Using Wave

For questions about how to use Wave! Everything from getting started, to updating your profile, to understanding navigation.
 

Discussion List

  • Hi, my base currency is GBP. But I have a USD account with some dollars in it. I now want to transfer all the USD to the GBP account. So I create a transfer between the USD and the GBP account. I amend the amount received, and automatically get a gain/loos on currency exchange transaction as well as the transfer. This looks fine to me. The US…
    JanPW 21 views 2 comments Most recent by JanPW June 18, 2019 4:49PM
  • I have more than one rental property and have set each up as it's own "company" for individual P/L reporting. However, they use the same bank account for management. Is there a way to link each "company" to one general bank account in the chart of accounts so the bank balance stays correct?
    GlennF 29 views 4 comments Most recent by GlennF June 18, 2019 2:10PM
  • I have just exported my Account Transactions report to CSV because I wanted to make some graphs with the numbers. When I look at the CSV generated though, all the numbers are actually strings with the currency symbol on the front. Is there a way to export all my transaction data as a CSV with actual numbers or do I have to manually edit every tran…
    morag 23 views 7 comments Most recent by thomssi June 18, 2019 1:37PM
  • Newbie question: how can I go about syncing with Square to get raw sales values, prior to the 2.75% Square processing fee? As is, I only import my bank info, which includes the deposit from Square. This artificially lowers my sales figures by 2.75%, and I'm not sure how to fix this. Any advice on this?
    HCTR 5 views 1 comment Most recent by Mikeg June 18, 2019 11:54AM
  • PipPip
    I am using Wave for a local Scouts group and a great many of our expenses are processed as reimbursements to the leaders when they give me their receipts. So, I'm wondering if using the Receipts App might be a good addition for us? I've had a play and it seems fairly easy to use, but I'm afraid the request for accounts and categories could scare …
    Pip 5 views 3 comments Most recent by Pip June 18, 2019 7:39AM
  • So the invoices that are paid through wave are not coming up on my income report? And I am not able to change these transactions. They don't seem to be classified as income for some reason.
    lindswall 7 views 1 comment Most recent by Barsin June 17, 2019 7:54PM
  • I am facing issues with saving the 1. notes and 2. email format 3. Banking details 4. integrating it with Bank account etc... 5. Creating multiple accounts and managing them thr mobile... Please advise, how do i do it...
    Mayur 8 views 3 comments Most recent by ckeen_1244 June 11, 2019 8:05PM
  • In order to have good record-keeping I feel I need to add a Vendor to each transaction. However, since adding the Vendor is an additional step and slows down data entry, I am wondering If I should stop using the add vendor feature and only use it for important Vendors. Would be nice if the vendor could show up in-line with the rest of the transac…
    tekfranz 28 views 6 comments Most recent by smhondl June 6, 2019 7:07PM
  • hi. how do i change the options under receipts ? there is no options of expenditure in the farm profile that allows you to allocate expense to packaging. is there a way to create a new allocation? i need a packaging choice for expenses under receipts for a farm profile.
    koekwe_farm21 6 views 1 comment Most recent by JamieD June 4, 2019 7:10PM
  • I use my personal visa/bank accounts or cash to pay for business transactions. What is the best way to account for these in Wave? All expenses need to be repaid to our family account as this is where the above visa accounts are paid from. Any help greatly appreciated. Just spent half a day uploading receipts for April/May and now think I've done i…
    VicPicMark 13 views 1 comment Most recent by JamieD June 4, 2019 4:58PM
  • I am trying to create the transactions that it takes to account for giving away a free sample.. Cost to buy is $100. usual retail is $200. I gave away a free unit. I want to expense $100 against advertising what is the other half of the accounting entry in my WAVE accounts? Recommendations? Best practice?
    Camander 8 views 3 comments Most recent by Mikeg June 4, 2019 1:56PM
  • Hi, I have been using wave for a few years. I would like to be able to see categories in transactions for items i have invoiced. I can see from a recent post from wave, how to attach a category for the items, but can not work out how i can do this for the past items. Thanks tim
    pambulabeach 11 views 1 comment Most recent by alexlewiszarkos May 31, 2019 3:42PM
  • Hi, have set up Sales Tax and followed the steps as per instruction however it's not showing up on my Report for sales tax.
    Debbie_G1 8 views 1 comment Most recent by alexlewiszarkos May 20, 2019 5:28PM
  • Apologies if this has already been discussed before but I am running out of time to get this sorted. Prior to the upgrade on 31 January 2019, when a payment was made created by the Wave System, it would show in the bank in full, including the merchant fee. Then, about 10 days later when the actual payment was received, it was net of the merchant…
    Dollydink01 12 views 4 comments Most recent by Samd May 14, 2019 3:46PM
  • I own several properties, how to enter individual properties in wave so that I can track expanse and income.
    mikemalik 10 views 1 comment Most recent by Mikeg May 12, 2019 11:57PM
  • Hope someone can help. Im trying to download a report to excel but everytime I do it comes up with an error report on excel. When I try and download a different report it works fine so I think it much be a particular issue with that file but don't know how to fix it!
    katiep 9 views 1 comment Most recent by Samd May 3, 2019 7:30PM
  • I was wondering if Wave has a payment schedule option. I create websites and i ask for a percentage of the payment to be made on various dates but am unable to find any way to mark this on the invoice.
    Elusive_Dream_Design 18 views 4 comments Most recent by Elusive_Dream_Design April 27, 2019 1:34AM
  • Hi is there a way to issue a remittance advice for payments made to suppliers that will list the invoices being paid and a total amount? Fiona
    Fionag 20 views 2 comments Most recent by Fionag April 26, 2019 12:48AM
  • I bulk edited the category on a bunch of income transactions and now my profit loss report figures are way off correct - can I undo?
    leisa 13 views 2 comments Most recent by Charlotte April 23, 2019 3:16PM
  • I have a problem making adjustments to the exchange gain and loss accounts to correct the equity accounts. Any suggestions
    barbarabritto 10 views 1 comment Most recent by Ryan_W April 22, 2019 10:03PM
  • Hi again ... why is there not option (or how do you) split percentage of personal to business ... as is allowable expenses in the UK?
    shadow 13 views 1 comment Most recent by James_Hudson April 19, 2019 8:19PM
  • website is SOOO SLOW!
    shadow 9 views 1 comment Most recent by Zoe_caff April 19, 2019 7:14PM
  • I am the Treasurer for a Cub Scout pack. I have each Scout's parent as a Customer with the scout's name as the account number. Some parents have 2 scouts. What this has done is create 2 Customers with the same number. * I would like to know if there is a way to pull up all the invoices that the Customer has and send them out in one ema…
    scout_treas 20 views 1 comment Most recent by JamieD April 13, 2019 9:03PM
  • If I captured a lot of receipts via android Mobile app and only afterwards realised the "capture details' wasn't ticked, is there any way to get them processed automatically afterwards? Or will I need to recapture all those receipts again? If I need to recapture them all again, is there a way to bulk delete the already captured receipts? M…
    Jackyah333 14 views 3 comments Most recent by Jackyah333 April 3, 2019 11:36PM
  • auto-categorize works great for expense transactions but does not work for income transactions like bank deposits. Why? Any way to turn that on?
    MichelDegive 11 views 2 comments Most recent by MichelDegive April 3, 2019 4:07PM
  • Independent Contractors, working in CA, that live out of state, are now subject to a 7% tax. This is being withheld by the hiring company upon payment of invoice. How can I incorporate this into my ledger, as the invoice amount no longer matches the payment amount. I want to be able to track this tax as well.
    desertrat75 14 views 5 comments Most recent by Mikeg March 30, 2019 4:30PM
  • I am a retired Chartered Accountant helping a Rotary Club keep its Waveapps books in order. I assist the treasurer with certain transactions, review the transactions, ledgers and reports for inaccuracies etc. What I want to know is where can I find a comprehensive basic User Manual for Waveapps? Is thee such a thing or is there a site where I can…
    RayOdc1945 20 views 1 comment Most recent by alexlewiszarkos March 25, 2019 9:20PM