Accounting Feature Ideas

 

Discussion List

  • IT would be really helpful if there was a way to have zero starting balance at the start of each year.
    Lola 4 views 0 comments Started by Lola January 23, 2022 7:16AM
  • Hi, 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.
    Ian_B 366 views 6 comments Most recent by kipjohnson January 19, 2022 3:04PM
  • 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 cli…
    icecorp 874 views 38 comments Most recent by Travellingtechie January 9, 2022 6:03AM
  • 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 401 views 17 comments Most recent by waveuser_rsb January 6, 2022 5:30AM
  • 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 1.4K views 30 comments Most recent by studiobogardus January 3, 2022 4:46PM
  • Sure would be nice if we could add a budget... better yet budget vs actual.
    Alkstudios 286 views 10 comments Most recent by Walstonphoto December 29, 2021 6:58PM
  • Can wave look into adding a filter on payment status on the bills landing page? It would be really helpful to see just your unpaid bills instead of always scrolling down through the page and see which ones are unpaid
    mclune 28 views 5 comments Most recent by APOATreasurer December 23, 2021 2:27PM
  • Splitting transactions in the new Wave interface has become very difficult- I am unable to individually label each transaction within a split, nor am I able to include both an income and an expense. Both of these features were available in the previous version of Wave, and they are vital to my bookkeeping process. Will they be made available in th…
    kellyeliz07 343 views 11 comments Most recent by Miss_Dori_Tutoring December 22, 2021 9:35PM
  • Is there a method to change the listing order from alphabetical to account number order? If , please tell me how to do this.
    gary_2021 17 views 0 comments Started by gary_2021 December 21, 2021 12:53PM
  • I've had a few instances where I would need to void an invoice in order to keep the record of the transaction but the balance to be $0 and not effect anything else. I came across this thread the other day which somewhat talks about a similar instance. https://community.waveapps.com/discussion/1545/credit-memo I noticed one of the main complaint …
    snowboard 12 views 0 comments Started by snowboard December 14, 2021 4:35AM
  • 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 6.5K views 255 comments Most recent by mdkoch84 December 9, 2021 12:00AM
  • 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 13.8K views 123 comments Most recent by seanac December 7, 2021 7:50PM
  • This is really a very important thing. All business have certain expenses that cannot be categorised as operating expenses. These expenses are shown in profit and loss statement after/below the Operating Profit. Every business has these kind of expenses. Example include Interest on Loan, gain/loss on any investment activities, Income Tax. An…
    NiranjanD 826 views 17 comments Most recent by Rezvani November 23, 2021 2:42PM
  • Hi, anyone has an Idea how to I get for example a detailed sales report with all the transactions with a tax column? What I am looking for Report - Account Transaccount: Sales [DATE] [DESCRIPTION] [DEBIT] [CREDIT] [TAX A]...[TAX N] [BALANCE]
    chinhouswee 10 views 0 comments Started by chinhouswee November 22, 2021 4:43PM
  • NMNNMN
    Lenders and other often ask for monthly bank statements. This should be added to Wave Money.
    NMN 4 views 0 comments Started by NMN November 20, 2021 9:49PM
  • Effectively managing payables means being aware of what's coming due by due date. Wave could be improved in this area. I suggested this a year ago, but have not seen any movement in this area. Why doesn't the billing page show due dates? Also, the aged payables report should show the detail of what's due, not just a total amount, or at least a…
    AmericanScreensUSA 41 views 4 comments Most recent by Cor November 19, 2021 6:24PM
  • How do I generate a budget through Wave?
    Hanah 36 views 2 comments Most recent by Cor November 19, 2021 2:40PM
  • I have a retail client with hundreds of transactions monthly. It is extremely cumbersome to reconcile the bank account without a bulk match feature. Is there a way to include this?
    kaylacermak28712 8 views 3 comments Most recent by Mikeg November 19, 2021 3:54AM
  • Is there a feature roadmap to allow this? What is the best practice to address a loan payment that is logged as a transfer in Wave, and comes in as a withdrawal from the bank import? Currently I have to delete the withdrawal import as Wave will not allow me to merge it with the correct transfer out of the account.
    Hotshot_Willett 7 views 1 comment Most recent by Mikeg November 17, 2021 11:08PM
  • C7PC7P
    Is there a way to locate a transaction in waveapps.com by Transaction ID#? I have an excel Data Export file, column A has all the transaction ID #s. I copied the transaction ID and searched within transactions. Please let me know if there is a way, or could you please include this as a feature request?
    C7P 11 views 0 comments Started by C7P November 15, 2021 4:49PM
  • I currently record payroll for my clients and it doesn't seem right. I know that for every payroll wave creates a journal which is posted into payroll liabilities and then it takes the money out of the bank account and transfers it to the holding account(wave payroll clearing) increasing both accounts by the same amount and when the expense shows …
    Alabi_Oluwaseyi7 10 views 0 comments Started by Alabi_Oluwaseyi7 November 14, 2021 9:02PM
  • I used to be able to quickly scan transaction entries and see those that had sales tax(es) already applied and those that didn't. Either I'm blind or Wave has now removed this item meaning I have to open and close and open and close and open and close each transaction line to se if I've applied tax? This is a very disappointing trend I've noticed…
    motorambler 21 views 3 comments Most recent by samsezclean November 2, 2021 4:06PM
  • I live in New Zealand where the fiscal year ends 31st March. I ve set up the fiscal year in the settings but it does not show in the reports. I know it's possible to manually edit the dates but it takes many clicks back and forth and it's quite irritating. Why is it not possible to save a date range or have my fiscal year in the date range? Thanks
    JonJazz 7 views 3 comments Most recent by SAQG October 29, 2021 6:48PM
  • is there a way to copy an existing chart of accounts to "paste" them into a new Company? TIA
    LisaV 549 views 3 comments Most recent by armanHH October 20, 2021 1:54AM
  • TDS
    Greetings! I'm from India. Whenever I receive an invoice for more than Rs. 30,000, I need to deduct 10% TDS and pay to the government. How do I account that?
    PradeepShampur 11 views 0 comments Started by PradeepShampur October 19, 2021 12:18PM
  • I would like to see a new field added in Products & Services, to have a place to put the mfg or vendor part#, mostly in the "Purchases" area. More than one (1) would be even better, because I buy the same item from different vendors, and they have their own numbers I have to use. Using the 'name' field doesn't work too well, because…
    JoeBasham 7 views 1 comment Most recent by HelpIfICan October 18, 2021 6:01AM
  • JedJed
    Hi I would like amounts designated as other income in my chart of accounts to be separated out from operating income (but still included in total income of course) on my income statement report. This will allow me to quickly assess my operating and non-operating income amounts in my P&L.
    Jed 20 views 0 comments Started by Jed October 15, 2021 11:38AM
  • It would be very helpful to notate rather a report is run under the accrual or cash method on the printable version of the reports. This information would be very useful for any external individuals or companies looking at the reports.
    equationshawaii 14 views 0 comments Started by equationshawaii October 14, 2021 11:25PM
  • 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 375 views 13 comments Most recent by ShotsbyAlex October 6, 2021 11:15PM
  • 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 2.1K views 8 comments Most recent by ReNeu September 30, 2021 12:44AM