An enhanced Receipts experience

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Comments

  • mic911mic911 Member Posts: 10
    > @GeorgeP said:
    > If anyone finds an alternate to Wave that still has the OCR functionality, please post it. I don't link to my bank account so this is a major blow, and will add hours to my accounting.

    Shoeboxed, but they no longer offer the free "DIY" account to new users. If you have an old account with them, they let you email receipts and they use OCR. They are a Wave partner as well, so I think they might import into Wave.

    Edit: Shoeboxed's free DIY account no longer offers the free OCR processing either. Sorry, just checked.
    edited April 11
  • chj915chj915 Member Posts: 39 ✭✭

    It is a bit mixed feeling to me about this "Receipt" changes in WAVE.


    First, I understand the decision to make the receipt an "attachment" of Transaction, that makes the workflow much more clear to me personally. Furthermore, the original workflow of "Receipt -> Transaction" was a bit odd to me and it created duplicated transactions if the user had Bank Import feature turned on. By moving the Receipt inside a Transaction, that eliminates the duplicated transaction problem, as well as letting people freely attach receipt to any imported transactions.


    Second, I am not quite sure if removing OCR Image Processing feature is a good idea. I would appreciate WAVE to allow the users to upload a receipt on Transaction page to create a draft transaction entry directly with prefilled information from OCR image processing. In that case, for those who still love the "Upload to create Transaction" feature still can keep their workflow even the Receipt Mobile App is gone. In fact, while removing the Receipt Mobile App, I believe it makes more sense to launch "Transaction Mobile App" - where people can view/edit/upload transactions within their mobile phone. Developing and Maintaining a mobile app is super expensive, I get it, so we really need the WAVE webpages to be Responsive and can fit mobile browser view easily.


    Third, according to the introduction of this post, the end users will have the Responsive Transaction Web Page to upload a receipt - but they have to create a Transaction first now. It is great. I previously hated using the Mobile browser to view WAVE pages as they were not Responsive or Mobile-friendly. But if those pages now or soon become Responsive, I am happy. However, since the user can get to the Receipt tab and trigger the Camera to take a photo, why not directly give the user the option of "Take a photo of receipt -> create a new Transaction" while still keep the OCR Image Processing? Not every user is using Bank Import, and the "Receipt to Transaction" workflow still has its fans among the users.


    Four, some concerns here. Previously, Receipts and Transactions are two separate entities in the system. So if we deleted a Transaction, that linked Receipt still remain in the system. Now, the receipt upload is done inside each Transaction, if we have to delete a transaction, I assume the uploaded receipt will also be deleted? From the screenshot, I can see there is a button to upload receipt within the Receipt tab, but I am wondering can we upload multiple receipts for each transaction? What will happen if we split a transaction into two while the transaction already has a receipt uploaded?

  • abcdeabcde Member Posts: 9

    I second cardfan. Would WAVE please gather the courage to address the complaints brought by their fans? At the end of the day, we complain about it because we care!

  • saladdayssaladdays Member Posts: 1

    I agree with all the complaints. Wave is going to lose a lot of customers, myself included. A step backwards and I don't appreciate their spin to make it seem like an improvement. Sure wish they would respond and leave as is.

  • MR_ROBOTMR_ROBOT Member Posts: 2

    After wading through 8 pages of complaints you would think it is blindingly obvious that this change is not what your Wave members want. Personally I use Wave to keep track of my Receipts only and don't use the other features of the website. Losing this simple App on my phone with excellent OCR is a kick in the teeth after setting up my business using this method for years. Can the phone Receipts App not be retained please, its so useful and there really are not many good alternatives out there.

    The only other similar Apps worth mentioning for others like me that I have found are:

    • Smart Receipts
    • WorkReceipts

    Both of these on iOS. Personally they are no where near as good as Wave Receipts App.

    @Wave, please reassess your decision on this removal of useful features as its obvious there are a lot of Wave members that don't use this new workflow and would prefer to keep the Receipts App functioning for their needs. You will lose customers if this goes ahead.

  • PrinceLangPrinceLang Member Posts: 1
    Nooooo. The app was so great! Especially for those of us moving on the fly. I could do all the notes, categorization, and detail files as soon as I made the purchase for my business. The bank usually take a few days to process the transaction. This is no an ideal workflow our operation. Very said about this change. The app really set wave a part.
  • GlennFGlennF Member Posts: 30 ✭✭
  • Dave_of_MaineDave_of_Maine Member Posts: 4

    @mic911 said:

    @GeorgeP said:
    If anyone finds an alternate to Wave that still has the OCR functionality, please post it. I don't link to my bank account so this is a major blow, and will add hours to my accounting.

    Foreceipt isn't free ($3.25/mo for up to 200 receipts) but it offers the OCR functionality that has made Wave so appealing, especially for cash users such as myself. I have had to aclimate to the $40/year as opposed to free, but I NEED this function!

    edited April 16
  • mic911mic911 Member Posts: 10

    Thanks @Dave_of_Maine! I will check that out!

  • IntecSolutionsIntecSolutions Member Posts: 1
    This may not work for us. We have employees that use credit cards that are not set up in Wave and cash for some purchases on the road that are not going to show up in Wave until the receipt is scanned in. This is a function that we need so we are able to create the transaction without having to go in and and spend a bunch of time doing so before we are able to attach a receipt to it. I believe some of the functions need to still be available for this purpose.
  • John_in_AtlantaJohn_in_Atlanta Member Posts: 1

    I agree with the many comments and I too would like to hear back from WAVE on this issue. Sounds like most of us would like to retain the current receipt functionality.

  • mishtcmishtc Member Posts: 18

    THIS IS SO GREAT!!!!
    It's been horrendously complicated before to get our receipts attached to our existing transactions with our bank imports. Now, I can scan the receipt to my phone and attach it right to the transaction in Wave without having to import, process to post to GL, then find the resulting duplicate entry and Merge them. It was so much more onerous.
    Thank you!!!

  • WfencoWfenco Member Posts: 1
    This is a huge step back
    Hope they reconsider the
    " improvement "
    One of the only reasons I chose wave
  • tsmithtsmith Member Posts: 21

    And now the "upload a receipt" option doesn't even show on the transactions in the transaction page. So not only is the good way going away, the "new" method isn't working properly. There's no way for me to attach a receipt to an imported transaction now.

  • cardsfancardsfan Member Posts: 12 ✭✭

    Looks like our complaints flattened out at 8 pages

    I do appreciate the free features I get from Wave.

    I am a small business man doing home repairs. I am at the hardware store almost every day. Both big box stores email my reciepts.

    Here are my simple steps:

    1. Take a screen shot of my email receipt, which later I delete
    2. Hit share button
    3. On my Apple phone the email Wave appears since I use it so much
    4. email wave
    5. go to phone app
    6. make appropriate account selections.

    This take a few seconds at most.

    1. Now I will have to save the screen shot.
    2. Go to the mobile book mark on my mobile chrome app
    3. Manually log in on the phone key pad
    4. create the transactions
    5. attach the file
      6

    less steps but will take more time. Maybe Wave can add fingerprint recon on their mobile log in

    It would be great if someone from Wave can answer our concerns

    thank you

  • MattmeMattme Member Posts: 10 ✭✭
    I just use my Wave receipts app to take photo of an e-mailed receipt, works same as if it was a paper receipt.
    I will not accept going backwards to slower method.
  • BinkyBinky Member Posts: 6

    Well, that's a bone head move.

    Recording receipts when you are on the road is a major convenience of the old system. You're jettisoning that capability.

    So what happens if I have a receipt but no transaction (because the bank hasn't recorded it yet and won't for a number of days). Are we suppose to wait until the bank transaction occurs?

    Someone clearly hasn't thought through the actual workflow of receipt processing done by your users.

    You need to seriously rethink this implementation.

  • JakeMJakeM Member Posts: 3

    This is a huge loss and obviously many feel the same way.

    Unless users want to work from the tiny screen of a mobile phone (which in my past experience with Wave is near impossible), the following steps are now going to be required to do something that used to be as simple as taking a picture on the receipts app:
    1. taking pictures of each receipt,
    2. emailing them to yourself
    3. saving them to your computer
    4. RENAMING EACH FILE so you know which receipt the picture corresponds with
    5. uploading them to wave.

    Yes the current method with the wave app creates duplicates. Simple fix is to delete the duplicate.

    For anything paid in cash, I guess we are now forced to manually create a transaction each time.

    Also it was a lot easier to find and delete duplicates when the "sort by amount" option existed. Still can't understand why that one went away.

    Why not retain the receipts app for the many who clearly find it beneficial?

    edited April 22
  • Dave_of_MaineDave_of_Maine Member Posts: 4

    After reading this discussion several times, I understand the need for a revision for those users that import their transactions automatically. I would logically assume that this would entail adding an "attach to existing transaction" in the drop-down options within the Receipts App. It doesn't seem like the planners at Wave are showing all of their cards with this complete 180 away from the OCR functionality.

  • BrightBright Member Posts: 2

    Have you considered charging a small fee to keep the OCR functionality if cost is the reason for removing it?

    Like Kramguy requested, I would like a response from Wave to let us know if they "remain committed to making this change" or if they are willing to reconsider keeping OCR (even if it's for a fee).

  • APPAPP Member Posts: 26 ✭✭
    What say you @KristenV (admin viewing the comments) ?
    edited April 27
  • TimTamTomTimTamTom Member Posts: 6

    I keep coming back to this growing thread of complaints for your response Wave!! Are you considering keeping the OCR functionality? Also you guys are ignoring emails/chat requests...!! Please! Let your customers know where you are at!

  • APPAPP Member Posts: 26 ✭✭
    Check your transactions page. They already made the new Receipts tab viewable.

    Guess it is full steam ahead at losing clients.
  • JCowanJCowan Member Posts: 10 admin

    Dear Wavers,

    Thank you for all of the input that you’ve provided in this thread. To continue the conversation, we’ve created a new discussion addressing feedback where possible and providing additional details around the upcoming Receipts changes. You can join the new discussion here.

This discussion has been closed.