Attach PDF invoice to a Bill

idealdesignsidealdesigns Member Posts: 2
Hello

Basically I want to record expenses of let's say a yearly hosting plan I bought which I can deduct from my tax as busieness related expense.

In waveapps I create a Bill but with the bill I want to attach a PDF invoice from the hosting company, if a tax Audit happens I will provide the original invoice PDF and other related files, would be cool to embed attachments to a Bill

Comments

  • JamieDJamieD Administrator Posts: 1,114 admin

    Hi @idealdesigns. This is a great feature request here -- I definitely appreciate you taking the time to let us know how it would benefit you as well. With that said, we do not have any plans to allow for the option of adding an attachment in the bills section just yet, however, we could implement this on a future roadmap.

  • QuickbooksQuickbooks Member Posts: 2

    This is a great feature. Quickbook and even slickpie uses it. It helps me keep track of even checks that I have been paid so I can have a visual of it instead of paper.

  • JeremyPhelpsJeremyPhelps Member Posts: 1

    I'd love this feature too. I use it a lot within Quickbooks.

  • AmandaKAmandaK Administrator Posts: 70 admin

    @Quickbooks @JeremyPhelps appreciate you chiming in and letting us know you're both interested in this feature - this is super helpful for our product teams!

  • ShawnMcleanShawnMclean Member Posts: 4

    I'm also pinging this thread to request this.

  • JordanDJordanD Administrator, Moderator Posts: 409 admin

    @ShawnMclean Thanks for leaving your +1 for this feature idea I'm curious if you'd be able to explain how this would change your workflow in Wave and why it might be an essential feature for us to consider? Leaving this level of detail will help our Product Team when they are considering what will be added to the Product Roadmap :)

  • ShawnMcleanShawnMclean Member Posts: 4
    When I receive an invoice via email, I'd like to attach it to a bill so auditing is much easier.

    I don't have much stake in waves anymore though, I've moved to QuickBooks the past week. The lack of this feature was the final push along with a few other requests that have been suggested for years now.
  • HendertechHendertech Member Posts: 1

    We would also find this feature request very helpful. Thanks for the consideration.

  • dricklesdrickles Member Posts: 1

    This feature would be incredibly useful as well. @JordanD, since we are required to keep invoices and receipts as verification/justification of any deducted payment in the event we are audited. It seems a crucial thing that if we are electronically cataloging receipts for record-keeping, we should also be able to do so for bill-driven invoices. You allow it for small receipts, why not for what are generally the bigger ones?

    edited November 5, 2019
  • JamrJamr Member Posts: 22

    I make a receipt of the invoice so both the bill and the paid receipt appear in the transaction section as the same amount, then merge that receipt with the bill and can see them both together in one transaction.
    But I do agree, an invoice would be better attached to a bill, paid or not than a transaction already paid.

  • 2CasaElegante2CasaElegante Member Posts: 6

    In order to attach a receipt to a transaction which is downloaded from my bank account, i have scanned in the receipt and added it as another entry in my bank account and then I merge the 2 transactions.
    Am I doubling the transaction amount when I do this?
    Do I need to enter the expense with the receipt as a zero dollar amount?

  • BarsinABarsinA Administrator Posts: 874 admin

    hey @2CasaElegante

    When a receipt and bank imported transaction are merged, the amounts are merged into one.

    Check out your account transactions report for extra confirmation.

  • mikewmikew Member Posts: 2

    Definitely need the ability to attach an invoice to a bill and receipts to reimbursement requests and check images to payments. Perhaps after a year since this question was posted it has been put on the roadmap since it is such a basic need?

  • AlexLAlexL Administrator Posts: 1,569 admin

    Hey @mikew . Attachments have not made their way onto the roadmap yet I'm afraid. Thanks for bringing this up again though as a +1 to the feature!

  • GrantWHallGrantWHall Member Posts: 23

    This would be a great feature.

  • ThemrspsThemrsps Member Posts: 2
    Have been following a few threads here for a while on this and appears it was noted by admin on another post back in 2018 that the community had been heard loud and clear this was something we wanted and they would be working on this in 2019! Now appears nothing has been done! Being able to add an attachment to go with your invoice is incredibly important! My business needs to be able to send very comprehensive terms and conditions that don’t fit in the notes sections of the invoice them self. They need to go at the same time as the invoice so it’s clear when paying they are accepting these.
    Also if we bill for damage we need to provide a document to show what was damaged, with images or a cleaning receipt of professional cleaned. I personally wouldn’t pay something if these types of things were not provided to me.

    Please get Wave to reconsider providing this as an option when sending An invoice to be able to add a PDF attachment to go in the same email - this would help so many businesses!
  • RickRRickR Member Posts: 1

    Wave -- I love being able to say goodbye to Intuit and QuickBooks. QuickBooks has provided the ability to attach a PDF to Invoices for years. The coding necessary to be able to attache PDFs to Invoices is not challenging. I have seen the Support strings saying that it is something that Wave is working on. Please prioritize that feature, test it and release it soon!!!! (Coding time is less than 2-3 months to include testing - As CEO of a Digital Forensics Case Management Software company - My developers could whip that out in 2-3 weeks) and did so for our customers that needed to store and send email with stored PDF (and any other type of file).

    Again - on behalf of at least 30% of your customers, please release that feature soon!!!

    Thank you!!!
    Rick

    edited March 4, 2020
  • Starik70Starik70 Member Posts: 7

    I have been hesitant to use Bills to track outstanding invoices mainly because I don't want to have a separate system to store those invoices on Google Drive. This would also help when submitting VAT forms every month. Hope Wave prioritizes this feature soon. Thanks.

Sign In or Register to comment.