feature
Discussion List
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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 3.9K views 68 comments 1 point Most recent by EliteChair September 16, 2019 2:59AMAccounting 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 …PBrooksMac 916 views 59 comments 8 points Most recent by matt3006 September 15, 2019 7:45PMAccounting Feature Discussion
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While I think I am familiar with the split functionality, there are use cases in my business that I would like to share to see if it is possible to achieve with Wave. As a real estate agent, I often have a single transaction -- a deposit -- hit my business checking account that actually contains several transactions inside of it. These transactio…Traek 8 views 1 comment 0 points Most recent by AlexL September 12, 2019 8:45PMAccounting 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?DrDoc 224 views 25 comments 1 point Most recent by Kzu September 11, 2019 10:25PMSales & Invoicing Feature Discussion
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Hello, Is there a way for me to add a memo or note on a customer statement? Client wants me to display my banking details on their statement.Eldavinn 8 views 1 comment 0 points Most recent by AlexL September 10, 2019 5:25PMSales & Invoicing Technical Support
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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 4.4K views 69 comments 3 points Most recent by justmy2cents September 10, 2019 3:22PMAccounting Feature Discussion
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I have been reading the excellent Wave Guide to Fearless Accounting and came across the section about what to do when an invoice becomes overdue. It suggests calling the client, requesting payment a certain way, getting them to enter their credit card into the system, etc. This is great advice. I would like to make it systematic! If you could add…Brent_Baltzer 12 views 3 comments 0 points Most recent by AlexL September 9, 2019 6:36PMSales & Invoicing Feature Discussion
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Hi, I have a couple requests for invoices that I'm quite surprised don't already exist. * Period being invoiced A small calendar widget that indicates which days you worked for the client. Most clients I've worked with want to know this * Invoices that save data from previous- maybe a small tick next to each section that indicates whether you w…Pdino64 7 views 3 comments 0 points Most recent by Pdino64 September 5, 2019 10:16PMSales & Invoicing Feature Discussion
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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 I …Marcus_1979 290 views 15 comments 0 points Most recent by BarsinA September 5, 2019 8:08PMSales & 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 131 views 25 comments 1 point Most recent by TJ_in_ZA September 5, 2019 10:23AMAccounting Feature Discussion
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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 71 views 5 comments 3 points Most recent by BarsinA September 4, 2019 7:29PMSales & Invoicing Feature Discussion
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Not sure how to delete this but I moved the conversation here instead: Home > Accounting > Accounting Feature Discussion > True split transactions. Mod: please feel free to remove this as I couldn't figure it out!
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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 4.3K views 104 comments 13 points Most recent by TJ_in_ZA August 31, 2019 1:15PMSales & Invoicing Feature Discussion
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I would like to be able to reorder line items on estimates.d0paminefiend 187 views 13 comments 1 point Most recent by Mani August 28, 2019 4:45PMSales & Invoicing Feature Discussion
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Hello @Alexia Is there a possibility to introduce custom fields in the customer master, which when filled will reflected in the Invoice? (Bill to) It can be 3 or 4 custom fields. We use Wave app for generating monthly maintenance slips and we cannot mention the apartment number, apartment area, parking slot etc etc.
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This discussion was created from comments split from: Feature request.System 1.2K views 19 comments 0 points Most recent by craftychicks August 22, 2019 5:11AMSales & Invoicing Feature Discussion
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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 525 views 21 comments 2 points Most recent by BarsinA August 16, 2019 7:21PMAccounting 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 "…lterenzi 721 views 47 comments 5 points Most recent by AlexL August 15, 2019 8:57PMSales & Invoicing Feature Discussion
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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 689 views 22 comments 6 points Most recent by AmandaK August 15, 2019 8:14PMSales & Invoicing Feature Discussion
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We have long list of products and vendors list. some of them are not using anymore. but we create invoice or bill these will shows up. We need a feature to disable or hide vendor or product item that way it won't shows up on invoice creationSri 23 views 5 comments 1 point Most recent by AlexL August 13, 2019 7:00PMAccount Settings 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'd …Mani 1.3K views 94 comments 2 points Most recent by xenium August 8, 2019 8:26AMAPI & Integrations 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 134 views 21 comments 2 points Most recent by choir August 5, 2019 3:11PMWave Features
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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 193 views 6 comments 0 points Most recent by madeiratranslations July 31, 2019 12:11PMAccounting Feature Discussion
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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 1K views 16 comments 1 point Most recent by NeilR July 26, 2019 9:23AMAccounting Feature Discussion
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Hi all. I have some suppliers who require me to send them a remittance advice when I pay them. How can I get this off Wave instead of having to export it into excel and do the remittance manually? Any better suggestions than excel? Your help will be appreciated.Mikelunn_8292 316 views 16 comments 3 points Most recent by BarsinA July 25, 2019 6:39PMAccounting 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 120 views 15 comments 3 points Most recent by JamieD July 24, 2019 8:54PMAccounting Feature Discussion
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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 3.4K views 62 comments 10 points Most recent by JamieD July 22, 2019 1:42PMSales & Invoicing Feature Discussion
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Would like to make wave more usable with some add on features such as 1- Discount tab with % or amount under Invoice 2- Purchase Invoice integration so while making Sales Invoice the maker know what is my buying cost 3 - Can added option of Any Advance amount received from client before Invoice made , later once its done advance amount can be a…
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Scheduling payment reminders is really helpful. It would be great if these could be on by default (maybe that could be an option in preferences). Also for recurring invoices.mark314 14 views 1 comment 0 points Most recent by ChelseaK July 16, 2019 7:54PMSales & Invoicing Feature Discussion
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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 I …chj915 323 views 19 comments 0 points Most recent by dofzin July 15, 2019 2:56PMAccounting Feature Discussion
