Accounting Feature Discussion

 

Discussion List

  • 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 3.2K views 56 comments Most recent by aallen June 16, 2019 12:11AM
  • 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 147 views 7 comments Most recent by Mor23 June 12, 2019 9:41AM
  • 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 pre-paid…
    PBrooksMac 554 views 34 comments Most recent by bufordr1 June 9, 2019 10:20PM
  • Hi, I am migrating some of my clients from QuickBooks to Wave, to minimize the amount of capturing. However they have become used to the way the Profit & Loss report was and require the same report. I cannot seem to figure out how to generate a P&L for the year to date, but with all the months as separate columns for comparison purposes?
    Stienie 934 views 10 comments Most recent by thomssi June 8, 2019 12:23PM
  • Hi, I like to generate a balance sheet and possibly other reports that cover all of my businesses. Is this option available and how do I do it? Thanks
    Ian_B 21 views 8 comments Most recent by thomssi June 8, 2019 11:57AM
  • 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 83 views 13 comments Most recent by webxsite June 4, 2019 6:31AM
  • 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 3.3K views 61 comments Most recent by Gillian June 3, 2019 11:38PM
  • Hi, I'm trying to improve my understanding of my cashflow report in my personal accounts. It currently looks roughly as follows (obviously abbreviated to focus on what I don't understand): Operating Activities Sales Income £20,000 Interest £700 Purchases Transfer for Credit Card A -£5,000 Tr…
    nanos 22 views 6 comments Most recent by JordanFromWave June 3, 2019 3:30PM
  • Heya Team, Loving the new look, but when are the new features rolling out as well? I'm trying to follow items from the Help Centre (This one specifically), but as my account is still the old way I had to hunt around how to do all the steps as this stuff is all new to me.
    dpDesignz 89 views 30 comments Most recent by JordanFromWave June 1, 2019 4:27PM
  • Splitting transactions in the new Wave interface has become very difficult- I am unable to individually label each transaction within a split, nor am I able to include both an income and an expense. Both of these features were available in the previous version of Wave, and they are vital to my bookkeeping process. Will they be made available in th…
    kellyeliz07 51 views 10 comments Most recent by Crafty_Zombie May 31, 2019 3:11PM
  • The fact that I now have to create transactions in order to merge receipts is pretty frustrating. If you want to keep the reconciliation pro of not allowing me to actually split into multiple transactions, the fix seems simple: Allow for multiple receipts to merge to a single wave transaction as long as they sum to an amount equal equal to that tr…
    lillee 29 views 2 comments Most recent by newbie May 29, 2019 10:51PM
  • Hi Is there a PDF option hiding to download PDF of statement?
    db77771982 8 views 4 comments Most recent by AndrewCW May 24, 2019 9:05PM
  • 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 2.1K views 9 comments Most recent by Ryan_W May 15, 2019 9:20PM
  • Hi, where can I upload a Vendor Invoice in PDF if I create a Bill?
    Andredt 11 views 1 comment Most recent by Ryan_W May 9, 2019 4:28PM
  • 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…
    paulwatsoninsydney 340 views 18 comments Most recent by Samd May 7, 2019 10:22PM
  • Hi - Sometimes I get a client that send a check to cover more than one invoice. In the Transactions section, this is causing a problem. While, I can "split" the bank transaction and apply that to multiple invoices, the invoice amount is appearing to have received payment "twice", therefore it is showing an end of negative value (that I owe the cli…
    ctdook 14 views 6 comments Most recent by ctdook May 7, 2019 4:49AM
  • Something went wrong while loading your report. Can you help me? when i open report aged receivables it show "Something went wrong while loading your report". Actually, this is just happen This is not working for 48hours ago. Thank you
    Lien 13 views 5 comments Most recent by Ryan_W May 1, 2019 8:58PM
  • 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 c…
    icecorp 53 views 13 comments Most recent by DaveJ May 1, 2019 2:23PM
  • This is a request for an option on the Account Transactions report to ignore Starting Balances for income and expense accounts. This report is required by our accountant as part of his review of our accounts. It is confusing to have a starting balance that comes from a prior period. We have discussed doing a traditional close of these account…
    GreigH 19 views 0 comments Started by GreigH April 29, 2019 3:53PM
  • zedzed
    New user here, transitioning from Quickbooks Online. In the Chart of Accounts, I'd like to be able to see all accounts and sort by ID. Presently, it appears I have to click each of the tabs (Assets, Liabilities, Income, etc), and the sub-sections are sorted alphabetically by name. Also, I'd like to see the current balance for every account, …
    zed 14 views 3 comments Most recent by zed April 25, 2019 7:11PM
  • Hi, I import products from overseas and pay GST (sales tax @15%) on the value of the goods and shipping. This expense is 100% tax. How do I deal with this on on the transaction page?
    JonJazz 38 views 6 comments Most recent by Guy April 25, 2019 9:52AM
  • Please add a facility to print statemants. Some of my customers don't have email addresses and need a statement on paper.
    Mike_C1 87 views 18 comments Most recent by Zoe_caff April 19, 2019 6:57PM
  • Hi, just a development opportunity. I appreciate it might be technically difficult but as a user it would be good to see the transaction amount relating to the account being filtered - I note that linked accounts show the total transaction balance. Also and even more importantly the running balance of the transactions would be great.
    Ian_B 22 views 2 comments Most recent by Samd April 19, 2019 3:32PM
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    Charlotte 274 views 16 comments Most recent by faridah April 17, 2019 12:53AM
  • Trying to replicate some bills in my account, and want to ensure I have my appropriate expense account set up for each of my services. I can set up Products/Services from within a bill without any issue, but if I want to edit them (even change the name) it forces me to fill in the "Expense" dropdown.. but then it won't let me choose a "Cost of …
    TheAsset 20 views 4 comments Most recent by TheAsset April 16, 2019 10:10PM
  • 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 …
    chj915 229 views 9 comments Most recent by alexlewiszarkos April 16, 2019 6:31PM
  • I am confused and need some advice. I take izettle payments from customers. I create an invoice for this so that I can send a receipt to the client. I mark the invoice as paid into a 'money in transit' account that I have called 'Izettle undeposited' as it has not yet appeared in my bank account. A few days later, Izettle deposits the money int…
    Ceeci 47 views 3 comments Most recent by Samd April 13, 2019 6:05PM
  • 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 14 views 3 comments Most recent by Zoe_caff April 9, 2019 5:51PM
  • It just took me about 10 times as long to split a transaction since changes have been made. I can no longer tag each part of the transaction as to what they are and when attempting to categorize each part of the transaction, it is very hard to scroll through the choices. I have to scroll the whole page to get shown more than one line of categories…
    LucyH65 19 views 1 comment Most recent by alexlewiszarkos April 8, 2019 6:27PM