Accounting
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Most recent: New Accounting Experience - Adjustment Entries by JustinA on
January 22, 2019
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84 discussions
288 comments
Most recent: Pay Pal Integration: multiple starting balances? by Samd on
January 22, 2019
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86 discussions
310 comments
Most recent: Need P&L based on payment date, not invoice date by Samd on
January 22, 2019
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Expand for more options.All you need to know about the latest feature releases from our Accounting team!
Discussion List
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Hello! I like sending out invoices from Gmail, but would like it even more if there was a way to change the default subject line and email body text. Is there a way to do this? Even better if there was a way to change the text using some of the info from the invoice itself (like the info below the word "Invoice" where I put the project name for…
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I run a small online retail outlet and have been using wave for the past 7 months. When setting up I wasn't sure whether I needed to use 'Inventory' or 'Cost of Goods' when categorizing transactions from suppliers. Now that I have explored my reports a little more depth it's possible that I might have been using the wrong expense category. The des…
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Hi there! I can't reconcile my statements. All the transactions are in there and correct, however it is not showing in "verified balance" even though they are verified. I saw previous posts about changing time zone. I have done that, changed to EST. Not sure how to fix this. Extremely frustrating and time consuming. !
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Can we create an expense group/ category and sub-group/sub category. For example: Category : Advertising and within this category a sub category could be: Print Media, or Trade show events or catalogs etc. How can we incorporate this? Similarly for Payroll and other major categories. Thanks
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Hi, if I have a number of staff who all have the Wave app on their phones (with their own user ids) and are scanning receipts, is there a way in the web app to see which of my staff submitted which receipts?
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My company pays an expense for a monthly subscription CRM that charges $100 on the 15th of every month. A friend requested user access for their (different) company through my subscription and offered to contribute half of the cost. They want to pay me on the 1st of every month. I feel like I'm overthinking this. I'll create a recurring invoice…
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Hi There. I'm new to doing my own accounting and I need some direction. I automatically set my bank statements and my credit card statements to import into waveapps and it worked great. I had to manually enter older statements which I already did but I'm having one issue. I don't know how/what to classify my AX payments from my bank account. …
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Hi, simple question. Can we customize Statement templates / layouts? (for e.g. I'd like to add banking details). Kind Regards D
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Can I create sub-accounts, as well as accounts?
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Hi, I have some questions regarding duplicate transactions. When I receive a payment in Check or Credit Card, there is a transaction for that Payment. And When my check/credit card payment clears, there is another duplicate transaction. How am I supposed to clear up this transaction? For example, 1. When I receive payment (Check) from a custo…
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Hi, I'm not entirely sure how to categorise my BAS payments after the transaction appears (through bank connection). I have been categorising it in 'Owners Investment / Drawings' currently... Also a general question for any 'Owners Investment / Drawings' transactions ... do we need to change the category and account? Or just the category? Than…
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I want to enquire how does one record the assets and liabilities in wave as I am struggling to capture the new assets that was bought by my client? I recently started using Wave so I am still learning how to use it.
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How do you keep track of inventory in this app? If i make a sale and I create an invoice for example. The transaction is generated as cash on hand and sales (I assume as i can't see a full journal entry just the main description). So, Do i need to create a manual journal entry with merchandise inventory or cost of goods sold to keep track of the …
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I have a very simple need. I would like to be able to export the transactions screen. More specifically, I need to be able to have a CSV with all the transactions, including the category. Right now I can make a report for each account, but without the transaction descriptions, or I can have a report for all the transactions, but without the c…
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Just a quick question to ask is it possible when running reports that the report shows on the same page rather than another tab? Thanks Chris
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I am looking for help moving transactions from my Wave business account to the personal account, very much like what is described in this article:https://blog.waveapps.com/business-vs-personal-no-more-fighting/As is discussed there, Ihave a single-member LLC and am often times making personal purchases with my business accounts which I would like …
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My bank recon shows a different balance on a particular date than it shows on the report. Anyone else had this problem?
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I'm not sure where and how to add expenses or if I even should for things prior to starting the business. In particular: Inventory - where do I put it as it was already paid for and I know I will need to draw for it as it is sold? Do I give it a retail or purchased value? Assets - computers, etc. Other expenses - advertising, web hosting, etc…
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How do I put a negative amount into an invoice to represent a refund.
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My purchases entered in to Accounts Transactions with GST/Sales Tax that is sales tax on purchases are not showing in Sales Tax Report. Please advise any way to rectify. Refer to screenshot below. .
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I've read the related article regarding this subject> https://support.waveapps.com/hc/en-us/articles/115004964143-Transfers-Transformed What I've failed to understand is how to clear the "transfer clearing" when I'm manually creating transfers. Let's suppose that I go to an ATM and withdraw $100 bucks to make some petty cash payments. …
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Hi, On dashboard in the box below "Bank Accounts & Credit Cards" it shows £2,266.59 Under Accounts > Transaction in the drop down box it shows £1,973.46 Why are they different?
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Hi I changed the fiscal year end to June 30th and when you go to report for the firs time it takes the correct date duration from previous year to this year, (please check the attach images) but when we select different year or even the same year again it start and end dates change to Jan 01 to Dec 31st
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Hi, I wanted to know if it was possible to reconcile and match multiple sales receipts with the bank deposit from my merchant account? Thanks in advance for your help!
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If I delete a receipt I've already entered (with status 'done'), does this automatically delete the transaction associated with it?
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The Balance display in Transactions is not updating on transaction entry. The Balance Sheet similarly is not updating whilst the added transaction is there in the detail. The situation corrects itself in time but it is very poor in the mean time. I have also found that receipts duly processed are sometimes taking a long time to appear in the tr…
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Firstly, I love this feature! Making life a lot easier I think there might be a bug where it doesn't pick up similar transactions with stars in the transaction ID? I'm struggling to get it to pick up similar transactions by apple pay, which seems to always have stars in the description from my bank, or contactless payments. But other transactio…
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Hello I am not finding any options to transfer from personal to business. Please help me out.
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Here is the situation. I operate as a sole proprietor. I started this as a test to see if it was actually viable. I only expected to do a couple thousand in revenue for the year as a part time gig for some extra cash and needed to keep track for tax purposes. However as the year went on I actually did pretty well and earned way more money than…
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Hi Everyone , am happy using wave for my SMB , in Iraq we are not using bank accounts to manage business however we are 3 owners that we put cash to manage and run the business . My question how we can manage the cash that we spend on the business by each owner? thanks in advance
