wave_use
Discussion List
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Hello, I tried connecting a bank account and received a message that the support team needs to manually verify the request. Is this where we request the verification? Thanks!
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How do I just use my routing number and account number to connect to my bank? I don't have a direct password.
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I automatically import the transactions from different bank accounts under the same name. Now, I can't distinguish between them because the name of both accounts are the same. Is there any way that I can change the name of the account?
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My transaction list is not accurate to my bank statements - payments are missing and some are duplicated...how can I rectify this?
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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 0 points Most recent by BeastyShem August 15, 2018 1:57PMWave Features
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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?
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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.
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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.
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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?
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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 0 points Most recent by Alexia August 9, 2018 5:52PMWave Features
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How to Add Credit Cards in Wave App to Check All Debit & credit Transactions automatically just like the Banking transactions? Please Answer
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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 !
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I have noticed that several Liability Categories do not allow for a currency selection. For example: Expected Payments to Vendors Due For Payroll Due to You and Other Business Owners Other Short-Term Liability Other Long-Term Liability This is rather crippling for any business that buys products/services in a currency other than its own, and mai…
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I tried to verify my bank but was unable. I logged in correctly halfway via Wave but was waiting on the code from a text or call for 2-step authentication from my bank. I never received it. I was able to login in and out of my bank account on their website with 2-step authentication, but unable to with Wave. What should I do now?jlacour9796 301 views 3 comments 0 points Most recent by Alexia July 30, 2018 6:21PMBank Connections
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Hi, I am using a custom engine to generate invoices for my business. I would like to attach generated invoices PDFs to my Wave invoices and send those PDFs to my customers. Is there any chance for this to be supported?
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I have a small business set up and I would like to know how to generate sales report based on product and also based on the mode of payment ( cash, advance or credit)dawa_sonam 21 views 1 comment 0 points Most recent by Dante_Bulluck July 27, 2018 5:31PMWave Features
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Hi, Can I know how to delete transaction in my P&L. I have deleted the invoices but it still reflect in the sales item.
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Is it possible to charge the customer the "Just 2.9% + 30¢ per transaction" fees? I want to assess dues for a association, but have the customer pay those fees. i.e dues are $100, so the customer pays $102.90+$0.30=$103.20
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I have a client that didn't issue POs correctly, needless to say I am being asked to issue a credit memo to return a payment from last year on one PO to then reinvoice on the right PO. Problem is I can't find a way to do this, especially addressing that the payment needs to come off and then go back on the books for 2017. Help!!!!
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I have about 220 customers to bill monthly for my service. About half get email invoices, the other half get paper invoices. How can I print the paper invoices in one batch? Thanks for any reply.
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Hi, So I have accounts in different currencies. Lets say I need to look at some report for a single account that is in Pounds Sterling, is there a way to go about that? If not, will this be available in the new version of wave?
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Hi, I wanna be able to take card payments for my invoices in USD, I am currently only able to take payments in GBP.christiansav 91 views 1 comment 0 points Most recent by Alexia May 29, 2018 7:36PMSales & Invoicing Feature Ideas
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I have expense transactions I wish to split into two or more categories, e.g. Capital Equipment and cost of goods.
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Hi, is there any way to restrict a Collaborator capability to NOT be able to delete transactions?FORTE 31 views 2 comments 1 point Most recent by FORTE April 16, 2018 10:30AMAccount Settings Feature Ideas
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I am looking to have someone else do my billing. I would like to keep my revenue and business account numbers private from this user role. I just want them to have access to invoices and no analytics as far as financial data. Do you have this role at all?lltgroup 191 views 2 comments 2 points Most recent by Alexia April 13, 2018 7:58PMAccount Settings Feature Ideas
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Hi there, How can I change the invoice date when the payments is made? I’ve wrongly set the invoice date but the payment is correctshahrilosman 641 views 2 comments 0 points Most recent by Rahim April 10, 2018 7:03PMSales & Invoicing Technical Support
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How do I print my bank details on each invoice without typing them out each time in Notes?Heather2301 11 views 1 comment 1 point Most recent by ItsJenna April 4, 2018 8:07PMSales & Invoicing Feature Ideas
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Hi, I'm working with companies like Ubereats which sell your product, collect the money and pay your sales less their commissions. So if i sell for $10,000, i will receive a payment of $8,000 for example. So i will create an invoice for $10,000, a bill for $2,000. How can I "pay" the invoice partially with the amount received, partial…MarcK 31 views 1 comment 0 points Most recent by Alexia March 6, 2018 4:41PMSales & Invoicing Technical Support
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How do I take a deposit from my Shopify website that breaks out as follows and input correctly in wave: Gross sale was $32.98 in that sale $2.03 was sales tax merchandise sale was $25.00 shipping was $5.95 Merchant fee taken from the $32.98 was $1.26 Leaving me with actual deposit into bank $31.72 and what gets pulled over from my bank into wa…Foreste1 51 views 1 comment 0 points Most recent by Alexia March 1, 2018 9:51PMSales & Invoicing Feature Ideas
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How can I change a font size of Title?sagarg 1.1K views 1 comment 0 points Most recent by Alexia February 20, 2018 7:12PMSales & Invoicing Feature Ideas
