feature
Discussion List
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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 1.2K views 59 comments 9 points Most recent by Spoonhandle July 11, 2020 8:11AMSales & Invoicing Feature Ideas
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Hi, I am migrating some of my clients from QuickBooks to Wave, to minimize the amount of capturing. However they have become used to the way the Profit & Loss report was and require the same report. I cannot seem to figure out how to generate a P&L for the year to date, but with all the months as separate columns for comparison purposes?Stienie 1.4K views 12 comments 1 point Most recent by FaithResolutions July 10, 2020 6:11PMAccounting Feature Ideas
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Hi! I'm an Italian resident and I have some of the same issues stated above. When trying out your service there are a few things that clash with the requirements we have in Italy to fulfill an invoice. 1) The company information should be as follows: * Street name, street number Example: Via Carducci, 7 * ZIP coded (Codice CAP in Itlay). City n…
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Hi there, I would find it useful for there to be a breakdown of projected (future) expenses versus income, essentially like personal budget software programs (like Mint) provide. What I'm envisioning is basically: 1) You're able to enter/record all income you know you'll be receiving by month. For instance, most of my clients are retainer client…
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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 6.4K views 89 comments 1 point Most recent by AlexL July 1, 2020 2:36PMAccounting Feature Ideas
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Can the features of printing an invoice and exporting to PDF be added in the invoice app?Mits 340 views 10 comments 0 points Most recent by VijaySahni July 1, 2020 7:45AMMobile Feature Ideas
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When I add an item on to an invoice, is there way to add the date to each item?DrDoc 615 views 45 comments 5 points Most recent by CallieP June 30, 2020 9:47PMSales & Invoicing Feature Ideas
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(Image) Hello. I have a query/feedback as you can see in the pictures above. There are 2 scenarios 1) when posting an expense(withdrawal) + selecting Accounts payable in category (as I'm paying an advance to my vendor w/o posting the bill) the 'Add vendor' option doesn't appear, but when I select Account receivable 'Add vendor' option appears …Paranshu 21 views 3 comments 0 points Most recent by AlexL June 30, 2020 2:07PMAccounting 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 1.3K views 36 comments 8 points Most recent by CallieP June 29, 2020 9:20PMSales & Invoicing Feature Ideas
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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 18 views 2 comments 2 points Most recent by Shae_Marcu June 22, 2020 11:23PMSales & Invoicing Feature Ideas
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I tried separating 2 emails with a comma for my customer's contact details. I know I can add second emails when sending invoices, but most of my invoices go out automatically and this customer would prefer to get emails to 2 inboxes.OutLoudStudio 13 views 1 comment 1 point Most recent by BarsinA June 22, 2020 7:19PMSales & Invoicing 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 877 views 32 comments 1 point Most recent by jthawke June 22, 2020 6:56PMAPI & Integrations 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 3.1K views 233 comments 11 points Most recent by Sophie_Kaplan June 19, 2020 4:07PMAccounting Feature Ideas
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What if my business deals with 2 different currencies and I'd like to have both currencies in my reports instead of having the secondary currency converted into the base currency.
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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 2.6K views 113 comments 2 points Most recent by CallieP June 11, 2020 7:15PMAPI & Integrations Feature Ideas
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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 848 views 26 comments 3 points Most recent by EddieJennings June 1, 2020 2:00AMAccounting 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 56 views 4 comments 2 points Most recent by PlayerPrints May 26, 2020 4:07PMAccounting Feature Ideas
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Upvote if you like the following features related to transaction report: * sort by amount * filter by amount rangexinbenlv 12 views 0 comments 0 points Started by xinbenlv May 24, 2020 7:49PM Accounting Release Updates
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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 7.5K views 139 comments 17 points Most recent by BarsinA May 22, 2020 7:46PMSales & 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 235 views 15 comments 2 points Most recent by BarsinA May 21, 2020 5:58PMWave Features
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Hello! I've been working with a few companies and trying out Wave as a bit more simplified accounting system since they don't need a lot of detailed information and styling on their invoices. However, we've run into an issue of "this is literally easier to do on paper invoicing" which, to me, should not be a phrase I ever utter. The one…NitroTruck 207 views 4 comments 1 point Most recent by MrsCLyn May 16, 2020 3:29PMSales & Invoicing Feature Ideas
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Similar to the free text field for customers, it would be an awesome add for a notes field for vendors. Just my $.02. :)
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Hi I need to mention my customers GST no in their invoices. Is there is any way to do that ThanksKarthi 50 views 4 comments 0 points Most recent by ConnorM May 13, 2020 1:33PMSales & Invoicing Technical Support
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Dear Sir, Greetings!!! We are your existing customer - Webnoesys IT Solutions LLP with this as registered email id. Consider this as request please from your valuable customers like us. We respect your work, your software and the service you are giving to us for the long period of time. Really Appreciated!!! We just like to know is there any w…webnoesys 330 views 8 comments 0 points Most recent by webnoesys May 11, 2020 6:27AMSales & Invoicing Feature Ideas
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Sometimes a customer is paying off a previous invoice, by entering into a payment plan. But the main invoice can't be deleted, and must be retained. Allow a main invoice to be paid by a recurring invoice so that the main invoice records those recurring payments as they are being made. Right now it is causing accounting problems by having double…
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Make it easier to navigate to Wave Community and lessen the need for live chat by providing a direct link to the community forum right from Wave (already signed in, ready to post)
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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 8.4K views 94 comments 8 points Most recent by Kristian_G May 7, 2020 7:14PMAccounting Feature Ideas
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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 546 views 17 comments 0 points Most recent by BarsinA May 4, 2020 8:32PMSales & Invoicing Feature Ideas
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As a small seasonal business owner, I need payroll to be flexible, robust, and ready on the go. That means changing payroll frequency, starting and stopping payroll as needed. And of course has to be simple with no waiting in a queue or going through a prolonged set up. It seems like the current industry payroll model is established by ADP, but…
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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 oversightrtisdale 858 views 21 comments 3 points Most recent by ConnorM April 27, 2020 6:47PMSales & Invoicing Feature Ideas
