Accounting Feature Ideas
Discussion List
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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 0 points Most recent by dontworryaboutit September 19, 2020 3:41AM
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Can we have an option to create recurring entries on prepaid expenses, amortization, and other journal entries? Thank you.
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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…
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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…
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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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Two duplicate credits. Same date, same amount, same account, same category. When selected the merge button does not appear as available. Why?
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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.
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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
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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 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 …
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How can I show the Account ID (Chart of Accounts) to be part of the report where are we show an account category?
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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 ?
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I can't see an option to design custom reports. Is it possible? Maybe, there's an add-on??
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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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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 …PBrooksMac 3.6K views 237 comments 13 points Most recent by Disappointed999999 September 4, 2020 4:45PM
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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.
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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…
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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…
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How i can print the chart of accounts? And export to Excel?
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Sure would be nice if we could add a budget... better yet budget vs actual.
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Hello is it possible to add Percentages % to Pnl statement in Wave ? I am trying to run a Monthly PnL.
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Is there any plan to add subject reports?mhammadlatifACCA 13 views 8 comments 0 points Most recent by mhammadlatifACCA August 10, 2020 6:41PM
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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…
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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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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…
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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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Upvote if you like the following features related to transaction report: * sort by amount * filter by amount range
