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Discussion List

  • Is there way to startover the setup such that I can setup my own chart of accounts from scratch? Setting up for my wife's business and she only needs a very simple chart of accounts. Balance sheet is only bank, a/r and equity. She has minimal expenses and they are all handled in cash so she has no liabilities. P&L is 2 revenue accounts and ma…
    CynthiaHolt 6 views 3 comments Most recent by CynthiaHolt June 18, 2021 2:06AM
  • Hi to All. Is it possible to reflect an outstanding amount due (outstanding balance) from a past invoice in a new invoice for a same customer, so he will pay for an outstanding amount as well ?
    Orkhan 693 views 7 comments Most recent by Spoonhandle June 17, 2021 9:26PMSales & Invoicing Feature Ideas
  • Hi My problem in this.. I have a business account connected to me waveapp. Every time I make a purchase with my business card which is connected with waveapp it syncs my transactions, great! Now, I want to do is upload my receipt/invoice of purchase to waveapp and attach to the purchase record but when I do that via my app on my phone or on my…
    Famoso 13.3K views 190 comments Most recent by KiahD June 17, 2021 8:55PMSales & Invoicing Feature Ideas
  • I am trying to lock pricing on an invoice but can't seem to stop ability for user to edit the amount being paid. How would I do this? I would like to ideally use the checkout (beta) for simple fixed pricing and checkout, but it looks like the API doesn't support checkout pages right now. I want to do this dynamically and invoices seems only optio…
    Vanyn 8 views 2 comments Most recent by Vanyn June 17, 2021 8:44PMSales & Invoicing Technical Support
  • I desperately need to edit some recurring invoices but can see no way to do this within the app. Any advice?
    wildmercury 6 views 3 comments Most recent by KiahD June 17, 2021 8:39PMMobile Technical Support
  • Hi, We are a company selling pecan nuts - but when I want to add an item of say 183. 5kg then it rounds it down to 183kg. How do I change this?
    Elandsdraai 6 views 1 comment Most recent by KiahD June 17, 2021 8:30PMSales & Invoicing Technical Support
  • How do we enter in check numbers for checks that we have written using our checkbook register?
    ReneeD 222 views 6 comments Most recent by KiahD June 17, 2021 8:00PMAccounting Technical Support
  • How to export receiptsTo export receipts Select the Settings menu on the bottom left and click Export under Other. On the Export Your Data page, click Export your receipts In a few moments you'll will receive an ema... Read the full story here
    System 11.6K views 57 comments Most recent by KiahD June 17, 2021 7:56PMHelp Center Discussion
  • I've invited someone to the wrong business account and want to remove him but I cannot. I used to go to User Management and could see and edit the team. Now, when I go to User Management, I only see the option to invite new people - the existing users and options to remove them have disappeared. Please help with this. I Urgently need to remove t…
    Lidia 36 views 5 comments Most recent by KiahD June 17, 2021 7:29PM
  • I'm under the belief that a computer extended warranty is part of the hardware expense, but I want to make sure before I file it. IT was on the same receipt as the hardware purchase.
    mr_palin 7 views 1 comment Most recent by KiahD June 17, 2021 7:16PMUsing Wave
  • I am a bookkeeper and is there a way to enter a debit in an income account (for example a refund). I do not want to add another expense account called Refund (best to decrease the income account). And in a similar situation, a credit in an expense account. I don't want to create an income account to reflect a reimbursement of an expense. I do not…
    PR2021 6 views 1 comment Most recent by KiahD June 17, 2021 6:54PMAccounting Technical Support
  • Hello, My company uses taxi services. By the end of the month, Taxi company will send us a receipt for accounting. It's a summary of the payments for tax during the month). All the payments have already taken place when I used the taxi. So how can I tie a few dozens of payment records to this one receipt? Thanks. Best regards, Chen.
    chenzh 96 views 6 comments Most recent by KiahD June 17, 2021 6:45PMAccounting Technical Support
  • Hi, I am try to reconcile my banking transactions with my receipts in Wave but there are instances where one banking transaction was used to purchase multiple items( generating 3 or 4 receipts) and i would like to merge all of those transactions together with that one banking transaction so that it's not duplicated. Is this possible or what's an a…
    cris4keeps 1.1K views 7 comments Most recent by KiahD June 17, 2021 6:44PMAccounting Technical Support
  • Hi, Is there a way that I can export the raw GL data? The existing report formatting when exported to excel requires additional work to parse, no option to just export an amount vs. a dr and a cr column, and it excludes valuable information like the transaction note. Thanks, Jay.
    JayGG 6 views 1 comment Most recent by KiahD June 17, 2021 6:25PMWave Features
  • Protect your business: best practices for accepting credit cardsAccepting credit cards is convenient for your customers, and gets you paid faster, but as with any financial transaction there are risks and precautions you should be aware of. Fortunately, observi... Read the full story here
    System 3.5K views 9 comments Most recent by KiahD June 17, 2021 6:18PMHelp Center Discussion
  • I was trying to export a report from Account Transactions When i choose "Report Type" as "Accrual (Paid & Unpaid)", Description column is correct. i.e. "Customer Name - Invoice No. - Item ". However, when i change to Cash Basis (Paid) in Report Type, it's displaying "Customer Name - Invoice No. - ITEM DESCR…
    c_chan 8 views 1 comment Most recent by KiahD June 17, 2021 5:54PMSales & Invoicing Technical Support
  • I just uploaded a receipt via the Receipts App and wanted to fill in the additional info on the desktop but somehow the Receipts function on the desktop has disappeared. I only see Bills, Vendors and Products & Services option within Purchases ledger. Please advise.
    ChrisLeach 7 views 0 comments Started by ChrisLeach June 17, 2021 4:31PM Using Wave
  • Hi Everyone, I have a quick question, please! * My Sales from Aug'1st to Aug'31st, 2019 = 103,450.45 + 5% VAT * Account "Sales" under "Account Transactions" (General Ledger) shows the above- mentioned figure correctly. * However, the Account Balances Report shows my Sales for the same period = 106,484.95 +5% VAT. Which is …
    Mamdouh 485 views 13 comments Most recent by Adewale June 17, 2021 4:13PMAccounting Technical Support
  • How to assign a deduction, bonus or benefit to an employeeSometimes you may need to add additional payments or deductions to your employee's pay. In this article we'll review how to assign a deduction, bonus or benefit to an employee. Click Payroll, then... Read the full story here
    System 2K views 17 comments Most recent by David_in_Edmonton June 17, 2021 2:13PMHelp Center Discussion
  • What to do if you can't see your Wave dataThe security of your Wave account and the integrity of your data is incredibly important to us. Wave's system cannot delete or remove data without your consent. If you've logged in to Wave and it l... Read the full story here
    System 2.5K views 37 comments Most recent by DebDen June 17, 2021 2:07PMHelp Center Discussion
  • How to add money to your Wave Visa Business Debit CardCongratulations on finding the Wave Money Help Center article! Wave Money is a brand new product from Wave which is currently in a limited beta release. We are looking to roll this out to more user... Read the full story here
    System 1.1K views 7 comments Most recent by Movlab June 17, 2021 6:30AMHelp Center Discussion
  • Hi there, I paid $3000 for a bill in March 2019. The supplier gave me a credit note of $280 in April 2019 after realizing that she overbilled me $280 for March 2019. My original bill in April was $2000. So I paid them $$1720 for Apr 2019 after deducting the credit. How do I record the above so that the COGS show up correctly under P&L stat…
    hong 752 views 5 comments Most recent by eip June 17, 2021 3:07AMSales & Invoicing Technical Support
  • Hi, Please help (I am starting to use wave first time) I am trying to import a csv customer list. The preview of the first 5 customers in list (when importing) shows all info correctly in the different columns. But when i click on import, after short while i get a error "Hrmm, we didn't find any new contacts to import. We failed to import xx …
    Mauritz 74 views 10 comments Most recent by JMarie_2019 June 16, 2021 9:55PMAccounting Technical Support
  • I started reading other posts on how to categorize tools and right off it seems even something this simple is opening a can of worms of possibilities so I'll ask here instead. There are tools like measuring tools and setup tools that last until somehow they are damaged beyond use, and things like files and air tools that last sometimes years, and …
    Loren 7 views 1 comment Most recent by KiahD June 16, 2021 8:04PMHelp Center Discussion
  • Need help with accounting for 'drawings' or taking a draw by the owner. When I try to do this and try to take from my main checking account Wave says that all of this type of transaction must pass through a equity account. Say What?
    paul_logan66 1.7K views 10 comments Most recent by KiahD June 16, 2021 7:54PMAccounting Technical Support
  • Hi, I've been trying to connect my RBC business account to Wave and I get to the point where Wave asks me to "log into your bank account and update your account. Then, return to Plaid to continue" I can't figure out what exactly I need to update. Has anyone else had this problem? Thanks so much, Monica
    Monica001 8 views 1 comment Most recent by KiahD June 16, 2021 7:27PM
  • SOLVED Only invoices in home currency can be closed by "Payment received for an invoice in wave". So, manually mark invoice as paid and then merge this transaction with the bank transaction to avoid double income. To Merge transactions: select 2 transactions and in the top menu select Merge. I'm starting to use Wave and now I reconstruc…
    OlegT 358 views 8 comments Most recent by KiahD June 16, 2021 7:15PMSales & Invoicing Technical Support
  • Invoicing: draft vs. saveWhen you are creating an invoice you will see two options at the top and bottom of the page: Preview and Save. Clicking Preview will show you what your customer will see, even though you haven't ac... Read the full story here
    System 27.7K views 61 comments Most recent by KiahD June 16, 2021 7:02PMHelp Center Discussion
  • Accounting for overpaymentsHave you ever had a client overpay an invoice? In this situation, you have two options: you can refund them the difference, or you can apply that overpayment towards future services. If you want to... Read the full story here
    System 23.6K views 68 comments Most recent by KiahD June 16, 2021 6:56PMHelp Center Discussion