give the option to add username or password. When I try to add the bank connection through the normal Lloyds link (not Business), it says your bank needs you to review our information. Please can someone let me know whether Lloyds bu…BEST 291 views 7 comments 1 point Most recent by MerlinAccounts_UK June 18, 2019 2:59PMBank Connections
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It doesn't matter where in the UK you are based, you've already leapt into the cloud to do your day to day accounting on Wave so why not stay in the cloud and deal with an accountant that can happily work with you in the same way too? Feel free to get in touch to arrange a FREE non committal consultation - by email to merlindoncaster@gmail.com, o…MerlinAccounts_UK 31 views 0 comments 0 points Most recent by MerlinAccounts_UK June 17, 2019 10:25AMPro Network Listings
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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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Hello, I've contacted support, but was only led to the FAQ of how to set up a bank connection. For almost 3 weeks now, my Chase credit card goes through the motions of updating, but doesn't actually update. There is no error. My other accounts are updating just fine. I've tried turning the connection off and on. I've cleared cache, history, etc. I…
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Hi there! After many months of the Capital One Spark Checking failing to import my transactions and getting no help from anyone, I did a few things this morning: * I tried adding Spark Checking to Mint... it imported my transactions perfectly. So that led me to believe the problem is on the Wave side of things. * I read everything I could about…RachelGeeksOut 1.2K views 55 comments 0 points Most recent by AlexL May 30, 2019 6:25PMBank Connections
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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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I do try and use my iPad Pro as much as I can when I'm traveling, it's just a nicer work surface than the iPhone for my remote office tasks. The iPad apps for Wave Receipts and Wave Invoices are direct iPhone ports. They are not full screen, they do not rotate to landscape and I would love to see the WaveApps optimized for iPad. Thanks YouTLCINC_18 381 views 4 comments 1 point Most recent by dandies May 29, 2019 2:23AMMobile 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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Hi everyone, I started using Wave about a month ago, great product and UI/UX :smile: Initially everything went well and I was able to sync both my Business Checking and Business Credit card accounts from Chase. All transactions were properly synced and updated on a daily basis. I'm now having trouble since ~July 18th, the balances are still syn…
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The wave system has incorrectly integrated some bank accounts that are not related to this business. I wash to delete these accounts but there seems to be no way to do so.Autorent Co.,Ltd. 2.8K views 13 comments 0 points Most recent by ConnorM May 6, 2019 7:02PMBank Connections
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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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Hi, I've recently started using wave. I did have my bank connected and statements were uploaded, however there were duplicates of a lot of entries so I deleted all transaction history, removed my bank account, and decided to start fresh. However, since I removed the bank account, it won't reconnect - I get the endless ping-ping loading symbol and…rhythmgracedance 141 views 10 comments 0 points Most recent by Samd April 12, 2019 3:50PMBank Connections
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New tax year has started so we're now open for new client's, and where better to start than by inviting our UK Wave user community to get in touch. We're experienced not only with Wave but with several other accounting solutions, not to mention 3 decades of practical experience in the accounting world. . Size doesn't matter - its true! We are hap…MerlinAccounts_UK 51 views 0 comments 0 points Most recent by MerlinAccounts_UK April 8, 2019 11:36AMPro Network Listings
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hi Why cant there be a simple Country State City listing of Wave Pros, why do we have to have this discussion. Its great if Wave was a fun app, but if one has to use it professionally the platform should list accountants by country/state/city I am in the Boston area and looking for someone who can help me setup my wave account for free. I used …
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Good day Wave community, probably an entry level question, here is the scenario: My business model currently includes an Online Event Registration provider that captures attendee information, availability etc, and which uses Stripe as a payment gateway My Event Registration provider currently allows me to capture each Client registration in Wave…Fpal 11 views 1 comment 0 points Most recent by Samd April 4, 2019 5:35PMAccounting Technical Support
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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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Dear Support I am able to convert Estimate to Invoice. But then i see the Estimate still showing in my list of Estimate. Is there a way like once an Estimate is converted into Invoices, then that Estimate not to show again in the Estimate list ? Zibranahmed 364 views 9 comments 0 points Most recent by aschafer14 March 19, 2019 2:51AMSales & Invoicing Feature Ideas
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Hi guys. I have recently connected my bank account to my wave dashboard, and all my transactions are importing well, which is an awesome feature thanks wave, my only challenge is that when a client pays directly into my account and I have to record a payment for their invoice it results in double accounting and overstates my income. Is there a w…
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I have uploaded a bank statement twice and both times it all seemed to go fine, up to and including confirming upload, but then it reverts to the upload screen and the transactions never actually appear in the transactions list. It is a csv file. I have formatted it correctly. It is a large-ish file (about 1,500 transactions) but I have uploaded l…
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I wasn't seeing all of my transactions in Wave, so I deleted all of the transactions and unlinked my bank accounts to start from scratch. Now I am trying to relink my bank accounts but I keep getting the message "Unable to Connect. Please try again." I have cleared my cache and tried to connect on multiple browsers but am still seeing th…sundayfunday 141 views 7 comments 0 points Most recent by matthewmoody March 11, 2019 10:00AMBank Connections
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Wave is still a great product even though it isn't going to be MTD for VAT compliant - this doesn't impact on you if you aren't VAT registered, nor if you are VAT registered BUT have turnover below the VAT threshold. With developments in the pipeline for downloadable reports that will work with MTDVAT bridging software (VitalTax is a free product…MerlinAccounts_UK 121 views 1 comment 0 points Most recent by PaulC March 8, 2019 3:09PMPro Network Listings
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We could not get the CIMB bank connection for almost a month!! This is awfully long downtime. Please help!!!
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We are as near to you now as you are to your computer or favourite mobile device, so whether you're based in John O'Groats or Lands End, Anglesey or Dover or anywhere in between we can provide you with all your accounting needs. . . Need a face to face chat? We're on Skype! (and Skype to Skype calls are FREE! we love FREE stuff). . . Want to be s…MerlinAccounts_UK 122 views 2 comments 5 points Most recent by MerlinAccounts_UK February 26, 2019 11:33PMPro Network Listings
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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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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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Hi, I was wondering if it is possible to add an extra picture (a QR code) to the invoice? This would make mobile payment a breeze! Thanks for your answer! Sofiesofie 981 views 13 comments 2 points Most recent by JereChilders February 12, 2019 10:57AMWave Features
