I have two businesses under one sign-in.
if i link receipts to one of my businesses and later choose to move it to the other , can i do that ?
My name is Ailsa and I'm a Product Designer here at Wave.
We don't currently have a way to move receipts (or transactions) from one business to another. At this point, the best way to handle this would be to recreate the receipts in your second business.
In the meantime, I'll loop in the appropriate Product Manager to let them know your interest in this. I don't believe it's on the roadmap for 2019 currently, but the more we get requests from users like yourself, the more chance we'll prioritize something and potentially move it onto our dockets.
I just went through uploading 200+ receipts into a new business only to realize I had the business miscategorized when I created it so the categories were not correct. You can't recategorize the business after its created, so now I have to delete everything and re-upload each receipt. This is many hours wasted.
Why has this functionality been removed when it was so core to the product prior to upgrade?
Hey @Clarkey . There are a lot of bookkeeping implications of moving transactions between businesses/personal profile that users were unaware of. We've removed the functionality until we can create a similar one that addresses all of these accounting ramifications in an easy, understandable way.