Accounting Feature Ideas
Discussion List
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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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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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Greetings, please I wish to ask why my Cash Flow figures keep showing negative and the net cash at 0 for successive years? Is there something am not doing right? Regards
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This is super important- Wave please consider making it a priority. Not only is it necessary to ensure accounts are in balance at any point in time, but it is also a standard for any accounting software.
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First and foremost, I LOVE THIS SOFTWARE! Sure it has its limitations, but overall it works wonderfully. It would be very helpful if as an alternative to creating a Bill, you could enter checks written/payments made in the transaction feed, that would later match the downloaded transaction. As of now I just delete the downloaded transaction, an…
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Hi, I'm new here. Could someone please tell me how to generate a report that shows sales by product? Right now, all I can see is by sales category, but when I click on it, the way the report is generated is not useful to detailing product sales. Help! Thank you, Kyla
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Sure would be nice if we could add a budget... better yet budget vs actual.
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CREDIT MEMO - When will WAVE offer a CREDIT MEMO function. A business should be able to give a client a credit, but have it itemized so the client/customer is aware they got something of value, compliments of the business. For now, if you issue a CREDIT MEMO as an ITEM in an Invoice, with a negative figure, say, -$40.00, the invoice will process…
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Hey all! When I forward (or upload) a bill, Wave creates an expense. Is there a way to create a bill instead? Thanks! Bryce
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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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Can the Merchant name on uploaded receipts be assigned the Vendor name field automatically? Right now the Merchant Name shows up in the Descriptions when I look at the transaction. I know I can manually add it after it's uploaded.
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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 have my COGS accounts set up but cant figure out to to use them.
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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 there! Just another quick request for this feature. It would make life so much easier! *I get a paper (or email) invoice * I upload it the same way I for expenses * I select either "Create Bill" or "Add Expense" * Add Expense works as it currently does * Create Bill lets me add vendor, due date, amount, etc Having my bil…
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FYI, here is our current wishlist and one things that appears to be a bug. 1) Be able to tag any transaction you like with any tag that has been made (using an interface similar to Customers or Vendors). This would allow us to group project initiatives, track expense reimbursements to employees, etc. 2) Be able to upload an invoice or bill under…
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Hello! Just sending a renewed plea (begging, hoping, pining) for the ability to generate a full P&L detail that actually shows detail. So one that includes the individual line items (income or expense) that comprise an account's total. It's tax time, and I desperately want to print a full report of 2020 income and expense detail to hand to my …
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Hi everyone. Is there a way to set all purchases to have a default sales tax. Most things are taxed in Ontario, so it would be simpler if the transactions prepopulated with the sales tax, and then i could remove the rare items that dont have tax, as opposed to having to go into every transaction and add a tax.....thanks!
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Looking for a way to "retire" products that are no longer being bought / sold. Anyone have a solution for this?
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Hello Wave Team, this is a feature request for measuring Client Profitability and Costs. Currently, there is an Income by Customer report. This is limited in its usefulness because while a certain customer might bring in a large amount of revenue, it may also cost just as much or more to service that client, and there is no way to measure how prof…
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How i can print the chart of accounts? And export to Excel?
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A little frustrated with wave at the moment. Merge feature is great but still crazy especially cuz it takes the later date rather than the earlier. Why would this happen? I don't know. Anyway, the real issue I am having is the inability to add two invoices to a transaction. I paid one check for two invoices and I need both of them on there for…
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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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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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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…
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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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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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I would like to put an receipt into accounts payable and then when the bank transfer comes in, match it up. This does not seem to be possible. In the receipt payment category I can not add a liability account. Also to merge the receipt I have to say it is paid from my chequing account or I cant merge it with the bank transfer (as they have to be…
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The changes to the transfers between businesses process (no longer being able to simply click and select transfer to company A, etc) has made Wave an nonviable accounting option for me now. I can't possibly do the multiple steps for every transaction (I have 3 businesses on 1 credit card and one bank account). I really don't want to switch but don…
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I would like wave to introduce an inventory option for small business to track units of products that can be sold and to give estimates on the invoice of qty avalible for sale.
