feature
Discussion List
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I would like to be able to reorder line items on estimates.d0paminefiend 880 views 66 comments 4 points Most recent by Noland March 4, 2021 7:28PMSales & 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 1.9K views 67 comments 11 points Most recent by LMR February 27, 2021 1:55PMSales & Invoicing Feature Ideas
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This discussion was created from comments split from: Feature request.System 3.2K views 40 comments 1 point Most recent by AlexL February 23, 2021 3:59PMSales & 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 8.2K views 94 comments 2 points Most recent by AlexL February 22, 2021 8:38PMAccounting Technical Support
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CREDIT MEMO - When will WAVE offer a CREDIT MEMO function. A business should be able to give a client a credit, but have it itemized so the client/customer is aware they got something of value, compliments of the business. For now, if you issue a CREDIT MEMO as an ITEM in an Invoice, with a negative figure, say, -$40.00, the invoice will process…Film35HD 2.6K views 17 comments 1 point Most recent by Steve_FieldstoneHOA February 18, 2021 2:18PMAccounting 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 1.6K views 64 comments 12 points Most recent by JD87 February 17, 2021 9:03PMSales & Invoicing Feature Ideas
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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 10.1K views 160 comments 17 points Most recent by Citizen_of_the_World February 17, 2021 12:24AMSales & Invoicing 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 11.5K views 114 comments 12 points Most recent by AlexL February 16, 2021 4:04PMAccounting Feature Ideas
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There is a big hassle to download invoices one by one. There should be an option to select multiple invoices and download them at once. Try to provide this option ASAP.
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We used to be able to click on the headers in the transaction screen and sort by dollar amount. Why can't we do that anymore?
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FYI, here is our current wishlist and one things that appears to be a bug. 1) Be able to tag any transaction you like with any tag that has been made (using an interface similar to Customers or Vendors). This would allow us to group project initiatives, track expense reimbursements to employees, etc. 2) Be able to upload an invoice or bill under…maricalamari 1 view 1 comment 0 points Most recent by ohio_bryce February 3, 2021 3:45AMAccounting Feature Ideas
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We're currently having a deep look at the way our customers use Wave to help run their business. We know that for many of you, that involves other cloud based software. We're curious to know if you also use Zapier to help connect any of your cloud software to automate some of your workflows and get data into different systems? * If you do, is Wav…Mani 1.1K views 39 comments 1 point Most recent by Devone February 1, 2021 8:46PMAPI & Integrations Feature Ideas
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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 3.3K views 130 comments 2 points Most recent by adamadam January 27, 2021 5:54PMAPI & Integrations Feature Ideas
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Please add a save or save-as-draft button on invoice beside save and continue.
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Hi there, Not sure if this is the right place to put this or not! I run a marketing consulting agency, and use Wave for my accounting. The other system I use is Bonsai. I use Bonsai for its proposal feature, contracts, invoicing, and timekeeping. But this gets messy because the two systems don't sync well together—which means I can't see expect…MFMDC 284 views 9 comments 8 points Most recent by AlexL January 11, 2021 5:09PMSales & Invoicing Feature Ideas
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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 4.8K views 249 comments 14 points Most recent by kimhopkins January 11, 2021 4:35PMAccounting Feature Ideas
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Since WaveApps switched to Plaid to connect bank accounts to Wave, I have not been able to connect to my banks business portal (Columbia Bank State Bank). My bank changed to a new system that has 3 fields to enter login information: Company ID, User Name and Password. The only connection Wave is offering is to the personal banking accounts. I h…Tripod_Imaging 93 views 4 comments 1 point Most recent by Kath January 6, 2021 10:58PMBank Connections
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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). 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: sometimes d…RoKa 995 views 27 comments 4 points Most recent by Herm December 30, 2020 4:15AMAccounting Feature Ideas
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Hi, Is there a way whereby i can tag each transaction of a particular project/event/invoice so that I will be able to track the profitability of that particulat project/event/invoice? This will be a great feature as many business dabble in multiple projects at one time and it would be good to be able to track which of the projects are yielding m…Jeev_Da_Man 1.7K views 5 comments 4 points Most recent by Mohr December 28, 2020 9:23PMAccounting Feature Ideas
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Many times my clients issue a PO for services. When they send their payment, it is listed by PO payment. Currently, I have to search through all of their invoices in Wave to find the proper PO to apply a credit to, this can be 30 to 40 invoices. I have started making my invoice numbers match their PO numbers, however, with multiple companies doi…ServerJeff 1 view 1 comment 1 point Most recent by consultmbr December 14, 2020 4:34PMSales & Invoicing Technical Support
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When I add an item on to an invoice, is there way to add the date to each item?DrDoc 810 views 51 comments 5 points Most recent by JulianP December 7, 2020 7:39PMSales & Invoicing Feature Ideas
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If I have sent a customer many invoices, it will be useful if they can pay it in a single amount. They can do this by bank transfer of course, but I would like to extend the simplicity of Payments by Wave (credit card) to this situation as well. A simple solution would be for Wave to surface a "pay" option on the Customer Statement if a…Virgil 1 view 1 comment 3 points Most recent by EdC_OnTheRock December 5, 2020 12:38AMSales & Invoicing Feature Ideas
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Hey Everyone! What else do you use for your business and wish you could connect with Wave? What non-banking related data do you find yourself bringing into Wave regularly and wish we would automate for you?zuza 871 views 40 comments 0 points Most recent by Corey_Gardiner2 December 2, 2020 9:58PMAccounting 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 6.3K views 143 comments 11 points Most recent by JodiNA December 2, 2020 3:19AMSales & Invoicing 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 142 views 6 comments 2 points Most recent by JulianP November 27, 2020 8:58PMAccounting Feature Ideas
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Wave is outstanding, i run a cheese company in Sri Lanka and had two suggestions, the first being a report that would show you sales performance by product, that would help in illustrating your best sellers etc. Second would be a default message when sending an invoice, it would save you having to say Hi ....thanks for your order....
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In Waveapps i can create Product or Service under Expense account. but, is it possible to report an Product like i can do in Zoho or QBO? for example, i need a report (expense) of how much i spend money for an product named "Sugar" in this month?awangunawan 31 views 6 comments 0 points Most recent by Alfajuencer September 29, 2020 6:19PMWave Features
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would love to see the optin to send pdf attacment bt defauilt.colin47 51 views 4 comments 1 point Most recent by Quickbooks September 19, 2020 3:57AMWave Features
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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 184 views 9 comments 0 points Most recent by Barsin September 17, 2020 9:50PMSales & 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 368 views 26 comments 0 points Most recent by Barsin September 14, 2020 9:08PMSales & Invoicing Technical Support
