Help Center Discussion

For discussion & feedback regarding Wave's Help Center.
 
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Discussion List

  • Introduction to the transactions page The Transactions page is where all of your transactions live. You can create, filter, sort, and edit your transactions here. Take a moment to check out everything you can do. From the Transactions... Read the full story here
    System 1.6K views 12 comments Most recent by JamieD April 23, 2019 6:44PM
  • How to add a payment to a bill To add a payment to a bill Click Purchases on the left side of your screen and select Bills. Find the bill you want to add a payment to and click the arrow button to the left of the bill. Click Ad... Read the full story here
    System 1K views 14 comments Most recent by JanBB April 23, 2019 6:17PM
  • Entering mileage in Wave Using your private vehicle for business purposes is a legitimate business expense, and most small business owners choose to take advantage of this by claiming a deduction for business miles driven ... Read the full story here
    System 2K views 22 comments Most recent by JamieD April 23, 2019 6:13PM
  • Making Tax Digital (MTD): Digital record-keeping and filing in the UK In the UK, the government is introducing additional tax reporting constraints under its Making Tax Digital (MTD) programme. Here’s what MTD means for Wave users in the UK, and how Wave will help yo... Read the full story here
    System 1.5K views 12 comments Most recent by Charlotte April 23, 2019 5:44PM
  • How do I issue a refund? Sometimes, for any number of reasons, you may have to issue a refund. We do our best to make this process quick, easy, and intuitive. Click Sales > Payments in the left-hand navigation menu. ... Read the full story here
    System 1.3K views 11 comments Most recent by Charlotte April 23, 2019 5:43PM
  • Upload bank and credit card statements If you don't want to connect your bank or credit card to Wave, or if your bank isn't among the 10,000 financial institutions that Wave supports, uploading your statements is a great way to avoid th... Read the full story here
    System 4.1K views 32 comments Most recent by Charlotte April 23, 2019 5:38PM
  • How to create a transfer from a business bank account to a personal bank account To move transactions from your business checking account to your personal savings account: Go to the Accounting option in the left menu and select Transactions. Click the right down arrow beside ... Read the full story here
    System 1.9K views 8 comments Most recent by ritavine April 23, 2019 5:37PM
  • How to upload a receipt How to Upload a Receipt Take a picture of your receipt and upload it to your computer. Click on Receipts tab on the left side of your screen. Click on the Upload Receipt button and select your rec... Read the full story here
    System 3.2K views 9 comments Most recent by HempInspector April 23, 2019 4:06PM
  • Connection error: Updating your bank Every so often, your bank connection in Wave may fail with an error message. In most cases, the connection has simply timed out, and you’ll want to perform a manual refresh in order to re-establish... Read the full story here
    System 2.9K views 52 comments Most recent by Adan April 23, 2019 4:02PM
  • How to bulk categorize transactions You're categorizing your transactions, and you notice several that belong to the same category. Don't categorize them one by one — save time by learning to bulk categorize your transactions! To bul... Read the full story here
    System 52 views 3 comments Most recent by galenhammond April 23, 2019 12:53AM
  • How do I handle depreciation and amortization? We're all familiar with the idea that when we buy a car, or a television, or any other large item, it depreciates — it becomes worth a bit less every year. When you buy larger assets for your busin... Read the full story here
    System 2.2K views 25 comments Most recent by HOSPM April 22, 2019 10:47PM
  • How do I pass credit card fees onto my customer? According to Visa, MasterCard and American Express merchant rules, merchants generally cannot charge a service fee when customers use their credit card. However, Visa, MasterCard, and American Expr... Read the full story here
    System 5.2K views 19 comments Most recent by Ryan_W April 22, 2019 10:37PM
  • Hi folks, I apologize for the frustration that may come through in this post. I have been using Wave for many years now and this is the first time I have had a problem this serious. It's now been three weeks and 5 days since I have been able to have wave connect to my account at TD Bank (Attached screenshot) . I spoke with somebody on the su…
    AaronBenedict 12 views 1 comment Most recent by Ryan_W April 22, 2019 10:06PM
  • Canadian employers - Workplace health and safety boards Each province and territory has a board that oversees health and safety in the workplace. As an employer, you may be required to register and pay premiums towards the health and safety board your p... Read the full story here
    System 10 views 2 comments Most recent by Charlotte April 22, 2019 9:44PM
  • Connect your bank account to Wave Love typing long lists of transactions? No? Here's how to connect your bank accounts to Wave, so that your transactions can update automatically! To connect a bank account to Wave: Click Banking i... Read the full story here
    System 6.9K views 63 comments Most recent by shepbs April 22, 2019 9:40PM
  • Transfers transformed We’ve redesigned the transfer function in Wave’s Transactions page to be more intuitive and straightforward than ever. We’ll take you through all of the changes and improvements below! Whenever you... Read the full story here
    System 820 views 21 comments Most recent by Ryan_W April 22, 2019 9:37PM
  • It seems that I can import paypal payment data into the accounting system but currently there is no way to actually have a customer select PayPal as a payment option. Instead, if a customer wants to pay through PayPal, I have to go into PayPal and create a separate invoice to send to them directly through PayPal. This is awkward as many customers …
    kevinfreels 8 views 6 comments Most recent by Zoe_caff April 22, 2019 7:50PM
  • Possible integration issue with Capital One Wave has received reports that recent technology upgrades undertaken by Capital One may interrupt Wave's bank account integration for Capital One customers. The upgrades appear to disrupt all third... Read the full story here
    System 748 views 32 comments Most recent by Zoe_caff April 22, 2019 6:29PM
  • Overview of receipts Even the most organized among us can have problems keeping all our receipts in the right place. When you're busy trying to run your small business along with rushing around shopping for business an... Read the full story here
    System 6K views 5 comments Most recent by Zoe_caff April 22, 2019 6:08PM
  • Everything looks backwards! A debits & credits overview Jumping into the accounting world can be a bit scary. There are lots of new concepts to learn, and things may look a little backwards from you personal bank accounts until you get used to the new w... Read the full story here
    System 175 views 2 comments Most recent by Charlotte April 22, 2019 5:32PM
  • I sell physical products on eBay as well as having an 'invoice' based service business. I need to be able to add a manual transaction for each eBay sale (as PayPal integration is broken) but want to tag the product sold on eBay to this manual transaction the same way I can tag a product when issuing an invoice via wave - I can't figure out how to…
    thewizleon 10 views 1 comment Most recent by Zoe_caff April 22, 2019 3:40PM
  • Hi Wave Community, Wave won't connect to my account at BankSA. It just give the following error message: "One or more of the required fields were left blank. Please re-enter your information." which is wrong - no field is left blank, and spins endlessly. Does anyone know what to do? Andrew Scott
    Andrew_Scott_Music_1 8 views 1 comment Most recent by Zoe_caff April 22, 2019 2:47PM
  • An easier way to manage personal transactions We’ve simplified how you handle personal transactions in Wave. Instead of moving transactions out of your business account and into personal, you can now categorize personal transactions right from... Read the full story here
    System 11.3K views 45 comments Most recent by MADWORK April 22, 2019 2:55AM
  • How to export receipts To export receipts Select the Settings menu on the bottom left and click Export under Other. On the Export Your Data page, click Export your receipts In a few moments you'll will receive an ema... Read the full story here
    System 3K views 15 comments Most recent by Alijc April 21, 2019 6:19AM
  • How to set up Wave with Zapier Zapier is a service that can help you connect Wave to some of the tools you use throughout your day. Automated connections called Zaps, set up in minutes with no coding, can automate many of your w... Read the full story here
    System 267 views 6 comments Most recent by joe_gabriele April 21, 2019 3:28AM
  • How to add and pay contractors You can pay independent contractors using Payroll by Wave. Because of their special tax status, contractors are considered vendors in Wave. This keeps your accounting accurate and your business com... Read the full story here
    System 2.9K views 12 comments Most recent by jer8888 April 20, 2019 5:56PM
  • Accounting for overpayments Have you ever had a client overpay an invoice? In this situation, you have two options: you can refund them the difference, or you can apply that overpayment towards future services. If you want to... Read the full story here
    System 2.7K views 24 comments Most recent by Samd April 19, 2019 8:48PM
  • NEW: Cash flow statement Wave performs accounting on an accrual-basis. This means that income and expenses in Wave are recorded from the moment an invoice or bill are created, rather than when they are paid. Accrual-basis ... Read the full story here
    System 795 views 12 comments Most recent by James_Hudson April 19, 2019 8:43PM
  • All about automatically categorizing transactions Oops! Looks like this content is meant for a different version of our accounting application. Head back to the Help Centre home page to search another topic or check out the related articles on the... Read the full story here
    System 3.8K views 41 comments Most recent by James_Hudson April 19, 2019 8:24PM
  • How to customize your invoices and estimates Your Wave invoices can be as individual as you are.  Follow these tips to learn how to make invoices for your business that you are proud to send. Click on Settings in the bottom left corner and s... Read the full story here
    System 4K views 25 comments Most recent by Zoe_caff April 19, 2019 8:11PM
 
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