Accounting Feature Ideas
Discussion List
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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.
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Hi, I am a current Quickbooks desktop user and I am always on the lookout for alternatives. I see Wave as promising but just not suitable yet for the businesses I operate. Given the fact that there is no job costing or even classes available for Wave, I could have probably worked around this with a hierarchical account structure. For example, a t…
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In the past I could go to Reports and export simple lists to XLS, e.g. list of all invoices between a selected date bracket. I need this list for my accounting to easily crosscheck data. The only thing I can do is literally take screenshots of the invoice list - this can't be true?
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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 …
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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 …PBrooksMac 1.4K views 163 comments 8 points Most recent by AlaskanNightWolf December 10, 2019 3:10PM
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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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Good day, we use a Bill as Purchase Orders to our Suppliers. I need to download and print these Bills. Please advise how it can be done. Thank you. Hichson
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Can wave software general payment voucher and receipt? Thanks
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I use the Cash on Hand to record the weekly takings from the clubs that use our facility. The description of the entry is the same each week for the many clubs that use us. Could you include a feature like when you add the category to the transaction it auto filters the result. This would be useful even if it meant populating a separate section as…
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Hi - in process of recording historical transactions (from 13-24 months ago) into Wave, i.e., into Checking Account. Is there a way to see a running total of the cash balance in our checking account? This would make it easier to reconcile bank statements as well. In Accounting/Transactions I see a list of all the historical transactions, but do n…
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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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Please enable this simple feature. When purchasing items that are Assets, and a user has a receipt (e.g., purchases a new Refrigerator for a Rental Property Business), the user can upload the Receipt, but cannot categorize the purchase to any other than an Income Statement Expense Account (Category). If you enabled the ability for Users to post …
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1) don't like the new Accounting > Transactions view. I could very quickly verify transactions and know when the Online balance agreed with the Verified balance. Using the "old" transactions I could perform weekly "reconciliation" in minutes. 2) Difficult to get reconcile to work because of time-stamp on transactions. See…
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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…
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Hi, Any chance to see these couple of things that woudl streamline the workflow a bit? 1) Tax calculated automatically from total? 2) Category extended to allow for Refund for Income>Refund for reimbursable expense Ta.
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It would be really, really awesome to have the ability to search transactions by dollar amount - not just description. This would help to locate duplicate transactions and speed up the reconciliation process dramatically!
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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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I want to include interest charges on overdue invoices when I send out customers statement of account. How do I do this?
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Hi! I have not found a similar thread about this so let me open the discussion. This is an enhancement suggestion which probably will help other accountants as well: 1. Can the journal entries have sequence numbers so it will be easy to identify the entries thay may have to be adjusted/corrected? 2. Can you add in the Reports a General J…
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In my business, I buy raw materials (spices and nuts) and packing material (boxes/bottles) etc. I use them to create finished products (spiced roasted nuts that are bottled and boxed). All my raw material purchases are on my credit card. My questions are: * Can I mark all my raw material purchases in Wave as 'Cost of goods sold' since they are be…
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Hello Wave Team, I would like to ask if there is any plan to include attachments to your bills. In a typical business practice like ours, we often receive invoices from the suppliers prior to sending them a payment, the invoices are still coming in the paper/pdf form and I would like to be able to attach such an invoice to my Bill entry. In case o…
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Hello All, I need to know more about the entry of Purchase of Retail item vs the inventory. My business is purchasing products and do some value addition and sale in a bit higher price. For an example, purchase items by 100 and sell at 110. Now what I'm facing is there is no tracking of my inventory like if I purchase 50 items by 50x100=5…
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It'd be nice to allow using HTML in invoice fields, such as Footer and Memo/Notes. This would allow for formatting text nicely (like making certain things bold, italic, etc.), or formatting things in a more advanced way, like using DIVs and inline CSS to output the Notes/Memo field in multiple columns, etc.
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Is there a better way to pay a bill i have just created then to go back to the bills home screen, after saving the bill i just created, and then searching for it on the main bills screen and paying it through there. It would be convenient and expedite the process if after i saw the bill it takes me to a secondary screen where i can record a paymen…
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Is there any plan to add reversing journal functionality? This is a pretty common feature and helps people avoid double counting things like accruals when an invoice or bill actually hits. Thanks
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Hello! Thank you for providing such a great app to the community. I recently started to use the Wave Receipts app. Is it possible for us to see the number of the receipts captured by the app? It would be awesome if you can add this feature. See the example below (Image) Also it would be great if we could filter the receipts by year. See the ex…
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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…
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We created a user who is a viewer. However they cannot see customer statements. We expected them to be able to see this feature.
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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.
