Using Wave

For questions about how to use Wave! Everything from getting started, to updating your profile, to understanding navigation.
 
«13456737

Discussion List

  • Hi guys, Hoping someone can help me out here. I have 2 companies set up within Wave under a single login. Right now, if I email a receipt to [email protected], it defaults to one of the companies, is there any way to email receipts to the 2nd company? I could use another email? Or is there some other way to do this? Thanks in advance!
    Propagandeur 7 views 1 comment Most recent by JamieD November 16, 2018 9:13PM
  • Hi I'm trying to find how to add new account without selecting existing and renaming According to this document (https://support.waveapps.com/hc/en-us/articles/115004972106-Understanding-your-new-improved-chart-of-accounts) it should be possible, But when I click 'Add an Account' I only see a search dialog to search and rename existing account
    VinR 11 views 2 comments Most recent by JamieD November 16, 2018 8:51PM
  • Hi Wave - Newbie - Can someone please tell me how to do a report for sales invoices with a breakdown of Vat exclusive amounts - Many thanks
    Cedarwood10 4 views 1 comment Most recent by JamieD November 16, 2018 8:04PM
  • LLoLLo
    Is there a way to do bulk editing of receipts? I have multiple receipts for one merchant (aka Uber) every month and it is very time-consuming to update categories and payment account for each. Maybe allow a drop down to add "vendors" as merchants with preferences prepopulated? Ex: Uber is always Travel Expense and paid with cash on hand.
    LLo 7 views 2 comments Most recent by JamieD November 16, 2018 5:52PM
  • Hello, How is it possible to display the amount in words in invoices? Currently only "Amount Due :" is displayed which is numeric
    UHRP3 5 views 1 comment Most recent by JamieD November 16, 2018 5:34PM
  • I own an unattended automatic car wash. How do I input daily sales without having to create a customer or invoice?
    jubalr 4 views 0 comments Started by jubalr November 16, 2018 5:30PM
  • Hi, I can see how to set up a journal entry to make a loan/mortgage payment, but my question is... In Accounting/Transactions, where the payment is listed from the bank auto reconciliation, how do I select the appropriate category? In the drop down list it only appears to allow expenses, income or equity, but the correct category is none …
    solosails 10 views 1 comment Most recent by JamieD November 16, 2018 5:30PM
  • Hi, I need the customer VAT number to be printed on the invoice, but cannot find a field for this. Where do I put it? For now I have made it part of the address, but that is not really pretty. Best regards, Peter
    Peter Voigt Knudsen 455 views 22 comments Most recent by Máté November 16, 2018 10:41AM
  • My apologies if this has been answered before. I searched, but could not find a discussion on this. To manage payments made on a website through credit cards, I have added a payment gateway (account) as a Cash & Bank account. I now: * Record a payment against an invoice as paid by credit card into the payment gateway account * Pass an…
    MohanVeme 2.1K views 32 comments Most recent by paokane1 November 16, 2018 7:10AM
  • mzpmzp
    i would like to ask, because im new to wave apps, new to business, and got confuse to record my business transaction. im not too good in english too, pardon me. 1. to start my business i register account at bank, let say $ 1000. how to record it? i think it should be categorize at equity... but at what account? cash on hand or owner investment? …
    mzp 159 views 10 comments Most recent by mzp November 16, 2018 1:43AM
  • Quick two questions. After I logged back in after hearing about the recent announcements. I am interested in the checkout functionality - will this come to the UK? Also, I see on the website that it now says Wave payments. When I log in it still has my stripe account attached. I don't mind as they are the same transaction fees. But is this f…
    Wavergmail 6 views 0 comments Started by Wavergmail November 15, 2018 9:38PM
  • Hi all New user here! I have agents sell my services. I send them an invoice minus their 20% and they pay. All easy enough. But then I need to record the commission as an expense with GST. This won’t be seen on my bank statement. How do I record this in Wave? I need to see this expense and GST in the reporting but be able to reconcile …
    Chris_SHCC1 13 views 5 comments Most recent by Chris_SHCC1 November 15, 2018 9:09PM
  • Hi! I use a free time tracker called Clockify. It can export my time data per client as a csv or excel spreadsheet. Is there any way to import the data from this to make an invoice? I'd rather not have to copy and paste each time entry. Ideas? Thanks!
    JayaLove 8 views 1 comment Most recent by Erik November 15, 2018 4:27PM
  • I have few overdue invoices of a client. The client request me to combine all and send only one invoice. Is it possible? How to do that?
    LiewCF 8 views 0 comments Started by LiewCF November 15, 2018 3:01PM
  • Hi Wave, How does one pick "LLC" as their "Type of Organization", as it's not listed among the 3 options I'm seeing (i.e., Sole Proprietorship, Partnership, or Corporation)? If there's no way to select LLC, what do you recommend selecting instead assuming the organization is an LLC that's disregarded to an S Corp? Note: S Corp only has one s…
    HOSPM 27 views 8 comments Most recent by HOSPM November 14, 2018 10:58PM
  • IGCIGC
    We are a sports club looking to utilise Wave, and would appreciate assistance in how to setup and account for prize vouchers. (1) The treasurer will write out a voucher for the prize winner, let’s say to the value of $100, which can be redeemed in a number of shops and companies. (2) Once the shop/company receives and accepts the voucher for th…
    IGC 10 views 1 comment Most recent by IGC November 14, 2018 10:27PM
  • So I find this very difficult to deal with. My bank accounts display on the dashboard,,, my credit cards display on the dashboard (though not as "negatives" which they should).... BUT my Paypal account does not. Why? It makes no sense that I must dig into a report in order to find my paypal balance. It's money, just like money in any ot…
    gtewks 11 views 3 comments Most recent by gtewks November 14, 2018 7:23PM
  • Is there a way to view reminders that have been sent to clients? I thought I setup automatic reminders, but I can't remember, and I don't want to manually send a reminder for payment if the client already just received an automatic reminder...
    PackWeb 15 views 12 comments Most recent by pianoteacher November 14, 2018 6:24PM
  • Is it possible to change the wording of your payment reminders?
    Mika_9 98 views 8 comments Most recent by pianoteacher November 14, 2018 6:23PM
  • Hello Wave admins! I have another question for you, regarding marking a transaction as a "transfer". I have a slightly complex situation where I used personal credit card to pay for a business transaction at a retail store. I imported the receipt into Wave and it's now sitting in my transaction log with the account "Owner Investment / Drawings".…
    RRTS 21 views 2 comments Most recent by RRTS November 14, 2018 4:02PM
  • I'm new to Wave. I'm new to accounting. I'm new to business. So I've bought something from a company and they invoiced me for it. I paid that invoice via a bank transfer. I have uploaded the bank statement in Wave and it shows as an outgoing transaction. Question: how to I... explain that, in Wave? In my mind - I attach their invoice to that…
    serlox22 5 views 1 comment Most recent by serlox22 November 14, 2018 11:45AM
  • hello wave community, I want to swith to Wave software and i want to know if it is possible to upload an excel file with all the transaction since the beginning of financial year (8 month of operations). Thanks
    Mynou 6 views 0 comments Started by Mynou November 14, 2018 9:36AM
  • Hello Everyone I am new here. Started using wave yesterday. Its a great online software but sometimes unexpected problems arise. I entered some expense account transactions yesterday but i am unable to get a PDF Export of those. Does anyone here knows what might be causing the issue? CSV Export is working fine. I am using most recent version Goog…
    FaridKhan 3 views 5 comments Most recent by ColinD November 14, 2018 3:22AM
  • Do you have a french version of your application?
    cdesbiens 224 views 11 comments Most recent by JPMichel November 14, 2018 3:02AM
  • When recording that an invoice has been paid via the bank entry, Wave doesn't recognise the invoice because the currency conversion has delivered a different amount in the bank. I can record payment directly on the invoice but then I am forced to delete the bank payment or risk having two entries for the same payment. Any ideas on how else to reco…
    AustiAlison 7 views 0 comments Started by AustiAlison November 13, 2018 11:27PM
  • Hi We're doing multiple projects for numbers of customers. Our questions are: 1. Is there anyway that we could track and compile income and expenses for particular project by using waveapp? 2. Is there anyway that we could track and compile income and expenses for particular customer by using waveapp? 3. Is there anyway that we could track …
    andreayuriza 1.3K views 36 comments Most recent by JKCWS November 13, 2018 11:15PM
  • Hi community. How can I customise my "Invoice Reminders" or "Payment Receipts"? In my case, I want them to be written in German and a few more details. Is there a way to change the default text? Thank you
    Amadeus Hoffmann 94 views 11 comments Most recent by Ryan_W November 13, 2018 9:46PM
  • Hello, Is there a way to export the details of receipts entered in addition to the images of the receipts? When I go to Data Export and choose receipts, it only includes images of each of my receipts, but none of the details such as Notes. Additionally, I see that when a receipt is uploaded, a transaction is created that is linked to the rec…
    nickman55 12 views 5 comments Most recent by Ryan_W November 13, 2018 8:55PM
  • My credit card closes on the 3rd of the month. So, for instance, a January cycle closes Feb 3. I can't change the closing date to Feb in the reconciliation window. What should I do? https://screencast.com/t/qAxhNWwn
    savvyed 7 views 0 comments Started by savvyed November 13, 2018 8:49PM
  • I'm new to Wave and am totally clueless when it comes to accounting (probably shouldn't be doing my own books!). I've just linked up my bank account to my personal profile on Wave and am now trying to transfer over the various business expenses that I've incurred on my personal bank account. How do I do this? I've searched for articles but none of…
    Carey_S 154 views 7 comments Most recent by Ryan_W November 13, 2018 8:27PM
 
«13456737