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 1.9K views 179 comments 9 points Most recent by xDavidx February 22, 2020 1:56AMAccounting 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 981 views 56 comments 6 points Most recent by rosemaryhitchens February 19, 2020 10:58PMSales & Invoicing 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 149 views 7 comments 2 points Most recent by laminaj February 19, 2020 1:47PMWave Features
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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 193 views 25 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 690 views 25 comments 2 points Most recent by CalumBettison February 18, 2020 2:26PMAccounting 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 990 views 25 comments 6 points Most recent by parkercpa February 16, 2020 12:14AMSales & 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 6K views 127 comments 14 points Most recent by MrShamino February 14, 2020 2:03PMSales & Invoicing 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 9 views 0 comments 0 points Started by grabault February 10, 2020 3:28PM API & Integrations Feature Ideas
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This discussion was created from comments split from: Feature request.System 1.8K views 34 comments 0 points Most recent by Melodymakers February 9, 2020 11:31PMSales & 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 4.4K views 130 comments 11 points Most recent by DwayneK February 9, 2020 8:50PMSales & 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 5.3K views 86 comments 1 point Most recent by osimaleki February 8, 2020 1:26AMAccounting 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 217 views 4 comments 0 points Most recent by GrantWHall February 7, 2020 9:06PMSales & 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 12 views 1 comment 1 point Most recent by ConnorM February 6, 2020 8:34PMSales & 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 6.5K views 86 comments 6 points Most recent by PhilipBC February 6, 2020 6:22PMAccounting 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 916 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 20 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 12 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 110 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 294 views 25 comments 3 points Most recent by ConnorM January 16, 2020 7:56PMAccounting 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 1.9K views 105 comments 2 points Most recent by trav2001 January 16, 2020 1:39PMAPI & Integrations Feature Ideas
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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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When you enter a search term under Transactions, it only searches for that term within the transaction description. It will not show any transactions where that term shows up in the notes. Can we please have this "feature?"
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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. D…toastytush 160 views 7 comments 1 point Most recent by Sarahp1_VA January 10, 2020 2:16PMSales & Invoicing Feature Ideas
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I would like to be able to reorder line items on estimates.d0paminefiend 329 views 59 comments 3 points Most recent by DoeValley January 7, 2020 11:49PMSales & Invoicing Feature Ideas
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Hello all, I'm trying to drive more of my payments directly in to wave rather than PayPal and I've recently started experimenting with Wave Checkouts. Visitors to my website today can select from a limited number of quantity options in a drop down field with PayPal. I would prefer to allow my customers to just select their desired quantity. As a …
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When I add an item on to an invoice, is there way to add the date to each item?DrDoc 435 views 37 comments 2 points Most recent by bolanrint January 2, 2020 7:35PMSales & Invoicing Feature Ideas
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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 52 views 7 comments 3 points Most recent by AccountsPro December 14, 2019 2:41PMAccount Settings Feature Ideas
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Each month I have a folder with 100+ email receipts for purchases for our company. However, as Wave do not allow multiple receipts to be uploaded at once. I each month need to spend 60-90 minutes one by one clicking each receipts and uploading them individually. Any plans for this to be able to be done batch wise. Other companies have gotten this…Ayoung72 24 views 1 comment 0 points Most recent by BarsinA December 12, 2019 2:30PMAccounting Technical Support
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Hi, I am a current Quickbooks desktop user and I am always on the lookout for alternatives. I see Wave as promising but just not suitable yet for the businesses I operate. Given the fact that there is no job costing or even classes available for Wave, I could have probably worked around this with a hierarchical account structure. For example, a t…americanriver 572 views 18 comments 3 points Most recent by BarsinA December 12, 2019 2:08PMAccounting Feature Ideas
