Accounting

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  • Hi everybody. I wanted to ask in case i'm missing it... does wave have a global search function? Ie. I type in a client's surname and it shows a list etc? Also, Customer Transactions? Are these possible? To see what I have invoiced clients in the past on my screen? Finally email templates for invoices and quotes etc. Is there a way of c…
    MissRosie 32 views 3 comments Most recent by Alexia March 6, 2018 4:08PM
  • Is there a way to import a chart of accounts. Thanks! (edit) From Wave support: "Why a Community Forum? There are a great many reasons why a forum is a fantastic tool for customer support. A forum is a public platform; this means that questions and answers are available to anyone who might happen across them, potentially saving hours of troub…
    BHart 437 views 2 comments Most recent by Alexia March 5, 2018 8:56PM
  • OMBOMB
    Hi Everyone! New to the community so thanks for anyone's feedback it's greatly appreciated Quick question: I'm kind of in a bind when it comes to where I should allocate transfers from my business to personal account. I don't pay myself a salary but I periodically transfer monies from either account (vice versa). I'm using the "transfer to …
    OMB 912 views 3 comments Most recent by Alexia March 5, 2018 3:24PM
  • Hi, can't seem to work out how to easily allocate multiple bills (from the same Vendor) to a single payment transaction. I purchase goods on a 30-day account. With each transaction, I am provided with an Invoice. At the end of the month, I receive a statement will all the invoices (which Wave calls 'Bills'). So far I have managed to have fou…
    James 281 views 1 comment Most recent by Alexia March 2, 2018 9:52PM
  • One thing that I've noticed that is a VERY big miss with WaveApps is the lack of Product Categories. My company resells many different products, from different manufacturers. This means scrolling through countless (out of order) items through the small drop down menu to add them to our list. When is this going to be fixed (added) to the syst…
    bradtwo 59 views 1 comment Most recent by Alexia March 2, 2018 8:26PM
  • Does anyone know a good solution for how to import web sales data from a separate website? Is there an easy way to do that? I don't really care if it's done in batches or in individual transactions or what, I just want an easier way of figuring out how much sales tax I owe and figure out my total sales volume without having to manually retrieve an…
    DillPickleGear 26 views 2 comments Most recent by Alexia March 2, 2018 8:06PM
  • My year end is 31 Dec. The "previous year(s) earnings" as shown ion 1st Jan 2016, is not the same as the "current year earnings" as shown on 31-Dec-2015. I have been told by support that this is due to Wave's system balancing out the Unrealized Foreign Currency Exchange Gains/Losses on my balance sheet because I have an unpaid customer invoice in …
    Joelle 47 views 1 comment Most recent by Alexia March 2, 2018 8:00PM
  • DanDan
    Hi I've been using the category drop down for 'Owner Drawings' but have left the account drop down as is on the default business account... am I meant to change the account dropdown to 'Owner Drawings' as well?
    Dan 285 views 3 comments Most recent by trelimon March 2, 2018 5:02PM
  • When I create new accounts and also change the name of an existing account, the Income Statement is not showing the accounts in any sensible order. However when I view the Chart Of Accounts, the accounts are listed alphabetically within each accounting category (e.g. within Expenses, Accounting Fees comes first, Vehicles comes last). Is ther…
    shawian 123 views 8 comments Most recent by Ryan_W March 2, 2018 4:29PM
  • How we can send the bill to vendor or can we create a purchase order
    bothendsceylon 54 views 1 comment Most recent by Alexia March 1, 2018 10:40PM
  • Hi there. When wave posts a bill, each line item is posted to the respective income statement accounts, which is correct, however; is it possible for wave to post the description on the line item, rather than the Bill number to the income statement accounts? I.e. If you create bill INV00123 for XE Construction for 2 bags of cement. On you…
    OINC_Catering01 28 views 1 comment Most recent by Alexia March 1, 2018 10:19PM
  • I have set up two transactions in Wave to be a transfer from one account to another. When i click on one of these transactions in my transactions list, how can I see to which other transaction it is linked? ie once they are linked as a pair, how can i get the corresponding transaction? Thanks
    SMCSG 13 views 1 comment Most recent by Alexia March 1, 2018 9:59PM
  • In the settings, I am trying to change the title INVOICE to TAX INVOICE. i change and save in settings but does not change on the preview. Secondly, i entered ORIGINAL in the INVOICE subheading but still appears as CONFIDENTIAL as in the Estimate subheading. Why do these headings still appear without the changes I made?
    JeanPaul 7 views 1 comment Most recent by Alexia February 28, 2018 4:40PM
  • Hi, I'm using WavesApp and my accounting currency is in AED. I have a bank account in AED and in USD. Transactions are imported using Bank Connections. So I have 2 charts of accounts BANK AED and BANK USD. I do not have issue to match BANK AED transactions with invoices from Accounting > Transactions: Select a category > Payment received fo…
    fbsworld 47 views 2 comments Most recent by Alexia February 28, 2018 4:20PM
  • Hello all. New to Wave and trying to figure out how to document start up cost. My start up cost are the cost of filing articles of organization, purchasing domain names and web hosting cost (about $200). These cost were incurred before I had a bank account. Where do I record these cost in Wave? Also, where or how do I record the required minimu…
    CNP1 638 views 1 comment Most recent by Alexia February 28, 2018 3:58PM
  • I'm having huge problem importing statement. I've tried various csv files from various banks. As well as microsoft money. Every time I get this error. Any ideas? Also... I can't link my bank either. The connect button just won't click.
    huztlar 38 views 1 comment Most recent by Alexia February 28, 2018 3:27PM
  • Hi I have 3 businesses under my profile. The problem is that the busiest one was the first business created. When I log into WAVE, I keep getting logged into the last business loaded. I would like to choose which business I default log into. Please could someone help
    Jexree 13 views 1 comment Most recent by PaulC February 27, 2018 7:54PM
  • I need to download an excel report showing all my business transactions in 2017 in one singular report. Is there a way to run the business transaction report to show multiple accounts to include a checking account and business credit card? They show up just fine on the transaction page but on the actual transaction report page, I can't seem to fig…
    plumquest 385 views 2 comments Most recent by Alexia February 27, 2018 7:42PM
  • Why am I getting no results to the question "how does payments by wave work?"
    Prairierain 14 views 1 comment Most recent by Alexia February 27, 2018 4:49PM
  • Hello all, I am desperately trying to get my year end/T4s done on the weekend (the only time I really have time to work on it) The problem I am running into is that when I setup Wave Payments (credit card processing) I mistakenly selected "Cash on Hand" as the destination account when it should have been going into my chequing account, now I ha…
    Kyle 92 views 2 comments Most recent by Alexia February 27, 2018 4:44PM
  • I'm having a problem adding a second email address to my profile. The email address I want to add to my account was previously used as a collaborator, which I have since removed. I'm getting an error message saying "This email address is already associated with a Wave account," which is not true anymore. This all came about when I sent an estim…
    zanezibar 45 views 1 comment Most recent by Alexia February 27, 2018 3:30PM
  • Hi since last year i found that the liability account that I created (highlighted in yellow) are not available in the drop down list when I create a new bill. Can you please explain and what can I do? Thank you.
    Solar 120 views 4 comments Most recent by qgstrydom February 27, 2018 9:36AM
  • I create invoices to my international customers in US Dollars. But when they are paid, my bank in India reflects the transaction amount in INR ( Indian Rupees). If I try to close the invoice by mapping the invoice to the transaction amount, then it shows up twice in my income statement. Is there a better way to close the invoices?
    Ashok_Marla 13 views 2 comments Most recent by Ashok_Marla February 26, 2018 7:08PM
  • Hello, I am starting a real estate investment business and trying to get a head start on accounting by using Wave. Not being an accountant I am fairly green in my understanding of how to organize a chart of accounts, and especially how to post transactions properly. In that spirit I was hoping someone could help explain how to categorize a trans…
    somecallmemike 496 views 1 comment Most recent by alanv72 February 24, 2018 4:08PM
  • Hello, I am dealing with a nuance with my bank in the UAE. Since Jan 1, 2018 VAT (5%) has been introduced. Since then, my business bank charges me the monthly banking fee as a separate line from the VAT. So I get two transactions from automatic download: 100 for banking fees, 5 for VAT / sales tax on banking fees. Wave sees the "5" as "uncate…
    MontiCo 26 views 1 comment Most recent by James_Hudson February 20, 2018 9:25PM
  • Both entries in the knowledge base, do not specifically address the payment recording by collaborators with max privileges. Thought it is possible for invoices, we don't find the way to record bill payments. Please advise. https://support.waveapps.com/hc/en-us/articles/208624336-What-is-the-difference-between-an-owner-and-a-guest-collaborator- h…
    evanssuzie 26 views 1 comment Most recent by James_Hudson February 20, 2018 9:00PM
  • I would like ask you to help me in regards to change of business name. I have changed Business name but I can see in Reports old Business name.
    Bojan 176 views 1 comment Most recent by Alexia February 20, 2018 7:28PM
  • I would like to see a list/graph of all the expenses and income for the previous year for just one of the accounts that I have registered with Wave. At the moment it shows transactions from both of the accounts
    pampasdeer 4 views 1 comment Most recent by Alexia February 20, 2018 7:22PM
  • Is bulk printing option available ?
    tarun 14 views 3 comments Most recent by Alexia February 20, 2018 7:10PM
  • I just recently added the Wave Receipts app to my android phone. When I went to log in as an existing customer, instead of "sign in" at the bottom on the log-in details it said "reset password." Can you help please? Cheers, Brynn
    brynna 36 views 1 comment Most recent by Alexia February 20, 2018 4:43PM