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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 updates here…Charlotte Announcement 1K views 66 comments 1 point Most recent by annathereseluna April 2, 2021 3:28AMAccounting Technical Support
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We're working to help simplify your experience with Payroll by Wave, and have made recent updates to your account to help give you more flexibility and customizations around how you pay your workers. Have a question or request for a feature that will help you work more efficiently? Add your feedback here! See the full picture with improved tax p…Laura_Kavanagh Announcement 62 views 1 comment 0 points Most recent by Laura_Kavanagh July 16, 2019 7:33PMPayroll & Employees Release Discussion
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We're excited to announce some new offerings to our current Payroll by Wave employers! Have a question or request for an upcoming release? Add your feedback here! Introducing Workers Compensation Workers’ compensation insurance is critical for keeping your employees and business safe. This is why Wave has partnered with AP Intego to help you ge…Laura_Kavanagh Announcement 61 views 0 comments 0 points Started by Laura_Kavanagh July 16, 2019 7:25PM Payroll & Employees Release Discussion
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If you're in Canada and have logged into Payroll recently, you may have noticed that you can now add Independent Contractors to your regular scheduled payroll! This is something users have been asking for, and we're so happy to say that you can now easily manage and pay your independent contractors. Just like generating T4's for your employees, t…Laura_Kavanagh Announcement 183 views 0 comments 0 points Started by Laura_Kavanagh February 7, 2019 2:45AM Payroll & Employees Release Discussion
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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 we…Charlotte Announcement Closed 4.6K views 0 comments 13 points Started by Charlotte February 26, 2018 3:30PM Wave Features
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Getting started with Wave PaymentsMake it easy for customers to pay you and get paid faster! Payments by Wave makes getting paid easy! With credit card option bank payments options built directly into your invoices, you’ll be paid ... Read the full story hereSystem 11.9K views 32 comments 0 points Most recent by JulianP April 19, 2021 9:01PMHelp Center Discussion
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Hi there...Prior to "opening our doors," we made some considerable purchases from our own personal banking and credit card accounts. * Should we capture those investments? I would like to so that I can have the company pay us back when it makes sense. * How do we capture these investments? * How do we capture the re-payments from the c…BrownFamilyChemDry 17 views 1 comment 0 points Most recent by JulianP April 19, 2021 8:51PMAccounting Technical Support
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[US] How to enrol in the Electronic Federal Tax Paying System (EFTPS)When it comes to paying payroll taxes, it's important to stay up to date and informed. Below is a list of instructions for how you can enroll in the Electronic Federal Tax Paying System (EFTPS), wh... Read the full story hereSystem 1K views 6 comments 0 points Most recent by JulianP April 19, 2021 8:22PMHelp Center Discussion
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How to split a transactionIf you made one lump sum payment for a number of items that belong in different categories, or if a customer paid you a single check to cover several invoices, you'll need to split the transaction ... Read the full story hereSystem 11.2K views 115 comments 0 points Most recent by JulianP April 19, 2021 8:16PMHelp Center 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 16.2K views 313 comments 0 points Most recent by JulianP April 19, 2021 8:03PMHelp Center Discussion
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This may be more of a general accounting question, but I'm also just not sure the best way to represent these transactions in Wave. Some quick background: we put on an annual tech conference. Our ticket sales are processed through Stripe, and we charge sales tax on them. We record ticket sales as unearned income and then recognize that income on …
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All about automatically categorizing transactionsOops! 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 14.4K views 175 comments 0 points Most recent by JulianP April 19, 2021 7:39PMHelp Center Discussion
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When looking at transactions is there a way to quickly look to see if they have an attached receipt to it? It would be nice having an icon next to each transaction showing a receipt has been already attached to it.Moonis 11 views 1 comment 1 point Most recent by JulianP April 19, 2021 7:25PMAccounting Technical Support
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If anyone is in need of accounting/finance/tax automation, reach out to me. I am a Fiverr Consultant(Tech it Up) on the side and will help you automate the boring stuff literally!
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Complete direct deposit applicationDirect deposit allows you to pay your employees automatically, saving time and headaches. Best of all, there's no additional charge for this service! Wave Payroll is currently only available in Nor... Read the full story hereSystem 1.9K views 13 comments 0 points Most recent by JulianP April 19, 2021 7:14PMHelp Center Discussion
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The value under transactions for my checking account ($9,779) does not match the value shown on the dashboard (actual checking account value). Also this wrong value is listed on the balance sheet. I started a new wave account at the beginning of the year, and added an accurate starting balance. What am I doing wrong?fabb2004 2 views 3 comments 0 points Most recent by JulianP April 19, 2021 7:10PMAccounting Technical Support
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How to account for transaction feesIf you're one of the many business owners who uses credit card processing as a method of payment, then you’re more than familiar with transaction fees (also known as merchant fees). Most credit car... Read the full story hereSystem 17K views 157 comments 0 points Most recent by JulianP April 19, 2021 6:48PMHelp Center Discussion
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Hi, I have a liability account "Cleaner Owings" that I'd like to use to track what I owe to cleaners in my cleaning business. When the report below is set to "All Contacts" everything shows correctly. However when I switch to filter for just one vendor "Jesy", it doesn't show the Feb 20th transaction where that …
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Upload a bank or credit card statement in .csv formatThe easiest way to get transactions into Wave is to connect your bank account for automated updates. Sometimes, however, this may not be possible. You may prefer not to connect your bank or you may... Read the full story hereSystem 39.5K views 188 comments 0 points Most recent by JulianP April 19, 2021 6:25PMHelp Center Discussion
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What version of Wave accounting am I using?If you created your Wave account any time from the beginning of 2018, you're using the latest version of Wave's accounting features. Throughout this year, we've also been migrating existing custome... Read the full story hereSystem 2.6K views 30 comments 0 points Most recent by WildEarth April 19, 2021 4:51PMHelp Center Discussion
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I know the system is built around an accrual basis, but it would be nice if somewhere in the settings you could default report types to Cash Basis OR Accrual. It's easy to change the settings within the cash flow and P&L reports, but doing this could also translate over to the dashboard features too. Right now, the dashboard is only a rough …planner84 3 views 1 comment 0 points Most recent by PTGuy April 19, 2021 4:03PMAccounting Technical Support
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Introduction to the transactions pageThe Transactions page is where all of your transactions live. You can create, filter, sort, and edit your transactions here. Take a moment to check out everything you can do. From the Transactions... Read the full story hereSystem 9.9K views 96 comments 0 points Most recent by SadDadDanceParty April 19, 2021 3:39PMHelp Center Discussion
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Is it possible to add a default setting, along with year end, etc., for Accrual or Cash accounting? I'm using Cash so I need to select that each time I view a report and at some point I'm going to forget :/SandyL 7 views 5 comments 0 points Most recent by ZaneRock April 19, 2021 3:05PMAccount Settings Feature Ideas
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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 14.4K views 106 comments 0 points Most recent by RARB April 19, 2021 1:29PMHelp Center Discussion
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Greetings, I wish to get information why these figures on the Transaction page shows NEGATIVE at the top left of the page. Am I doing anything wrong because the figures are inserted as per the transaction (income and expenditure) Regards Regardsbayangiman 5 views 0 comments 0 points Started by bayangiman April 19, 2021 6:54AM Accounting Feature Ideas
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Hello, I am new to wave, and was just setting up my business information for invoicing and I see that the province / state list for Pakistan is very outdated. It is however also mandatory and shows up on my invoice too. For example I am in Khyber Pakhtunkhwa which was renamed from North-West Frontier more than a decade ago. The list still has the …uzairktk 3 views 0 comments 0 points Started by uzairktk April 19, 2021 4:33AM Account Settings Technical Support
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I raise an invoice June 1st for payment in 30 days (annoying I cant set to 28) for work done in May. However noweher on the recurring form does it allow that info to be added. Is there not a field for something like {{last_mm_yyyy}} or {{this_mmm_yyyy}} or {{next_month}} that woud auto populate, so in the above example my line item could be "…rndigital 311 views 24 comments 6 points Most recent by CKEL April 19, 2021 2:37AMSales & Invoicing Technical Support
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I'm doing my taxes and I need to know how much GST I paid in my expenses over the year. I know the data is in there because I inputted it manually for each expense when entered it into Wave. I can easily produce a report to show TOTAL dollar amount spent for each expense category, but I can't find any way to show how much GST is included in that …lzr9000 5 views 0 comments 0 points Started by lzr9000 April 19, 2021 12:22AM Accounting Feature Ideas
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Foreign currency account balances in WaveWhen you have accounts set up in foreign currencies, transactions and reports can become confusing. Here are some tips for managing your foreign currency accounts. When you run a business in multip... Read the full story here
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User permissionsWave 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 31.4K views 156 comments 1 point Most recent by SusSpea April 18, 2021 8:01PMHelp Center Discussion
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Claim reimbursable expenses on an invoiceA reimbursable expense is a cost you incur on behalf of a customer. Travel expenses and special materials or supplies are examples of common reimbursable expenses. When you bill your client, includ... Read the full story hereSystem 17.5K views 89 comments 0 points Most recent by franmorfini April 18, 2021 7:11PMHelp Center Discussion
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How to add accounts and customize categoriesWhen you created your business in Wave, we set up your Chart of Accounts with a list of common accounts (or categories) based on what you told us about your business. You can also add different ac... Read the full story hereSystem 40.9K views 114 comments 0 points Most recent by mushpamensa April 18, 2021 5:53PMHelp Center Discussion
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How can I create an estimate on the mobile app? As my app only allows me to generate invoicesjashan munilall 5.2K views 65 comments 5 points Most recent by EVP April 18, 2021 4:54PMMobile Feature Ideas
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How to customize your invoices and estimatesYour Wave invoices can be as individual as you are. Follow these tips to learn how to make invoices for your business that you are proud to send. Click on Settings in the bottom left corner and s... Read the full story hereSystem 20.7K views 141 comments 0 points Most recent by CourtReporter April 18, 2021 3:56PMHelp Center Discussion
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I have been trying to split a payment for last 4/5 days but it's just not working. Can anybody help me with this issue?
