Best Of

Re: All about automatically categorizing transactions

Just putting in my request to please have an option to turn off the auto categorization. I categorize a transaction when I run through each of my receipts at the end of the month. If I'm missing a receipt I will know because I will have uncategorized transactions. But as your software is filling them in, sometimes correctly and sometimes incorrectly, I can't track my missing receipts. Part of my contest is whether it's categorizing correctly or not, but more so that I can't turn it off. It's simply making it hard for me to check my receipts. I then use the check box when I reconcile with my statements. Thanks for your great software!!!

JaredD

Re: Over Payment for invoice

I just sorted this out.
I added a negative payment to invoice A for (50.00) from the incoming account (RENT) as cash, noting the payment as credit to carry forward.
I then added a payment for 50.00 to invoice B from the incoming account (RENT) as cash noting credit carried forward from invoice A.
You need to balance the incoming account (RENT) against your income account from the invoices. You will always note any outstanding credits there to carry forward as appropriate.

ChrisIsCoach

Re: cant export trial balance in CSV & PDF now

Dear All,

I was having a problem in exporting the reports to PDF. The error stated PDF was corrupted. In my situation, this problem was caused by Internet Download Manager (IDM). By switching off the IDM in Google Chrome > More Tools > Extensions > IDM Integration Modules, this problem solved.

SAGE_Cloud

Re: Coming soon: Transactions page for mobile and tablet, quick edit features, and more!

I would like to have a user that only has access to A/R and invoicing.

MikeMead66

Re: Withholding Tax

@Tirabuzones said:
Have created a user account just to add my voice to all the others who are absolutely disbelieving that a negative tax option cannot be simply added.

I have done the same, and to post a link to this page displaying a table which provides Statutory WHT rates on dividend, interest, and royalty payments made by companies in WWTS territories to residents and non-residents: http://taxsummaries.pwc.com/ID/Withholding-tax-(WHT)-rates

Hard thought should be given to the ethics of marketing this app as being a global solution working for users all over the world when this single feature demonstrates a very parochial vision of "global". A bit like the baseball "World Series".

AndrewMcC

Re: Coming soon: Transactions page for mobile and tablet, quick edit features, and more!

Thanks for these changes, this will help our quality of life!

KevinChoi

Re: Coming soon: Transactions page for mobile and tablet, quick edit features, and more!

The improvements are welcome. WAVE is a great product but consider developing an integrated inventory module to enable tracking of stock and make WAVE the ERP for small businesses.

Tiago

Re: How do I categorize SEP IRA?

@tzahico,
Actually SEP payments are considered pension expense for the company. They should not be classified as an owners draw.

Mikeg

Re: Coming soon: Transactions page for mobile and tablet, quick edit features, and more!

You should develop bank connection , it is really annoying to keep downloading bank statement and upload them.. Feels like an excel sheet not an accounting software

Sam_74

Re: Coming soon: Transactions page for mobile and tablet, quick edit features, and more!

Thanks for the updates, making the site responsive will be a huge help for accounting on the go.

I’m really looking forward to a time when we can track expenses by project. I own several rental properties but only have one bank account and would like to track income and expenses for different properties from the same account.

Jr105082