Attachment Icon + Link Sales Tax to Category + Categorisation Rules
I'm still on the old version on Wave so I'm not sure if any of these features are in the new version but these three things would make Wave so much smoother for me:
Can you identify on the line of the transaction whether a receipt/document is attached?
At the moment I merge the receipt with the automated download to make the one transaction but then in future I need to open the transaction details to confirm that a receipt/document is actually attached. It would give me much more piece of mind (and a quicker workflow) if I could glance at the transaction list and identify straight away where my gaps are in having supporting documentation attached.
I think I've heard it mentioned before but I get the same thing for Sales Tax - I have to manually open each transaction to confirm that I've added a Tax to the item before I can confidently send through my Sales Tax Report/file the Tax return (this is quite time-consuming). An indicator that a tax had been added would be a nice touch, or make it mandatory to add a tax type to each category in the COA?
It's definitely been mentioned here that rules for categorising transactions that have the same string text would be so helpful. I briefly moved to PocketSmith (came back to Wave) and their tool for saving rules for recurring transactions so that it auto-categorises new ones is something I miss.
Fantastic job though, for a free product Wave has a heck of a lot going for it.