wave_discussion

Discussion List

  • I have a client on Wave with two businesses so I need to track both business with the same Wave account. Is there a way to differentiate the businesses in wave? If yes, can I have access to multiple buisnesses as a collaborator? And finally, can I easily navigate between collaborator businesses?
    Andre Thornton 162 views 5 comments Most recent by Jacqui_EN_2018 February 5, 2019 9:51PMUsing Wave
  • Hello I am a freelance marketer and have just started using Wave, so far so good. My issue lies more with the understanding of accounts than wave in itself. I charged a client for my design and print preparation of business cards and organised the print of them. I split these two up on the invoice for my design costs and the external printing cos…
    LucyHoad 41 views 4 comments Most recent by mdconsultingatl February 5, 2019 1:26AMUsing Wave
  • Hi Guys, Can anyone help to retrieve Sales Report of each Items I've sold. This will help me to get insights of Best Selling products and plan orders for next time. Appreiciate your response soonest. Regards, Ishan
    Ishan 151 views 3 comments Most recent by JamieD January 30, 2019 4:50PMAccounting Feature Ideas
  • Hello I am new to Wave and i liked it. Just one thing i want to ask, how can we generate cash payment report (is payment received from clients) for a particular period ? Any ideas would be greatly appreciated. Thanks Ahmed
    ahmed 41 views 4 comments Most recent by RUSS663 January 25, 2019 1:28PMAccounting Feature Ideas
  • First of all, this app is awesome. But! When I import transactions, or they are imported automatically, there isn't much detail; where I see "Interac purchase" on Wave, I see for example "Tim Hortons" on my online banking transactions listing. Is there any way to get more detail?
    johnnyrains 121 views 3 comments Most recent by Samd January 23, 2019 6:50PMBank Connections
  • In my small business we have two Wave users, me as owner and my bookkeeper as collaborator with edit rights. She sends invoices, receives them, processes them and tracks them in Wave, etc. The invoices come from her email address as they should. However, invoice reminders come automatically from my email address. I can't find a way to change t…
    greg_s 201 views 8 comments Most recent by Sakshi January 18, 2019 7:51PMSales & Invoicing Feature Ideas
  • Do you have any shortcut keys, for instance, to duplicate a transaction?
    Restu_698 401 views 4 comments Most recent by thoseguys January 18, 2019 4:02PMAccounting Feature Ideas
  • Hey all, I'm Kasun from Sri Lanka & searching for an accounting solution to a charitable institution from Wave. There I have an issue with the standard names given on wave, Income, expenses, net profit etc. that does not match for a charitable institution. Is there any possibility to change those wordings on Wave flatform?
    Kasun 171 views 1 comment Most recent by GraceM January 17, 2019 11:00PMAccounting Technical Support
  • Hey all, I'm Kasun from Sri Lanka & searching for an accounting solution to a charitable institution from Wave. There I have an issue with the standard names given on wave, Income, expenses, net profit etc. that does not match for a charitable institution. Is there any possibility to change those wordings on Wave flatform?
    Kasun 1 view 0 comments Most recent by Kasun January 5, 2019 5:19PMAccounting Technical Support
  • How can I generate customer statements in PDF or printable format?
    CPAGeorge 801 views 4 comments Most recent by Raph December 29, 2018 2:52AMSales & Invoicing Feature Ideas
  • I researched before asking this seemingly dumb question. In order to received an (email?) alert an invoice has been viewed is there something that has to be done like a setting or will Wave automatically do that? Thanks in advance
    Durvana 622 views 6 comments Most recent by Rahim December 20, 2018 7:33PMSales & Invoicing Technical Support
  • In addition to manual entry of transactions, Wave offers the ability to import your transactions in Microsoft Money (.OFX), Quickbooks (.QBO), Quicken (.QFX) or Simply Accounting (.ASO), and Comma Separated Value (.CSV) formats. If you are wondering about these methods, our Help Center is a great place to start. These import options make it easy t…
    Charlotte Announcement Closed 2.5K views 7 comments Most recent by Erik December 20, 2018 4:21PMBank Connections
  • some of the invoices that I send using Wave are going into customer's spam folder. is their a way to see a notification showing that an invoice has been received and viewed similar to the feature that is available for quotes?
    HarrisonEngraving 1.7K views 5 comments Most recent by Samd December 12, 2018 8:32PMSales & Invoicing Technical Support
  • 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 Most recent by Samd December 12, 2018 5:55PMAccounting Feature Ideas
  • 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 Most recent by Samd December 12, 2018 4:39PMSales & Invoicing Feature Ideas
  • ZefZef
    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 Most recent by Samd December 11, 2018 9:30PMSales & Invoicing Feature Ideas
  • I have 3 businesses that i have open on wave and 2 demo ones I used to test out the software. I cant seem to remove them and they are currently cluttering and confusing our system users. How do i remove them without removing all our businesses.
    chan_lee01 351 views 1 comment Most recent by eliteacchk December 8, 2018 11:35AMAccounting Technical Support
  • Hello, First, I'd like to say how wonderful it is to have the Wave app for my new small business needs. It makes billing & estimates much easier & more streamlined, and it's remarkable that it's free; so thank you. I searched this topic before posting, and found limited information in a closed discussion from 2017, yet there is still no f…
    LetItGrowSavannah 351 views 8 comments Most recent by za_user December 7, 2018 1:19AMSales & Invoicing Feature Ideas
  • I cant remove a business. I have 3 current businesses running and set up 2 demo ones which i cant remove and they are cluttering my wave. how can I remove them without taking down my account.
    chan_lee01 41 views 2 comments Most recent by chan_lee01 December 5, 2018 1:35PMAccounting Technical Support
  • 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 Most recent by JordanD November 23, 2018 7:44PMAccounting Feature Ideas
  • Hi, I'm new to Wave - loving it. However, I'm getting duplicate income entries. I am connected to my bank account and it seems that might be part of the issue? When I get paid and tell wave an invoice is paid, that shows up in accounting but then the credit into my bank account shows up too. I'm not sure how to correct this? I'm guessing I'm m…
    CoachSteve 51 views 2 comments Most recent by CoachSteve November 23, 2018 5:27PMAccounting Technical Support
  • 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 tractability
    Johann 31 views 2 comments Most recent by Johann November 20, 2018 11:04AMAccounting Feature Ideas
  • Wave is unable to connect to MBNA Canada account. After a few seconds, the error is: Your bank's website appears to be experiencing technical difficulties. If you can successfully log in to your online banking, please try connecting or updating again in Wave. If the problem persists for 24 hours, please visit our help center." On investigat…
    sanjeevj 1.1K views 15 comments Most recent by Samd November 14, 2018 8:35PMBank Connections
  • This discussion was created from comments split from: Sales tax.
    System 521 views 3 comments Most recent by rjodwyer November 8, 2018 1:43PMSales & Invoicing Feature Ideas
  • My bank requires One time password in addition to Id and Password while logging into account. Does that mean I will never be able to integrate thebank with my wave app account? Or is there any suggestion to integrate?
    reishigupta 111 views 4 comments Most recent by Gowramma November 5, 2018 1:36PMBank Connections
  • Hello When you allocate transactions that have been automatically imported by the bank feed to a certain expense type and sales tax will the bank import then remember that next time and allocate it correctly automatically? Thanks
    splats 61 views 5 comments Most recent by Charlotte November 1, 2018 10:27PMBank Connections
  • Hi, I've question about the importing transaction features. So I've got CSV/OFX files from the bank. Imported into the credit card account in wave, it seems all negative amount has been imported as deposit and all positive amount been imported as withdraw. For example This will show up as a deposit green after importing. It the importing fe…
    Morayfield 91 views 0 comments Most recent by Morayfield November 1, 2018 5:21AMTechnical Support
  • I have a client who needs to issue invoices on the basis of percentage complete. This is different than recurring invoices where the amount is fixed. In progress payments, such as for construction and consultants the fees vary on the basis of inputs vs total estimates. Absolutely perfect for a spreadsheet but a major headache for company cash flow…
    Silverfox 181 views 3 comments Most recent by wiredafrican November 1, 2018 12:22AMWave Features
  • The developers of Wave Receipts have limited the app, either by design or error, to expenses only, however not all receipts received are expenditure. Every time you make a cash deposit to your bank account, either over the counter or at the ATM, the bank issues a receipt, which is actually a credit. It would be very handy to be able to scan this …
    atelierfinezze 41 views 4 comments Most recent by StackpoleEnterprise October 25, 2018 11:49PMWave Features