Accounting Feature Discussion
Discussion List
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I am Accountant, Can you Please GIVE ME PRo badge
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Hi, I'm just trying out Wave to manage my small home-based business expenses. I'm really only using it (so far) to manage my expenses and keep track of receipts. I'm wondering, how easy is to go back and look up/search and view a receipt a receipt that I entered in the past. I know I can run a report to tally the total for that expense category a…
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Hi all- I have an existing credit card/liability account in my chart of accounts, with about 6 months of data in it. When I decided to connect that credit card to automatically download transactions though, it creates a brand new credit card account, and won't let me point the downloads to the pre-existing account. Am I missing how to do this? Or…
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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.
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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!
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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…
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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.
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Hi, please can you consider a feature to add multiple journal transactions at once? Ideally, via a CSV import, so we can prepare these entries separately and then upload a file. The entries would of course have to be line-by-line, so the importer would need to double-check that multiple lines for the same entry ID actually balance, and could rej…
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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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Hello! I know how to go to P&L Detail reports, but is there anyway to look at all the detail all at once, without having to individually open accounts to see the transaction details within the account? I used P&L Detail reports constantly in Quickbooks -- to check accurate categorization for a period, and then at YE to help with tax prep.…
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Two things that bugs me to no end. There's no bulk upload feature and the pop-up box informing me of the successful upload. When I sit down to do accounting, I'll have 30ish receipts that need uploading. It's labor intensive to upload each one individually from the same folder. I wish I could select all the files and just be done with it. Which g…
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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). (Image) 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: some…
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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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Hello, When a vendor sends you an invoice, do you treat it as a "reciept" or do you create a bill? I find it makes more sense to create a bill in the system for these, because it let's you record seperate items, and also split payments. However, I would like to be able to merge the bill and the pdf invoice I recieved, and I can't seem…
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Hi - in process of recording historical transactions (from 13-24 months ago) into Wave, i.e., into Checking Account. Is there a way to see a running total of the cash balance in our checking account? This would make it easier to reconcile bank statements as well. In Accounting/Transactions I see a list of all the historical transactions, but do n…
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Hi, I am not an accounting expert, but I believe that the fiscal year is always specified by the year the FY ends in. For instance, my year end is June 30. So just a few days ago, my FY2019 just ended and my FY2020 just began. https://investinganswers.com/dictionary/f/fiscal-year But on the dashboard, I noticed that net income tile uses the wro…
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Hi, Can anyone please tell me if there's a way to customise the default date format from US (m-d-y) to the British (d-m-y)? If not, is that feature on Wave's roadmap?
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how do I go back to transactions in Jan 2019 without using the load transaction list
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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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Please add a facility to print statemants. Some of my customers don't have email addresses and need a statement on paper.
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Hi all. I have some suppliers who require me to send them a remittance advice when I pay them. How can I get this off Wave instead of having to export it into excel and do the remittance manually? Any better suggestions than excel? Your help will be appreciated.
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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.
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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…
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Hi! I did a search to see if this was something discussed before, but I can't seem to find anything relevant. I work for a bookkeeping company and we use Wave with a lot of our clients. One thing we like to do is show clients a specific list of transactions as filtered in Wave by copying the URL when we have the view that we want to share with t…
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Hi everyone, I'm relatively new to Wave, and to being an entrepreneur in general. I have Wave connected to my business bank account, and I'm trying to figure out how to categorize the money in Wave that I have reserved for quarterly tax payments. So for example, if I receive a payment for $1000 for services rendered, as an single member LLC, I'm s…
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Hello, I'm a new user to Wave and I'm really liking the Upload Receipt function. It helps keep my filing under control. It's great that the Transaction page shows you that a receipt has been uploaded for any given transaction, but there's no way to see that scan from the Transaction page. You have to go into the Receipts page and scroll around try…
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I and my team use wave on a daily basis. What I really Miss, is a feature to save notes, entered tax amounts and categorization BEFORE posting the Receipt to Accounting. Therefore it's very hard to outsource this boring task or work together on the Receipts at different times . Would be awesome if you can build a "Auto Save" function s…
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This discussion has been moved.
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Right now, the option I have is to upload the receipt and verify it. It then will create an expense transaction for me. I will have to merge this transaction with another transaction that is downloaded via my bank connection. Occasionally, I found I made a mistake that I merged the wrong transactions (expense amount happens to be the same), so I …
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Hi, I wondering what's the best approach to adopt Wave for small business on eBay? Basically all sales will happen on eBay and receive money for the sales via PayPal. I know currently PayPal integration is not working properly in Wave, so I'd have to just manually import the records from PayPal. How about eBay sales? Do I have to manually crea…
