feature
Discussion List
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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…
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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.
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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 15 views 2 comments 2 points Most recent by xindao March 20, 2019 1:17AMWave Features
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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 13 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 536 views 15 comments 1 point Most recent by MerlinAccounts_UK March 18, 2019 7:27PMWave Features
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This discussion was created from comments split from: Feature Request- Recurring Bills.System 999 views 149 comments 12 points Most recent by ianscottgroup March 17, 2019 1:15AMSales & Invoicing Feature Discussion
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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…
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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 2.4K views 54 comments 3 points Most recent by Ryan_W March 15, 2019 10:31PMWave Features
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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 755 views 78 comments 2 points Most recent by EricBlade March 15, 2019 1:14AMAPI & Integrations 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…
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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 2.3K views 66 comments 8 points Most recent by kimmarie2016 March 12, 2019 3:14AMSales & Invoicing
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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 5 views 4 comments 0 points Most recent by Zoe_caff1 March 11, 2019 7:34PMSales & Invoicing 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 56 views 5 comments 0 points Most recent by alexlewiszarkos March 8, 2019 7:08PMSales & 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 …
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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.
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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…Mani 339 views 19 comments 1 point Most recent by EricBlade March 3, 2019 3:34AMAPI & Integrations Feature Discussion
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When I add an item on to an invoice, is there way to add the date to each item?
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This discussion was created from comments split from: Feature request.System 617 views 15 comments 0 points Most recent by Zoe_caff1 February 26, 2019 8:34PMWave Features
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I put the Young People's Opera Society of BC (YPOSBC) onto the wave platform a year ago. It's automated invoicing and payments thereon is amazing and has saved me time I desparatly needed. Twice a year we have a program registration frenzy. About 50 people are processed through Google forms. I set up a Sheets that contains all the invoices a…alec 303 views 12 comments 0 points Most recent by PaulC February 18, 2019 11:36PMSales & Invoicing Feature Discussion
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I would like to be able to reorder line items on estimates.d0paminefiend 108 views 10 comments 1 point Most recent by wbp February 16, 2019 12:49AMWave Features
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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 373 views 15 comments 2 points Most recent by Rahim February 14, 2019 8:19PMSales & Invoicing Feature Discussion
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Hi, On dashboard in the box below "Bank Accounts & Credit Cards" it shows £2,266.59 Under Accounts > Transaction in the drop down box it shows £1,973.46 Why are they different?
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My fiscal year end is june 30. This makes using reporting in wave a real pita as far as I can see so far. I have told wave my year end, but there are only calendar year pre-sets for date ranges in the reports. There should be fiscal year date ranges as those are more important.
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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.
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Is there a way to import products from a .csv format?
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Hi! Would like to inquire how I can get started with Wave Checkout. 1.) On our Wave Account we do not have the option to click Sales > Checkouts, which are the instructions according to your article: https://support.waveapps.com/hc/en-us/articles/115005489746--BETA-Introducing-Checkout-by-Wave-An-easy-professional-way-to-get-paid-up-front…Marcus_1979 163 views 13 comments 0 points Most recent by Sophia February 12, 2019 3:29PMWave Features
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I am administrating a small weekend school. Need to create invoices for students every month or so. All of them are the same. Why do I need to repeat the (almost) same entries manually? Ideally I should be create the entries in an excel sheet and import it. One of the easiest and most obvious things that one expects from computers is the abilit…
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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 2.3K views 51 comments 7 points Most recent by tatiav February 5, 2019 10:22PMSales & Invoicing Feature Discussion
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I’m currently running a 30% off special that ends on February 6, but only for a specific short list of products and services. I tend to change my promotional offers every three or four weeks, but how would I apply this in wave?FrostVideoRescue 1 view 0 comments 0 points Started by FrostVideoRescue February 1, 2019 2:02PM Using Wave
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Hi Guys, Can anyone help to retrieve Sales Report of each Items I've sold. This will help me to get insights of Best Selling products and plan orders for next time. Appreiciate your response soonest. Regards, Ishan
