wave_discussion
Discussion List
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Wondering how to import customer csv file with address and STATE? I have tried a few different ways to import members with full addresses with no success. I would rather not do this manually. Example address, city, STATE, zipnsheler1 45 views 5 comments 0 points Most recent by ckeen_1244 August 20, 2019 8:36PMTechnical Support
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Hi Is it possible to send one invoice to several different email addresses at the same time, via the iPhone app? I have a new customer that requires a copy of all invoices be sent to other departments. Is it possible to set this up within the customer tab, so it happens automatically every time? Thanks. MarkMarkSmithR9009 3K views 79 comments 8 points Most recent by FrankPrendergast August 20, 2019 3:34PMSales & Invoicing Feature Discussion
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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 4K views 100 comments 13 points Most recent by Waxwing August 20, 2019 9:37AMSales & Invoicing
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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 pre-paid…PBrooksMac 808 views 51 comments 8 points Most recent by solobrosllc August 19, 2019 5:54PMAccounting Feature Discussion
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This discussion was created from comments split from: Feature request.System 1.1K views 18 comments 0 points Most recent by SATRIANAND August 18, 2019 3:57PMSales & Invoicing Feature Discussion
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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). 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 500 views 21 comments 2 points Most recent by Barsin August 16, 2019 7:21PMAccounting Feature Discussion
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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 4.1K views 67 comments 3 points Most recent by dantheman August 15, 2019 11:55PMAccounting Feature Discussion
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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 "Appro…lterenzi 681 views 47 comments 5 points Most recent by alexlewiszarkos August 15, 2019 8:57PMSales & Invoicing Feature Discussion
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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 656 views 22 comments 6 points Most recent by amandak August 15, 2019 8:14PMSales & Invoicing Feature Discussion
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Connected to PayPal without any issues. The problem is that I don't see the latest transactions. Do I assume correctly that the integration is supposed to keep the books up to date? Are the transactions synced on some sort of a schedule? Or not at all? Thanks!m 1.2K views 22 comments 0 points Most recent by alexlewiszarkos August 15, 2019 6:23PMAPI & Integrations Technical Support
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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 3.7K views 63 comments 1 point Most recent by dentdave August 14, 2019 10:42PMAccounting Feature Discussion
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Is there a way I can connect the same customer and vendor to report a balance for a given period?fgabor 43 views 9 comments 0 points Most recent by jzzen August 14, 2019 6:50AMSales & Invoicing Feature Discussion
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New to Wave so apologies if this has been covered. We need to provide a hard copy of all our invoices and cannot see a way to do it other than selecting each invoice individually. Is there an option somewhere that can print all paid invoices? We are really hoping there is or else this is really going to suck! Thanks for your time guys, appreci…Elmohs 679 views 17 comments 1 point Most recent by ckeen_1244 August 14, 2019 2:14AMSales & Invoicing Feature Discussion
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Hello, When a vendor sends you an invoice, do you treat it as a "reciept" or do you create a bill? I find it makes more sense to create a bill in the system for these, because it let's you record seperate items, and also split payments. However, I would like to be able to merge the bill and the pdf invoice I recieved, and I can't seem to …ybahat 1K views 58 comments 1 point Most recent by QuiteQuinn August 13, 2019 8:44PMAccounting Feature Discussion
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Hi, I am trying out Wave for the first time. I connected my Chase Bank and my Capital One credit card. But when I try and add a Citi credit card, i get the error "there is a technical issue between Wave and your bank". Not sure if this is why, but Wave is trying to connect to: https://www.citi.com/credit-cards/citi.action And that is not …helpmeplease 203 views 9 comments 0 points Most recent by austinandersen August 10, 2019 4:30PMBank Connections
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Is there any way to memorize a transaction in Accounting? I have a monthly transfer that needs to be split amongst 10+ categories, and it's a hassle to have to input each one by one every month. It would be easier to memorize the transaction and then change the amounts each month.
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Our business accepts payments from customers in cryptocurrencies as well as traditional payment methods such as credit card and PayPal transactions. Your current multi-currency support does not include any cryptocurrencies.(Bitcoin, Ethereum, Litecoin, Zcash, etc.) so I cannot create an account to track holdings or expenses and am forced to mai…Alex_on_Wave 273 views 26 comments 7 points Most recent by Djcabrera August 9, 2019 3:04PMSales & Invoicing Feature Discussion
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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'…Mani 1.3K views 94 comments 2 points Most recent by xenium August 8, 2019 8:26AMAPI & Integrations Feature Discussion
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My bank shows that it should be importing with the green button on. My transactions are not importing. I have toggled off and on and clear cache.tormcgraw 1.1K views 34 comments 0 points Most recent by Myron August 7, 2019 7:49PMBank Connections
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My TD Bank account is not updating on Wave. I hit "Update Now" and it looks to be working but then it doesn't update (see screenshot). I have tried re-entering my credentials, but that doesn't work either. Help!sundayfunday 430 views 22 comments 1 point Most recent by JamieD August 7, 2019 6:52PMBank Connections
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It is difficult to get correct reporting without sub-accounts. Wave - please consider adding this feature in ASAP!lorrijw23 Poll 129 views 21 comments 2 points Most recent by choir August 5, 2019 3:11PMWave Features
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As if you hadn't already noticed, the first VAT quarter end that is subject to the new MTD for VAT regulations is due for filing by no later than next Wednesday (7 August). If you haven't already done so make sure you are signed up for filing under MTD now as it can take 72 hours before you'll be able to file. If you are going to be late with …MerlinAccounts_UK 20 views 0 comments 0 points Started by MerlinAccounts_UK August 3, 2019 12:02PM Accounting
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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 179 views 6 comments 0 points Most recent by madeiratranslations July 31, 2019 12:11PMAccounting Feature Discussion
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How many of you have decided to stay with Wave despite the severing of the bank connections (from September) and the decision not to support MTD for income tax when (if) it comes into effect in 2021? Whist ever there are UK users of Wave we're more than happy to provide support to those users in processing their accounts and vat returns, as wel…MerlinAccounts_UK 20 views 0 comments 0 points Started by MerlinAccounts_UK July 29, 2019 9:42AM Pro Network Listings
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Hi there. It would be great to have a way to schedule the emailing of invoices (besides for the recurring invoice feature.)adamtenner 460 views 22 comments 0 points Most recent by TimK July 27, 2019 6:48PMSales & Invoicing Feature Discussion
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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 proce…Film35HD 965 views 16 comments 1 point Most recent by NeilR July 26, 2019 9:23AMAccounting Feature Discussion
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Please add a facility to print statemants. Some of my customers don't have email addresses and need a statement on paper.Mike_C1 122 views 21 comments 1 point Most recent by brucehvn July 26, 2019 5:09AMAccounting Feature Discussion
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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 288 views 16 comments 3 points Most recent by Barsin July 25, 2019 6:39PMAccounting Feature Discussion
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Is it possible to add a % markup button on products & services in both estimates & invoices when Adding a line?
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It'd be nice to allow using HTML in invoice fields, such as Footer and Memo/Notes. This would allow for formatting text nicely (like making certain things bold, italic, etc.), or formatting things in a more advanced way, like using DIVs and inline CSS to output the Notes/Memo field in multiple columns, etc.PackWeb 108 views 15 comments 3 points Most recent by JamieD July 24, 2019 8:54PMAccounting Feature Discussion
