Discussion List

  • Please add a facility to print statemants. Some of my customers don't have email addresses and need a statement on paper.
    Mike_C1 370 views 27 comments Most recent by JordanD October 8, 2019 6:47PMAccounting Feature Ideas
  • 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 94 views 3 comments Most recent by EmmaP October 4, 2019 6:03PMAccounting Feature Ideas
  • 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 35 views 1 comment Most recent by AlexL September 10, 2019 5:25PMSales & Invoicing Technical Support
  • 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 38 views 3 comments Most recent by AlexL September 9, 2019 6:36PMSales & Invoicing Feature Ideas
  • 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 10 views 3 comments Most recent by Pdino64 September 5, 2019 10:16PMSales & Invoicing Feature Ideas
  • 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.
    UHRP3 309 views 7 comments Most recent by JordanD August 28, 2019 4:21PMWave Features
  • 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 336 views 6 comments Most recent by madeiratranslations July 31, 2019 12:11PMAccounting Feature Ideas
  • 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 1.9K views 16 comments Most recent by NeilR July 26, 2019 9:23AMAccounting Feature Ideas
  • 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 601 views 16 comments Most recent by BarsinA July 25, 2019 6:39PMAccounting Feature Ideas
  • 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…
    siddhiworld 14 views 1 comment Most recent by AlexL July 17, 2019 7:52PMWave Features
  • 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 Most recent by ChelseaK July 16, 2019 7:54PMSales & Invoicing Feature Ideas
  • 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 582 views 19 comments Most recent by dofzin July 15, 2019 2:56PMAccounting Feature Ideas
  • Feature Create a Wave API as a service. Allow developers access to an API to be able to use Wave's features in separate applications. Description As an application developer I want to build an app that could use some Estimate/Invoice/Payment features. Instead of building all of that out myself it would be nice if I could call Wave APIs to handle …
    StephenG 3.4K views 48 comments Most recent by adamb July 9, 2019 11:21PMAPI & Integrations Feature Ideas
  • Please add a field in Business Information for a S-Corp's EIN#. This is a primary piece of information when sending quotes to companies (at least in the USA) and needs to be either under the Logo (optional) or a field in Business Information.
    TLCINC_18 15 views 1 comment Most recent by JamieD July 2, 2019 7:55PMWave Features
  • Quickbooks has an excellent function inwhich you can auto-categorize transactions based on rules, such as transaction CONTAINS "GoDaddy" and/or "hosting" etc... (for example) How to do this with Wave? If not available I will be EXTREMELY disappointed in Wave
    catlc 2.8K views 57 comments Most recent by BarsinA June 26, 2019 4:38PMWave Features
  • 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
    Azel 208 views 4 comments Most recent by chuckg June 25, 2019 3:26PMSales & Invoicing Feature Ideas
  • So Wave have announced they're pretty much back stepping from UK & EU customers - all bank links to be terminated from September for users with UK/EU based banks, and a clear decision too to abandon all hope of MTD for Income Tax compliance (potentially to come into effect in April 2021). Where does it leave you, the UK user then? Well, the …
    MerlinAccounts_UK 81 views 0 comments Started by MerlinAccounts_UK June 18, 2019 2:27PM Accounting Technical Support
  • Hi I have a 2 part question, 1. Since Wave accounting does not close accounts, and use accounts like income summary, how do we properly update Owners Equity? Without making the December Profit and Loss account wrong, which happens if you use closing accounts? 2. A separate issue, how do we categorizes Interest Expense? Since it is not an operatin…
    ddme 111 views 3 comments Most recent by Kimpton June 11, 2019 7:22PMAccounting Technical Support
  • 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 10 comments Most recent by thomssi June 8, 2019 12:23PMAccounting Feature Ideas
  • CamCam
    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!
    Cam 784 views 12 comments Most recent by ZoeC June 6, 2019 3:43PMWave Features
  • I know this is something that has been asked before, but let me open the scope of its importance. PROBLEM For customers of Wave who have a large number of stock codes, the configurations maybe are repetitively grouped together. To prevent having to re-add all the items that exist on another estimate over and over seems like an improvement worth …
    dane 449 views 59 comments Most recent by Kevin Kelly May 30, 2019 4:13PMSales & Invoicing Feature Ideas
  • Please implement Bold, Italics etc on invoices. Even if its only on the notes. It would be nice to Bold one line so it catches the eye easier and make sure clients take note of it.
    Loman 470 views 11 comments Most recent by MiasSteenberg May 29, 2019 1:44AMSales & Invoicing Feature Ideas
  • This discussion was created from comments split from: Feature Request- Recurring Bills.
    System Closed 4.4K views 176 comments Most recent by Samd May 24, 2019 7:27PMSales & Invoicing Feature Ideas
  • Hi All, Finally, I forced myself to add all the transactions of last year to Wave Accounting. I'm adding almost 70 transactions for each month. Using the Duplicate feature the process is getting faster and easier. I just have some comments maybe there is a solution for it and I don't know (Tried searching and found nothing) of it's a minor adju…
    Bro_HLPR 31 views 1 comment Most recent by Samd May 24, 2019 4:18PMTechnical Support
  • zedzed
    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, plus…
    zed 67 views 3 comments Most recent by zed April 25, 2019 7:11PMAccounting Feature Ideas
  • 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 the e…
    eyadkat 26 views 1 comment Most recent by Charlotte April 22, 2019 9:19PMSales & Invoicing Feature Ideas
  • Hi there, I'd love to be able to email or print a bill that I create. Although now I think about it, it is a purchase order. But in Wave I use the Bill to create what I need for records-keeping. Briefly describe your business. We are a not-for-profit sporting club, and we collect racing memberships, insurance, and other sporting fees for our mem…
    Xanadu_Muse 328 views 8 comments Most recent by Suzzi April 20, 2019 4:09AMWave Features
  • 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.
    Spot 43 views 7 comments Most recent by Samd April 19, 2019 4:41PMWave Features
  • Is it possible to get a report of all sales bifurcated by products?
    amey 1.9K views 54 comments Most recent by CallieP March 27, 2019 4:23AMAccounting Feature Ideas
  • 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, coul…
    Guillaume_BS 216 views 6 comments Most recent by Ryan_W March 19, 2019 8:46PMBank Connections