wave_discussion

Discussion List

  • Wave is able to connect to my bank (https://www.firstfed.com/). The bank connections page doesn't show any errors and the account balance number updates to the correct amount as that changes. The problem is that Wave does not download any transactions. This is happening across multiple accounts at the same bank. The FAQ pages are not really …
    MalcolmReynolds 23 views 10 comments Most recent by JamieD November 16, 2018 4:38PMBank Connections
  • Is there a way to import products from a .csv format?
    RVFmal 58 views 9 comments Most recent by Erik November 15, 2018 4:50PMWave Features
  • Hi everyone, I started using Wave about a month ago, great product and UI/UX Initially everything went well and I was able to sync both my Business Checking and Business Credit card accounts from Chase. All transactions were properly synced and updated on a daily basis. I'm now having trouble since ~July 18th, the balances are still sync…
    wavefan 116 views 21 comments Most recent by Erik November 15, 2018 4:09PMBank Connections
  • 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 6 views 6 comments Most recent by Keanu November 15, 2018 7:40AMWave Features
  • Can each businesses default email be declared in each businesses' profile so that the user doesn't have to select the default email for the whole Wave account? I'd prefer for separate businesses to have their emails declared here so that when emails are sent out you're confident that they are being delivered using each businesses own email address.
    Gordon 3 views 6 comments Most recent by Gordon November 15, 2018 1:53AMWave Features
  • Is it possible to change the wording of your payment reminders?
    Berhoz 5 views 6 comments Most recent by kovalnyc November 14, 2018 10:36PMWave Features
  • How can I create an estimate on the mobile app? As my app only allows me to generate invoices
    jashan munilall 770 views 35 comments Most recent by Samd November 14, 2018 8:57PMWave Features
  • Is there no option to add a Date of Service column to your invoice in customization or have I missed it?
    kmmaslyk 13 views 2 comments Most recent by Colleen_LionHeart November 14, 2018 8:48PMWave Features
  • Wave is unable to connect to MBNA Canada account. After a few seconds, the error is: Your bank's website appears to be experiencing technical difficulties. If you can successfully log in to your online banking, please try connecting or updating again in Wave. If the problem persists for 24 hours, please visit our help center." On investigati…
    sanjeevnuts 109 views 15 comments Most recent by Samd November 14, 2018 8:35PMBank Connections
  • Dear Support I am able to convert Estimate to Invoice. But then i see the Estimate still showing in my list of Estimate. Is there a way like once an Estimate is converted into Invoices, then that Estimate not to show again in the Estimate list ? Zibran
    ahmed 12 views 3 comments Most recent by Samd November 14, 2018 4:51PMWave Features
  • 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 han…
    StephenG 1.6K views 42 comments Most recent by Samd November 14, 2018 3:47PMWave Features
  • When creating a new customer (or editing a current customer's info) it would be very useful if there were a field to enter notes about them.
    abajan 111 views 17 comments Most recent by GoBrownie November 13, 2018 3:48PMWave 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 wo…
    dane 194 views 47 comments Most recent by Ryan_W November 13, 2018 3:10PMWave Features
  • 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 316 views 51 comments Most recent by Mani November 12, 2018 10:45PMWave Features
  • Hi there. It would be great to have a way to schedule the emailing of invoices (besides for the recurring invoice feature.)
    adamtenner 66 views 11 comments Most recent by TimK November 12, 2018 4:52PMWave Features
  • 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 53 views 10 comments Most recent by kacit November 12, 2018 4:28PMWave Features
  • 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 750 views 42 comments Most recent by strongwillsports November 12, 2018 1:26PMWave Features
  • It would be useful if the Receipt Mobile App could calculate subtotal and tax since this is a stupid-simple logic to build. Here is the user case: * Take picture of receipt, mobile app recognizes Total * Add Tax (eg. HST 13%) * Based on added Tax, app automatically populates Tax amount and Subtotal amount. It's a bit silly that an accou…
    Mike 147 views 12 comments Most recent by andynoiseboy November 12, 2018 9:58AMWave Features
  • I'd like to put forward the idea of creating a new transaction reporting field. This field would be applicable to all transactional line entries and would appear on reports as a simple filter field. This would allow users to track project costs simply.
    Bowen 22 views 6 comments Most recent by pyba November 12, 2018 4:12AMWave Features
  • hi Why cant there be a simple Country State City listing of Wave Pros, why do we have to have this discussion. Its great if Wave was a fun app, but if one has to use it professionally the platform should list accountants by country/state/city I am in the Boston area and looking for someone who can help me setup my wave account for free. I …
    mmrajoo 50 views 7 comments Most recent by VCS November 12, 2018 12:38AMFind a Wave Pro
  • Can wave checkout be set in a way that client can choose how much they are paying or I can set variable amounts I will accept for payment? Thanks
    wkelley 22 views 4 comments Most recent by jessiedsouza November 11, 2018 7:05PMWave Features
  • It would be nice if there was the ability to attach internal notes (which are only visible to our staff and not the customer) to invoices or customer statements, because in many times we customers or payments that we want to explain a bit further by adding such notes or memos to them.
    lcslebanon 95 views 15 comments Most recent by Erik November 9, 2018 3:47PMWave Features
  • Hi All, Our business is a partnership LLC. The partners receive distributions directly from one of the companies checking accounts each month. I am trying to get help on how to classify those distributions so they still count towards our net profit as were taxed by passthrough. Right now I have them all classified as a special line item until I…
    pmcintosh26 6 views 1 comment Most recent by Erik November 9, 2018 3:40PMAccounting Tips & Advice
  • This discussion was created from comments split from: Sales tax.
    System 1 view 3 comments Most recent by rjodwyer November 8, 2018 1:43PMWave Features
  • How to remove a Wave logo that we have in invoices? Currently, we are evaluating Wave invoicing app at Rioks, and wonder if we can possibly use it for the future clients' billing. The problem is - having an extra branding inside of the email and sender's email to belong to waveapps.com will not build our image of a professional company. A…
    Oleksiy 200 views 4 comments Most recent by merl November 5, 2018 8:12PMWave Features
  • 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 129 views 13 comments Most recent by JamieD November 5, 2018 6:14PMWave Features
  • My bank requires One time password in addition to Id and Password while logging into account. Does that mean I will never be able to integrate thebank with my wave app account? Or is there any suggestion to integrate?
    reishigupta 1 view 4 comments Most recent by Gowramma November 5, 2018 1:36PMBank Connections
  • 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…
    Mani 196 views 16 comments Most recent by Dedric November 5, 2018 12:34PMWave Features
  • Hi, We facilitate government transactions for our clients. Our invoices contain the actual invoice from the government agency involved and our own invoice. My question is, is there an option to attach (pdf) the government agency invoice together with the invoice that we create for our clients? I do not see any option that lets me attach files d…
    tgabarca 1.3K views 41 comments Most recent by dlefevre November 3, 2018 12:41PMWave Features
  • I'm interested to know how UK accountants and businesses are planning to use Wave once it becomes a requirement to submit quarterly data online to HMRC using commercial software. Starting with VAT in 2019 and then all other taxes in 2020. https://www.icaew.com/technical/tax/making-tax-digital/mtd-for-businesses. Are you moving to other software…
    Paul_CloudBook 705 views 18 comments Most recent by martinbluelagoon November 2, 2018 7:00PMWave Features