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 …
    Charlotte Announcement Closed 2.5K views 0 comments Started by Charlotte February 26, 2018 3:30PM
  • I would like to be able to Sort Receipts by Date, Category, Merchant, etc and Filter by Date range / Category etc. (similar to Transactions, but also ad an Update button). What am I supposed to do with 2-3 years worth of receipts ? There will be 100s if not 1000s of receipts to look through if I need to verify something. Side note: some…
    KaPo 309 views 14 comments Most recent by AnthonyMA March 20, 2019 3:47PM
  • Hello, I'd like to submit this feature request to make it easy to download and print paid invoice receipts. Right now, I can only send them via email, which is great, but many clients require I bring a printed receipt when I pick up the check for payment. I am currently printing the receipt web page view into PDF which is not ideal as there'…
    Starik70 2 views 0 comments Started by Starik70 March 20, 2019 2:23PM
  • Some of my recurring invoices did not send with my normal monthly run due to an error "Generation Error: The invoice scheduled for May 15th 2018 was not created. This is likely due to a server availability error." I made no address or email changes to my account or to themultiple clients that failed - AND there is no way to send these again, be…
    gustav 4 views 5 comments Most recent by gustav March 20, 2019 10:29AM
  • I'm not able to find any information regarding the printing of Accounts Payable checks. Does Wave Accounting support this? It's not useful to me if not since many of my vendors do not accept credit card payments.
    David 2.5K views 49 comments Most recent by phamhoangphu March 20, 2019 3:46AM
  • I know the estimates have a few less features than invoices (like not being able to duplicate or save as a different file name), but is there a way to move the line items on an estimate? I would like to group similar line items (labor, materials, subcontractors) together for ease of client understanding. Often times, I am working on a bid and stil…
    TAAConstruction 15 views 2 comments Most recent by xindao March 20, 2019 1:17AM
  • Dear Support I am able to convert Estimate to Invoice. But then i see the Estimate still showing in my list of Estimate. Is there a way like once an Estimate is converted into Invoices, then that Estimate not to show again in the Estimate list ? Zibran
    ahmed 46 views 9 comments Most recent by aschafer14 March 19, 2019 2:51AM
  • CREDIT MEMO - When will WAVE offer a CREDIT MEMO function. A business should be able to give a client a credit, but have it itemized so the client/customer is aware they got something of value, compliments of the business. For now, if you issue a CREDIT MEMO as an ITEM in an Invoice, with a negative figure, say, -$40.00, the invoice will proce…
    Film35HD 536 views 15 comments Most recent by MerlinAccounts_UK March 18, 2019 7:27PM
  • How can I create an estimate on the mobile app? As my app only allows me to generate invoices
    jashan munilall 1.5K views 38 comments Most recent by LYD March 16, 2019 2:27AM
  • Hello! I was wondering if the use of "tags" to track certain projects or customer transactions within Wave has ever been discussed or considered. Short of (i) going with a full-blown Class or Project Tracking system (similar to what QB uses); or (ii) having the ability to assign accounts other than Income to bills and invoices (assign pre-paid…
    PBrooksMac 261 views 24 comments Most recent by jpo March 16, 2019 12:54AM
  • I have been unable to locate a way to change the layout of the emails that customers receive their invoices and payment receipts in. Is this possible? I am aware that the logo can be customised as well as some of the text. However, If not I think it would be great if we could also customise the layout.
    Kesamo 22 views 3 comments Most recent by Zoe_caff1 March 15, 2019 11:57PM
  • I would like to request a new feature be considered. Time tracking. I've read the post where time tracking was discussed on Feb 28th but wanted to know if its on your road map and when you expect to have it launched. Thanks for all the great work you do.
    intellitech 2.4K views 54 comments Most recent by Ryan_W March 15, 2019 10:31PM
  • As wave can connect to bank accounts and see lots of sensitive commercial information about a business, I would like to have the option of using two-factor authentication (2FA), such as Google Authenticator, in order to provide an additional level of security when logging to wave.
    Seajays 51 views 4 comments Most recent by Ryan_W March 14, 2019 10:26PM
  • Is there a way i can view expenses for last year in a pie chart too? The only options currently are "this year" and "this month..."
    PilotAde 5 views 1 comment Most recent by alexlewiszarkos March 14, 2019 10:26PM
  • Hi, is there a way for me to export all customer names and emails so that I can use them for something else? I want to send out personalized emails, but it's going to be a big enough to create the mail merge, I don't want to be sitting here all day copying the emails from my customers page in wave!
    JessicaC 6 views 2 comments Most recent by JessicaC March 14, 2019 10:10PM
  • Hi, is there a function in waves where I can give an user a right to use the sales account only. Make invoices and sales items only? thank you
    rbtjd 7 views 1 comment Most recent by JamieD March 14, 2019 9:37PM
  • How to remove a Wave logo that we have in invoices? Currently, we are evaluating Wave invoicing app at Rioks, and wonder if we can possibly use it for the future clients' billing. The problem is - having an extra branding inside of the email and sender's email to belong to waveapps.com will not build our image of a professional company. A…
    Oleksiy 447 views 12 comments Most recent by roberth709 March 14, 2019 8:47PM
  • Well, now that Wave has further complicated things, (hasn't anyone other than me heard the old adage (if it ain't broke, don't f*** with it !!!) I immediately ran into a problem with transfers between my chequing account and my credit card account. My credit card balance is automatically paid via my checking account. These transactions get …
    22asepsysca 43 views 11 comments Most recent by Siobhan_Hitchmough March 14, 2019 8:29PM
  • Hi Is there any way that client can see the Products and price list and order from there online.
    ysbaigo 6 views 1 comment Most recent by amandak March 14, 2019 7:46PM
  • I moved over to Wave after a decade with Harvest. I loved what they did but I wanted it all under one roof. For the most part I am happy with the switch. But I miss the ability for a client to actually approve an estimate. This would let me know we are ready to go and it would take the estimate out of the estimate lists and categorize it as "Appro…
    lterenzi 403 views 37 comments Most recent by Sophia March 14, 2019 5:42PM
  • Is it possible to permanently change the wording of the email which is sent acknowledging receipt of payment please?
    Pawsome_Pets1 23 views 5 comments Most recent by camslice March 13, 2019 4:12AM
  • It'd be nice to allow using HTML in invoice fields, such as Footer and Memo/Notes. This would allow for formatting text nicely (like making certain things bold, italic, etc.), or formatting things in a more advanced way, like using DIVs and inline CSS to output the Notes/Memo field in multiple columns, etc.
    PackWeb 56 views 11 comments Most recent by Ryan_W March 6, 2019 11:43PM
  • Can wave update estimate status to approved when the estimate has been converted to invoice. it will make it easy to followup on active estimates if we can differentiate them
    BWI_ 2 views 5 comments Most recent by Ryan_W March 6, 2019 8:48PM
  • Hi Are you going to implement the ability for users to specify their own SMTP server? This is a huge negative for Wave as mail gets stuck in spam filters and this will only get worse and worse as more malicious mail circulates, and also clients don't like seeing mail come from some long random Wave email address, I've literally had calls from c…
    icecorp 34 views 10 comments Most recent by Ryan_W March 4, 2019 6:17PM
  • It would be pretty helpful if the lines in the Reconciliation > Account transactions had checkmarks, so you could mark each one when okay. With a long list of transactions, it gets really hard to see which ones you already checked, especially if the order is not exactly the same as on your statement. I have to print it out every time and chec…
    John69 5 views 1 comment Most recent by Samd March 1, 2019 7:38PM
  • https://www.prismmoney.com/about/financial-institutions Prism money offers an extensive bill payment platform. It would be a huge improvement to Wave with the integration of Prism. A basic implementation to share transaction data, like the banking integration, would be sufficient. For users like myself that do not have a business bankin…
    mahout 11 views 1 comment Most recent by alexlewiszarkos February 28, 2019 10:46PM
  • When I add an item on to an invoice, is there way to add the date to each item?
    DrDoc 89 views 18 comments Most recent by X_intuit February 28, 2019 3:40AM
  • This discussion was created from comments split from: Feature request.
    System 617 views 15 comments Most recent by Zoe_caff1 February 26, 2019 8:34PM
  • UAKUAK
    Hello, I am trying to archive my UAK diversified business. When I try to archive it says I need to disconnect payments first and then reload the page. I click to disconnect and turn both credit card payments off and ACHpayments off, reload the page and try to archive again. It repeats the same message that I must disconnect payments account. T…
    UAK 55 views 8 comments Most recent by Bonejam February 26, 2019 8:32PM
  • How can we activate payment by wave feature in our business? We are an Indian company.
    giapjournals 1 view 1 comment Most recent by Samd February 21, 2019 5:57PM
  • This is very frustrating. Invoices do not have a place to show the customer account number. If I view a customer, it appears in the "More" section but there appears to be no way to add this to the invoices when generated. At least on the recurring billing which is what I use almost exclusively. I've taken to manually adding it behind the customer …
    kevinfreels 11 views 1 comment Most recent by JamieD February 19, 2019 6:11PM
 
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