Wave Features

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Discussion List

  • Welcome to our Wave Features discussion! Wave exists to help small and growing business owners be more successful, and we appreciate your suggestions and input on how we can continue to improve. That doesn’t mean we can build everything that everyone asks for, however, so we’ve created this reference to explain what Wave is here to do, and how we…
    Charlotte Announcement Closed 3.1K views 0 comments Started by Charlotte February 26, 2018 3:30PM
  • Hi All .... brand new user.Not able to generate customers statements as the tab is inactive.Am i just not understanding or is this function not available?
    E36_Promo 9 views 3 comments Most recent by ChelseaK September 18, 2019 6:23PM
  • Hi Wave, I appreciate that you product is free, and I love it for that. But for heaven's sake can you please remove this ridiculous "important notice" on top of my personal account, that has been telling me for the 18 (!!) months that "the budgets and investments features in your personal dashboard will soon no longer be available…
    nadworks 33 views 6 comments Most recent by BarsinA September 6, 2019 7:29PM
  • Is it possible to add a % markup button on products & services in both estimates & invoices when Adding a line?
    Forstech 265 views 19 comments Most recent by FireHorse September 4, 2019 7:43PM
  • Hello @Alexia Is there a possibility to introduce custom fields in the customer master, which when filled will reflected in the Invoice? (Bill to) It can be 3 or 4 custom fields. We use Wave app for generating monthly maintenance slips and we cannot mention the apartment number, apartment area, parking slot etc etc.
    UHRP3 97 views 7 comments Most recent by JordanD August 28, 2019 4:21PM
  • MSRMSR
    Is there any way to memorize a transaction in Accounting? I have a monthly transfer that needs to be split amongst 10+ categories, and it's a hassle to have to input each one by one every month. It would be easier to memorize the transaction and then change the amounts each month.
    MSR 160 views 12 comments Most recent by Myron August 9, 2019 7:20PM
  • It is difficult to get correct reporting without sub-accounts. Wave - please consider adding this feature in ASAP!
    lorrijw23 Poll 137 views 21 comments Most recent by choir August 5, 2019 3:11PM
  • In the old WAVE I was able to "merge" the amount received by my bank account five days after receiving the STRIPE notification of the paid invoice. In the new WAVE, the merge feature is disabled and I now have the paid invoice listed as "payment by Wave" and then again - a few days later - the income when it eventually arrived …
    nadworks 12 views 2 comments Most recent by nadworks July 31, 2019 10:47AM
  • Hi I am looking to unmerge a transaction to correct a mistake. It warns me this cannot be undone but when I confirm nothing seems to happen. There is also no error message. Has anyone had a similar problem?
    Kees 9 views 1 comment Most recent by JamieD July 24, 2019 5:01PM
  • Would like to make wave more usable with some add on features such as 1- Discount tab with % or amount under Invoice 2- Purchase Invoice integration so while making Sales Invoice the maker know what is my buying cost 3 - Can added option of Any Advance amount received from client before Invoice made , later once its done advance amount can be a…
    siddhiworld 8 views 1 comment Most recent by AlexL July 17, 2019 7:52PM
  • See title. Automated late fees are a pretty fundamental feature of a invoicing/billing application. This has been brought up before and it still hasn't been implemented. When will this be in the application? It's a major oversight
    rtisdale 366 views 10 comments Most recent by N_Davaine July 14, 2019 2:13PM
  • Please add a field in Business Information for a S-Corp's EIN#. This is a primary piece of information when sending quotes to companies (at least in the USA) and needs to be either under the Logo (optional) or a field in Business Information.
    TLCINC_18 6 views 1 comment Most recent by JamieD July 2, 2019 7:55PM
  • Hello, I have a feature request / idea. One of the worries with 'Cloud Accounting' (especially an essentially free service such a Wave) is the fact that there is a possibility that it's servers could be down or access to it might stop. I'm sure that isn't the case but I'd feel more reassured if I could also store some of my data locally 'just in c…
    Justal 13 views 3 comments Most recent by ChelseaK June 26, 2019 7:38PM
  • Quickbooks has an excellent function inwhich you can auto-categorize transactions based on rules, such as transaction CONTAINS "GoDaddy" and/or "hosting" etc... (for example) How to do this with Wave? If not available I will be EXTREMELY disappointed in Wave
    catlc 2K views 50 comments Most recent by JordanD June 26, 2019 4:38PM
  • You guys just rolled out a new design and a couple of new features, but what's in the pipeline? I know companies hate to provide dates, and sometimes any information at all, but I think it would help a lot of users to know if important features are "on the way". You guys ask us for requests, ask us to detail our workflows, ask us about i…
    TimK 86 views 6 comments Most recent by SplashEngine June 25, 2019 3:25PM
  • I've just sat down to do my last quater's accounts. The first time I've really got to use Wave since the update The ability to sort transactions by amount in acounting has gone! Why would you get rid of this Wave? You can only sort by date now, more or less useless in ths context. The best way I found to go through my accounts is to enter and…
    Limitedheadroom 43 views 9 comments Most recent by Loop78 June 15, 2019 9:30AM
  • Hi: is there a way to create a checkout that can create a recurring payment at the same time ? Or will I have to create checkout and then create recurring payment for this customer ? I am in the subscription box business and I am looking into building my website with wix. Thanks in advance
    Chanel 171 views 8 comments Most recent by ChelseaK June 13, 2019 8:03PM
  • It would be a huge timesaver if Wave would have an autocomplete feature when entering transactions and receipts
    GlennF 8 views 5 comments Most recent by AnthonyMA June 11, 2019 1:50PM
  • Although our predominant currency is sterling, we do have an account in CHF. Everything I do with that account, including reporting and exporting, needs to be in CHF. Currently, Wave contaminates the reports and the exports with sterling. It even displays the balance of the account in sterling when in transaction mode. It would be helpful if it co…
    AnthonyMA 15 views 5 comments Most recent by ZoeC June 10, 2019 9:15PM
  • It'd be nice to be able to sort by PO or search by PO on the bill screen.
    AccurateLogi 7 views 1 comment Most recent by BarsinA June 7, 2019 9:08PM
  • CamCam
    Hello, I was wondering if it is possible to request a percentage of an invoice total. This would be in the case where you charge in milestones - 50% upfront and 50% after the roughs have been approved. Thanks!
    Cam 432 views 12 comments Most recent by ZoeC June 6, 2019 3:43PM
  • I like the idea of Checkouts and have a couple of clients in mind who could use this feature (we design websites). It would be perfect if we could customize the link to send the client to once the payment is done, either to a questionnaire, scheduling app or custom thank you page.
    Andy_Z 11 views 3 comments Most recent by JamieD June 5, 2019 8:50PM
  • Could you please add a way to edit the template used for the Payment receipt copy? We have to manually change the language every time we send a receipt. Something like: Dear [Fisrt Name], Thank you for your payment (...) Best regards, Jane Doe Accounts Manager Our Company
    Andy_Z 13 views 2 comments Most recent by Andy_Z June 3, 2019 8:07PM
  • Dear Wave team, I was wondering if its possible to import in bulk sale invoices (in Excel format, preferably). I have been manually issuing invoices for the past days but its a bit tedious and very time consuming. Best regards,
    laurent 1.5K views 7 comments Most recent by AlexL May 29, 2019 8:37PM
  • I'm sure I'm not the only one who suffers from this but it seems like an easy improvement that could be added to the way estimates are converted to invoices: In the default footer and notes text for my estimate template, I have some T&Cs, while the default footer and notes text in my invoice template has payment information. Now when I conve…
    PhilGwynne 68 views 4 comments Most recent by virgilwashere May 28, 2019 9:01PM
  • I log invoices from paper receipts in my farm store - it would save me time and reduce errors if when recording a payment on an invoice, and I select "Cash" as the payment method, the payment account field automatically switched to "Cash On Hand"
    swillerford 14 views 1 comment Most recent by AlexL May 27, 2019 4:18PM
  • How to generate Delivery Order at the same time when we prepare the invoice? Delivery order should not carry any pricing.
    Cornerstone_sg0423 105 views 3 comments Most recent by AlexL May 20, 2019 5:01PM
  • Hey, so it's clear that the estimates function of the website has not seen the same love that other aspects, in terms of UX. It's had a little UI overhaul, but it's so janky compared to other aspects of the program. In fact, it's so bad that I do my estimating in seperate software. What gives? This should be a core function, especially as a servic…
    geofflister 25 views 2 comments Most recent by mclunepivot May 16, 2019 7:55PM
  • hi Can somebody tell mw what is the maximum no of customers that can be created in wave software . i dont think i will cross 600 customers ... but still would like to know
    madhuri 19 views 2 comments Most recent by madhuri May 9, 2019 3:02PM
  • I use this on laptop but unable to find it in mobile app Please advise
    Cornerstone_sg0423 6 views 1 comment Most recent by AlexL May 7, 2019 9:11PM
  • Does anyone here know if Wave reports earnings or sends out tax related documents to either IRS or business owner?
    TheJigsaw 5 views 1 comment Most recent by Mikeg May 7, 2019 2:17AM