Discussion List

  • 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 3.7K 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 12 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 4K views 61 comments Most recent by AndyAndy June 26, 2019 4:38PMWave Features
  • 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 82 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 173 views 3 comments Most recent by Kimpton June 11, 2019 7:22PMAccounting Technical Support
  • 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 1.3K 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 483 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 660 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 5.6K views 176 comments Most recent by Samd May 24, 2019 7:27PMSales & Invoicing Feature Ideas
  • 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 97 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 426 views 10 comments Most recent by bvulaj 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 42 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 3.8K views 71 comments Most recent by MarkAbrams 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 331 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 108 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 1.2K 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 Under Accounts > Transaction in the drop down box it shows £1,973.46 Why are they different?
    snappyfish 678 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 170 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 1 view 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 151 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.
    zaacc 12 views 0 comments Started by zaacc January 21, 2019 11:06AM Accounting Feature Ideas
  • Do you have any shortcut keys, for instance, to duplicate a transaction?
    Restu_698 376 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 11 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?
    CPAGeorge 745 views 4 comments Most recent by Raph December 29, 2018 2:52AMSales & 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 53 views 2 comments Most recent by Erik December 20, 2018 7:55PMSales & Invoicing 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 315 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 203 views 6 comments Most recent by Samd December 12, 2018 4:39PMSales & Invoicing Feature Ideas
  • ZefZef
    Having an option to view how many items of each product & services have been sold through out a certain amount of period. This will help users keep track and study the trend of what is the quantity of different items being sold monthly or yearly.
    Zef 21 views 1 comment Most recent by Samd December 11, 2018 9:30PMSales & Invoicing Feature Ideas