Wave Features

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Discussion List

  • It appears that if I enter a manual journal rather than income or expense (which is misleading as they seem to mean deposit or withdrawal) I cannot then allocate against a bill or invoice. I realise in general manual journals are probably supposed to be exceptions rather than the norm but if the journal is from a payment account it would be nice …
    thomssi 241 views 3 comments Most recent by Alexia August 18, 2018 1:07AM
  • I automatically import the transactions from different bank accounts under the same name. Now, I can't distinguish between them because the name of both accounts are the same. Is there any way that I can change the name of the account?
    Leea 396 views 1 comment Most recent by Alexia August 17, 2018 9:03PM
  • How did you guys determine the fees associated with Wave+ services? As you know some of us use Wave to help manage the bookkeeping for our clients. If we refer them to Wave then we are exposing them to a pricing model for perceived similar service. Because the service is perceived to be similar it may or may not set the discussion of pricing for…
    TaxLab 543 views 3 comments Most recent by Alexia August 16, 2018 9:08PM
  • would love to see the optin to send pdf attacment bt defauilt.
    colin47 43 views 1 comment Most recent by Alexia August 16, 2018 6:11PM
  • Hello, I am able to make an invoice with the option to get paid with credit/debit card on one of my companies that is located in New Zealand and uses NZD, but with another one that is located in the US and uses USD it does not show me an option to make an invoice with credit/debit card, why is that and can it be fixed?
    BeastyShem 39 views 2 comments Most recent by BeastyShem August 15, 2018 1:57PM
  • On a transaction, if you add a category, that category is available for other transactions. BUT if you then select multiple transactions and do a bulk edit, that new category does not show up. You have to refresh the page first.
    KevinJustice 14 views 1 comment Most recent by Alexia August 14, 2018 8:10PM
  • When doing a lot of transactions, it would go a LOT quicker if you sorted by name. You could then not think about the fact of what category goes to what transaction the second, third, etc time.
    KevinJustice 37 views 1 comment Most recent by Alexia August 14, 2018 8:03PM
  • I'm a long time QB Online user switching to Wave (as QB has taken my subscription from $270 to over $600 in one year with no added features). One item I don't see which saves me a LOT of time is the system remembering what account (category in Wave) I've set a transaction to. For example, I set "DEBIT CARD PURCHASE XXXXX6193 DNHGODADDYCOM X…
    KevinJustice 39 views 2 comments Most recent by Alexia August 14, 2018 7:53PM
  • Is it possible for me to send an Invoice from one of my Wave business ( Business A ) to another of my Wave business ( Business B ) so that the recipient business ( Business B ) automatically shows it as a Bill? Both businesses are in the same Wave account.
    irwanambak 66 views 4 comments Most recent by Alexia August 14, 2018 7:18PM
  • jpojpo
    I understand Wave doesn't offer Project based allocations or reporting so I've been looking around at a way of creating sub accounts or alternatively getting accounts to role up in a hierachy. Is this possible?
    jpo 376 views 1 comment Most recent by Alexia August 14, 2018 5:56PM
  • jpojpo
    Is it possible to connect to the data behind wave to perform custom reporting. One of the things I need to produce is an Income Statement which has YTD and Month to Date on the same report in separate columns.
    jpo 156 views 1 comment Most recent by Alexia August 14, 2018 3:28PM
  • Hey folks! @gill200s @AaronBenedict @post78 @Primalroots @AnthonyV @ERVIHART @JohnCSHomes @Spiffai @Jed_Sutter @Reza My name is Ailsa Blair and I'm a Product Designer here at Wave. We're currently doing some research around the way folks use payments processing and would love to hear from you! Here's a quick rundown of the research project: (Qu…
    ailsa 333 views 3 comments Most recent by Charlotte August 10, 2018 7:23PM
  • Hi I’m self employed but not registered as a company therefore I can not pay for my own tax. I can’t find an option on the app to add a deduction for income tax. Anyone could please help me. I would hate to have to stop using the app. Thank you so much.
    Hadassa 226 views 1 comment Most recent by Alexia August 10, 2018 6:30PM
  • I have been looking at all the tutorials and following the process. I have connected my bank account and still not able to find any button that asks to connect to Wave Payments. I have looked under sales and every other tab there is. I just really need to get this fixed I have customers that are looking to pay and are unable. Thanks
    Airmid 27 views 3 comments Most recent by Alexia August 10, 2018 2:09PM
  • Hi, I would like to add an additional column on my invoice. I am a therapist and in order for the invoice to be in the correct format for the medical aid claims, I need a column to add the client's ICD-10 code, but next to each procedure code, description and amount. I am therefore currently utilizing all the column options. Please can you help?
    Amalia 35 views 3 comments Most recent by Alexia August 9, 2018 5:53PM
  • Hi wavers, The default dates for all transactions and reports set for current year . Is there any option at settings screen to set your preferred period with following options : Preferred Reports Period: Current Fiscal year Current month Current quarter Previous month Previous quarter I think it will make wave using easier as now each t…
    Abdallah_Ibrahim 23 views 3 comments Most recent by Alexia August 9, 2018 5:52PM
  • DemDem
    Hi all, Please, I would like to generate my report in another (new) currency apart from the one i initially selected, whether by multiplying the values in the present report by the exchange rate of the new currency, or some other way. How can i achieve this? @Alexia, hope you are well? Thanks for the other time. Thanks !
    Dem 14 views 4 comments Most recent by Dem August 4, 2018 5:28PM
  • I hope this is the right place to make this remark. I would like to request a review of the invoices layout, because differently from the examples shown in Settings, the name of the contact person appears between the name of the client company and its address, instead of close to the contact person's email and phone number. Can this be fixed, ple…
    FMELLO 14 views 3 comments Most recent by Alexia August 3, 2018 1:32PM
  • This discussion was created from comments split from: Feature Request- Recurring Bills.
    System 13 views 2 comments Most recent by Alexia August 3, 2018 1:31PM
  • Can added collaborators also add/upload receipts?
    ThickandThinTrucking 23 views 3 comments Most recent by Petra_B August 2, 2018 6:49PM
  • Hi I need to mention my customers GST no in their invoices. Is there is any way to do that Thanks
    Karthi 29 views 2 comments Most recent by teamvariance August 2, 2018 6:36PM
  • I have noticed that several Liability Categories do not allow for a currency selection. For example: Expected Payments to Vendors Due For Payroll Due to You and Other Business Owners Other Short-Term Liability Other Long-Term Liability This is rather crippling for any business that buys products/services in a currency other than its own, and mai…
    ioannist 148 views 8 comments Most recent by ioannist August 2, 2018 2:43PM
  • Hi, I would like to request another feature, which is to add expenses without a receipt. An example could be the payment of public transport by payment card (Oyster, Octopus, whatever other sea creature card). These can be logged as a company expense but there are no receipts. Would be great to add these while on the go. Adding them at the end of …
    MediPaper 97 views 2 comments Most recent by MediPaper August 2, 2018 1:35AM
  • Not sure how practical/feasible this would be but I am throwing it out there... Most of my payments to vendors/suppliers/utilities are all processed through my online banking. They are all imported into Wave when my accounts sync with the bank. I HATE having to go through and categorize/match transactions and then merge/modify them every month. …
    TimK 15 views 3 comments Most recent by Alexia July 31, 2018 8:11PM
  • Hi, I would like to include an image within the footer for all invoices. Is this possible or can I ask that this feature and perhaps for flexible footer formatting, such as multiple lines?
    thebookkeeper 104 views 1 comment Most recent by Alexia July 31, 2018 6:43PM
  • fasfas
    Twice now customers have mistaken a receipt for an invoice. It's hard to say why, but one distinct possibility is that there is a very prominent blue button which overrides in their mind everything else it says on the page, which says "View Invoice". I think it would be better if View Receipt were in the button and swapped with the lower…
    fas 34 views 6 comments Most recent by Alexia July 31, 2018 5:25PM
  • Yes... I am brand new, and yes... this has probably been asked before, but I can't find it. We are a real estate Brokerage, and also do rehabbing as a separate entity. Cost of sale for the Brokerage is easy... Cost s of our rehab entity has me stumped... We need to have the rehab side be able to track expenses by "project"... which can …
    Florida_Trust1 102 views 5 comments Most recent by Alexia July 31, 2018 3:23PM
  • I need to see expenses project by project. So i need to add P1-expenses top level account and P1-fuel, P1-food, P1-professional fees etc... sub level accounts. So that i can see only Project 1 expenses in sum.
    zoogii 24 views 3 comments Most recent by Alexia July 31, 2018 1:59PM
  • Hi, I'd love to know if you have plans to add more control to Graphs and Charts in the app.
    Thisaru 79 views 3 comments Most recent by Thisaru July 31, 2018 11:20AM
  • How would I go about changing the date display on the invoices? I am using Wave in South Africa and our dates are displayed as dd/mm/year. Any advice?
    Billie 151 views 3 comments Most recent by Alexia July 30, 2018 7:30PM