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  • When a payment is recorded, can there be an option to upload the paper receipt given for that payment so that paper trail is on record?
    nirura 5 views 0 comments Started by nirura February 21, 2019 2:43AM
  • When we add receipts under purchases, there is no way to sort by name/date or filter by merchant name. This feature is available on the receipts app where you can choose the merchant name to filter. Can this be provided on the web version as well?
    nirura 2 views 0 comments Started by nirura February 21, 2019 2:41AM
  • Hi, Somebody know how to do this in Wave App? I can't find a way to create account under account, so that my end report could be much simpler, but i could still see details when I want. For example, in utilities account, I want to create under this account other accounts like electricity, gas, water. Or like taxes account, there are city taxe…
    txt007 5 views 2 comments Most recent by txt007 February 20, 2019 3:55PM
  • Why do all transactions automatically get added to your business? Most other accounting software doesn't add them until you review/verify. This is pretty unfortunate when your bank accounts aren't 100% dedicated to the business, or when you need a bit of time to run a transaction by your accountant. It's hard to get a snapshot of your business …
    sunnyt7 6 views 1 comment Most recent by Mikeg February 20, 2019 3:33AM
  • Hi @Alexia, I'm having difficulties on this. My situation is: 1) Customer Paid an invoice with credit card. 2) I had to refund customer through bank transfer months later & figures don't matched due to currency exchange and also I just need to refund approx. 90% of the total invoice. 3) I tried the methods discussed previously; a) Locat…
    Ferida 19 views 2 comments Most recent by Ferida February 17, 2019 12:24PM
  • I have a client who wants to migrate to Wave. As captioned, it is a registered charity here in Hongkong. For receiving donations, the accounting is simple, Accounting > Transactions > journal entry takes care of the bank deposits from donors. I can even create a donor entry as a (heaven forbid) customer! BUT 1) How do I create a …
    eliteacchk 7 views 0 comments Started by eliteacchk February 17, 2019 8:41AM
  • I just tried out the Wave Connect and looks very good and was pretty painless! Is there a way to send the invoice out after it has been imported? After I create the invoices, I am looking for a way that I can process those invoices (maybe on a different night) and have them automatically sent out via email.
    scout_treas 9 views 3 comments Most recent by Samd February 15, 2019 4:08PM
  • Is there a way that I can create a csv file that will then create an invoice for all of my customers? I have my customers in excel, and I need to create an invoice for each of them. Is there a faster way of doing this - like an import when I loaded my customers?
    scout_treas 8 views 3 comments Most recent by JamieD February 14, 2019 5:01PM
  • Is there a way that I can update my entire customer base to include a unique account number? I have used Wave Connect to test this, but it says that it will create duplicate customers. Is there any way that Wave Connect or another process can be used to just update the current customer record with an account number?
    scout_treas 9 views 5 comments Most recent by PaulC February 13, 2019 11:23PM
  • Hi there! I'm completely new to business ownership, bookkeeping, Wave, etc... I'm inputting info on all of the receipts for transactions transferred over from my business banking account. I'm a little confused with the categories. It seems like I'm putting everything from yoga mats to uniforms to water to decor under office supplies. It seems like…
    Paula 26 views 7 comments Most recent by amandak February 12, 2019 4:02PM
  • The changes to the transfers between businesses process (no longer being able to simply click and select transfer to company A, etc) has made Wave an nonviable accounting option for me now. I can't possibly do the multiple steps for every transaction (I have 3 businesses on 1 credit card and one bank account). I really don't want to switch but don…
    marianne 17 views 1 comment Most recent by Adrian46 February 12, 2019 4:41AM
  • GMMGMM
    In a thread where Charlotte (I think) was addressing the issue of someone 'losing' their online data, it was suggested that a 'mass data backup' (download?) would be useful. Does anyone do this regularly? It seems sensible and I'd do so but when I followed the 'mass...' link, it said something about my not being authorised to visit that part of th…
    GMM 11 views 1 comment Most recent by Samd February 7, 2019 4:20PM
  • ERVERV
    I'm an owner of a travel agency. Each vendor pays us and is all kept track in my CRM, separate from WAVE. I need to keep track of monies I have received from each vendor (which I'm assuming I would actually call a customer in WAVE since I get paid by them) as well as balance the W2 at the end of the year with what I have received. Will I have t…
    ERV 21 views 2 comments Most recent by Thorian February 7, 2019 12:45AM
  • Why aren't my verified transactions disappearing after I 'reviewed' them? Wave used to do this automatically
    Annscar 27 views 1 comment Most recent by SandraKW February 6, 2019 12:58AM
  • Hello there, after having input hundreds of purchases subject to VAT since my business opened last March, and having only now registered for VAT in the UK, I am disappointed to find that my Sales Tax Report feature doesn't seem to be working. The report simply reads £0.00. I seem to remember this not being the case near the beginning of my busi…
    stonelynkorganics 9 views 4 comments Most recent by MerlinAccounts_UK February 6, 2019 12:25AM
  • Please add one more column for QTY units like LTR, NOS, PCS, DRM, KGS, BOX, BKT, etc This will Help in easily understand invoice
    kelwin 9 views 1 comment Most recent by JamieD February 1, 2019 5:01PM
  • It's great to have visuals of the Cash Flow and the P&L on the dashboard. However, it's currently not possible to drill-down within the figure (e.g. by double-clicking on a bar/month to see the transactions within that month). It would help a lot to understand what's happening each month and compare months with the team.
    Lidia 5 views 0 comments Started by Lidia January 31, 2019 8:53PM
 
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