Accounting Feature Ideas

 

Discussion List

  • Hello All, I need to know more about the entry of Purchase of Retail item vs the inventory. My business is purchasing products and do some value addition and sale in a bit higher price. For an example, purchase items by 100 and sell at 110. Now what I'm facing is there is no tracking of my inventory like if I purchase 50 items by 50x100=5…
    rezaee08 18 views 3 comments Most recent by Mikeg October 22, 2019 6:45PM
  • Hi Everyone! Is it possible to attach a pdf document to a Bill when creating ?
    MonikaS 12 views 2 comments Most recent by AlexL October 21, 2019 2:23PM
  • 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 4.8K views 76 comments Most recent by GregN October 19, 2019 11:47PM
  • Is there a better way to pay a bill i have just created then to go back to the bills home screen, after saving the bill i just created, and then searching for it on the main bills screen and paying it through there. It would be convenient and expedite the process if after i saw the bill it takes me to a secondary screen where i can record a paymen…
    Bree 11 views 1 comment Most recent by EmmaP October 18, 2019 7:49PM
  • 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 1.1K views 63 comments Most recent by JTHughes October 17, 2019 9:28PM
  • 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 4.1K views 71 comments Most recent by AnyaMc October 17, 2019 9:26PM
  • Is there any plan to add reversing journal functionality? This is a pretty common feature and helps people avoid double counting things like accruals when an invoice or bill actually hits. Thanks
    thomssi 114 views 10 comments Most recent by EmmaP October 17, 2019 7:23PM
  • Hello! Thank you for providing such a great app to the community. I recently started to use the Wave Receipts app. Is it possible for us to see the number of the receipts captured by the app? It would be awesome if you can add this feature. See the example below (Image) Also it would be great if we could filter the receipts by year. See the ex…
    RainMedia 1 view 4 comments Most recent by RainMedia October 16, 2019 9:58AM
  • Hello Wave Team, I would like to ask if there is any plan to include attachments to your bills. In a typical business practice like ours, we often receive invoices from the suppliers prior to sending them a payment, the invoices are still coming in the paper/pdf form and I would like to be able to attach such an invoice to my Bill entry. In case o…
    finanse_szkola2019 3 views 1 comment Most recent by JamieD October 14, 2019 5:01PM
  • It would be really, really awesome to have the ability to search transactions by dollar amount - not just description. This would help to locate duplicate transactions and speed up the reconciliation process dramatically!
    newbie 11 views 5 comments Most recent by EmmaP October 11, 2019 8:50PM
  • I noticed that receipt images are on a publically accessible AWS S3 bucket, and don't require any sort of credentials to access, simply knowing the url (which is complex - but not secured). To test, log into wave and view a receipt, and then copy that url into another browser or computer which hasn't authenticated into wave, and you will still be…
    tsmith 65 views 11 comments Most recent by AlexL October 10, 2019 9:12PM
  • We created a user who is a viewer. However they cannot see customer statements. We expected them to be able to see this feature.
    Bushd 1 view 2 comments Most recent by Bushd October 10, 2019 10:01AM
  • 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 333 views 16 comments Most recent by AlexL October 9, 2019 3:36PM
  • Please add a facility to print statemants. Some of my customers don't have email addresses and need a statement on paper.
    Mike_C1 159 views 27 comments Most recent by JordanD October 8, 2019 6:47PM
  • Hi all , I am pretty new and unfamiliar with regards to the wave sight. Just need some help here. Updating my income and expense. Where would i place stock i purchase with the intention of selling to consumers for profit. What category would that be in
    SNUGFOOD 11 views 4 comments Most recent by SNUGFOOD October 7, 2019 5:05AM
  • While I think I am familiar with the split functionality, there are use cases in my business that I would like to share to see if it is possible to achieve with Wave. As a real estate agent, I often have a single transaction -- a deposit -- hit my business checking account that actually contains several transactions inside of it. These transactio…
    Traek 17 views 3 comments Most recent by EmmaP October 4, 2019 6:03PM
  • Hi, I am a current Quickbooks desktop user and I am always on the lookout for alternatives. I see Wave as promising but just not suitable yet for the businesses I operate. Given the fact that there is no job costing or even classes available for Wave, I could have probably worked around this with a hierarchical account structure. For example, a t…
    americanriver 350 views 16 comments Most recent by EmmaP October 4, 2019 4:10PM
  • Hi All, Thanks Wave for working on great app like this, I understand you are trying to make it better everyday but i want to point out my main issue here. I have a small trading business and i want inventory tools. Lets say i buy product A at $10-10 qtty and sell for $12 -5 qtty. Now system shall tell me product wise how much profit i earned onl…
    shivatraders 11 views 1 comment Most recent by AlexL September 30, 2019 6:27PM
  • 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
    AfroAllende 11 views 3 comments Most recent by AlexL September 30, 2019 6:12PM
  • 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 12 views 1 comment Most recent by BarsinA September 24, 2019 7:54PM
  • I noticed I can search transactions only by the description, is there a way to summarize the search by transaction amount
    teegytufty 21 views 2 comments Most recent by elisacicinelli September 23, 2019 4:09PM
  • Any chance there will be another filter option added to sort transactions by those missing receipts? It becomes very laborious to go through every transaction one by one to see what's missing a receipt. Thanks!
    keepbk 1 view 4 comments Most recent by richkrn September 22, 2019 6:14PM
  • Is there somewhere I can look up how bills, invoices and transactions relate to each other in Wave? Or maybe someone can tell me please? I understand what each is, but I don't have enough data to work out if transactions are generated by bills and invoices. I'm guessing that they'll also be generated by activity (deposits & withdrawals) in my…
    MarioLlige 12 views 8 comments Most recent by MarioLlige September 19, 2019 6:57PM
  • I would like to suggest being able to merge more that 2 transactions together. For example; If I deposit 2 checks and each check is an invoice payment my bank shows one deposit for the total amount of the 2 checks. So I'd like to be able to merge all 3 into a single transaction that shows the total deposit so it matches my bank statement.
    mommyof4grlz 1 view 3 comments Most recent by AlexL September 18, 2019 9:01PM
  • I think it would make a lot more sense to do reconciliations based on cleared or reviewed transactions, not the transaction amounts alone. In other words, match the balances only for reviewed transactions. This forces us to check the transactions and make sure that sales taxes have been applied (most important), if applicable, as well as correct …
    jmatz 11 views 3 comments Most recent by AlexL September 18, 2019 8:54PM
  • UAKUAK
    Hello, I am trying to archive my UAK diversified business. When I try to archive it says I need to disconnect payments first and then reload the page. I click to disconnect and turn both credit card payments off and ACHpayments off, reload the page and try to archive again. It repeats the same message that I must disconnect payments account. T…
    UAK 83 views 9 comments Most recent by weeeezzll September 15, 2019 4:19PM
  • 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 11 views 1 comment Most recent by AlexL September 12, 2019 8:12PM
  • In the Receipts page of one of my businesses, there are several rows saying "Processing". I know for a fact that there's nothing in any of those rows because everything I've uploaded had been posted properly. Just an eye sore. I've tried logging in and out, refreshing the page, but they're still there. I noticed every time I upload new r…
    JakeIdris 22 views 2 comments Most recent by JakeIdris September 11, 2019 5:31AM
  • 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 169 views 29 comments Most recent by Traek September 11, 2019 1:44AM