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Discussion List

  • I'm getting ready to allow access to my Wave account(s) to a new CPA I am hiring to help get me organized and caught up on the setup, systems, reporting, etc Since EVERYTHING I have, and literally my ENTIRE business is inside Wave, is there a way to: a) Make a FULL and COMPLETE copy of everything and get this as a back up data file? b) Create a…
    FinancialBookkeeping 141 views 1 comment Most recent by Samd December 6, 2018 4:52PM
  • Hi there. This is the problem, when checking 'payable and owing' on the dashboard I have a sum for 'coming due'. When I click on 'coming due' I get the list of invoices, however in this list is also the name of a client with no other invoice details and this client doesn't owe any money so the listing is there unnecessarily. If I go to 'invoices' …
    Human_Republic 23 views 1 comment Most recent by Samd December 6, 2018 4:21PM
  • .csv statement files which I could upload a few days ago - now do not (using them as a test when current files wouldn't upload) (Image) I have even got down to saving from Waves template file ( saved in google sheets) a .csv with only 2 transactions in it Is this a site problem ? Need urgent help please as there are hundreds of transactions …
    RobJames 25 views 1 comment Most recent by Ryan_W December 4, 2018 4:33PM
  • HI Wave community. I have faced this earlier of the year but decided to not bother with it, thinking perhaps its a bug that would eventually be fixed, but right now it seems it's still happening. It could be some setting I have that I messed up and I would like to know how to solve this. My statement balance in Wave and my bank balance is off b…
    Opsninja 73 views 1 comment Most recent by Opsninja December 3, 2018 11:40PM
  • Hi I am unable to add a support user to my business acount. I keep getting a message "Oops. There was an error loading your data. Please try again". Can you please assist with this? Thanks
    Mongezi 48 views 1 comment Most recent by Mongezi December 1, 2018 8:10AM
  • Hello. I am new to Wave. When I first linked my bank account, it only loaded information from the last three months. I understand that is likely the limit set by my bank. I uploaded bank statements for the additional months that we have been in business, with the exception of our first three months as those statements were not available in the cor…
    earnest 49 views 1 comment Most recent by earnest November 30, 2018 9:19PM
  • Legacy Texas made changes to their login procedures weeks ago. I contact support and was told Yodlee would fix the problem. So far - nothing. Can someone provide me a status update? I'd like this resolved so that I can resume using Wave - especially before year end so that I can do my reporting for taxes! HELP!!
    WarpOneTravel 15 views 1 comment Most recent by JamieD November 30, 2018 8:57PM
  • Hi, I've just set-up an account & sent my first invoice (yay!) Unfortunately, there is a continual error message 'There was an error rendering your PDF.' whenever I attempt to export the invoice to pdf. I also ticked the box to send the invoice as a .pdf attachment but that didn't work either. Is this a known issue? Thanks! Tara
    PhoenixI 28 views 5 comments Most recent by MarieT November 30, 2018 6:22PM
  • Hi All, I have downloaded a bank statement as a CSV file from my bank (Members Equity) and tried to upload into Wave, without success. I have cleared my cache and done a hard reset, as per advice elsewhere. I have tried taking it into Excel as an xlsx file and resaving as both UTF-8 CSV and ordinary CSV. Still no joy! I have three columns and the…
    RichardM60 49 views 2 comments Most recent by JamieD November 30, 2018 4:19PM
  • I have been using Wave accounting for several years and this issue has been there from the very beginning. Not only is it extremely difficult to find, but based on removal of the "sort by amount" feature, it will be be near-impossible. Let me explain. I run a service business with a relatively small number of services. This means I g…
    JEfromCanada 16 views 0 comments Started by JEfromCanada November 30, 2018 2:52PM
  • I have read in other discussions that you can disconnect from the partner sign on in order to be able to utilize the mobile app. How do I go about doing this?
    BareItDesigns 95 views 0 comments Started by BareItDesigns November 29, 2018 3:25PM
  • I have tried emailing Wave customer support several times over the past few weeks (3 different times, 2 through the "help" option, 1 through chargeback) and still haven't heard anything back. 1) It shouldn't be this difficult to reach a customer rep to fix the issues as they occur in my account and 2) Wave should never authorize a bank w…
    HomeDoctorLWR 16 views 3 comments Most recent by JordanD November 26, 2018 9:26PM
  • I have a recurring payments in Paypal that are not showing up at all in Wave. My other Paypal transactions are there, just not the recurring ones. How do I fix this?
    MixThisMix 255 views 4 comments Most recent by MixThisMix November 24, 2018 3:53AM
  • My currency is set to Mauritian rupees and it displays the symbol right on the site as Rs. But when I export the PDF of an invoice all the money symbol have a bar on the R which is wrong. How can I correct that?
    Vinaz 27 views 1 comment Most recent by Ryan_W November 23, 2018 9:47PM
  • I just went to catch up on all my receipt verifications from the last couple of months (been busy and fell behind), only to find out even though I've taken photos of all my receipts, none of them since the end of September have processed. They're all still under the "processing" category on the app and have not shown up in my receipts on…
    impressions 16 views 1 comment Most recent by AlexL November 23, 2018 9:42PM
  • Previously our client account bank balance was tally with the bank statement I have checked the balance sheet the bank balance and cash balance is not same as per the transaction (Image) account transaction cash account transaction bank - MBB (Image) appreciate your assistance faridah
    faridah 32 views 1 comment Most recent by JamieD November 23, 2018 6:44PM
  • Hi there I am trying to get the details of all the Aged Receivables when I click on the overdue invoices in the dashboard , the list of unpaid invoice appear but the is no total , so I manually total it up the amount does not tally with the accounts receivables, how can I check total in the overdue invoices tally with the accounts receivables in…
    faridah 303 views 3 comments Most recent by JamieD November 23, 2018 6:43PM
  • I have an account that I started a handful of years ago with Wave and that account doesn't have the Reconciliation option under the Accounting tab. I have a new account that does. Why does my older account not have the reconciliation option and is there a way to get it? Nor I or my accountant can find it.
    MichaelLyons 28 views 3 comments Most recent by AlexL November 23, 2018 3:37PM
  • If you need to add terms & conditions to your invoices the only way I can see to do it is using the Notes/memo field at the bottom. If you get over approx 500 words it is unable to save the invoice and just hangs. The "save & continue" button becomes greyed out with no error message. Is there another way to add lengthy terms &a…
    BossB 249 views 3 comments Most recent by JulianG_2005 November 23, 2018 10:17AM
  • Good day, I am new to wave and I am trying to add either an expense or income, I have read the instructions. However it does not bring up the side screen for me to put transaction details. Please assist me.
    ToffTori971_ 25 views 2 comments Most recent by ToffTori971_ November 23, 2018 7:32AM
  • Is there a Cash only view of an Income Statement as oppose to Accrual?
    Shewster 15 views 0 comments Started by Shewster November 23, 2018 2:04AM
  • Hi, does anybody know the logic for why blank lines appear in the Aged Receivables report. I have a customer that has had no activity for over a year (and which I would rather forget) but they still appear in the report but just with blanks in all the columns. How do you stop them appearing?
    bathugeo 3 views 3 comments Most recent by JamieD November 22, 2018 11:46PM
  • I created an invoice, then had an issue getting it approved from draft, on looking for a resolution i found a discussion stating a change of currency to a foreign currency then approve and change back to local currency would alleviate the problem, which it did. I was able to get the invoice approved and change back to the local currency, though pr…
    StarCreations 50 views 2 comments Most recent by Ryan_W November 22, 2018 9:40PM
  • I have used Wave for couple of problem. Something happened beginning in August. On my dashboard and in my reports, I cannot get any of my income entries to show up. I have commission income as a category under Income. Although I can clearly find and see several deposits categorized as "commission income", nothing shows up in m…
    gene438 4 views 0 comments Started by gene438 November 20, 2018 10:29PM
  • Good morning, I am trying to set up checkouts for a new event I have coming up but it is not listed under sales? Is there another place to set it up?
    MelanieTaylor 25 views 2 comments Most recent by Samd November 20, 2018 6:25PM
  • When producing an Account Balance report, the total of all Payments by Wave is shown as an Asset, even though the greatest portion of those payments have already been transferred to my bank account and are therefore entered twice. Shouldn't Payments by Wave only reflect those payments still in transit?
    Delta_Fly_1976 15 views 0 comments Started by Delta_Fly_1976 November 20, 2018 6:04PM
  • Is there a way to set up auto pay on a certain day of the month? I need to invoices to go out to clients 14 days ahead of the due date. So far from what I've tested as soon as the invoice is created the card is charged.
    trav2001 26 views 1 comment Most recent by JordanD November 19, 2018 11:16PM
  • Hi, I reported a few weeks' ago that my integration between credit card and current account had stopped working (has been fine since last year) and was told it was my banks issue. now, all my integrations (MBNA, Virgin, PayPal) are failing so I'm having to manually reconcile everything. I have also noticed that when I first open Wave it has to be…
    pework 18 views 1 comment Most recent by JordanD November 19, 2018 9:53PM
  • I want to place my invoices in window envelopes. But Wave App only allows you to put logo where your return address should be. Now I could just make a return address logo, But than I can't have a logo. Any Suggestions? Rich
    RichLin65 81 views 2 comments Most recent by RichLin65 November 18, 2018 12:14PM
  • I have been unable to save or send invoices. what could the problem be?
    MsOgar 17 views 1 comment Most recent by JamieD November 16, 2018 9:30PM