Account Settings Feature Ideas


Discussion List

  • 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 11 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 21 views 1 comment Most recent by Barsin April 22, 2020 2:53PM
  • Allow tagging system accounts like Accounts Receivable with an ID to make corporate taxes easier.
    tjmachado 22 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 209 views 4 comments Most recent by Barsin 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 11 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 21 views 1 comment Most recent by ConnorM March 12, 2020 3:25PM
  • 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 112 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 21 views 2 comments Most recent by AccountsPro January 30, 2020 12:53PM
    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 31 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 32 views 2 comments Most recent by AccountsPro December 14, 2019 2:48PM
  • 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 51 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 72 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 398 views 1 comment Most recent by FRR September 9, 2019 8:55PM
  • This discussion was created from comments split from: Categorizing Credit Card Transactions.
    System 33 views 3 comments Most recent by SFWaver2016 July 17, 2019 2:15AM
  • Is there a way to to know which collaborator added or amended a receipt/bill.
    Nadeem 1.1K views 25 comments Most recent by Barsin July 4, 2019 5:32PM
  • Hi Guys, Just want enlightenment about what chart of account and the right category to input my VPS hosting subscription to provide a reseller hosting product for my clients and as well as the Domains I have purchased to resell. Thanks further for your time.
    mauwiks 247 views 6 comments Most recent by Wolfman July 1, 2019 10:06AM
  • Is there any way to turn off the Live Chat pop up reminder? I'm glad Live Chat is available, but I don't need a reminder every time I log in. I know where to find it if I need it :) Thank you!
    HandymanHeadlee 71 views 10 comments Most recent by HandymanHeadlee June 4, 2019 8:43PM
  • Hi I am using this app in Germany Berlin I would like to get it in actual German language can anyone help me? Email
    Johnnyrooney1 653 views 15 comments Most recent by goloka April 30, 2019 8:49PM
  • So I uploaded receipts for March and got a total. But how can I do the same for April, will it also give me a total. I’m not seeing the features.
    Meha 31 views 1 comment Most recent by JamieD April 17, 2019 1:38PM
  • I would recommend having the option to export the data by specified year or dates. This makes it easier to search for receipt in the future and also keep a copy for backup or other purpose and clear.
    map2000 51 views 1 comment Most recent by JamieD March 19, 2019 10:39PM
  • Hi, I am pretty new to Wave Financial. Just wondering if there is a way to add a "Dates" column in the invoice template. For a small business that provides home care services, I would like to bill my clients once a week but would like to have a " Dates" column to itemise when the services were provided. Eg 5/2/2019, Services…
    TheMatrix 204 views 1 comment Most recent by Rahim February 14, 2019 8:41PM
  • We have included an employee for sales and we want him to have access but only to estimates and not to all the other financial information of the business!
    focusart 41 views 7 comments Most recent by hussinyusof September 13, 2018 8:13AM
  • I want to translate some components of the invoice into different language. I can modify and translate the columns and invoice name itself, but I cannot translate the sentence: Invoice date, Invoice number and etc. Is it possible to translate them?
    MSSolutions 91 views 3 comments Most recent by Alexia July 6, 2018 7:47PM
    Palestine is not listed in countries in wave.. It uses Shekels as currency same as Israel
    EFK 855 views 1 comment Most recent by Alexia June 11, 2018 3:43PM
  • Hi, is there any way to restrict a Collaborator capability to NOT be able to delete transactions?
    FORTE 32 views 2 comments Most recent by FORTE April 16, 2018 10:30AM
  • 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 182 views 2 comments Most recent by Alexia April 13, 2018 7:58PM
  • Hi Wave Team, I'm not sure if this is the appropriate medium to talk about this. Before I go further, I want to say Wave is an AMAZING tool, and I'm so grateful that you provide the features that you do. That being said, I have one small annoyance that kinda makes me dread going to your site. And that's signing in while I'm on VPN. I have to go…
    IgorGee 21 views 0 comments Started by IgorGee February 19, 2018 12:04AM