wave_discussion
Discussion List
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I use Wave ONLY for business. The other day, I accidentally imported my personal credit card account into my Wave Chart of Accounts. I understand that Wave doesn't let the customer delete Chat of Account. But I can't have my personal CC account existed in Wave that I use for business. How can I PREVENT Wave from accounting for my personal CC acco…AKT 8 views 1 comment 0 points Most recent by NancyC March 4, 2021 9:56PMAccounting Technical Support
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I would like to be able to reorder line items on estimates.d0paminefiend 880 views 66 comments 4 points Most recent by Noland March 4, 2021 7:28PMSales & Invoicing Feature Ideas
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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 1.8K views 54 comments 5 points Most recent by ProProjects March 3, 2021 6:18PMSales & Invoicing Feature Ideas
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I tithe off of my business income and it, of course, appears on my bank statement. When doing a Reconciliation, it shows as a business expense, but is NOT a business expense. Any suggestions on how to handle this transaction when doing Reconciliation? Should I just move the amount to my personal account & then tithe?SJMonroe 10 views 3 comments 0 points Most recent by Mikeg February 27, 2021 6:36PMHelp Center 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 1.9K views 67 comments 11 points Most recent by LMR February 27, 2021 1:55PMSales & Invoicing Feature Ideas
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This discussion was created from comments split from: Feature request.System 3.2K views 40 comments 1 point Most recent by AlexL February 23, 2021 3:59PMSales & Invoicing Feature Ideas
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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 8.2K views 94 comments 2 points Most recent by AlexL February 22, 2021 8:38PMAccounting Technical Support
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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 process…Film35HD 2.6K views 17 comments 1 point Most recent by Steve_FieldstoneHOA February 18, 2021 2:18PMAccounting Feature Ideas
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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 "…lterenzi 1.6K views 64 comments 12 points Most recent by JD87 February 17, 2021 9:03PMSales & Invoicing Feature Ideas
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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 10.1K views 160 comments 17 points Most recent by Citizen_of_the_World February 17, 2021 12:24AMSales & Invoicing Feature Ideas
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Hello all, I was wondering what the process would be if I’d like to setup my ETF investment accounts on my wave bookeeping accounts. Basically amounts are debited via my checking account and then ported over to an investment account. Since this isn’t really a withdrawal and more of a deposit into another account, how should i go about allocating …Violanation 534 views 8 comments 0 points Most recent by peggphoto February 16, 2021 9:53PMAccounting Technical Support
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I was just notified that Wave payments will no longer be available. Any suggestions of another payment service to switch to in light of not being able to use Wave for payments anymore? Do any other services integrate with Wave for accounting purposes?Secundus 33 views 3 comments 0 points Most recent by AlexL February 16, 2021 4:07PMSales & Invoicing Technical Support
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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 11.5K views 114 comments 12 points Most recent by AlexL February 16, 2021 4:04PMAccounting Feature Ideas
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Can wave update estimate status to approved when the estimate has been converted to invoice. it will make it easy to followup on active estimates if we can differentiate themBWI_ 42 views 10 comments 4 points Most recent by Spoonhandle February 13, 2021 2:16AMSales & Invoicing Feature Ideas
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There is a big hassle to download invoices one by one. There should be an option to select multiple invoices and download them at once. Try to provide this option ASAP.
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How can I create an estimate on the mobile app? As my app only allows me to generate invoicesjashan munilall 5.1K views 64 comments 5 points Most recent by mikefateb February 12, 2021 1:31PMMobile Feature Ideas
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Is there a way of customising customer statements as one can do the invoice? Can a footer be added? Is it possible to print the statement from the programe not only send via email? Also when printing an invoice that is only 1 page, why does it print a second blank page ?Katja 290 views 11 comments 0 points Most recent by Jack174 February 11, 2021 1:39PMSales & Invoicing Feature Ideas
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We used to be able to click on the headers in the transaction screen and sort by dollar amount. Why can't we do that anymore?
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We're currently having a deep look at the way our customers use Wave to help run their business. We know that for many of you, that involves other cloud based software. We're curious to know if you also use Zapier to help connect any of your cloud software to automate some of your workflows and get data into different systems? * If you do, is Wav…Mani 1.1K views 39 comments 1 point Most recent by Devone February 1, 2021 8:46PMAPI & Integrations Feature Ideas
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An invoice from long ago (+1 year) that was marked as paid suddenly popped up on my dashboard as overdue. I have done nothing to edit invoices in the past couple of days and cannot understand why this is now coming back.LDat5D 11 views 1 comment 0 points Most recent by NancyC January 29, 2021 6:59PMSales & Invoicing Technical Support
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I would love if it was possible to have deeper functionality for estimates. Currently there is no way to update a status myself. Even if the estimates status's have a drop down on each to update them. Status's could be: Saved Sent Viewed Accepted Expired Rejected Further enhancing it with an editable Notes field for each status would be a gre…
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We are a branding/advertising agency with customers in every industry. Becuase of the nature of our business and operation model, we are required to seek approvals before starting projects and track jobs accordingly before invoicing. Currently the WaveApps estimate system is very limited and does not account for holistic procedural updates to the …theAREnetwork 303 views 8 comments 2 points Most recent by AWeiss January 28, 2021 6:06PMSales & Invoicing Feature Ideas
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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'd …Mani 3.3K views 130 comments 2 points Most recent by adamadam January 27, 2021 5:54PMAPI & Integrations Feature Ideas
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I have invited a user to my company. They are uploading/updating the Customers section. Why is it that when they add a customer I am not able to see the update on my Customers tab considering I am "Admin"Digix 21 views 2 comments 0 points Most recent by Digix January 26, 2021 8:22PMSales & Invoicing Technical Support
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Please add a save or save-as-draft button on invoice beside save and continue.
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Hi Guys, i have been using wave for a few years and was sad to see the news about non us customers. However i only use wave to create invoices and estimates and use the export to PDF function- everything else is handled by my accounts team. so am i correct in assuming that i can continue to use wave for my invoicing and does anybody know if th…Meridian123 88 views 6 comments 1 point Most recent by JulianP January 14, 2021 9:39PMGeneral Discussion
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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 …PBrooksMac 4.8K views 249 comments 14 points Most recent by kimhopkins January 11, 2021 4:35PMAccounting Feature Ideas
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hi morning , i want to delete all of my invoice in my wave account . can you show me how the fast way to delete it ? because it will take a long time if i delete it manually one by one. thank youabangpurinta9 522 views 4 comments 0 points Most recent by Nate_Simonsen January 8, 2021 8:57PMSales & Invoicing Technical Support
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Since WaveApps switched to Plaid to connect bank accounts to Wave, I have not been able to connect to my banks business portal (Columbia Bank State Bank). My bank changed to a new system that has 3 fields to enter login information: Company ID, User Name and Password. The only connection Wave is offering is to the personal banking accounts. I h…Tripod_Imaging 93 views 4 comments 1 point Most recent by Kath January 6, 2021 10:58PMBank Connections
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how can I record 2019 k-1 ordinary business income (about 50K) that has not been disbursed in 2020 accounting? I plan to disburse this money in 2021. The company is a single partner LLC operating as an S corp.alphacentauri98 11 views 1 comment 0 points Most recent by AlexL December 30, 2020 3:57PMAccounting Technical Support
