Accounting Feature Ideas

 

Discussion List

  • Example, I have have 6 income types and 3 expense types from a single source, and the same from a different currenct. This is 18 accounts total. Can I have subaccounts? Example: [parent account]income amazon (USD) [sub accounts] Amazon Income:Amazon Other Credits Amazon Income:Amazon Promotional Rebates Amazon Income:Amazon Refunds Amazon Income…
    dontworryaboutit 1 view 1 comment Most recent by dontworryaboutit September 19, 2020 3:41AM
  • Can we have an option to create recurring entries on prepaid expenses, amortization, and other journal entries? Thank you.
    rghudtohan 11 views 1 comment Most recent by Barsin September 18, 2020 8:41PM
  • Idea: Allow email receipts to be sent directly to WAVE for processing We really want to use the forward email receipt to wave but it this process only accepts PDF files. The issue is that most of us don't receive email receipts as PDF, their usually a straight email in a EML or PSTformat when forwarded. This places all the work on your custom…
    _Derek_ 6 views 0 comments Started by _Derek_ September 17, 2020 5:35PM
  • Idea: Auto merge receipts with credit-card transactions! This is desperately needed feature to eliminate the manual merging required when you capture a receipt and approve it only to have a duplicate show up from the bank. Recommendation(s): * It would incredibly useful if there was a reconciliation process that would matching approved receipt…
    _Derek_ 4 views 0 comments Started by _Derek_ September 17, 2020 5:34PM
  • 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 178 views 38 comments Most recent by _Derek_ September 17, 2020 4:52PM
  • Two duplicate credits. Same date, same amount, same account, same category. When selected the merge button does not appear as available. Why?
    Cori 66 views 3 comments Most recent by JulianP September 16, 2020 6:07PM
  • There is an app in play store but, for the effective use it is better to add the following 1-Offline entry posting 2-Synchronising when in online 3-personal accounts must be enable in app 4-Chart of accounts edit, add and delete must be enable in app 5-Multy user with restricted users will help to control unwanted changes.
    Sirajudheen 23 views 2 comments Most recent by Katelyn September 15, 2020 8:12PM
  • Hi, have just started using Wave (MUCH better then QBO) but I have loads and loads of receipts. I'm really surprised there is no search function available by date or vendor. As a small business owner I need to be able to track down certain receipts. Are there plans to add this feature in the near future? Woody
    ukwoody 52 views 3 comments Most recent by FrankPrendergast September 14, 2020 12:34PM
  • 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 9.5K views 106 comments Most recent by StevePierce September 14, 2020 7:31AM
  • I accidentally created the same customer twice (with variations in the name) and I've already billed them and received payments using both customer names. Is there a way to merge these customers? Or do I need to manually recreate the activity on one in the other? Haven't tried deleting either because I'm scared of losing their billing and payment …
    Nike 583 views 7 comments Most recent by AMStudio September 10, 2020 9:16PM
  • How can I show the Account ID (Chart of Accounts) to be part of the report where are we show an account category?
    michelh 492 views 10 comments Most recent by Barsin September 10, 2020 8:27PM
  • I already record a payment for all of bills (payment status paid), but it still appears as Bill you owe on the dashboard, how to resolve ?
    Agungecohero 12 views 1 comment Most recent by CallieP September 9, 2020 3:07PM
  • I can't see an option to design custom reports. Is it possible? Maybe, there's an add-on??
    AnthonyMA 425 views 11 comments Most recent by Julia1 September 8, 2020 10:17AM
  • 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
    hichson 790 views 24 comments Most recent by ricksteele September 7, 2020 10:04PM
  • 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?
    infotechnab 3.4K views 13 comments Most recent by pccrich September 5, 2020 7:34PM
  • 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 3.6K views 237 comments Most recent by Disappointed999999 September 4, 2020 4:45PM
  • 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 83 views 7 comments Most recent by AlexL August 28, 2020 8:55PM
  • In order for the bills page to be usable for doing Accounts Payable workflow, there are two critical (must-have) features that are needed: 1. A view filter is needed just like the Invoices page with paid / unpaid filters. The default should show unpaid because those are the bills that really matter. 2. The bills should be listed by DUE DATE and n…
    PiercePrimm 47 views 2 comments Most recent by TiV August 26, 2020 4:15PM
  • Hi, Is there a way whereby i can tag each transaction of a particular project/event/invoice so that I will be able to track the profitability of that particulat project/event/invoice? This will be a great feature as many business dabble in multiple projects at one time and it would be good to be able to track which of the projects are yielding m…
    Jeev_Da_Man 1.3K views 3 comments Most recent by JoshRobbins August 26, 2020 7:03AM
  • Is there a feature where I can track 1099 form info and print 1099s at year end?
    BonL 10 views 1 comment Most recent by Barsin August 25, 2020 2:27PM
  • mpimpi
    How i can print the chart of accounts? And export to Excel?
    mpi 454 views 23 comments Most recent by MrsThornton August 21, 2020 1:24PM
  • Sure would be nice if we could add a budget... better yet budget vs actual.
    Alkstudios 115 views 4 comments Most recent by Allenr August 16, 2020 7:49PM
  • Hello is it possible to add Percentages % to Pnl statement in Wave ? I am trying to run a Monthly PnL.
    Acctg 9 views 3 comments Most recent by AlexL August 10, 2020 6:43PM
  • Is there any plan to add subject reports?
    mhammadlatifACCA 13 views 8 comments Most recent by mhammadlatifACCA August 10, 2020 6:41PM
  • I'm still waiting for Wave to offer us the option to view our recognized income based on cash received, not on invoices generated. As a freelancer I have dozens of clients that don't pay on time or at all sometimes and I can't get an accurate picture for taxes of what I actually owe instead of what Wave thinks I will owe. Let us choose how we re…
    mattpaul 68 views 10 comments Most recent by BoundarylessJed August 6, 2020 8:03PM
  • 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…
    finanse_szkola2019 60 views 7 comments Most recent by BoundarylessJed August 6, 2020 8:00PM
  • I run a small farm. We well vegetables to individuals and restaurants. It would be helpful to have a report which shows the quantity and total dollar amount sold of each product for a given period. It is helpful for me to know how much in dollars I have sold, but some for many vegetables it is more helpful to know, say, how many pounds I have sold…
    estoffer 42 views 4 comments Most recent by CallieP August 6, 2020 6:04PM
  • 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.
    PackWeb 372 views 21 comments Most recent by gsads August 6, 2020 5:48PM
  • Upvote if you like the following features related to transaction report: * sort by amount * filter by amount range
    xinbenlv 18 views 1 comment Most recent by xboz August 3, 2020 9:14PM