Upgraded Accounting Experience

Discussion List

  • 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 3 views 0 comments Started by TheAutoSparky February 15, 2019 8:30PM
  • When clicking on a transaction the right column expands and there is the option to click on REVIEWED or SAVE. If i click reviewed do I also have to click saved..why are both options there? Thank you...Eric
    Eric_CSM_1 5 views 1 comment Most recent by JamieD February 14, 2019 9:07PM
  • Hi all! I've been using WaveApps since I was a part time Sole Prop, and switched to S-Corp. As an S-Corp, I need to reset a bunch of the accounts from the last few years, I am past the point of 'creating a new account' as my 'Scorp' launched in 2018, and the sole prop ended in 12/31/2017. Now that I'm working on wrapping up the books, I need to…
    HeftyHolyCarp 18 views 2 comments Most recent by MitchellGillespie February 13, 2019 11:26PM
  • 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 small discrepancies between how we calculated things in the old accounting experience compared to the new upgrade. These…
    JustinA 106 views 6 comments Most recent by JustinA February 13, 2019 10:07PM
  • T4HT4H
    I have completed all the necessary accounting activities and reconciled all transactions, balances, and ledger accounts for 2018. I need to "close the year" and provide my accountant the "year end back up file". So, ummmm, how does one generate a year Accounting Year end back up file? Here's what I'm being asked for: * A backup of your…
    T4H 27 views 1 comment Most recent by Katie_Silkina February 12, 2019 7:03PM
  • I understand the concept of the starting balance, but I have a couple of questions 1. Do all of the accounts need a starting balance or just some of them 2. Should the starting balances be $0 or should it be what is actually in the account....for example, I have a business loan account that I pay every month on, and I see the balance reducing wi…
    dkettelkamp 26 views 1 comment Most recent by Katie_Silkina February 12, 2019 3:42PM
  • When working through the transactions, it would be really helpful if there was an icon to show if the entry is from a receipt or from the bank - this would help with matching up to merge
    Echeb 9 views 0 comments Started by Echeb February 3, 2019 2:25PM
  • 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 small discrepancies between how we calculated things in the old accounting experience compared to the new upgrade. These…
    JustinA 31 views 0 comments Started by JustinA January 22, 2019 4:13PM