Accounting

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  • The detailed general ledger sorts transactions by the input time before, but the sorting is in random order recently which make the audit process much difficult. It will be grateful if transactions can be sorted out by the transaction date. Thanks
    Wing 23 views 1 comment Most recent by Samd January 23, 2019 7:57PM
  • I gave my accountant access as an editor. He said he needs access to wave settings so he can map the last years invoice payments into checking instead of cash on hand. He cannot do this with current permissions. Is there a way to grant access to this role? Thanks
    marpie76 15 views 1 comment Most recent by Samd January 23, 2019 6:44PM
  • 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 18 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 24 views 1 comment Most recent by Samd January 22, 2019 7:00PM
  • 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 378 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'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 37 views 3 comments Most recent by Mikeg January 21, 2019 3:25AM
  • 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 851 views 21 comments Most recent by sunnyt7 January 20, 2019 7:33PM
  • 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 26 views 7 comments Most recent by ashevillewebhosting January 18, 2019 7:33PM
  • 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 25 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 13 views 2 comments Most recent by modherfawzi January 18, 2019 4:10PM
  • I have two businesses under one sign-in. if i link receipts to one of my businesses and later choose to move it to the other , can i do that ?
    sabrina 8 views 1 comment Most recent by ailsa January 18, 2019 3:07PM
  • Hello! I was wondering if I could import my Quicken file to use as a continuous register rather than starting anew as a Wave client?
    Walter Gruninger 173 views 4 comments Most recent by Eric_MAEDS January 18, 2019 2:13PM
  • How do you easily export transactions to an excel file with a date range?
    renotahoe 3.4K views 8 comments Most recent by daryanRS January 18, 2019 6:40AM
  • Hi, I used cash to purchase vehicle for my business, how should I record it in my accounting transactions? Also I used my own cash sometimes for smaller things for the business I know it is an expense but the money were cash. Thank you!
    Milenita 21 views 1 comment Most recent by Mani January 18, 2019 12:52AM
  • Hi, I would like to ask a question regarding user permission. Is there any user type that does NOT have capabilities in seeing the reports (balance sheet, income statement, etc). I would like a user whose access is only to input transaction. Thank you, Richard
    jirifarm 14 views 1 comment Most recent by KelseyRodricks January 18, 2019 12:23AM
  • For some quick background, i'm a sole trader business operating out of Australia working across multiple currencies (I Invoice in the currency of the recipient) After using Wave for a few weeks and importing my backlog of invoices I noticed my physical numbers (income and expenses) and new numbers on Wave don't add up. After doing some readin…
    Makerester111 31 views 1 comment Most recent by Charlotte January 18, 2019 12:14AM
  • The detailed general ledger sort its transactions by alphabet or automatically done, but it will be more helpful if the transactions can be sorted out by Date or in Chronological Order, for instance, from the newest transaction to the oldest transaction. I wish that waveapps accounting will add the feature for the convenience of all users. T…
    MarshallFreeman 166 views 11 comments Most recent by SammyH January 18, 2019 12:11AM
  • Hi! Trying to determine why my profit loss report doesn’t include all of our income and expenses... it seems half of our total income isn’t on the report but it’s in our “sales”... I have the dates correct... suggestions?
    AthleticOut 14 views 1 comment Most recent by SammyH January 17, 2019 11:56PM
  • My payment options in the receipts app have disappeared, and won't come back despite closing the app. I cant allocate the receipts at the moment. The accounts still show in the chart of accounts on the desktop version. Any advice appreciated
    Minkynbuk 24 views 3 comments Most recent by AndyFromWave January 17, 2019 11:55PM
  • This discussion was created from comments split from: Lost Recons and Categories.
    System 15 views 2 comments Most recent by gabrieltomescu January 17, 2019 11:50PM
  • jgcjgc
    When I deposit a check at my branch with my debit card it creates a duplicated transaction for the Checking Account. Ive tried making it a Transfer but it then creates another duplicate. So totally defeats the purpose. Very confusing so if you have any suggestions id appreciate it Best \J
    jgc 15 views 1 comment Most recent by gabrieltomescu January 17, 2019 11:48PM
  • I can't seem to debit retained earnings directly. I want to account for profit distributions to partners. I can record this as an owner's draw, but then I get a permanent line on the balance sheet showing all the money that has been distributed doing back forever. Is there a way to debit retained earnings directly? Thanks!
    cdavenport22 77 views 3 comments Most recent by KelseyRodricks January 17, 2019 11:43PM
  • So how do i go about entering what my beginning balnce was on Jan1/19 when i was in the overdraft? what is the exact proceedure because it will not let me save it. i am assuming i have the wrong accounts chosen, i havent imported my bank yet or hooked it up, as i wanted to set these beginning balances first then import the transactions, do i hav…
    msyniuk 34 views 1 comment Most recent by MarcosMoitas January 17, 2019 11:38PM
  • Hi. What is the difference between receipts and bills? For example, I purchase a counter to use for my business I bought a kleenex from supplier to resell it. Where do I upload the counter receipt? and where do I upload the kleenex receipt? And how can I print report for expense and amortisation for my accounting without printing the k…
    l4cky 62 views 1 comment Most recent by Laura_Kavanagh January 17, 2019 11:30PM
  • Hello Wave Community! I'm approaching my first full year of using Wave Accounting and wanted to know if I Wave automatically does all the necessary account reconciliation at the end of the financial year (e.g. clearing the Owner's Drawings account). Or am I wrong and have to actually do all these manually at the end of each financial year?! …
    waver 40 views 2 comments Most recent by Kirk January 17, 2019 11:26PM
  • If a supplier offers an early settlement discount, how do I capture this? For example my bill is for 100 and I pay early (97.50). The bill shows 2.50 as outstanding and I need to capture this as a settlement discount
    Andrew_Hoek1 16 views 1 comment Most recent by MitchellGillespie January 17, 2019 11:20PM
  • Hi there, I'm new to Wave and I decided to give it a try after setting up my travel blog/YouTube channel. I have not registered it as a business in real life, BUT I wanted to separate my personal spending to truly see if I was making money with it. I have a lot of up front costs (e.g. camera gear, airplane tickets, etc.). I am funding this from my…
    bradleyw777 34 views 1 comment Most recent by Kirk January 17, 2019 11:19PM
  • Hey all, I'm Kasun from Sri Lanka & searching for an accounting solution to a charitable institution from Wave. There I have an issue with the standard names given on wave, Income, expenses, net profit etc. that does not match for a charitable institution. Is there any possibility to change those wordings on Wave flatform?
    Kasun 17 views 1 comment Most recent by GraceM January 17, 2019 11:00PM
  • New user, is there a way to set up personal Bills?
    mnaples716 20 views 1 comment Most recent by SammyH January 17, 2019 10:55PM