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 4.1K views 0 comments Started by Charlotte February 26, 2018 3:30PM
  • ShoSho
    Is there a way to mention the unit of measure of my sales item. I need to include the unit in my Qty to say something like 50MT(Metric Tonnes). Pls advice
    Sho 2 views 0 comments Started by Sho July 10, 2020 10:36PM
  • I was wondering if you guys can add a report that shows each month (Jan, Feb, Mar, etc) side by side for comparison? Thanks Annie
    WHEPlumbing 142 views 3 comments Most recent by tess July 7, 2020 7:56PM
  • Hi I wanted to Customise my Invoice template as feel my Invoice Templates can be better than the 3 templates provided. How can i do that ?
    HG4U 7 views 0 comments Started by HG4U July 2, 2020 10:29AM
  • Is it possible to add a % markup button on products & services in both estimates & invoices when Adding a line?
    Forstech 537 views 25 comments Most recent by Spoonhandle July 2, 2020 5:36AM
  • I would love if it was possible to have deeper functionality for estimates. Currently there is no way to update a status myself. Even if the estimates status's have a drop down on each to update them. Status's could be: Saved Sent Viewed Accepted Expired Rejected Further enhancing it with an editable Notes field for each status would be a gre…
    MartinCA 460 views 18 comments Most recent by Spoonhandle July 2, 2020 5:23AM
  • I try to keep a journal or upload a journal. I have passed all the steps until step 3. I have several businesses, and I have chosen the right business. when I click the upload journal button, there is a sign of a process / upload, but it stops there. no notifications. when I check in the wave also there has been no change.
    agstrwbw 7 views 1 comment Most recent by CallieP June 30, 2020 9:01PM
  • Is there a way to make a customer inactive. Don't want to delete them as we need to keep historical transactions.
    Autostrada 7 views 1 comment Most recent by CallieP June 30, 2020 6:33PM
  • I made a payment arrangement with a customer today and per the discussion, we would "erase" one invoice if another was paid by a certain date. Unfortunately there are a ton of invoices to the same customer and no way to move it from an active invoice back to a "draft" or anything else that I can see. I think it would be incredi…
    kevinfreels 7 views 1 comment Most recent by NicoletteB June 25, 2020 6:09PM
  • Why isn't there a search box on every page? it seems like such an obvious feature in any resource page. I can't believe I have to navigate to different pages randomly to be lucky enough to get a search box
    Wave_is_confusing 11 views 1 comment Most recent by BarsinA June 24, 2020 5:01PM
  • 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?
    mckeejh 13 views 1 comment Most recent by CallieP June 12, 2020 7:17PM
  • What if my business deals with 2 different currencies and I'd like to have both currencies in my reports instead of having the secondary currency converted into the base currency.
    awijono 1.9K views 5 comments Most recent by CallieP June 11, 2020 7:47PM
  • 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 24 views 4 comments Most recent by ALNQ May 27, 2020 6:58AM
  • There is apparently NO way to monitor expenses by category, other than to manually go through and sort transactions by each category, and just view them online. No way to export them, no way to generate a report. I would love to see a report of expenses by category, or the ability to export transactions WITH categories (so the data can be manipul…
    Valerie_ACleverCat 235 views 15 comments Most recent by BarsinA May 21, 2020 5:58PM
  • Feature request: Allow a new customer to populate their own information such as name, address, email, phone, etc. to streamline new customer onboarding. Perhaps a landing page such as waveapps.com/mycompanyname with a link that lets them add themselves as a customer and fill in their info. Another option would be signing into waveapps and then e…
    ScottF 23 views 2 comments Most recent by BarsinA May 19, 2020 8:53PM
  • When you create a transfer between 2 accounts and saved the transaction and afterword’s you realise that the date is incorrect. When you change the date, it does not change the date on the associated created transaction as well. This is not correct as the Debit and Credit transactions must always have the same date. If you are not aware of the pr…
    Bernard94 18 views 3 comments Most recent by BarsinA May 19, 2020 6:00PM
  • Similar to the free text field for customers, it would be an awesome add for a notes field for vendors. Just my $.02. :)
    tsfjax 19 views 0 comments Started by tsfjax May 14, 2020 12:47AM
  • 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 2.7K views 9 comments Most recent by AlexL May 13, 2020 2:11PM
  • Is it possible to have the dropdown menu showing the account names and balances update with changes to the filter (e.g., if I select a checking account and a "To" date in the filter, then the dropdown will update to the balance as of the "To" date). If not, maybe something you can add?
    tcoopers 22 views 2 comments Most recent by tcoopers May 12, 2020 4:09PM
  • With Wave adding the ability to tag transactions to a specific vendor and customers (multiples, if you split the transaction) which is awesome :smiley:, are there any plans to add expanded reporting functionality to leverage this? I'm looking to avoid building a report in Power BI at all costs, if I can. :smile:
    tsfjax 29 views 5 comments Most recent by tsfjax May 12, 2020 2:59AM
  • Sometimes a customer is paying off a previous invoice, by entering into a payment plan. But the main invoice can't be deleted, and must be retained. Allow a main invoice to be paid by a recurring invoice so that the main invoice records those recurring payments as they are being made. Right now it is causing accounting problems by having double…
    NYLandscaper 25 views 1 comment Most recent by BarsinA May 8, 2020 8:03PM
  • Make it easier to navigate to Wave Community and lessen the need for live chat by providing a direct link to the community forum right from Wave (already signed in, ready to post)
    NYLandscaper 19 views 1 comment Most recent by BarsinA May 8, 2020 7:58PM
  • Hi. Our company has been paperless for quite some time. I'd like to be able to attach a bill to a transaction for cloud storage. Are you able to add that feature in the future?
    Bermuda 21 views 2 comments Most recent by Bermuda May 5, 2020 8:10PM
  • As a small seasonal business owner, I need payroll to be flexible, robust, and ready on the go. That means changing payroll frequency, starting and stopping payroll as needed. And of course has to be simple with no waiting in a queue or going through a prolonged set up. It seems like the current industry payroll model is established by ADP, but…
    NYLandscaper 23 views 0 comments Started by NYLandscaper May 1, 2020 4:33PM
  • Hi Everyone, Do we have a provision of creating multi lever accounts under chat of accounts 1) Expenses ------------> (i) Hardware Expenses ------------------------------------------> (a) CPU ------------------------------------------> (b) RAM ------------------------------------------> (c) SMPS ------------------------------------…
    virtualworldGlobal 55 views 3 comments Most recent by tsfjax April 30, 2020 4:41PM
  • In Waveapps i can create Product or Service under Expense account. but, is it possible to report an Product like i can do in Zoho or QBO? for example, i need a report (expense) of how much i spend money for an product named "Sugar" in this month?
    awangunawan 33 views 5 comments Most recent by CLTVTD_TheCustodian April 23, 2020 7:37PM
  • 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.
    TLCINC_18 29 views 3 comments Most recent by NicoletteB April 22, 2020 5:38PM
  • OmaOma
    My business uses ANG as currency, but because our country's banks aren't compatible with any of the payment software I use my personal Dutch bank account (linked to PayPal) to get paid in USD. I want to book it under a 'personal current account' (Other Short Term Liability). However, I'm not able to match a USD invoice under transactions. Is ther…
    Oma 18 views 1 comment Most recent by BarsinA April 15, 2020 5:51PM
  • I get paid via both 1099 and W2 for one of my businesses. How do I track that income accurately in Wave to distinguish between the two so that when it comes time to pay taxes, I don't end up including my W2 income (which already has taxes taken out of it) in with my 1099 income that I still need to pay taxes on quarterly? Is there a feature that h…
    kaykay331 55 views 3 comments Most recent by ttdvm April 15, 2020 1:46AM
  • I would like for wave to add the payment schedule feature so clients can make deposit and retainer payments toward their invoice sometimes clients get the invoice with the full amount saying is due and they don't realize how to change the amount to only submit their partial retainer payment. It would be more streamlined if there was an option for …
    Angie87 23 views 1 comment Most recent by BarsinA April 13, 2020 9:09PM
  • Hello Wavers I've been tasked with entering a bunch of bills and I'd love to see a feature where I can mark them as paid right away. Right now, I have to enter a bill, save it, search for it and mark it as paid. It's fine when you have one or two bills to enter at once, but when you are dealing with hundreds of them, it would be great to be able…
    YanikF 28 views 2 comments Most recent by PamSP April 11, 2020 11:07AM