Accounting Feature Ideas

 

Discussion List

  • In my business, I buy raw materials (spices and nuts) and packing material (boxes/bottles) etc. I use them to create finished products (spiced roasted nuts that are bottled and boxed). All my raw material purchases are on my credit card. My questions are: * Can I mark all my raw material purchases in Wave as 'Cost of goods sold' since they are be…
    sxg34 950 views 4 comments Most recent by DoohikeyDesigns104 April 4, 2020 3:13PM
  • 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 66 views 23 comments Most recent by OLIVERREIFF777 April 4, 2020 8:22AM
  • 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 2.2K views 217 comments Most recent by Nathaniel April 3, 2020 8:20PM
  • 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 25 views 2 comments Most recent by Alex_7 April 3, 2020 2:38PM
  • I just received email from Wave talking about upcoming new features for transactions. The most important feature for me would be something designed to properly record subscription revenue. Right now when I collect subscription revenue I have to enter 3 transactions: 1. the original invoice payment 2. the deferral transaction (to defer the revenue …
    GregVeres 5 views 2 comments Most recent by GregVeres April 2, 2020 8:41PM
  • Hi there @Mikeg @EmmaP @AlexL @BarsinA @Markus @Alexia I have two question, hope you can help 1) So i see there a new feature of sending statements to clients which is a great feature thanks. My question is, i have clients who have different branches around the country and i've named them according to their different branches, the thing is they …
    Teek 4 views 0 comments Started by Teek April 2, 2020 7:47PM
  • We use the INVOICES and BILLS features of Wave. Many of the payments for our INVOICES come in around the same time and therefore are deposited at the same time into our bank account. If we Record a payment for the INVOICES from the Invoices page it will create a record on the transactions - but so will the automatically pulled transaction from t…
    GrantWHall 24 views 7 comments Most recent by JDV April 2, 2020 7:05PM
  • 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.
    PackWeb 232 views 20 comments Most recent by Johan April 2, 2020 12:38AM
  • Hi, I regularly get Credit notes from my suppliers for items I send back to them that i don't use. How do show these on my accounts. Regards Paul
    Waterlooville_Tyres1 4 views 0 comments Started by Waterlooville_Tyres1 April 1, 2020 9:58PM
  • Can wave software general payment voucher and receipt? Thanks
    rosslimjoco 504 views 8 comments Most recent by malley April 1, 2020 8:30PM
  • Hi Wave Team, It would be extremely helpful to have a quick filter by Financial Year for Transactions or Reports. The Australian financial year ends on June 30th Currently changing the settings to this date, makes no difference to filtering date options under Transactions and Reports
    LittleBiz 13 views 2 comments Most recent by LittleBiz April 1, 2020 12:01PM
  • As wave can connect to bank accounts and see lots of sensitive commercial information about a business, I would like to have the option of using two-factor authentication (2FA), such as Google Authenticator, in order to provide an additional level of security when logging to wave.
    Seajays 849 views 40 comments Most recent by NathanL March 31, 2020 3:33PM
  • Can you add a check number to a bill payment and can you print a check from the bill to a sheetfed check?
    BigAsh 6 views 1 comment Most recent by ConnorM March 30, 2020 7:01PM
  • Sorry if I have missed it somewhere but I wanted to know if it's possible to change the layout of Balance Sheet and PnL. The current layout is very different to what I'm used to. Want to change it to Equity + Liability = Assets. (With 2 columns, one for each side of the equation) I looked everywhere but couldn't find the solution. Please help.
    Anjani 13 views 1 comment Most recent by ConnorM March 30, 2020 6:22PM
  • 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 52 views 5 comments Most recent by NiranjanD March 28, 2020 5:29AM
  • Can you implement a filter on the Products in the inventory to filter alfabetically on the clients code example Client eg Shoprite product nr and price in inventory SH001 = suger = R 135.00 SH002= underarm = R22.00 so you can filter down to Shoprite and their products only, otherwise you have to scroll through the complete inventory from …
    dan zeng 6 views 1 comment Most recent by ConnorM March 20, 2020 5:16PM
  • Hi, I am a new micro business owner in NSW Australia, and have been using Wave for about 6 months now and I'm starting to become familiar and happy the software (finance is not my strong side). But...as a business owner, we need to start doing Single Touch Payroll (STP) in Australia and it doesn't seem like Wave software is supporting STP. So my …
    SamL 62 views 2 comments Most recent by MichaelP March 19, 2020 11:34PM
  • I want to include interest charges on overdue invoices when I send out customers statement of account. How do I do this?
    lindiricher 495 views 9 comments Most recent by tyhoppy March 18, 2020 6:10PM
  • Is there a way to make the COA list accounts numerically, not alphabetically? It's pretty frustrating to add numbers to the accts that don't file numerically.
    blown572 24 views 6 comments Most recent by ConnorM March 18, 2020 3:12PM
  • 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 25 views 5 comments Most recent by gabefriedman March 17, 2020 10:07PM
  • Hi, is there a function in waves where I can give an user a right to use the sales account only. Make invoices and sales items only? thank you
    rbtjd 19 views 4 comments Most recent by Joatrepair March 16, 2020 6:46PM
  • Is it possible to export a complete customer list with all associated data? I realize this might be part of the global data export, which I just requested (but am anxious to know whether it will be included).
    AlexC 125 views 2 comments Most recent by Hans March 16, 2020 3:37PM
  • I hope the answer is equally as simple as my question! I had a customer pay with a check, which I deposited using my bank's app. The check bounced, however, so in the next day or two an equal amount was withdrawn from my account. With other accounting software, I've used "Income - Sales" to categorize both transactions, effectively reco…
    jotcreative 251 views 7 comments Most recent by Alex_V2 March 15, 2020 6:20PM
  • When new items are pulled from our connected bank account - I would like the ability to receive an email notifying me that there are new transactions that have been created. For us, every transaction in Wave that is pulled from our bank account means something needs to be done. Since we use most of the features of Wave - a deposit pulled from ou…
    GrantWHall 13 views 3 comments Most recent by ConnorM March 12, 2020 7:15PM
  • There are been a few posts on the reduced functionality with split transactions, namely the inability to include expense categories in a deposit. I have just started using wave, set up my starting balances, entered some basic transactions and then came to entering data from my property manager. Their deposit is a net amount that includes income (r…
    Snail 50 views 1 comment Most recent by ConnorM March 10, 2020 6:34PM
  • 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 7.1K views 88 comments Most recent by EmmaP March 9, 2020 7:41PM
  • 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 472 views 23 comments Most recent by RalphxGlenn March 7, 2020 6:35AM
  • * If there is no movements in some accounts like Other Current Assets, when I view BS, it still appear. How to not showing it? * Setting-->Dates & Currency-->eg 31 March, when I view report, 2019, it appears 01 Jan to 31 Dec 2019, is it possible to automatically change to 1/4 to 31/3? Thanks * If i have more than 4000 transactions to imp…
    MichaelChan_Bida 16 views 2 comments Most recent by MichaelChan_Bida March 6, 2020 3:17PM
  • Hello everyone and I am Razi from Malaysia.. I have asked you about it. I received a memorandum for payment of my daily meal costs but no invoice. Or do I continue to make payments first, after then the receipt must be from my supplier? What am I doing with that? I'd like to know what you think or suggest. Thank you very much!
    Fakhrurazzi 21 views 1 comment Most recent by BarsinA March 4, 2020 3:21PM
  • When we add receipts under purchases, there is no way to sort by name/date or filter by merchant name. This feature is available on the receipts app where you can choose the merchant name to filter. Can this be provided on the web version as well?
    nirura 30 views 8 comments Most recent by MADWORK March 2, 2020 7:43PM