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Discussion List
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June 22, 9:30 a.m. (Eastern) Our engineers are currently working to resolve an issue that is creating duplicate transactions in reports for some customers. During this time, we recommend holding off on creating any journal transactions. Thank you for your patience, and we apologize for any inconvenience this may cause. We will post update…Charlotte Announcement 489 views 51 comments 0 points Most recent by JamieD January 31, 2019 10:31PMTechnical Support
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Hi everyone, nice to meet you! I'd like to extend a warm welcome to 378 new Wavers today. Let’s break the ice! We're closing in on the end of the year. What's a goal you've set for yourself or your business in 2019? Are you running or have you run any holiday-related promotions for your business? Please feel free to share any relevant li…Charlotte Announcement 59 views 13 comments 1 point Most recent by thebarra January 15, 2019 2:53PMIntroductions
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Hi everyone! I thought I'd change it up and post on a Friday this time around. If you have a moment to join us, we'd love to meet you! A warm welcome to 581 new Wavers for these last three weeks of November. Let’s break the ice! Are you running or have you run any holiday-related promotions for your business? Please feel free to share any r…Charlotte Announcement 59 views 11 comments 0 points Most recent by RodrickM December 3, 2018 6:41AMIntroductions
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Welcome to our Wave Features discussion! Wave exists to help small and growing business owners be more successful, and we appreciate your suggestions and input on how we can continue to improve. That doesn’t mean we can build everything that everyone asks for, however, so we’ve created this reference to explain what Wave is here to do, and how …Charlotte Announcement Closed 2.5K views 0 comments 12 points Started by Charlotte February 26, 2018 3:30PM Wave Features
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Is it possible to sub total parts and sub total services when invoicing?GilsMarineEngine 9 views 3 comments 0 points Most recent by alexlewiszarkos March 25, 2019 5:18PMSales & Invoicing
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Hi everyone, I'm new to Wave after ditching Quickbooks. My accountant is very familiar with Quickbooks. I added my accountant as an editor on my account, and he was able to create a profile. However, he says he cannot see my data in the Reports area. Has anyone successfully collaborated with an Accountant and can give me some info about what an ad…
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How to set up Wave with Zapier Zapier is a service that can help you connect Wave to some of the tools you use throughout your day. Automated connections called Zaps, set up in minutes with no coding, can automate many of your w... Read the full story hereSystem 141 views 3 comments 0 points Most recent by elvis March 25, 2019 4:18PMHelp Center Discussion
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User permissions Wave account owners can invite trusted individuals to collaborate on their account as a Viewer, Editor, or Payroll Administrator. As a guest user of a Wave business, you may see that the navigation... Read the full story hereSystem 3.1K views 18 comments 1 point Most recent by 8Animals March 25, 2019 3:46PMHelp Center Discussion
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Good morning everyone, Earlier today, our team was notified of an issue that resulted in some emails (including invoices, invoice receipts, statements, and estimates) failing to deliver to their intended recipients. As of 8:49 a.m. Eastern, this issue has been resolved. I'll be merging any related discussions into this thread. If you are exp…Charlotte 4 views 6 comments 0 points Most recent by racer March 25, 2019 3:30PMSales & Invoicing Technical Support
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I connected my personal bank account, and immediately realized this was a mistake. Now I can not either unconnect it or remove it. In another discussion it is suggested to look for it in the chart of accounts, but this bank is not showing there, nor have I found any other discussion about this problem. Thanks in advance for your help.Las_Brisas1 6 views 1 comment 0 points Most recent by Mikeg March 25, 2019 1:25PMAccount Settings Technical Support
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I was just wondering where I would put a bank loan in the accounts? And for the monthly repayments too, where should I put that? The same thing for a grant given by the government. Thanks in advance!Kadthulas2004 19 views 5 comments 0 points Most recent by MerlinAccounts_UK March 25, 2019 1:04PMAccounting
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As mentioned by some members, I hope Wave can implement a Credit Note feature. This is a very basic and important function for accounting and auditing purposes. Work around it just doesn't cut it. You need to change the title of the document to Credit Note and etc. Please, Wave?jason1234 2.3K views 67 comments 9 points Most recent by CarloSteyn March 25, 2019 1:00PMSales & Invoicing
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Hi, I need to add 2% retention to my invoices. This is subtracted from the final amount owed. Please can you let me know how I can do so, thanks.Elsullastres 14 views 4 comments 0 points Most recent by MerlinAccounts_UK March 25, 2019 12:59PMSales & Invoicing Technical Support
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I've taken over the accounting for our Scout group and am having some trouble when it comes to categorising invoice payments. Once I see the payment for an invoice in the bank I can then record a payment in Wave and all goes well. When I go into the transaction in Wave the category is listed Invoice #XXX | Payment from Payee. I can change the…
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Hi everyone, For those who use Payroll by Wave, what other tools do you use to manage your employees? Is there one that you'd like to see integrated with our Payroll application? For example, do you use an HR software? or manage schedules and time offs on spreadsheets?BenRajabi 43 views 8 comments 1 point Most recent by Lawrence March 25, 2019 7:38AMPayroll & Employees Feature Discussion
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How to export your accounting data From time to time, you may want to generate a backup copy of your account information, whether for tax purposes or simply for your personal records. Your data export contains your accounts, general... Read the full story hereSystem 1.5K views 6 comments 0 points Most recent by Vyn March 25, 2019 6:58AMHelp Center Discussion
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An easier way to manage personal transactions We’ve simplified how you handle personal transactions in Wave. Instead of moving transactions out of your business account and into personal, you can now categorize personal transactions right from... Read the full story hereSystem 9.2K views 33 comments 0 points Most recent by ryan_k March 25, 2019 4:41AMHelp Center Discussion
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Hi! We are hoping to receive some much-needed assistance from a Wave Pro/Wave Experienced Accountant in Australia. We are a small Not-For-Profit animal rescue and education organisation and have recently been victims of an accountancy scam. We are hoping for a Wave Pro accountant to perhaps donate a little bit of time helping us fix our system …
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Hi, I'm just trying out Wave to manage my small home-based business expenses. I'm really only using it (so far) to manage my expenses and keep track of receipts. I'm wondering, how easy is to go back and look up/search and view a receipt a receipt that I entered in the past. I know I can run a report to tally the total for that expense category…
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Hi everyone. I am new to this. I am trying to activate credit card payments but it comes up with "cannot connect to stripe at this point" I havent included my bank account yet, so would this be why I am getting this error? Cheers in advance!
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Connect your bank account to Wave Love typing long lists of transactions? No? Here's how to connect your bank accounts to Wave, so that your transactions can update automatically! To connect a bank account to Wave: Click Banking i... Read the full story hereSystem 5.5K views 54 comments 0 points Most recent by surfingthewave March 25, 2019 12:14AMHelp Center Discussion
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All about automatically categorizing transactions Oops! Looks like this content is meant for a different version of our accounting application. Head back to the Help Centre home page to search another topic or check out the related articles on the... Read the full story hereSystem 3.1K views 38 comments 0 points Most recent by Ian_B March 25, 2019 12:12AMHelp Center Discussion
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need to be able to send invoices to more than one email address at once without manually adding those emails at the sending stage - I want to have multiple email addresses attached to each client I am invoicing.noboundariesvi 8 views 0 comments 0 points Started by noboundariesvi March 24, 2019 11:32PM Sales & Invoicing Feature Discussion
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Transaction amount and running balance on transactions for a given account in the transaction screenHi, just a development opportunity. I appreciate it might be technically difficult but as a user it would be good to see the transaction amount relating to the account being filtered - I note that linked accounts show the total transaction balance. Also and even more importantly the running balance of the transactions would be great.Ian_B 5 views 0 comments 0 points Started by Ian_B March 24, 2019 9:15PM Accounting Feature Discussion
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Hi, Newbie here, I've found out how to assign multiple transactions to expense accounts etc but I need to create a transfer of multiple transactions to a loan account. Ive found how to do this manually one by one. Is there a way to do multiple transactions in one operation. ThanksIan_B 7 views 1 comment 0 points Most recent by Ian_B March 24, 2019 9:03PMAccounting Feature Discussion
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Handling business expenses with a personal bank account It’s a good idea to keep your business and personal finances separate, but every once in a while you might happen to make a business purchase with a personal bank account. If you need to account fo... Read the full story hereSystem 3.2K views 49 comments 0 points Most recent by flightsongs March 24, 2019 7:55PMHelp Center Discussion
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How do I issue a refund? Sometimes, for any number of reasons, you may have to issue a refund. We do our best to make this process quick, easy, and intuitive. Click Sales > Payments in the left-hand navigation menu. ... Read the full story hereSystem 745 views 4 comments 0 points Most recent by Brooker March 24, 2019 5:19PMHelp Center Discussion
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How to embed a Wave Checkout in your Wordpress website This guide will walk you through how to add a Wave Checkout to your Wordpress website, so your clients can pay you in advance. Checkout works best when you use it to collect payment for a fixed cos... Read the full story hereSystem 13 views 1 comment 0 points Most recent by Paigettie March 24, 2019 2:36PMHelp Center Discussion
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How to email your receipts to your Wave account If you've got a receipt sitting in your inbox, or on your phone, tablet or computer, you can email it to [email protected] Follow these guidelines to successfully email receipts: Send one rece... Read the full story hereSystem 4.1K views 8 comments 0 points Most recent by benc March 24, 2019 12:10PMHelp Center Discussion
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I would like to be able to print individual transaction entries. I have been unable to find out how to do this. I have been told that this is not possible yet. I hope that a program enhancement can be made to allow the printing of individual journal entries.ChuckBunn 8 views 3 comments 0 points Most recent by JC101 March 24, 2019 6:54AMUpgraded Accounting Experience
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I am a retired Chartered Accountant helping a Rotary Club keep its Waveapps books in order. I assist the treasurer with certain transactions, review the transactions, ledgers and reports for inaccuracies etc. What I want to know is where can I find a comprehensive basic User Manual for Waveapps? Is thee such a thing or is there a site where I can…
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Simple inventory entry & tracking in Wave When you spend time and money to build up a stock of items that you can sell, you have converted cash into an asset known as "inventory." To properly assess the state of your business, it... Read the full story hereSystem 3.7K views 17 comments 0 points Most recent by Louisa_S March 23, 2019 3:43PMHelp Center Discussion
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Is there a way to import products from a .csv format?RVFmal 311 views 14 comments 3 points Most recent by Webtaskr March 23, 2019 1:48PMSales & Invoicing Feature Discussion
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How do I troubleshoot my bank connection? Oh no, it's a redirect message! This article applies to a different kind of bank connection. Read more about bank connections. Bank connections are a great way to get data into Wave. Those buildi... Read the full story hereSystem 2.8K views 57 comments 0 points Most recent by MAS March 23, 2019 12:48PMHelp Center Discussion
