Accounting Feature Ideas

 

Discussion List

  • 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). (Image) 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…
    KaPo 645 views 24 comments Most recent by creativeshot January 22, 2020 6:46PM
  • Wave needs a way to bulk edit the vendors for multiple transactions. Currently, you need to open every transaction and change every vendor individually. There really is no excuse for not having this. Also, Wave should learn and autofill the vendor for future transactions like it does with the categories.
    MAGAman 3 views 0 comments Started by MAGAman January 22, 2020 5:41PM
  • 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 604 views 23 comments Most recent by AndyMarty January 20, 2020 1:45AM
  • Hi, I'm new here. Could someone please tell me how to generate a report that shows sales by product? Right now, all I can see is by sales category, but when I click on it, the way the report is generated is not useful to detailing product sales. Help! Thank you, Kyla
    AfroAllende 17 views 5 comments Most recent by AfroAllende January 19, 2020 3:41PM
  • When paying a bill it would be a good status to be set to "Scheduled" so that when the payment shows up we can correlate the payment from the bank. The payment should be posted to the bill until the connection is made by the check being posted by the bank.
    Boggestow 4 views 0 comments Started by Boggestow January 18, 2020 9:34PM
  • Hi, I wondering what's the best approach to adopt Wave for small business on eBay? Basically all sales will happen on eBay and receive money for the sales via PayPal. I know currently PayPal integration is not working properly in Wave, so I'd have to just manually import the records from PayPal. How about eBay sales? Do I have to manually crea…
    Morayfield 243 views 3 comments Most recent by Morayfield January 17, 2020 4:18PM
  • It is difficult to get correct reporting without sub-accounts. Wave - please consider adding this feature in ASAP!
    lorrijw23 Poll Closed 228 views 25 comments Most recent by ConnorM January 16, 2020 7:56PM
  • I wanted to search all transactions, that exclude certain words in the description. So I thought how about waveapps adds some regular expression function into the search component.
    chinhouswee 3 views 0 comments Started by chinhouswee January 16, 2020 7:38PM
  • This is super important- Wave please consider making it a priority. Not only is it necessary to ensure accounts are in balance at any point in time, but it is also a standard for any accounting software.
    Linda502 6 views 1 comment Most recent by ConnorM January 16, 2020 7:24PM
  • Hi there how do i view the dash board for the previous year
    Minesh 4 views 0 comments Started by Minesh January 16, 2020 12:49PM
  • 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.
    intellitech 6K views 83 comments Most recent by Skafte January 16, 2020 8:00AM
  • Hi, Fairly new here. Apologies if this has been asked already. I scanned a few expenses invoice with my phone using the Receipts app. I have reviewed the receipt by confirming the details and saving it (without paying extra attention). Now I just realized that there was a mistake on the date which was auto-populated by the app. It seems that I …
    Peather 4 views 1 comment Most recent by ConnorM January 15, 2020 8:44PM
  • It would be nice if you could link multiple accounts/debit cards and split payouts to each without having to remove and add each debit card to accomplish this. Ex. $1,700 invoice paid: Split: $500 to Operating Account $1,000 to Employee Payroll Account $200 to Business Savings Account
    montannalw 5 views 1 comment Most recent by ConnorM January 15, 2020 8:03PM
  • This should be a slam dunk: simply add the applicable business name somewhere in the email subject and/or body, and make sure there's a link to the right place in Wave. Currently, whenever Wave sends an email (for Payments by Wave notices and The Wave Team emails, possibly other emails to) it omits the name of the Wave business the message is app…
    SBenoit 9 views 1 comment Most recent by ConnorM January 15, 2020 7:31PM
  • Can wave software general payment voucher and receipt? Thanks
    rosslimjoco 407 views 7 comments Most recent by ConnorM January 15, 2020 2:00PM
  • When we add receipts under purchases, there is no way to sort by name/date or filter by merchant name. This feature is available on the receipts app where you can choose the merchant name to filter. Can this be provided on the web version as well?
    nirura 16 views 6 comments Most recent by ConnorM January 14, 2020 8:18PM
  • So I tend to do a combination of manual and automated bookkeeping, but not all of them start off with uploaded receipts (especially for things like Uber where the receipts are emailed). Is there a way I can upload a receipt to a transaction AFTER I enter it into my accounts? Right now the process seems to be Upload Receipt -> Post Receipt to A…
    CreatrixTiara 32 views 15 comments Most recent by Jasie January 11, 2020 9:57PM
  • This discussion was created from comments split from: Search by Dollar Amount.
    System 11 views 3 comments Most recent by SBenoit January 11, 2020 4:13PM
  • 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!
    Nilay_Shah 3 views 10 comments Most recent by BarsinA January 10, 2020 8:16PM
  • Brand new here ... just now made an account and forums login. Searched the forums and didn't spot an answer so .... question) Can or does Wave support export to a file format that Turbo Tax can then import? Just curious ... I don't mind entering annual summaries by hand, but thought I'd ask?
    GlacierBoatsOfAlaska 437 views 4 comments Most recent by CapnJim January 9, 2020 9:09PM
  • 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 …
    PBrooksMac 1.6K views 165 comments Most recent by aderkon January 7, 2020 2:09AM
  • I noticed that receipt images are on a publically accessible AWS S3 bucket, and don't require any sort of credentials to access, simply knowing the url (which is complex - but not secured). To test, log into wave and view a receipt, and then copy that url into another browser or computer which hasn't authenticated into wave, and you will still be…
    tsmith 74 views 13 comments Most recent by BarsinA January 6, 2020 7:33PM
  • Is there a way to handle multi-page receipts? I am new to wave but the second receipt I have to record is a 2 page receipt from my lawyer for incorporation. Is there a way to take two receipt pictures for a single receipt? (page 1 and page 2?)
    GregVeres 186 views 2 comments Most recent by Boggestow December 24, 2019 8:08PM
  • I would like to be able to print individual transaction entries. I have been unable to find out how to do this. I have been told that this is not possible yet. I hope that a program enhancement can be made to allow the printing of individual journal entries.
    ChuckBunn 99 views 12 comments Most recent by DTHK December 22, 2019 4:35AM
  • Hi, I am a new micro business owner in NSW Australia, and have been using Wave for about 6 months now and I'm starting to become familiar and happy the software (finance is not my strong side). But...as a business owner, we need to start doing Single Touch Payroll (STP) in Australia and it doesn't seem like Wave software is supporting STP. So my …
    SamL 18 views 1 comment Most recent by ConnorM December 19, 2019 7:17PM
  • is there a way to add vendor info to multiple transactions instead of have to go to ea individual trans and post it there. would save me a lot of time.
    ddddddd 8 views 1 comment Most recent by ConnorM December 19, 2019 3:46PM
  • Hello everyone, I am loving Wave! It is perfect for my small business in Colorado! Thank you for all the updates, you guys are really on top of this system and making it better and better!! I have a few suggestions for a hopeful future update... The ability to sort the transaction list from lowest$ to Highest$ - I am constantly getting duplicate…
    Bobbi_Lee80 12 views 1 comment Most recent by ConnorM December 19, 2019 2:27PM
  • Hello, thank you for your hard work on this product! I would like to request the following functions: 1. Ability to build rules (specifically for auto-categorizing or deleting or performing an action based on configurable criteria) 2. Ability to export to excel 3. Ability to see one or all account summaries & details on their own Thank you f…
    Dboneku 17 views 0 comments Started by Dboneku December 18, 2019 10:55PM
  • 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.
    David 4.9K views 78 comments Most recent by MrSerious December 14, 2019 8:50PM
  • One till slip could be paying for several payment expense categories. Most of my clients do the same, shop for multiple things at one store. I'd like to suggest a feature for us to choose to split / add more category and amount allocated to each category when updating receipts. Otherwise, I may as well just to do ledger journal entries for each …
    AccountsPro 9 views 2 comments Most recent by AccountsPro December 14, 2019 2:29PM