Wave Features
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Discussion List
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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…
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Hi there, so I absolutely LOVE this new customer activity feature where we can see what communications have been sent to our clients! I do wonder though if it would be possible to make it so we can manually add communication. That would certainly make my life a lot simpler. Some of our clients don’t have internet or an email so I have to manually …
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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…
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Hi, I am from India. I am a freelance consultant for Digital Marketing. I need to know if this feature is available. Let's say, for example, I raise an invoice for Rs. 100 for my client. My client deducts 10% towards TDS (Tax Deducted at Source, which is claimed while filing tax returns) and pays me Rs. 90. This is generally the scenario in Indi…
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Please think seriously about having and opt in or opt out option on your updates. This whole auto categorization is annoying but the damn auto merge function is a nightmare. Your computer system doesn't know my account, is performing actions I haven't asked for it, and is something I don't want it nor need. Just stop. What is so hard about adding…
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It would be helpful to be able to display account balance aging on an invoice and have the ability to enable or disable this feature at the customer account level with an override enable/disable on an individual invoice. Basic Current, 30 days, 31–60 days, and 61–90 days past the due date would be nice.
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Please add sub-categories and tags for transactions. You would have droves of people using this if it just had a way to parse out lines of business, and right now its impossible! Please add some granularity. Event his post can have tags!
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I am so glad I found you guys. I can't believe this is free. Two things: 1. You need rules like QBO does. I do see that the system tries to group and pick the category using AI, but I need to be able to save a rule that says when a transaction comes through it will auto categorize it and check it off the list. It's still awesome. 2. I'm a boo…highlevelbookkeeping 6 views 0 comments 0 points Started by highlevelbookkeeping April 21, 2022 12:50PM
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Hi. How can I sort transactions by vendor? I used to be able to do this. I use this feature a lot! * SR
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Hey Guys, First off, your software is a unicorn in a world of over-priced and over-complicated ERP and Accounting systems. I have been a "customer" and serial-referrer of your product for 4+ years now. The ONLY thing "missing" is project accounting. Certainly not a deal breaker, but using spreadsheets to track projects is ted…
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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…
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I love Wave, however today I learned that my Wave Money account is unable to receive domestic wires or Fedwire. This is an epic fail. My company has started to do business with the government, which means I will not be able to use my Wave Money account for these transactions.
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Like others I'm really disappointed that wave doesn't have purchase order feature. I will even pay for it. Anyway some suggest to use the estimate. But I cannot change wording there and in some places it says ESTIMATE. Can wave create a template where I could just create purchase order and save it? So I have a record? It does not have to be integ…
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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…
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I've read the most recent instructions on "how to record personal transactions" in Wave. I can choose the correct account, which is Owner's Investment / Drawings (under equity); however when I try to categorize it (and follow the instructions given by Wave support), I can choose Personal Expense or Withdrawal from dropdown, but this is …
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When searching for an older invoice, there does not appear to be a capability to search by any identifying info other than Invoice number. Is that correct. If so, is there a workaround in Wave or an effort to make invoice management more user friendly?
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I am trying to create new business and can only see an option to create US or Canadian business, Please can someone let me know why is this the case and how to get around this ?
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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…
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Hello, I'd like to know if it's possible for a customer to cancel a bank payment after they have paid. The scenario for this is to avoid scammers in new clients. Eg., doing a job for a new client that requires a quick one day turnaround where a check is given in the end. When you get that check you don't know if it will bounce and the client can …
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I like the clean look of Waveapps, but since I'm stuck at home like a million other people right now, trying to work on this stupendously bright, white website hurts my eyes. Please add a Dark Mode to Waveapps.
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Hi, Does anyone know how I can display a specific bank account VAT details from a previous quarter separately? I can clearly see how to display a specific date range, but I didn't account for a bank account on the previous quarter VAT return therefore either want to find a way to add these transactions to the current quarter, or display separatel…
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We work with a number of businesses that pay their invoices 30 or 60 days out. Having more reminder options for each invoice or statement on a customizable schedule would be great as the ones you have are very limited and delay payments being made.
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Hi, I found Wave few days ago, I think this is very helpful to help small business, especially the feature to create invoice is very good. I think it will be good also if we can create purchase order instead of bill from Wave. So the purchase order that is sent to our vendor can act as a reminder for the total expense that will be showed up. And…
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What is the best way to merge to separate businesses into 1 on Wave? I had been tracking my honey business and expenses separately but now I have merged that LLC into my main LLC.
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I see how to add a customer to my individual transactions, such as a purchase for parts. However, I can't find a way to run any sort of report to see all the transactions for a specific customer. Is there a way to do this yet? Will there be soon? UPDATE: I found where to get the report. If anyone is curious, you can go to Reports, Account Transac…
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I'm extremely disappointed in the sale tax feature added. Seriously - there are 14,000 combinations of sales tax in the USA. Do you think we're going to manually add them? How about offering this as a service and manage this for us as a service? If you don't want to do that, integrate it with other services that can calculate the tax on the…
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Hi, Can i opt out of auto-merge transactions? It auto-merges an invoice with a deposit before the deposit has been categorized. Now the account which I would manually have categorized that deposit into does not have that transaction so when I generate a report for it I see a balance that is incorrect Now I have to go back and unmerge all these aut…
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When I use Journal Entry I can Write Notes for every transactions entry, (Multiple Debit and Credit Entry), But When I Split the Income or Expense Entry I cannot write notes for every split entry, only one not is allowed, but it is sometime required to write notes on every entry, otherwise I I have to look for the vouchers every time I need any c…
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I would like to connect my bank account to Wave so I can offer credit card payments to people. It is a small bank though and it isn't "among the 15,000 financial institutions that Wave supports". All I have from my bank is a PDF statement. Here is a copy and paste from their "help" section: _ Most online banking sites will al…
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Integrate progressive web app in to the website sence there is currently not a standalone app that does everything the website does. It would be nice to be able to book mark the site to my Home Screen and have it work similar to a native application.
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According to the news email I got from Wave today, we can now use calculated discounts (yay!)!!! Thrilled, I clicked the "See it in action!" link – and got right back to my wave account – where – I do not see that option at all. So ... where is it? :smiley:
