Discussion List

  • 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 88 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 1.3K 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 687 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 435 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 395 views 10 comments Most recent by ReubenB May 29, 2019 1:44AMSales & Invoicing Feature Ideas
  • This discussion was created from comments split from: Feature Request- Recurring Bills.
    System Closed 3.9K 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 23 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 47 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 24 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 277 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 35 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 1.5K views 34 comments Most recent by springforthfarmnc 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 171 views 6 comments Most recent by Ryan_W March 19, 2019 8:46PMBank Connections
  • 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 it…
    MayaMercer 20 views 1 comment Most recent by AlexL March 7, 2019 5:15PMAccounting Technical Support
  • 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 and…
    alec 814 views 12 comments Most recent by PaulC February 18, 2019 11:36PMSales & Invoicing Feature Ideas
  • Hi, On dashboard in the box below "Bank Accounts & Credit Cards" it shows £2,266.59 (Image) Under Accounts > Transaction in the drop down box it shows £1,973.46 Why are they different?
    snappyfish 328 views 5 comments Most recent by JamieD February 14, 2019 6:13PMAccounting Technical Support
  • 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.
    GregVeres 23 views 12 comments Most recent by JamesW February 14, 2019 4:02PMAccounting Feature Ideas
  • 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 3 views 0 comments Started by FrostVideoRescue February 1, 2019 2:02PM Sales & Invoicing Feature Ideas
  • 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
    Ishan 33 views 3 comments Most recent by JamieD January 30, 2019 4:50PMAccounting Feature Ideas
  • It would be great if the filters and buttons at the top of the screen where frozen, with only the transactions scrolling. Eg currently as I'm sorting and merging transactions, I need to scroll back up to the top of the screen each time to click the Merge button.
    megb 4 views 0 comments Started by megb January 21, 2019 11:06AM Accounting Feature Ideas
  • Do you have any shortcut keys, for instance, to duplicate a transaction?
    Restu_698 296 views 4 comments Most recent by thoseguys January 18, 2019 4:02PMAccounting Feature Ideas
  • It would be great if the description field in Transaction entry (edit transaction details) would remember previous transactions in YOUR history and give predictive suggestions and/or autofill. This is a standard feature of accounting software. Would save everyone time! Thanks
    babyteeth 3 views 1 comment Most recent by Ryan_W January 2, 2019 10:08PMAccounting Feature Ideas
  • We would like to be able to have an account with only the ability to access invoicing, credit card payments, and inventory. This account would be used on the computer on our sales counter so that customers cannot see financials and employees cannot access items they do not need to access at the sales counter.
    tyhoppy 4 views 1 comment Most recent by Ryan_W December 31, 2018 6:18PMSales & Invoicing Feature Ideas
  • How can I generate customer statements in PDF or printable format?
    george4m 488 views 4 comments Most recent by Raph December 29, 2018 2:52AMSales & Invoicing Feature Ideas
  • I own an event staffing company, tipping is standard in this service industry. When I send my clients their invoices with Wave there is not an option for them to manually enter an amount they wish to tip. I can't add an amount myself, directly to the invoice because tipping is not a mandatory charge, it's an option and there is no set amount. Whe…
    5starkristin 199 views 9 comments Most recent by Erik December 28, 2018 7:45PMSales & Invoicing Feature Ideas
  • Hi All, Am not so sure if this has been discussed before, but am having an issue with the way the payment receipts are issued. I love the idea of sending a receipt to the client directly but can we also send it in a PDF format. All my clients always call back and request i re-send the receipt as a PDF attachment, so that they can download, print a…
    Kblac 24 views 2 comments Most recent by Erik December 20, 2018 7:55PMSales & Invoicing Feature Ideas
  • Hey Everyone! 

 What else do you use for your business and wish you could connect with Wave? What non-banking related data do you find yourself bringing into Wave regularly and wish we would automate for you?
    zuza 616 views 39 comments Most recent by giraldo21 December 20, 2018 2:57PMAccounting Feature Ideas
  • Can the features of printing an invoice and exporting to PDF be added in the invoice app?
    Mits 280 views 9 comments Most recent by DaluClinic December 15, 2018 2:45AMMobile Feature Ideas
  • Why can't you select multiple transactions in Wave and add sales tax (HST) to multiple records. This would save hours of work each week. Currently you have to hover over the transaction and manually add HST to each transaction. Even having Sales Tax as a column with a check box would help. Then it would let me know what transactions (sales or …
    Damion 242 views 9 comments Most recent by Samd December 12, 2018 5:55PMAccounting Feature Ideas
  • I really like the recurring invoices but it would be a great benefit to me and I am sure others to set up automatic reminders with the recurring invoice. I send off a number of recurring invoices every month and some of my clients need a bit of a push to get them paid. Having this automated would help me very much. I can set this on manual invoic…
    awassall 174 views 6 comments Most recent by Samd December 12, 2018 4:39PMSales & Invoicing Feature Ideas