Having trouble with the upgrade.



  • Kirk_onsitehelpKirk_onsitehelp Member Posts: 1

    yup I have to agree. This upgrade is hideous. It is no upgrade at all as far as I'm concerned. Things that were so simple before are now frustratingly difficult. Just two simple things I used to do (a lot!) is now impossible. 1. Moving a business transaction on a personal credit card to my business. 2. viewing all my transactions in a simple table so I could make sure they were allocated properly.

    In addition, I'm trying to reconcile my bank using this fancy new 'reconciliation' function (which I never needed before) and I have a transaction I want left as 'uncategorized' but I can't!

    I can't reconcile the bank transaction until I put it in an account. So I thought fine, I'll create a new expense account called 'temp'. I could go there later and properly allocate the transaction, split it, etc. but NO! I can't do that anymore! I can't create any personal expense categories.

    I joined Wave because I could manage my personal/business transactions on the same platform! It was exactly what I was looking for but I guess now the direction has changed. Too bad.

    As someone TRAINED IN ACCOUNTING Wave is now basically useless to me. I've enjoyed wave for several years now but I'm afraid I'll be preparing to move to something else. Too bad. I recommended wave to so many people. Guess I won't be doing that anymore.

  • AlexLAlexL Administrator Posts: 1,139 admin

    Hey @Kirk_onsitehelp . Thanks so much for reaching out and expressing your feelings on this. I totally understand that losing features that were vital to your business is incredibly frustrating.

    Let's see if we can solve some of these issues for you. Can I ask what this specific uncategorized transaction is for? There may be a better way to account for it in the meantime.

    Also, which table did you used to view your transactions through that Wave no longer provides?

    Let me know!

  • AlexLAlexL Administrator Posts: 1,139 admin

    Hi everyone. As this thread has been a spot for our users to discuss the many different changes to the new platform, I've attached some threads below that will lead you to specific topics that have come up a lot. This should allow you to equip yourself with better resources surrounding certain issues, instead of having to search through a thread that deals with countless different topics.

    1. Moving transaction between businesses, or between business and personal
    2. Auto-created adjustment entries
    3. Splitting a transaction and adding a negative value

    We'll be closing this thread out in the meantime, so please continue to use the threads listed above or create new ones in Upgraded Accounting Experience to discuss specific issues you're having with the upgrade.

    edited November 21, 2019
This discussion has been closed.