Accounting Feature Ideas
Discussion List
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I am seeing I can add categories under the predefined top-level categories such as "operating expense" or "cost of goods sold." I don't however see any way to add sub-categories or new top-level categories for a more segmented list of categories. An example of this would be the following: * Expenses -- Custom Expense Type Cat…
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I would like to export/import Bills & Receipts between the different businesses in my account. For example I have uploaded and booked a receipt in business 1. At the end of the month, after screening it seems the receipt should have been booked for business 2. How do I export the data between businesses, without doing the work all over again?
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Hi, I receive invoices from another WaveApp user. I guess it would be great if I could download the invoice as a "Vendor Bill" directly to the system without entering the bill's info manually.
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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…
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Hello, This topic has come up in the past with no further updates. Most healthcare providers, including psychologists, need to give patients a signed receipt for it to be accepted by their insurance companies. Currently I have to manually export the receipt as PDF, add a signature, then email. Can you add this as a feature or is there a way to a…
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Is there a way to include a signature on the receipt? Its required for my profession and I wasn't sure if there was a way to include it! Thanks!!
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Hello Wave Team, It would be very useful to have an inventory management function built into Wave, that way we wouldn't have to use a separate spreadsheet or program to calculate COGS at the end of each period. This would also give us real-time insights into our profitability. With the amount of new e-commerce businesses that have been establish…
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One of the most useful reports that I use as a manager is a report that I currently use where I can view a P&L with 12 months side by side so that I can look for abnormalities across the year. It helps me see where costs have been mis-categorized and how we are doing as a company.
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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 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
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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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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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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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Hello, I am new in Wave. I am not sure this the right way to ask a question, but there it goes. Is it possible to print the transactions from the transaction page. I don't see how to do such a simple operation.
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In my imported transactions, I have a number of "Dividend Income", or "Dividend Received", "Interest Income" and similar entries. It would be nice if Wave could tentatively pick a category like Dividend Income or Interest Income, instead of me have to manually classify each one of them. If someone has found a solutio…
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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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We typically generate balance sheet for two periods for comparison. I understand that cashlow can provide that, but the numbers are not side by side and there are too much other details. Is there any chance to enable the compare feature for balance sheets as well?
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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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Hi, would you please add a feature. We need to track our jobs. Income and expenses so that we can see if we made or lost money on the job and how much.
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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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In my country, we use the official foreign exchange rate to register transactions and value account balances. Is there any possibility to input these rates instead of the ones WAVE applies?
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Money not coming too my account
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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 …
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I switched to Zoho on Jan, 1 2021. I therefor have no history in Zoho. How long will I be able to access my Wave accounts history?
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Is there a way to do bulk editing of receipts? I have multiple receipts for one merchant (aka Uber) every month and it is very time-consuming to update categories and payment account for each. Maybe allow a drop down to add "vendors" as merchants with preferences prepopulated? Ex: Uber is always Travel Expense and paid with cash on ha…
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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). 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: sometimes d…
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Greetings, I wish to get information why these figures on the Transaction page shows NEGATIVE at the top left of the page. Am I doing anything wrong because the figures are inserted as per the transaction (income and expenditure) Regards Regards
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I'm doing my taxes and I need to know how much GST I paid in my expenses over the year. I know the data is in there because I inputted it manually for each expense when entered it into Wave. I can easily produce a report to show TOTAL dollar amount spent for each expense category, but I can't find any way to show how much GST is included in that …
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I know the system is built around an accrual basis, but it would be nice if somewhere in the settings you could default report types to Cash Basis OR Accrual. It's easy to change the settings within the cash flow and P&L reports, but doing this could also translate over to the dashboard features too. Right now, the dashboard is only a rough …
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When you select a Transaction, the toolbar shows a few action icons. One option I believe that is missing is a Clone icon. At the moment, you have to click on the "Show Transaction Details" Down Arrow or Pencil icon and then click on the Clone icon. A copy is then made and then you have to edit the cloned transaction. The image below …
