wave_discussion
Discussion List
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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 1.9K views 179 comments 9 points Most recent by xDavidx February 22, 2020 1:56AMAccounting 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 981 views 56 comments 6 points Most recent by rosemaryhitchens February 19, 2020 10:58PMSales & Invoicing Feature Ideas
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There is apparently NO way to monitor expenses by category, other than to manually go through and sort transactions by each category, and just view them online. No way to export them, no way to generate a report. I would love to see a report of expenses by category, or the ability to export transactions WITH categories (so the data can be manipul…Valerie_ACleverCat 149 views 7 comments 2 points Most recent by laminaj February 19, 2020 1:47PMWave Features
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Hi: is there a way to create a checkout that can create a recurring payment at the same time ? Or will I have to create checkout and then create recurring payment for this customer ? I am in the subscription box business and I am looking into building my website with wix. Thanks in advanceChanel 552 views 23 comments 0 points Most recent by joeyloman February 19, 2020 4:22AMSales & Invoicing Feature Ideas
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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). (Image) 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 690 views 25 comments 2 points Most recent by CalumBettison February 18, 2020 2:26PMAccounting Feature Ideas
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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 990 views 25 comments 6 points Most recent by parkercpa February 16, 2020 12:14AMSales & Invoicing Feature Ideas
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Collaborator have three of access View Only, / View And Edit, / View, Edit, And Send.... But with these accesses I have some security and integrity issues, Specially with View and Edit And View, Edit and Send permission, as I need to assign someone to book-keep my accounting but when I give permission to Edit he/she can delete and/or modify any o…
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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 6K views 127 comments 14 points Most recent by MrShamino February 14, 2020 2:03PMSales & Invoicing Feature Ideas
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I am not sure the best way to describe this and I guess it is a general best practices question. I have my business checking and business credit card accounts linked to Wave and transactions automatically imported. The issue is credit card payments are counted twice For example, each individual credit card transaction is counted as a withdrawal. …tbromer89 41 views 9 comments 0 points Most recent by jenb22 February 11, 2020 4:30PMBank Connections
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This discussion was created from comments split from: Feature request.System 1.8K views 34 comments 0 points Most recent by Melodymakers February 9, 2020 11:31PMSales & Invoicing Feature Ideas
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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 dur…tgabarca 4.4K views 130 comments 11 points Most recent by DwayneK February 9, 2020 8:50PMSales & 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 5.3K views 86 comments 1 point Most recent by osimaleki February 8, 2020 1:26AMAccounting Feature Ideas
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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 208 views 6 comments 2 points Most recent by AlexL February 7, 2020 10:46PMSales & Invoicing Feature Ideas
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I could be wrong, but there's no way to search a customer by their account number. There's a field to add the account number when adding or editing the customer, however, there is no way to search by account number as far as I can tell. Can someone tell me if there is a way to achieve this? Also is there any way to add additional notes unto a cust…DexterTittil 217 views 4 comments 0 points Most recent by GrantWHall February 7, 2020 9:06PMSales & Invoicing Feature Ideas
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How can I create an estimate on the mobile app? As my app only allows me to generate invoicesjashan munilall 3.1K views 48 comments 4 points Most recent by AlexL February 6, 2020 9:35PMMobile Feature Ideas
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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 6.5K views 86 comments 6 points Most recent by PhilipBC February 6, 2020 6:22PMAccounting Feature Ideas
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Hi! I would like to know if there is a CRM solution that could be connected to my WaveApps account in order to report payments. Thank you! Luissaludpanama 916 views 6 comments 0 points Most recent by PhilipBC February 4, 2020 10:26PMAPI & Integrations Technical Support
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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 864 views 32 comments 2 points Most recent by dsteeler January 30, 2020 2:11PMSales & Invoicing Feature Ideas
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I just started using Wave for my small business accounting, and was disappointed to discover there is no easy way to set up progress invoicing. Most of my jobs are longer term projects where the client pays a certain amount up front, set amounts at various milestones then a final balance on completion. I've looked into the recurring invoicing fe…
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Hi, can somebody tell me what is the cost of using Wave API? Thank youalch88vdet 38 views 2 comments 0 points Most recent by alch88vdet January 21, 2020 3:27PMAPI & Integrations Feature Ideas
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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? Thankswkelley 110 views 7 comments 0 points Most recent by ConnorM January 16, 2020 8:11PMSales & Invoicing Feature Ideas
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It is difficult to get correct reporting without sub-accounts. Wave - please consider adding this feature in ASAP!lorrijw23 Poll Closed 294 views 25 comments 3 points Most recent by ConnorM January 16, 2020 7:56PMAccounting 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 1.9K views 105 comments 2 points Most recent by trav2001 January 16, 2020 1:39PMAPI & Integrations Feature Ideas
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wave accounting software is not often used in INDIA. Any person using this software in INDIA?
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I would like to be able to reorder line items on estimates.d0paminefiend 329 views 59 comments 3 points Most recent by DoeValley January 7, 2020 11:49PMSales & Invoicing Feature Ideas
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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 accounting app…Mike 841 views 16 comments 2 points Most recent by BarsinA January 7, 2020 8:20PMMobile Feature Ideas
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Hello, I live in Switzerland and i must send invoices in different languages, never in English. I can customize most texts but i can't change the most important ones, for example: * "BILL TO" text above the customer, * "Total" text under the items * "Amount Due" text * "Invoice Number" text * "Invoice…Fieel 521 views 36 comments 10 points Most recent by VirtualCed January 7, 2020 9:25AMSales & Invoicing Feature Ideas
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Hello all, I'm trying to drive more of my payments directly in to wave rather than PayPal and I've recently started experimenting with Wave Checkouts. Visitors to my website today can select from a limited number of quantity options in a drop down field with PayPal. I would prefer to allow my customers to just select their desired quantity. As a …
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When I add an item on to an invoice, is there way to add the date to each item?DrDoc 435 views 37 comments 2 points Most recent by bolanrint January 2, 2020 7:35PMSales & Invoicing Feature Ideas
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Good morning, I have an online store with Shopify and would like to know if Wave integrates with Shopify for sales? Or do I have to manually input every invoice/sale that goes through on Shopify into Wave? Thank you for your help!onyva_ 3.7K views 6 comments 0 points Most recent by BarsinA December 31, 2019 5:37PMAPI & Integrations Feature Ideas
