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 29 views 6 comments Most recent by steve3140 April 18, 2019 10:09PM
  • rsbrsb
    My company is new and hasn't made any income yet, but myself and my partner are spending money on expenses such as travel and conferences. What is the appropriate equity account to place these expenses? A separate owner equity/investment/draw account, or shareholder loan? We want to be reimbursed when the company starts to recieve income.
    rsb 6 views 1 comment Most recent by Mikeg April 18, 2019 4:37PM
  • 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 17 views 4 comments Most recent by Samd April 13, 2019 6:48PM
  • I would like to be able to print individual transaction entries. I have been unable to find out how to do this. I have been told that this is not possible yet. I hope that a program enhancement can be made to allow the printing of individual journal entries.
    ChuckBunn 16 views 4 comments Most recent by alexlewiszarkos March 25, 2019 7:18PM
  • If I'm not mistaken, the only way to export at this point is to request the giant compressed spreadsheet, right? Like the one you'd download if you were planning on switching away from Wave to use a different service? The one I requested 10 minutes ago and am still waiting on an email for? You definitely don't want people thinking about switchi…
    jotcreative 30 views 2 comments Most recent by jotcreative March 7, 2019 11:02PM
  • 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 138 views 8 comments Most recent by Ryan_W March 6, 2019 7:51PM
  • My bank seems to report "Bill Pay and Date" but it does not specify the payee. This requires going back to my bank statement for each transaction in order to categorize. It would save a lot of time if we could sort by the transaction dollar amount. Then we can manually categorize easily. For example: My auto payment is $462 so if I could sort and …
    Mtnwolf 19 views 1 comment Most recent by Ryan_W February 18, 2019 7:17PM
  • 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 6 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 26 views 2 comments Most recent by MitchellGillespie February 13, 2019 11:26PM
  • 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 46 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 58 views 1 comment Most recent by Katie_Silkina February 12, 2019 3:42PM
  • 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 16 views 1 comment Most recent by Ryan_W February 11, 2019 11:42PM
  • 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 19 views 1 comment Most recent by JamieD January 31, 2019 5:23PM
  • 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 38 views 0 comments Started by JustinA January 22, 2019 4:13PM
  • 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 57 views 6 comments Most recent by chj915 November 19, 2018 11:19PM