Accounting Release Updates

All you need to know about the latest feature releases from our Accounting team!

Discussion List

  • We hope you'll love a faster, easier experience for our Accounting platform. We're really excited to share these updates with you. If you don't see them now, we're working hard to make sure you see them soon. * Cash-based reporting - View your business’s performance on a cash basis, and see how much cash you have coming in and going out in an…
    Charlotte Announcement 204 views 18 comments Most recent by Samd February 14, 2019 3:53PM
  • If you have your bank or credit card set up to import transactions to Wave automatically, you may have noticed that some transactions were already categorized when they imported. We know this is a time saving feature, but in talking with customers and using the automatic categorization ourselves, we knew we could do better. We're pleased to ann…
    JustinA 3.3K views 22 comments Most recent by Clifton February 12, 2019 2:20AM
  • We’re investing in cutting-edge ways to use machine learning technology to deliver a faster, more insightful experience in Wave. You can see this at work with new automatic categorization on your bookkeeping transactions. Wave now learns from your categorization behaviours, as well as the preferences of other people using Wave, to automatic…
    Charlotte Announcement 62 views 2 comments Most recent by GraceM January 17, 2019 10:24PM
  • Wave+ are in-house paid services to assist you with accounting and bookkeeping. These services are completely optional and are not required to get the full functionality of the Wave experience. Accounting Coaching is for entrepreneurs who either want an expert to help them set up their accounting from the start, or are looking for an expert to …
    Charlotte Announcement 27 views 0 comments Started by Charlotte November 2, 2018 3:15PM
  • We're happy to announce a new time saving feature for those repetitive transactions. Duplicate in a single click to save time on your bookkeeping. Please note that you must save changes to the transaction you're editing before you will be able to duplicate it. Also note that payment transactions and transfers are not able to be duplicated a…
    Charlotte 4.8K views 23 comments Most recent by Charlotte July 25, 2018 7:43PM
  • Uploaded a receipt and have your bank account connected? Marked an invoice paid and have the payment import from the bank as well? Duplicated income or expense transactions are now easier than ever to manage with the merge function. Simply select two transactions that are both deposits or both withdrawals, with matching amounts and accounts…
    Charlotte 4K views 38 comments Most recent by JamieD July 25, 2018 7:43PM
  • You've been asking for this functionality, and we're happy to report the wait is over. Search transactions by description to group them to streamline your bookkeeping. You can use this feature with the bulk edit functionality to quickly categorize, add sales tax, and mark transactions reviewed in one go. What do you think of this feature…
    Charlotte 1K views 25 comments Most recent by sweetcaroline July 25, 2018 7:42PM
  • Another new feature to streamline your workflows, keyboard shortcuts! When you’re ready to save the details of a transaction, simply hit “Ctrl + S” (Windows), or “⌘+S” (Mac). What do you think of this feature? Has it been useful? Anything you think we can improve? Other common actions you'd like to see us introduce keyboard shortcuts for? L…
    gabrieltomescu 204 views 3 comments Most recent by Alexia June 19, 2018 1:22PM
  • A new feature to improve your expense by vendor reporting. You can now add a vendor on transactions. This will allow you to get a more complete picture of your relationship with your vendors without having to create a bill for every expense. Note that vendors can only be added to expense and refund for expense transactions. What do yo…
    gabrieltomescu 319 views 2 comments Most recent by JustinA June 19, 2018 1:21PM