feature
Discussion List
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Hello! I was wondering if the use of "tags" to track certain projects or customer transactions within Wave has ever been discussed or considered. Short of (i) going with a full-blown Class or Project Tracking system (similar to what QB uses); or (ii) having the ability to assign accounts other than Income to bills and invoices (assign …PBrooksMac 2.3K views 217 comments 11 points Most recent by Nathaniel April 3, 2020 8:20PMAccounting Feature Ideas
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In [Accounting] [Transactions], when I check multiple transactions and choose [Edit], I can only change [Category] and [Tax], but many of my transactions have the same [Customer] or [Vendor], so it would be nice to be able to change those at the same time, rather than go back into each every transaction and set the [Customer] or [Vendor] one by on…christopherdawes 26 views 2 comments 1 point Most recent by Alex_7 April 3, 2020 2:38PMAccounting Feature Ideas
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It'd be nice to allow using HTML in invoice fields, such as Footer and Memo/Notes. This would allow for formatting text nicely (like making certain things bold, italic, etc.), or formatting things in a more advanced way, like using DIVs and inline CSS to output the Notes/Memo field in multiple columns, etc.PackWeb 233 views 20 comments 4 points Most recent by Johan April 2, 2020 12:38AMAccounting Feature Ideas
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This is my first time asking question in this community. I am not sure what title i should use for my question (or request). Please correct me. Is it possible to have wider table for Account Balances Report, so the numbers only displayed in one line? For example: IDR32,359,200.00 instead of IDR32,359,200.0 0 I use IDR for currency instead of $ …suwandi_halim 14 views 4 comments 0 points Most recent by suwandi_halim April 1, 2020 2:53AMUpgraded Accounting Experience
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When I add an item on to an invoice, is there way to add the date to each item?DrDoc 488 views 38 comments 4 points Most recent by Chirpie March 25, 2020 8:21PMSales & Invoicing Feature Ideas
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The Customers screen is the most lacking GUI in Wave. I think all of the other screens have a filter. What I can't do in Customers screen, but should be able to do: 1. Sort and filter by column heading 2. Search for a specific customer 3. click on the customer's line to view the record (like invoice list can) 4. Set an hourly rate based on custom…volkswagner 31 views 4 comments 3 points Most recent by BarsinA March 25, 2020 5:10PMSales & Invoicing Feature Ideas
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I would like to be able to reorder line items on estimates.d0paminefiend 409 views 63 comments 4 points Most recent by ConnorM March 19, 2020 8:13PMSales & Invoicing Feature Ideas
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Right now I can upload many transactions via Wave Connect but they must all flow into one bank account. (i.e. if you have 10 bank accounts, you must do 10 bank statement uploads into Wave currently and I want to avoid this.) I would like the ability to upload multiple bank statements via Wave Connect (or even the manual bank statement upload in W…Tom1115 14 views 1 comment 0 points Most recent by ConnorM March 18, 2020 3:26PMAPI & Integrations Feature Ideas
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There is apparently NO way to monitor expenses by category, other than to manually go through and sort transactions by each category, and just view them online. No way to export them, no way to generate a report. I would love to see a report of expenses by category, or the ability to export transactions WITH categories (so the data can be manipul…Valerie_ACleverCat 173 views 13 comments 2 points Most recent by acarson March 17, 2020 9:05PMWave Features
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Love that I can now upload an invoice via Wave Connect, but really need the ability to upload a bill. Doing bills with over 100 lines right now manually via the UI.
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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 6.5K views 135 comments 14 points Most recent by JustinaEdit March 16, 2020 8:03PMSales & Invoicing Feature Ideas
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Hi, We facilitate government transactions for our clients. Our invoices contain the actual invoice from the government agency involved and our own invoice. My question is, is there an option to attach (pdf) the government agency invoice together with the invoice that we create for our clients? I do not see any option that lets me attach files dur…tgabarca 4.7K views 137 comments 11 points Most recent by DwayneK March 13, 2020 9:00PMSales & Invoicing Feature Ideas
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The biggest thing keeping me from converting to Wave for invoicing and payment processing is the inability to allow the customer to add a tip to their invoice. Paypal offers this feature and it is AMAZING for people who invoice for hourly work or services. Any thoughts on this?bbizzle 1.1K views 33 comments 7 points Most recent by QaisE March 12, 2020 7:48PMSales & Invoicing Feature Ideas
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Is there a timeline for implementing bulk editing of receipts? I upload 12 months' worth of receipts for things like utilities and it's very time consuming to go into each one to ID the correct name, category, etc. Wave does a great job of filling in most of the info like date and cost but it would be even better if I could fill in a field in one …
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Our product team is looking far and wide at the cloud software that our customers use and want to integrate with Wave. There are actually a couple dozen posts about topics like time tracking, e-commerce, point-of-sale, etc. so thanks for sharing there. The purpose of this post is to ask: what are your top 2 requests and why those two? Here, we'd …Mani 2.1K views 107 comments 2 points Most recent by Joe_G March 11, 2020 4:47PMAPI & Integrations Feature Ideas
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I would like to request a new feature be considered. Time tracking. I've read the post where time tracking was discussed on Feb 28th but wanted to know if its on your road map and when you expect to have it launched. Thanks for all the great work you do.intellitech 7.2K views 88 comments 6 points Most recent by EmmaP March 9, 2020 7:41PMAccounting Feature Ideas
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As a small business located in QC the payroll feature doesn't work (probably because of the language requirements). An integration like QuickBooks could potentially be a workaround. They basically use the a page (in wagepoint) to map account in wagepoint to those in Quickbook. (Image) Note: * Current understanding is that Wagepoint is used be…grabault 33 views 1 comment 0 points Most recent by EmmaP March 2, 2020 6:44PMAPI & Integrations Feature Ideas
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This discussion was created from comments split from: Feature request.System 1.9K views 35 comments 0 points Most recent by EmmaP March 2, 2020 4:09PMSales & Invoicing Feature Ideas
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I'm not able to find any information regarding the printing of Accounts Payable checks. Does Wave Accounting support this? It's not useful to me if not since many of my vendors do not accept credit card payments.David 5.7K views 87 comments 1 point Most recent by EmmaP February 25, 2020 8:19PMAccounting Feature Ideas
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(I posted this in Using Wave as a question, but am also posting here as a feature request) Virtually all of my customers are one-time customers. I teach cycling courses and right now I have set up a Customer as "Course Registration" and then I put the person's name in the Notes. However, because the Notes field can't be searched, I have…SaferCyclingCalgary 23 views 3 comments 1 point Most recent by SaferCyclingCalgary February 22, 2020 7:23PMSales & Invoicing Feature Ideas
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I moved over to Wave after a decade with Harvest. I loved what they did but I wanted it all under one roof. For the most part I am happy with the switch. But I miss the ability for a client to actually approve an estimate. This would let me know we are ready to go and it would take the estimate out of the estimate lists and categorize it as "…lterenzi 1.1K views 56 comments 7 points Most recent by rosemaryhitchens February 19, 2020 10:58PMSales & Invoicing Feature Ideas
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When I go to customer statements under the sales tab, it says 'coming soon'. Is there a reason this feature isn't active?Mode_Maverick 220 views 24 comments 0 points Most recent by Eddie_Gr16 February 19, 2020 12:23AMSales & Invoicing Technical Support
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I would like to be able to Sort Receipts by Date, Category, Merchant, etc and Filter by Date range / Category etc. (similar to Transactions, but also ad an Update button). (Image) What am I supposed to do with 2-3 years worth of receipts ? There will be 100s if not 1000s of receipts to look through if I need to verify something. Side note: some…KaPo 754 views 25 comments 2 points Most recent by CalumBettison February 18, 2020 2:26PMAccounting Feature Ideas
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I could be wrong, but there's no way to search a customer by their account number. There's a field to add the account number when adding or editing the customer, however, there is no way to search by account number as far as I can tell. Can someone tell me if there is a way to achieve this? Also is there any way to add additional notes unto a cust…DexterTittil 243 views 4 comments 0 points Most recent by GrantWHall February 7, 2020 9:06PMSales & Invoicing Feature Ideas
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Hi! I would like to know if there is a CRM solution that could be connected to my WaveApps account in order to report payments. Thank you! Luissaludpanama 1.1K views 6 comments 0 points Most recent by PhilipBC February 4, 2020 10:26PMAPI & Integrations Technical Support
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Hi there— As it looks like many others have also pointed out in this features forum, Wave is very behind when it comes to invoice-related functionality. This list of features below is what most businesses need when it comes to invoicing (I'm a consultant, but I have worked in various fields and our invoicing software always had these features). M…MFMDC 26 views 1 comment 0 points Most recent by AlexL February 3, 2020 8:11PMSales & Invoicing Feature Ideas
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I just started using Wave for my small business accounting, and was disappointed to discover there is no easy way to set up progress invoicing. Most of my jobs are longer term projects where the client pays a certain amount up front, set amounts at various milestones then a final balance on completion. I've looked into the recurring invoicing fe…
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I wanted to search all transactions, that exclude certain words in the description. So I thought how about waveapps adds some regular expression function into the search component.chinhouswee 18 views 2 comments 0 points Most recent by chinhouswee January 23, 2020 11:26PMAccounting Feature Ideas
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Can wave checkout be set in a way that client can choose how much they are paying or I can set variable amounts I will accept for payment? Thankswkelley 119 views 7 comments 0 points Most recent by ConnorM January 16, 2020 8:11PMSales & Invoicing Feature Ideas
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It is difficult to get correct reporting without sub-accounts. Wave - please consider adding this feature in ASAP!lorrijw23 Poll Closed 371 views 25 comments 3 points Most recent by ConnorM January 16, 2020 7:56PMAccounting Feature Ideas
