Accounting Feature Discussion
Discussion List
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I would like to request a new feature be considered. Time tracking. I've read the post where time tracking was discussed on Feb 28th but wanted to know if its on your road map and when you expect to have it launched. Thanks for all the great work you do.
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Please add a facility to print statemants. Some of my customers don't have email addresses and need a statement on paper.
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Transaction amount and running balance on transactions for a given account in the transaction screenHi, just a development opportunity. I appreciate it might be technically difficult but as a user it would be good to see the transaction amount relating to the account being filtered - I note that linked accounts show the total transaction balance. Also and even more importantly the running balance of the transactions would be great.
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Hi Its very nice application i am using for invoice and estimates but without out accounting of Inventory very hard to Automate business on it. I am wondering if it is coming future or not ? and whey?
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Hello! I was wondering if the use of "tags" to track certain projects or customer transactions within Wave has ever been discussed or considered. Short of (i) going with a full-blown Class or Project Tracking system (similar to what QB uses); or (ii) having the ability to assign accounts other than Income to bills and invoices (assign pre-paid…
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Trying to replicate some bills in my account, and want to ensure I have my appropriate expense account set up for each of my services. I can set up Products/Services from within a bill without any issue, but if I want to edit them (even change the name) it forces me to fill in the "Expense" dropdown.. but then it won't let me choose a "Cost of …
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Hi Are you going to implement the ability for users to specify their own SMTP server? This is a huge negative for Wave as mail gets stuck in spam filters and this will only get worse and worse as more malicious mail circulates, and also clients don't like seeing mail come from some long random Wave email address, I've literally had calls from c…
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Right now, the option I have is to upload the receipt and verify it. It then will create an expense transaction for me. I will have to merge this transaction with another transaction that is downloaded via my bank connection. Occasionally, I found I made a mistake that I merged the wrong transactions (expense amount happens to be the same), so …
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Heya Team, Loving the new look, but when are the new features rolling out as well? I'm trying to follow items from the Help Centre (This one specifically), but as my account is still the old way I had to hunt around how to do all the steps as this stuff is all new to me.
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I'm not able to find any information regarding the printing of Accounts Payable checks. Does Wave Accounting support this? It's not useful to me if not since many of my vendors do not accept credit card payments.
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Hi, I like to generate a balance sheet and possibly other reports that cover all of my businesses. Is this option available and how do I do it? Thanks
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I am confused and need some advice. I take izettle payments from customers. I create an invoice for this so that I can send a receipt to the client. I mark the invoice as paid into a 'money in transit' account that I have called 'Izettle undeposited' as it has not yet appeared in my bank account. A few days later, Izettle deposits the money int…
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Hi, is there a function in waves where I can give an user a right to use the sales account only. Make invoices and sales items only? thank you
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It just took me about 10 times as long to split a transaction since changes have been made. I can no longer tag each part of the transaction as to what they are and when attempting to categorize each part of the transaction, it is very hard to scroll through the choices. I have to scroll the whole page to get shown more than one line of categories…
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Hi there, I've been happily using Wave for two years now, but unfortunately without the ability to track Income/Expense on a project basis we are at the point where Wave has become more of a hindrance than a help. For our monthly and annual reporting I'm now having to keep two copies of transactions, one in excel to track the various project…
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Before I switched to Wave, Quickbooks made credit memos super easy. I thought for sure Wave would have this functionality, but they don't. I've looked around and found many convoluted work arounds, but still not basic credit memo features. Wave, can you PLEASE add this feature? I have customers who like to pre-pay me random amounts of money …
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It would be pretty helpful if the lines in the Reconciliation > Account transactions had checkmarks, so you could mark each one when okay. With a long list of transactions, it gets really hard to see which ones you already checked, especially if the order is not exactly the same as on your statement. I have to print it out every time and chec…
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Hi, Can anyone please tell me if there's a way to customise the default date format from US (m-d-y) to the British (d-m-y)? If not, is that feature on Wave's roadmap?
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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.
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Hi - Sometimes I get a client that send a check to cover more than one invoice. In the Transactions section, this is causing a problem. While, I can "split" the bank transaction and apply that to multiple invoices, the invoice amount is appearing to have received payment "twice", therefore it is showing an end of negative value (that I owe the cli…
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Hello! I haven't seen this suggested, and maybe this used to exist in the old interface, but it would be very useful to be able to quickly find a customer on the Customer page through a drop down or search function, as exists in many other areas of Wave. We have a large number of customers as the nature of our business lends itself to one-time sal…
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While exporting the Account Transactions the PDF / CSV does not display the vendor or Customers contact name. So, we need to rely on the description to identify the same from the downloaded copy. Kinldy advise how can the vendor or Customers contact name be displayed across reports wherever applicable. Thank you!
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I am unsure whether I'm missing something...but I think the Profit and Loss statement should not include advanced corporate tax payment under operating expense. The system should exclude tax payment to show the actual profit (Profit before tax) for calculating tax and then show the Net Profit (Profit after tax), the way it is reported to the tax a…
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Hi, Newbie here, I've found out how to assign multiple transactions to expense accounts etc but I need to create a transfer of multiple transactions to a loan account. Ive found how to do this manually one by one. Is there a way to do multiple transactions in one operation. Thanks
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Is it possible to permanently change the wording of the email which is sent acknowledging receipt of payment please?
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Is a feature to allow us to stop handling paper (by attaching PDF copies of bills to the purchase entry) planned? Many thanks
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I would like to be able to Sort Receipts by Date, Category, Merchant, etc and Filter by Date range / Category etc. (similar to Transactions, but also ad an Update button). What am I supposed to do with 2-3 years worth of receipts ? There will be 100s if not 1000s of receipts to look through if I need to verify something. Side note: some…
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CREDIT MEMO - When will WAVE offer a CREDIT MEMO function. A business should be able to give a client a credit, but have it itemized so the client/customer is aware they got something of value, compliments of the business. For now, if you issue a CREDIT MEMO as an ITEM in an Invoice, with a negative figure, say, -$40.00, the invoice will proce…
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Is it possible to change the dashboard cashflow widget to include all income/expense accounts and not just the 'cash' account? If not, this would be a useful feature to include. In fact, having the ability to choose/customise which graph/report we display on the dashboard would be very handy.
