Account Settings Feature Ideas

 

Discussion List

  • There are only, four access control options in the wave account. 1. Admin 2. Editor 3. Payroll Manager 4. Viewer These four access controls have predefined access which. However in some businesses, two or more bookkeepers are involved in different areas of transactions (like purchase or sales); so the owner needs to allow two different editors …
    nirzal 3 views 0 comments Started by nirzal July 3, 2020 3:01AM
  • Hello Wave Team, I'm using your great system since 2013 I would like to discuss a small feature that helps a lot to be implemented in Wave It is the Simple Project Management, Let me first explain my idea of it ( as it is not the normal project management way that all software are doing out there) if We have a tap Called Projects, I would link …
    Wanas 240 views 6 comments Most recent by MFMDC July 2, 2020 3:55PM
  • As wave can connect to bank accounts and see lots of sensitive commercial information about a business, I would like to have the option of using two-factor authentication (2FA), such as Google Authenticator, in order to provide an additional level of security when logging to wave.
    Seajays 1.3K views 79 comments Most recent by Wisecompany July 2, 2020 2:48AM
  • Dear team, i would like to know for the same company, how I can continue the account for the next year? Do I need to create a new business? should not be right? then can I have the two years report in comparison? Thanks for your kind reply. Lititia
    Lititia 2 views 0 comments Started by Lititia July 1, 2020 2:41PM
  • Is it possible to include all customer fields in the import template? That would be useful as it currently does not include Account number, State/Province, Mobile number, etc.
    mneglia22 11 views 2 comments Most recent by mneglia22 June 25, 2020 7:45PM
  • Accounting transaction should not deleted rather it should be rectified by adding rectification entry. Therefore, It will be better if the transaction will be locked after any of following two events; 1. reconciliation done by the user or 2. Transactions reviewed by the reviewer.
    nirzal 4 views 1 comment Most recent by JessG June 25, 2020 5:45PM
  • Generally in accounting transaction number should be unique for each fiscal year, therefore user usually expect account application to do so. Therefore it will be better, if we could introduce transaction number kind of field in accounting. Thanks for listening
    nirzal 8 views 1 comment Most recent by BarsinA June 25, 2020 5:44PM
  • I have two feature suggestions: 1. Export/Import chart of accounts. This will simplify your setup of multiple companies using the same accounting system 2. Sort your chart of accounts by account ID. This will help you use GL codes and put them in order, because as you add more accounts, alphabetic by account name is not always the best sorting met…
    mneglia22 17 views 2 comments Most recent by BarsinA June 25, 2020 4:30PM
  • Hello Community, is it possible to change my invoices and receipts to French? Thanks in advance, Sylvia
    Sylvia_Ferro 12 views 1 comment Most recent by JordanD June 17, 2020 8:31PM
  • Hi Is it possible to add custom payment terms per customer which can automatically overwrite the default payment terms.
    Paddavis 9 views 1 comment Most recent by ConnorM June 16, 2020 7:51PM
  • Hi wave I just started using your app for my small business but I am interested in setting up for more than one business how do I do that. Thanks
    Easy26_bel 25 views 1 comment Most recent by ConnorM May 29, 2020 3:34PM
  • Hello, I'd like to request a feature to backup/export the whole account not just parts of it and be able to import this backup and restore the whole account to the backed up state. We have a new accountant who is still learning wave apps and can potentially cause a huge mess. We would like to be able to revert to a previous backup of all data on…
    pingo 16 views 2 comments Most recent by pingo May 25, 2020 7:38PM
  • Hello, I'd love a batch action for customer list. I mistakenly uploaded a file of customers in the wrong .csv format and instead of deleting them individually, i'd like the option of deleting the selected customers that have uploaded wrongly. Thank you
    coleen709 14 views 1 comment Most recent by JamieD May 18, 2020 8:09PM
  • In the previous version of Wave when setting up the banking accounts in the chart of Accounts an option was there to choose a default banking account which would then appear as the default when capturing transactions in the Transactions module. This feature did not carry over to the current version. I have set up a new company and it now has a de…
    Robert07 18 views 1 comment Most recent by BarsinA April 22, 2020 2:53PM
  • Allow tagging system accounts like Accounts Receivable with an ID to make corporate taxes easier.
    tjmachado 15 views 0 comments Started by tjmachado April 9, 2020 6:05PM
  • Are there any plans to implement a Sign in with Microsoft Account feature, specifically for Azure Active Directory/Office 365-based accounts?
    tmacrr 170 views 4 comments Most recent by BarsinA March 25, 2020 2:24PM
  • I would suggest adding this feature to make input easier. Scenario: I am inputting or adding receipt, bill, estimates or even invoice. When or if I have the tax rate selected I can manually input a total amount and the taxes are calculated. More important on bills and receipts as sometimes certain bills or receipts only give a total amount. Bes…
    starburstnow 15 views 1 comment Most recent by ConnorM March 18, 2020 5:55PM
  • Under Invoice>UNPAID/DRAFT Please add selection box and allow batch actions. Best Regards, Stanley Fu
    starburstnow 18 views 1 comment Most recent by ConnorM March 12, 2020 3:25PM
  • Hey all! I'm a new user here, but I've actually come and gone on Wave Accounting for over a year. The last time I was here I saw this discussion on cryptocurrencies and just came back to see what had happened in the meantime. We didn't choose Wave last two times around because of the no crypto issue, and I am a bit surprised that there still isn'…
    PeterO 51 views 4 comments Most recent by douglaswebdesigns March 6, 2020 9:55PM
  • Perhaps security is top of priority, but I felt quite a hassle to input sign in data every time I visit the site. Even with an automatic input from a password manager. Can I simply kept signed in even after I close the tab or browser? Just like Google, Facebook, and many other does. Besides, the sign in dialog should be displayed straight in the …
    herrysucahya 61 views 3 comments Most recent by EmmaP February 27, 2020 9:56PM
  • i am a small flex administrator. in a business, employees have money deducted - then sent to me in order to reimburse back to them sometime during the year - when they send in a claim for it. So, i have multiple name that i deposit money into their account - during the year i send some or all of their money back to them as a reimbursement, I…
    Brussell 23 views 2 comments Most recent by AccountsPro January 30, 2020 12:53PM
  • EEAEEA
    even though im the owner, i cant see all my other staff whom i have granted access as collaborators on my business but they sign in and use wave perfectly. Whats the reason?
    EEA 32 views 1 comment Most recent by ConnorM January 16, 2020 8:08PM
  • Hi, i have 3 salesperson currently working in my business.Is there a way to add their names whenever i issue an invoice to my customers.Would also be nice if waves could also enable the option to track the progress made by each salesperson.
    Yking 30 views 2 comments Most recent by AccountsPro December 14, 2019 2:48PM
  • SriSri
    We have long list of products and vendors list. some of them are not using anymore. but we create invoice or bill these will shows up. We need a feature to disable or hide vendor or product item that way it won't shows up on invoice creation
    Sri 109 views 7 comments Most recent by AccountsPro December 14, 2019 2:41PM
  • Hi I would like to know if you can set up the collaborators account to only access the "SALES" TAB
    Gladex 72 views 14 comments Most recent by AccountsPro December 14, 2019 2:39PM
  • Maybe we could tag businesses as Productive which prevents deletion but can be archived. Also, prevents resetting of data. Businesses not tagged as Productive can be deleted and able for data reset.
    ericdbird 55 views 9 comments Most recent by seakay November 26, 2019 6:36PM
  • Hello I have multiple startup business setup on Wave. I would like to invite a partner in one of them so we can share the workload for invoicing and cost estimations. As far as I can tell new users will have access across all business but with restricted privileges. Is this correct? Am I missing something? Ravi
    Ravi 29 views 1 comment Most recent by EmmaP October 11, 2019 7:22PM
  • 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 98 views 1 comment Most recent by FRR September 9, 2019 8:55PM
  • Is there a way to include my business email address in my profile settings so that it appears on invoices? If this isn't possible it seems like quite an oversight.
    highlevelwealth 158 views 6 comments Most recent by Dimitri_C August 13, 2019 1:21AM
  • This discussion was created from comments split from: Categorizing Credit Card Transactions.
    System 31 views 3 comments Most recent by SFWaver2016 July 17, 2019 2:15AM