Upgraded Accounting Experience

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  • In the old Transactions page, I was able to enter a negative value when splitting a withdrawal while reconciling a statement from a supplier. IE. a credit for a returned item. I don't seem to be able to do that on the new Transactions page.
    TheAutoSparky 127 views 13 comments Most recent by bcholin January 16, 2020 9:22PM
  • Hello, I've spent best part of four days trying to understanding about the migration adjustments. I've not been able to find a single article which explains in sufficient detail what to do and why it happen to a technical audience. If there is please can you let me know. So I see you cannot delete them so I have created a category called migratio…
    Amaranatho 16 views 2 comments Most recent by Amaranatho January 15, 2020 2:09PM
  • I am really sorry I am so frustrated with the upgrade. I just want to cry. The old version was perfect for me and now I can't move anything, I can't find anything, I can't print ..... why does everything have to change for the worse.
    Clarkey Closed 259 views 42 comments Most recent by BarsinA January 9, 2020 9:25PM
  • I really thought initially that Wave would be a genuine alternative to quickbooks.....however "can't / won't print checks"...... sorry that throws wave into a sub category of accounting software...... really, come on.... disbursements are still provided via company checks, once the heartbeat of any company..... I'm out !!!
    laweb 14 views 0 comments Started by laweb December 30, 2019 1:16AM
  • Hi everyone! I wanted to provide a bit more detail about the adjustment entries that you may have noticed since we’ve updated your Wave account to the upgraded accounting experience. We created these entries to account for discrepancies between how we calculated things in the old accounting experience compared to the new upgrade. These include t…
    JustinA 460 views 17 comments Most recent by ZZS December 14, 2019 3:21AM
  • With the new interface, I cannot find how to set the currency type when I enter a journal entry. How to do this?
    Chila 119 views 3 comments Most recent by BarsinA December 12, 2019 8:26PM
  • Since Wave has updated I see we now have to assign the sales tax click UPDATE and click SAVE. Did not realise this until it was too late and had assigned taxes only to not have them autosave. Huge pain. Once it's assigned it should not need a second step to save it.
    Wonder 21 views 1 comment Most recent by EmmaP December 3, 2019 8:29PM
  • I used to sort transactions by description all the time on the old version. Seems like a simple/practical feature to bring back. Please revive it. Thanks.
    TheDude 41 views 4 comments Most recent by matteddy November 30, 2019 3:56AM
  • Hi there. I loved the feature in the Classic version where I simply clicked a button and it moved transactions to the right account. I saw the link where you show how to do this differently by categorizing as owner investment/drawing, but this means I have to create a new entry every time instead of it being moved automatically. I am getting a bit…
    mushpamensa 252 views 16 comments Most recent by Lbrashear November 29, 2019 4:22PM
  • Hi everyone! I wanted to provide a bit more detail about the adjustment entries that you may have noticed since we’ve updated your Wave account to the upgraded accounting experience. We created these entries to account for discrepancies between how we calculated things in the old accounting experience compared to the new upgrade. These include t…
    JustinA 436 views 11 comments Most recent by powermod November 15, 2019 10:04PM
  • In the old version of the "transactions" dashboard I would make two transactions. An expense to my bank account and an income to your credit. Then select both transactions and click on the transfer button. This will categorize both transactions as the two sides of a transfer. With the new format I am TOTALLY lost. Question...how do I rel…
    offthehoofbbq_1969 8 views 3 comments Most recent by EmmaP November 15, 2019 7:57PM
  • Hi can someone check out this video.. I can't seem to get the personal side to show the reconciliation? It shows in the business side but not personal anylonger? https://youtu.be/gl13L7CL9zA
    BradFinkeldei 6 views 1 comment Most recent by BarsinA November 7, 2019 9:51PM
  • I have years of pdf receipts linked to every purchase transaction. However since the update when I go into an existing transaction there is no longer anywhere to view the receipt. Or I can not find out how to do this. Can anyone help me? (ps all the receipts are still in Purchases/Receipts, just not linked to the transaction). Thank you.
    Loki 47 views 11 comments Most recent by robinH October 21, 2019 8:29PM
  • I love you software, I really do, and it has transformed my productivity by a significant proportion. I have seen the new version and there are features, especially related to VAT, that are essential. Many months later I still have no indication as to when we will be moved. Can you please give us some sort of indication? If not we will re-sign up …
    Octave 8 views 1 comment Most recent by JordanD October 10, 2019 3:22PM
  • I really don't understand how you can now not move transactions between businesses. This has completely made the product unusable for me. I have put so much effort into setting up Wave over the years and now all that work is undone as I can not longer use it. What research did you do when you decided to drop this feature?
    Clarkey 12 views 1 comment Most recent by JamieD July 2, 2019 5:11PM
  • Really struggling with the new WAVE layout. Is there a walk-through, video or how-to section? I have regular amounts that are transactions between credit cards and main account, main account and paypal etc. Previously I was able to just select those two identical amounts and mark them as a transfer. I have no idea how to do that in the new WAVE …
    nadworks 23 views 1 comment Most recent by ChelseaK June 28, 2019 8:49PM
  • I have had an account for the last few years but didn't really use it properly or regularly. I now want to use it but need the features of the upgraded version (I'm on the old). Can I therefore cancel my account and then make a new one with the same details, email, banks, paypal etc... I realise I will lose all the previous info but that's fine, I…
    Union9 33 views 1 comment Most recent by JamieD January 31, 2019 5:23PM
  • For my own small business, I manage my Bills freqently. With the new UI update, the website looks fresher but I have discovered some areas that might need a bit more tweak and improvements. First of all, I am accessing WAVE site on my Windows 10 machine via Google Chrome browser (1080p screen). I manage my transactions/bills/invoices 99% of time o…
    chj915 100 views 6 comments Most recent by chj915 November 19, 2018 11:19PM