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 4.7K views 0 comments Started by Charlotte February 26, 2018 3:30PM
  • I send invoices in Euros and the exchange used by wave is different than actual exchange rate used for the payment. So invoice amount does not match payment amount. In the past I've used as asset account, called invoice payment to record the difference, like you would with bank fees for an international transfer. But the option, in the transaction…
    Henrik 4 views 0 comments Started by Henrik July 29, 2021 7:36PM
  • Sorry if this has been brought up before. I could only find one thread back in 2018. It would be great if invoices could offer a tip feature, not for my business but for my brother's business. He runs a chartering company and usually tip is 10% to 20%. He loves being able to be paid by credit card through Wave, but there isn't a tip feature like F…
    HeatherG 133 views 3 comments Most recent by fishingwithfredo July 20, 2021 6:31PM
  • M10M10
    I am unable to see receipts uploaded from mobile app in Wave accounting page. I can see those receipts in my mobile app. How do I progress from there?
    M10 1 view 0 comments Started by M10 July 15, 2021 6:13AM
  • I loved Wave when I first signed up. I loved that it was Canadian, and to be honest, I loved that it was free. But as my business has grown, I have added all the paid options - running payroll and taking payments through the app. I would even pay a monthly fee to use the old version of Wave. The recent changes have made Wave so frustrating to use…
    laila 21 views 1 comment Most recent by shaunoooo July 4, 2021 5:07PM
  • Hopefully, I am posting it in the right place. Discontinuation of receipts application is a very strange decision. Receipts was indeed perhaps the most useful feature of Waveapps. As it is now, there is no way to reliably scan invoices, while on the go. Consolidating receipts with expenses was not difficult, and in fact could have been automat…
    EKAccount 41 views 4 comments Most recent by raysearcher123 July 3, 2021 5:00AM
  • I would like a way to customize how my email is worded without having to type pretty much the same thing out EVERY TIME I need to send an invoice.
    CCF_2016 1 view 1 comment Most recent by KiahD June 29, 2021 7:33PM
  • I would like to see a feature in the checkouts functionality that I could make a checkout that instead of giving it preset $ value the client would be able to put in a $ value of their choosing that could be used say for someone wanting to donate or some other application like that or also a checkout that could have a drop down with multiple chio…
    EALING_Computer_IT 31 views 4 comments Most recent by NMN June 23, 2021 11:23PM
  • 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 362 views 13 comments Most recent by AJW June 22, 2021 8:26PM
  • Hi, Is there a way that I can export the raw GL data? The existing report formatting when exported to excel requires additional work to parse, no option to just export an amount vs. a dr and a cr column, and it excludes valuable information like the transaction note. Thanks, Jay.
    JayGG 1 view 1 comment Most recent by KiahD June 17, 2021 6:25PM
  • Good day all, my name is Walter. I have been using wave app for almost 1 year now and the app has been fantastic. But lately I observed that the CUSTOMERS page will not load even when all other pages will load and function well. Please help me with ideas on how to solve this problem.
    walter_omeili2021 1 view 3 comments Most recent by KiahD June 14, 2021 5:56PM
  • how do you sort to find duplicate transactions?
    D7guitar 156 views 4 comments Most recent by tryingWave June 8, 2021 10:08PM
  • Currently when a recurring invoice is initiated you have to manually go in and add them. This should be automatic in the settings. I have several invoices that go out at the same time and I have to go through each one individually and add them.
    Kr8ve1 1 view 0 comments Started by Kr8ve1 June 1, 2021 7:39PM
  • Are we ever going to get custom email templates? I send different invoices to different groups of clients. It would make my workflow faster.
    Kr8ve1 1 view 0 comments Started by Kr8ve1 June 1, 2021 7:37PM
  • When is the dashboard going to updated? We've had the same one for years and its outdated. I know they were making changes which altered the layout and did not fix anything. Now I have to constantly adjust my browser window.
    Kr8ve1 2 views 0 comments Started by Kr8ve1 June 1, 2021 7:37PM
  • Currently, there are a few pre-defined types of users available in Wave. However, these do not meet the needs of my business and several others based on the many chats that I've read in the community discussions. For example, there is no way for me to hire someone to do my billing without giving them access to my entire business. This is a hug…
    QLee 1 view 0 comments Started by QLee June 1, 2021 3:26PM
  • Hello guys, I am a professional accountant and have a lot of clients I am handling accounting for on wave apps and sometimes I send them invoices drafted from wave apps but payments are made via freelancing platforms or from Payoneer because i am not from the USA Canada so i cant use wave payments and features fully. I have recently received a p…
    sagarkumar9 11 views 1 comment Most recent by JulianP May 19, 2021 7:49PM
  • I am a small business owner based in Canada. Will I be able accept payments from my clients who are based in South Africa or Botswana or any other country in the world? Are there any limitations in terms of client's country?
    Akshar 11 views 2 comments Most recent by Akshar May 18, 2021 3:45PM
  • How issue a client with a receipt from Wave if they paid [retainer] in cash, and how to do so if this cash is going into trust, and not as payment for an invoice? That is, the cash received debits the cash account and credits the trust fund account for that client - but I want to issue a receipt to that client showing their retainer.
    John2020 1 view 1 comment Most recent by KristenV May 11, 2021 7:13PM
  • It would GREATLY simplify my process if I could import bills (via Wave Connect or other method). My April invoice from my main trading partner has approx 350 lines and the web interface is struggling to keep up.
    alexmerrill 1 view 0 comments Started by alexmerrill May 10, 2021 11:20PM
  • Can you limit a user to not be able to see a bank account in wave
    Countryside 11 views 1 comment Most recent by KiahD May 6, 2021 7:03PM
  • Hi, I found that previously when I data export the data from Wave, it will show all list including an excel/CSV sheet named "invoice items" but unfortunately lately I try to export again, I only get accounting, bill items, vendors & customers. May I know where I can get back the "Invoice Items". This sheet is very useful if…
    ALNQ 41 views 6 comments Most recent by JulianP May 5, 2021 7:36PM
  • When we first began with Wave (2017) the detailed General Ledger report (Cash Basis) showed a payment and the details as to which invoice was paid. Some time back this report changed to only show a dollar amount and "Invoice Payment" with no detail included. We resolved that by manually changing the description on the Accounting/Transa…
    Deana55 11 views 1 comment Most recent by JulianP April 28, 2021 6:53PM
  • Hello awesome Team, Is there any chance that the main reports P&L, Balance Sheet, and Cash Flow can include a time period of a year, but split by month? It's always a great help to see trends from month to month in the same year. Thanks.
    Abrahanny 2 views 1 comment Most recent by KristenV April 27, 2021 8:46PM
  • Is there a timeline for implementing bulk editing of receipts? I upload 12 months' worth of receipts for things like utilities and it's very time consuming to go into each one to ID the correct name, category, etc. Wave does a great job of filling in most of the info like date and cost but it would be even better if I could fill in a field in one …
    walksonair 31 views 3 comments Most recent by KristenV April 27, 2021 7:42PM
  • 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 243 views 18 comments Most recent by nblaw April 9, 2021 7:23PM
  • 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 425 views 8 comments Most recent by StrazzulloNET April 7, 2021 4:06PM
  • Has Wave thought to do a Referral program? I encounter younger entrepreneurs quite frequently who would benefit from a platform this friendly to startups. Would be nice to get rewarded for each referral or group of referrals. Doesn't have to be monetary, could free 30min bookkeeping session after 5 referrals (which we would very much appreciate!)…
    vigbkwe1 91 views 2 comments Most recent by Malkio April 7, 2021 1:06PM
  • Hey do you guys know if wave offers bookkeepers any program to refer to the HR block services? Seems like a natural fit and Id love to have my bookkeeping clients have an option for tax prep outside of my expensive CPA network. Thanks!
    JROBooks 11 views 1 comment Most recent by AlexL April 2, 2021 1:27PM
  • Please, can Transactions just appear on the opening screen? Nothing that appears on that screen is ever of any use to me at all, and it bugs me to have to navigate through 3-4 clicks just to reach the only part of the software I ever use.
    PattyJ 1 view 0 comments Started by PattyJ March 22, 2021 6:04PM
  • Forgive me if there's a way, and I just haven't found this option myself but can I search for Description/Vendor or something that I may have written down in the notes section? i.e. I purchase a lot of equipment from X store. I would love to quickly filter to all transactions from X store + search for something specific from there that I would ha…
    saraclausnitzer 391 views 3 comments Most recent by khmusic March 19, 2021 11:58PM