Discussion List

  • I would like some clarification as to how Receipts are used. A Scout parent purchased some items and I would like to see that he gets reimbursed for this. I have the receipt, but the only thing I can think of doing is creating a vendor bill with that Parent's name. Please let me know the best way to handle this.
    scout_treas 6 views 1 comment Most recent by Samd February 21, 2019 4:57PMUsing Wave
  • UPDATE I found what I was looking for, but not sure how to close this. I am trying to find a report for my receipts. I have receipts entered with ones that have paid tax and ones that I haven't and such. I need a report for all my purchases for taxes. Can anyone help me? I can't find it anywhere. TIA!!
    pb2andjdesigns Closed 4 views 1 comment Most recent by Samd February 21, 2019 4:49PMAccounting
  • When we add receipts under purchases, there is no way to sort by name/date or filter by merchant name. This feature is available on the receipts app where you can choose the merchant name to filter. Can this be provided on the web version as well?
    nirura 2 views 0 comments Started by nirura February 21, 2019 2:41AM Wave Discussion
  • On occasion I will pay a contractor to do a small odd job for me; for example, I recently hired a student to write a simple computer program, and a professional artist to do a custom illustration. Neither one made me an invoice or receipt; I just paid them in full as soon as the job was done. And I don't have SIN numbers, which is required if I wa…
    lzr9000 6 views 1 comment Most recent by Ryan_W February 18, 2019 8:12PMAccounting
  • Hi, Is there any template for Payment Receipt when we sent through email or we can download?. Because current template look bit unprofessional to sent to client. It will be better if we can have template option like invoice..where we can choose. Just my idea. Thanks
    Awie 10 views 1 comment Most recent by JamieD February 15, 2019 5:39PMGeneral Discussion
  • How do I find my cash on hand and the receipts I sent from wave for my clients?
    alleypat 14 views 1 comment Most recent by Charlotte February 13, 2019 1:58AMUsing Wave
  • Hi everyone, Is it possible to set certain merchants to automatically go to certain categories? Also is it possible to make an account your default receipt account? I'm putting in travel expenses so the bus company will always be travel, cash in hand. Thanks in advance. Joe
    JoeCM 17 views 1 comment Most recent by Charlotte February 12, 2019 9:36PMAccounting
  • It would be great if there was a feature to set a primary payment account as default (or have the option to), so when uploading receipts, it automatically selects that one as the payment account. This would take just a bit of time off going through the receipt process, since if it is auto-categorizing already, it would only take a second to review…
    vannemic 3 views 0 comments Started by vannemic February 5, 2019 7:08PM Wave Features
  • 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 6 views 0 comments Started by FrostVideoRescue February 1, 2019 2:02PM Using Wave
  • If I delete a receipt I've already entered (with status 'done'), does this automatically delete the transaction associated with it?
    ThomasDaly 24 views 4 comments Most recent by JamieD January 28, 2019 9:53PMAccounting
  • I'm curious how others are managing receipts for payments? I get monthly payments for a service retainer and a majority of them are the same amount. On the first of each month a recurring invoice goes out to multiple clients for the same amount. Clients pay at different times and it takes various times to process and reach my account. I don't want…
    incloud 27 views 1 comment Most recent by Ryan_W January 25, 2019 7:34PMSales & Invoicing
  • When I upload a receipt and go in to edit it, why isn't the gst automatically calculated? I have indicated that it includes gst, however seem to have to manually input the amount of tax that is included in the total amount of receipt. Am I doing something wrong?
    jacquiek 21 views 0 comments Started by jacquiek January 24, 2019 5:51AM Mobile Technical Support
  • Hi. What is the difference between receipts and bills? For example, I purchase a counter to use for my business I bought a kleenex from supplier to resell it. Where do I upload the counter receipt? and where do I upload the kleenex receipt? And how can I print report for expense and amortisation for my accounting without printing the k…
    l4cky 32 views 1 comment Most recent by Laura_Kavanagh January 17, 2019 11:30PMAccounting
  • I would love it if OCR would recognize TAX fields too and fill in the correct TAX for me. As Now I always have to check the receipt and fill in the correct TAX by hand which is pretty much work when migrating to Wave from an other System with lots of receipts.
    Wicked 9 views 0 comments Started by Wicked January 17, 2019 7:54PM Sales & Invoicing Feature Discussion
    Receipts were of high quality and images are quite legible, easy to read and make out. Few however were able to be transcribed automatically but majofity of the receipts are stuck in the processing phase for past two days now. Can you please recommend what we can do here?
    MFS 7 views 1 comment Most recent by JordanFromWave January 8, 2019 10:16PMTechnical Support
  • When I verify a receipt, it posts it to accounting, however there is nearly always another transaction there that has automatically imported from my bank account, is there any way to merge these? Otherwise I end up with two transactions with screws with my accounting My work around might just be to disconnect my credit card from Wave as then I'…
    JonGrilli 24 views 2 comments Most recent by JonGrilli January 8, 2019 9:43AMAccounting
  • Today I enter to the app receipts and it was not working. I delete the app and when I try to install again the login and password showed an error: Json parse error
    Davidhleom 14 views 1 comment Most recent by JordanFromWave January 7, 2019 10:39PMTechnical Support
  • Hi everyone, I'm new here and I'm Actually quite confused about the difference between Bills and Receipts. I've paid for an online service but I'm not sure where should I record it. It's easier to be uploaded as a receipt but the problem is that Wave converts currencies automatically, which sometimes being inaccurate. Furthermore, in receipts, …
    abdulrahman 29 views 0 comments Started by abdulrahman January 3, 2019 9:33PM Accounting
  • Hello, I'm brand new to Wave, but love what I've seen so far. I was able to use the mobile app to take photos of receipts and then upload them to our new account. That process worked great for our purchases! Now I would like to do the same with our deposits. Is there a way to take a photo of a deposit statement and attach that photo to the dep…
    BSAMichael 13 views 1 comment Most recent by Ryan_W December 31, 2018 7:43PMSales & Invoicing Feature Discussion
  • When I add a Receipt that has tax in it, I upload it via the android app then go to the computer to edit it. Why do we have to go through the boring: Select the tax Control Box (BTW: very tight and small) Go to the tax input-box. Select the 0.00 Deleting the 0.00 then add the tax amount. SUGGESTION: Can't it be as follows: tax Control is…
    RamK 12 views 0 comments Started by RamK December 29, 2018 8:59PM Technical Support
  • 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 …
    Kblac 20 views 2 comments Most recent by Erik December 20, 2018 7:55PMWave Features
  • Hi Wave team, Would like to suggest a more streamlined Receipts process that will increase productivity significantly Current iOS Receipts process: 1) iOS Take photo of receipt/bill, 2) Verify merchant, date, account category, amount tax --> Post to Accounting 3) Open full web browser on a separate laptop/desktop device 4) Login, op…
    LittleBiz 22 views 0 comments Started by LittleBiz December 18, 2018 3:35AM Wave Features
  • Hi Wave, Currently, user can only filter the receipt by "Status" using the dropdown menu. I have a suggestion. Please add a new feature so that user can sort the receipt by "Status", "Date", "Merchant", "Category", and "Account". Thanks in advance.
    Christine 26 views 2 comments Most recent by Christine December 18, 2018 1:12AMAccounting Feature Discussion
  • 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 59 views 9 comments Most recent by Samd December 12, 2018 5:55PMWave Features
  • I'd like to be able to have multiple receipts in an expense transaction -- we often write a check for multiple receipts, so to make the bank statement match the transaction log this seem necessary. Doesn't seem to be a way to add a receipt from the transaction window, either to the transaction itself or to a split. Am I missing something? Would…
    louking 13 views 0 comments Started by louking December 11, 2018 8:57PM Accounting
  • Hi, Is there an edge detection feature for when we take a photo of a receipt?
    istik 11 views 1 comment Most recent by Samd December 11, 2018 6:29PMWave Features
  • I just started using Wave. I drive trucks for work and have expenses for taxis, public transportation, hotels, flights, and other deductible categories. When I add a receipt, the drop-down list does not have any option for travel expenses. Is there a way to add custom categories for my business? I'm surprised that such common expenses would not…
    truckandrun 43 views 2 comments Most recent by truckandrun December 7, 2018 2:46AMAccounting
  • Hello I'm the Treasurer for a school PTA, so using the free version of Wave. Nothing particularly complicated and I've been using it for a couple of months and have a basic handle on it, but I don't see how I can add a .pdf to a transaction (i.e. a receipt and other documents linked to the transaction from the bank reconciliation) like you can …
    IainM 21 views 1 comment Most recent by JamieD December 3, 2018 5:12PMAccounting
  • I have a receipt for business equipment that should be categorized as an asset. It appears Wave only allows me to categorize a purchase as an expense!? Sure I can categorize it as an expense and then go edit the transaction to change it to an asset, but that is a hassle when it would be so much easier if Wave let me select an Asset account. D…
    sageacy 26 views 1 comment Most recent by JamieD November 23, 2018 9:38PMAccounting
  • Many of my receipts might have multiple categories within a single receipt. I was surprised that I can't create multiple 'split' categories while editing a receipt. The only way I could seem to do that is to select a single category then go edit the transaction splitting it for the multiple categories. Would be nice if it could be done directly…
    sageacy 17 views 1 comment Most recent by Samd November 23, 2018 9:34PMAccounting