Accounting Feature Ideas

 

Discussion List

  • 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 570 views 37 comments Most recent by Vertex007 December 3, 2020 9:55PM
  • Pleases add an indicator icon (flag) on the transactions list page to show if a transaction came from a receipt or was merged with a receipt upload. I need to quickly scan through expense transactions to see which still need receipts to be uploaded.
    UpNorthPet 5 views 0 comments Started by UpNorthPet December 2, 2020 10:40PM
  • Hey Everyone! 

 What else do you use for your business and wish you could connect with Wave? What non-banking related data do you find yourself bringing into Wave regularly and wish we would automate for you?
    zuza 815 views 40 comments Most recent by Corey_Gardiner2 December 2, 2020 9:58PM
  • Dear Sir. We like to migrate our tally sytem in to Wave accounting package, would you please connection me any knowned Accountant about the explain the same
    srb9298 7 views 0 comments Started by srb9298 December 1, 2020 5:27PM
  • 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_ 16 views 1 comment Most recent by _Derek_ December 1, 2020 4:29AM
  • 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 105 views 10 comments Most recent by PetiteConcerts November 30, 2020 2:00AM
  • In [Accounting] [Transactions], when I check multiple transactions and choose [Edit], I can only change [Category] and [Tax], but many of my transactions have the same [Customer] or [Vendor], so it would be nice to be able to change those at the same time, rather than go back into each every transaction and set the [Customer] or [Vendor] one by on…
    christopherdawes 93 views 6 comments Most recent by JulianP November 27, 2020 8:58PM
  • 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…
    marianne 334 views 3 comments Most recent by Hisham_A November 26, 2020 2:15PM
  • EDSEDS
    Hello Wave team! I am very satisfied with Wave Accounting and I have an idea/need that could be important to other users. Daily I receive payments in bank accounts that I must assign to a client's account, it would be very good if we could attach the image of the receipt. Hope it is a good idea and can be implemented.
    EDS 1 view 1 comment Most recent by JulianP November 24, 2020 5:05PM
  • 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 315 views 9 comments Most recent by SandyL November 24, 2020 12:14AM
  • Hello, For my invoices I need to use another program but I would still love to use wave. When I would be able to upload a pdf invoice and add it this would be possible. Thanks in advance
    yannick 242 views 2 comments Most recent by Obodo November 23, 2020 12:11AM
  • * how can i track my editors worked history? * when producing an Invoice, how do i add extra column to put extra detail for invoice purposes? to be frank, my business to collect payment for raw water. Every month my customer need to submit their meter reading for us to count and we need to detail up customer meter reading before and after to see…
    water_blaster20 2 views 0 comments Started by water_blaster20 November 20, 2020 3:08PM
  • 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 4.2K views 247 comments Most recent by Brendon November 19, 2020 2:47PM
  • 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 1.4K views 4 comments Most recent by Brendon November 19, 2020 2:26PM
  • When we generate any report how can we check each Invoice or bill if it is the same amount and the same date? Kindly add an Invoice/Bill number column in Reports. Account Transaction
    yasar_memon11 2 views 0 comments Started by yasar_memon11 November 19, 2020 12:52PM
  • Is there a feature in wave, where there is a category for unallowable expenses to reduce the cooperation tax bill? ie a business lunch for clients can be paid for using the company card, but is not a tax deduction expense.
    AnthonyS 1 view 1 comment Most recent by AlexL November 12, 2020 3:40PM
  • 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…
    BoundarylessJed 31 views 4 comments Most recent by MFMDC November 8, 2020 4:48PM
  • 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 10.4K views 110 comments Most recent by RedThistle November 6, 2020 5:41PM
  • Can you add a check number to a bill payment and can you print a check from the bill to a sheetfed check?
    BigAsh 42 views 9 comments Most recent by Will_White November 4, 2020 2:52PM
  • At this stage the Tax Report includes the Government Payment transaction. This influences the Totals (Debit) as Total Sum Input Tax is not seen. There are other users also asking for a solution Thank you in advance for consideration.
    PhillipS 21 views 1 comment Most recent by AlexL November 2, 2020 10:20PM
  • mpimpi
    How i can print the chart of accounts? And export to Excel?
    mpi 540 views 24 comments Most recent by jakorsme October 31, 2020 1:32AM
  • 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…
    equationshawaii 1 view 3 comments Most recent by sagarkumar9 October 28, 2020 7:54AM
  • I realize that "currently in Wave you can't merge a transaction that does not have the same amount and account with another transaction. When you are working with large deposits that cover a few invoices, you would want to wait for the bank imported transaction to arrive in Wave and categorize that as 'Payment received for an invoice'. Then, …
    JackieCVUS 2 views 1 comment Most recent by JackieCVUS October 24, 2020 8:46PM
  • 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 1 view 1 comment Most recent by Barsin October 21, 2020 5:52PM
  • 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 3.7K views 14 comments Most recent by Frenchies_Fragrances October 17, 2020 9:07AM
  • I'm not able to find any information regarding the printing of Accounts Payable checks. Does Wave Accounting support this? It's not useful to me if not since many of my vendors do not accept credit card payments.
    David 7.4K views 90 comments Most recent by dtwconsulting October 16, 2020 1:23PM
  • 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 212 views 37 comments Most recent by mobokeeg October 14, 2020 6:23PM
  • It would be very helpful if the software allowed sub-accounts to allow grouping of income and expenses. Thank you Wave team and community.
    equationshawaii 2 views 0 comments Started by equationshawaii October 13, 2020 3:26AM
  • We have to create job POs for our subcontractors and have them sign them agreeing to the amount we will pay them for the job. We are doing it outside of Wave now because Wave doesn't offer the features we need. It would be great if you could tie a bill to a customer as well as a vendor so that it would input the customers address on the bill. It w…
    CarrieW 2 views 0 comments Started by CarrieW October 11, 2020 5:03PM
  • There are aspects of Wave that I love and it save me tonnes of time processing my accounts (especially the api). However, at the end of the month when I receive remittance advice from a customer, I would like to mark all their invoices as paid, using the same payment date, payment method and payment account. This feature is in every other account…
    edwarddoyle 1 view 1 comment Most recent by Barsin October 6, 2020 9:34PM