Accounting

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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…
    thejohnmwhite 26 views 5 comments Most recent by DigitalFX January 23, 2019 4:39PM
  • 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…
    JS7319 32 views 2 comments Most recent by JS7319 January 23, 2019 3:56PM
  • 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. !
    OneClub 20 views 5 comments Most recent by Coldbranch January 23, 2019 3:30PM
  • 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
    raza 784 views 9 comments Most recent by brettrarnold January 23, 2019 4:48AM
  • 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?
    Kilkea 15 views 1 comment Most recent by Samd January 22, 2019 8:57PM
  • 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…
    epitoma 26 views 1 comment Most recent by Samd January 22, 2019 7:00PM
  • 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. …
    Bicoastal 38 views 2 comments Most recent by Samd January 22, 2019 6:21PM
  • Hi, simple question. Can we customize Statement templates / layouts? (for e.g. I'd like to add banking details). Kind Regards D
    dve83 8 views 4 comments Most recent by dan_ruff January 22, 2019 12:59PM
  • Can I create sub-accounts, as well as accounts?
    Valerie Kabat 552 views 29 comments Most recent by Jack107 January 22, 2019 1:08AM
  • 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…
    rbtjd 17 views 2 comments Most recent by VeloxGuy January 22, 2019 12:40AM
  • DanDan
    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…
    Dan 38 views 3 comments Most recent by NeilR January 21, 2019 11:35PM
  • 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.
    bkkclient 625 views 6 comments Most recent by hammondvalleyfarm January 21, 2019 11:25PM
  • 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 …
    lariosmotors 12 views 0 comments Started by lariosmotors January 21, 2019 11:18PM
  • 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…
    ybahat 307 views 15 comments Most recent by nlevitin January 21, 2019 10:13PM
  • 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
    JudeRose 12 views 2 comments Most recent by JudeRose January 21, 2019 8:58PM
  • 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 …
    Michael Voccola 1.8K views 21 comments Most recent by Ryan_W January 21, 2019 8:16PM
  • My bank recon shows a different balance on a particular date than it shows on the report. Anyone else had this problem?
    LittleFish 20 views 2 comments Most recent by LittleFish January 21, 2019 4:10PM
  • 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…
    accountingquestions 30 views 3 comments Most recent by Mikeg January 21, 2019 3:25AM
  • How do I put a negative amount into an invoice to represent a refund.
    Charlie05 429 views 18 comments Most recent by Yan January 21, 2019 3:05AM
  • 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. .
    emeraldtrans 22 views 4 comments Most recent by greencloverfarms January 20, 2019 9:51PM
  • 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. …
    hgomezc 433 views 21 comments Most recent by sunnyt7 January 20, 2019 7:33PM
  • 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?
    snappyfish 5 views 0 comments Started by snappyfish January 19, 2019 3:27PM
  • 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
    VinR 12 views 1 comment Most recent by Sakshi January 18, 2019 10:21PM
  • 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!
    ramzey_09 19 views 7 comments Most recent by ashevillewebhosting January 18, 2019 7:33PM
  • If I delete a receipt I've already entered (with status 'done'), does this automatically delete the transaction associated with it?
    ThomasDaly 16 views 2 comments Most recent by ThomasDaly January 18, 2019 6:50PM
  • 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…
    Mike_C1 26 views 6 comments Most recent by ryanwilsonperkin January 18, 2019 6:43PM
  • 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…
    JonGrilli 21 views 2 comments Most recent by ryanwilsonperkin January 18, 2019 6:27PM
  • Hello I am not finding any options to transfer from personal to business. Please help me out.
    Dipanshu Tyagi 9 views 3 comments Most recent by EmilyL January 18, 2019 6:09PM
  • 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…
    kmartin 13 views 0 comments Started by kmartin January 18, 2019 5:27PM
  • 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
    modherfawzi 12 views 2 comments Most recent by modherfawzi January 18, 2019 4:10PM
 
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