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 pre-paid…PBrooksMac 449 views 32 comments 5 points Most recent by nick_pike May 22, 2019 1:34AMAccounting Feature Discussion
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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'…Mani 988 views 83 comments 2 points Most recent by jbibla May 21, 2019 7:02PMAPI & Integrations Feature Discussion
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This discussion was created from comments split from: Feature Request- Recurring Bills.System 1.6K views 175 comments 13 points Most recent by wira May 20, 2019 8:34AMSales & Invoicing Feature Discussion
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It would be nice if there was the ability to attach internal notes (which are only visible to our staff and not the customer) to invoices or customer statements, because in many times we customers or payments that we want to explain a bit further by adding such notes or memos to them.lcslebanon 325 views 50 comments 5 points Most recent by CRITTERSNOMOORE May 17, 2019 1:48PMSales & Invoicing Feature Discussion
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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 "Appro…lterenzi 510 views 42 comments 5 points Most recent by TreeAndIron May 16, 2019 2:37PMSales & Invoicing Feature Discussion
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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?
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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 3K views 52 comments 1 point Most recent by Ryan_W May 10, 2019 7:23PMAccounting Feature Discussion
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There are instances where we have inactive customers but we need to keep their records without deleting. Therefore I would like suggest a new feature to categorize customers as active and inactive. Same can be suggested to products and services. Where there are inactive products and services which need not be deleted from the system. There needs …sincela 45 views 2 comments 3 points Most recent by MB_Bokkeepping May 9, 2019 3:57PMSales & Invoicing Feature Discussion
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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 3K views 60 comments 3 points Most recent by TelosAlpha May 9, 2019 2:24PMAccounting Feature Discussion
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Any way to add more than one shipping address to customer file? This would enable a drop down selection when creating invoices and ship to Thanks BillBillR 72 views 13 comments 0 points Most recent by Zoe_caff May 8, 2019 10:39PMSales & Invoicing Feature Discussion
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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 73 views 12 comments 3 points Most recent by DavidG May 2, 2019 4:27AMAccounting Feature Discussion
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Hello, I was wondering if it is possible to request a percentage of an invoice total. This would be in the case where you charge in milestones - 50% upfront and 50% after the roughs have been approved. Thanks!
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When I add an item on to an invoice, is there way to add the date to each item?DrDoc 124 views 21 comments 1 point Most recent by Ryan_W April 26, 2019 10:31PMSales & Invoicing Feature Discussion
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New user here, transitioning from Quickbooks Online. In the Chart of Accounts, I'd like to be able to see all accounts and sort by ID. Presently, it appears I have to click each of the tabs (Assets, Liabilities, Income, etc), and the sub-sections are sorted alphabetically by name. Also, I'd like to see the current balance for every account, …zed 11 views 3 comments 0 points Most recent by zed April 25, 2019 7:11PMAccounting Feature Discussion
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Dears Wave's team as non profit business I still examining this software and for non profit accounting it is important to have extra classification for the income and the expenses this can be added in many ways 1- make product and services provide sub items/services , this can help to classify the services as restricted or unrestricted for th…eyadkat 11 views 1 comment 0 points Most recent by Charlotte April 22, 2019 9:19PMAccount Settings Feature Discussion
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Is there a way to import products from a .csv format?RVFmal 417 views 21 comments 3 points Most recent by Zoe_caff April 22, 2019 3:45PMSales & Invoicing Feature Discussion
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Please add a facility to print statemants. Some of my customers don't have email addresses and need a statement on paper.Mike_C1 77 views 18 comments 1 point Most recent by Zoe_caff April 19, 2019 6:57PMAccounting Feature Discussion
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Sometimes I can't remember if I sent a receipt to the customer. Is there a way I can pull up an old invoice and determine if a receipt was sent. The system tells you the date an invoice was created and the date it was sent but it does not state if a receipt was sent. Please advise.
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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 d…tgabarca 2.7K views 59 comments 9 points Most recent by JordanFromWave April 18, 2019 9:52PMSales & Invoicing Feature Discussion
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See title. Automated late fees are a pretty fundamental feature of a invoicing/billing application. This has been brought up before and it still hasn't been implemented. When will this be in the application? It's a major oversight
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Right now, the option I have is to upload the receipt and verify it. It then will create an expense transaction for me. I will have to merge this transaction with another transaction that is downloaded via my bank connection. Occasionally, I found I made a mistake that I merged the wrong transactions (expense amount happens to be the same), so …chj915 208 views 9 comments 0 points Most recent by alexlewiszarkos April 16, 2019 6:31PMAccounting Feature Discussion
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Is there a way to attach a photo to the invoice? I have an art gallery and would like to attach in the description a picture of each artwork. Thank you
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I know the estimates have a few less features than invoices (like not being able to duplicate or save as a different file name), but is there a way to move the line items on an estimate? I would like to group similar line items (labor, materials, subcontractors) together for ease of client understanding. Often times, I am working on a bid and stil…TAAConstruction 31 views 3 comments 2 points Most recent by jmbowles78 April 2, 2019 6:48PMSales & Invoicing Feature Discussion
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Hi, Can anyone please tell me if there's a way to customise the default date format from US (m-d-y) to the British (d-m-y)? If not, is that feature on Wave's roadmap?Absar 113 views 5 comments 0 points Most recent by Gary_W April 2, 2019 8:47AMAccounting Feature Discussion
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It is difficult to get correct reporting without sub-accounts. Wave - please consider adding this feature in ASAP!lorrijw23 Poll 100 views 16 comments 2 points Most recent by JamieD March 29, 2019 7:50PMWave Features
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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: some…KaPo 394 views 14 comments 2 points Most recent by AnthonyMA March 20, 2019 3:47PMAccounting Feature Discussion
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Hi Everyone, I was wondering if connecting Revolut and Qonto will be possible in the near future? I am currently switching from Société Générale in France (which was integrated) to Qonto and Revolut (N26 is already linked to my Personnal...) Importing transaction manually is boring (yes I am lazy... ) Among the 10k+ financial institution, c…Guillaume_BS 40 views 6 comments 0 points Most recent by Ryan_W March 19, 2019 8:46PMBank Connections
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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 proce…Film35HD 740 views 15 comments 1 point Most recent by MerlinAccounts_UK March 18, 2019 7:27PMAccounting Feature Discussion
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Whenever I send an invoice the message area is blank, I swear at one time there was a way I could save a standard message so I wouldn't have to type "Thank you for your order please look over..." each time a send an invoice. For awhile now this has been showing up blank and I can not find the area where I can save a standard message. Did this fu…toastytush 11 views 4 comments 0 points Most recent by Zoe_caff March 11, 2019 7:34PMSales & Invoicing Feature Discussion
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Hi guys, I upload my bank statements monthly and O was just wondering if there is anyway that I can change the category of everything at the same time? I am upload over 200 separate transactions however they are all for the same category. I am currently having to go into each one and change the category - which is making it more laborious than …
