wave_discussion

Discussion List

  • 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. Mark
    MarkSmithR9009 4.9K views 188 comments Most recent by NicoletteB August 20, 2019 3:34PMSales & Invoicing Feature Ideas
  • mm
    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 1.6K views 23 comments Most recent by joesideas August 15, 2019 6:23PMAPI & Integrations Technical Support
  • 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…
    ybahat 1.4K views 66 comments Most recent by JordanD August 13, 2019 8:44PMAccounting Feature Ideas
  • 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…
    helpmeplease 580 views 9 comments Most recent by austinandersen August 10, 2019 4:30PMBank Connections
  • MSRMSR
    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.
    MSR 248 views 12 comments Most recent by Myron August 9, 2019 7:20PMWave Features
  • 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 maint…
    Alex_on_Wave 431 views 32 comments Most recent by douglaswebdesigns August 9, 2019 3:04PMSales & Invoicing Feature Ideas
  • 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! (Image)
    sundayfunday 586 views 22 comments Most recent by JamieD August 7, 2019 6:52PMBank Connections
  • 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 th…
    MerlinAccounts_UK 55 views 0 comments Started by MerlinAccounts_UK August 3, 2019 12:02PM Making Tax Digital
  • 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 299 views 6 comments Most recent by madeiratranslations July 31, 2019 12:11PMAccounting Feature Ideas
  • 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 well …
    MerlinAccounts_UK 36 views 0 comments Started by MerlinAccounts_UK July 29, 2019 9:42AM Pro Network Listings
  • 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 1.6K views 16 comments Most recent by NeilR July 26, 2019 9:23AMAccounting Feature Ideas
  • 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 536 views 16 comments Most recent by BarsinA July 25, 2019 6:39PMAccounting Feature Ideas
  • Is there a report to see how many of a particular item I've sold on all invoices for a particular time period? For example, I send an invoice with a line that says "labour" and the quantity is 8. I would like to know the total quantity of labour from April to June. Thanks
    Plumingo_plumber 13 views 1 comment Most recent by AlexL July 19, 2019 9:40PMAccounting Technical Support
  • Right now, the option I have is to upload the receipt and verify it. It then will create an expense transaction for me. I will have to merge this transaction with another transaction that is downloaded via my bank connection. Occasionally, I found I made a mistake that I merged the wrong transactions (expense amount happens to be the same), so I …
    chj915 512 views 19 comments Most recent by dofzin July 15, 2019 2:56PMAccounting Feature Ideas
  • 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 handle …
    StephenG 3.2K views 48 comments Most recent by adamb July 9, 2019 11:21PMAPI & Integrations Feature Ideas
  • 6 April 2019 kicks off the new tax year (2019-20), but this is also when the 2019 tax returns (covering the 2018-19 tax year) can start to be filed. . Returns done on paper MUST be filed by 31 October whilst returns filed online have until 31 January 2020 to be filed. Your self assessment tax payments are due in January and July each (save for th…
    MerlinAccounts_UK 323 views 2 comments Most recent by NFayyaz July 6, 2019 9:39PMPro Network Listings
  • Hi, I'm just wondering how to enter a Start up Government Grant into my wave accounts, which Category. Is it a "Capital Interest" or anything else? I also need to know where and how to enter Personal Investment into my wave account? Which category does it go in?
    Kadthulas2004 189 views 4 comments Most recent by Sergio July 5, 2019 11:16AMAccounting Technical Support
  • Is there a way to to know which collaborator added or amended a receipt/bill.
    Nadeem 565 views 22 comments Most recent by CambridgeMakers July 4, 2019 5:32PM
  • Quickbooks has an excellent function inwhich you can auto-categorize transactions based on rules, such as transaction CONTAINS "GoDaddy" and/or "hosting" etc... (for example) How to do this with Wave? If not available I will be EXTREMELY disappointed in Wave
    catlc 2.5K views 55 comments Most recent by JordanD June 26, 2019 4:38PMWave Features
  • Hi I installed Waveconnect Google sheets addon as per instructions. Gave permission and connected it. I can download invoices ok. After doing prepare sheets, I tried the upload invoice feature using google sheets with required columns for just one invoice with the required data. After validating it goes green (no errors). But in step 3, once you …
    Roch 100 views 4 comments Most recent by PaulC June 26, 2019 2:28PMAPI & Integrations Technical Support
  • What's Wave's best practice for reimbursing employees for business expenses? Does Wave have built-in functionality or a workflow that supports employees submitting expense reports for reimbursement? These expenses are incurred on an employee's personal credit card or paid out of pocket with cash. I've read the reimbursable expenses FAQ, but that u…
    [Deleted User] 2.3K views 27 comments Most recent by OfficeJess June 23, 2019 10:23PMPayroll & Employees Technical Support
  • Hi, I am trying to connect our Lloyds Business account to Wave. It keeps on saying 'unable to connect' and does not give the option to add username or password. When I try to add the bank connection through the normal Lloyds link (not Business), it says your bank needs you to review our information. Please can someone let me know whether Lloyds bu…
    BEST 210 views 7 comments Most recent by MerlinAccounts_UK June 18, 2019 2:59PMBank Connections
  • It doesn't matter where in the UK you are based, you've already leapt into the cloud to do your day to day accounting on Wave so why not stay in the cloud and deal with an accountant that can happily work with you in the same way too? Feel free to get in touch to arrange a FREE non committal consultation - by email to [email protected], o…
    MerlinAccounts_UK 23 views 0 comments Started by MerlinAccounts_UK June 17, 2019 10:25AM Pro Network Listings
  • Hi, I am migrating some of my clients from QuickBooks to Wave, to minimize the amount of capturing. However they have become used to the way the Profit & Loss report was and require the same report. I cannot seem to figure out how to generate a P&L for the year to date, but with all the months as separate columns for comparison purposes?
    Stienie 1.3K views 10 comments Most recent by thomssi June 8, 2019 12:23PMAccounting Feature Ideas
  • CamCam
    Hello, I was wondering if it is possible to request a percentage of an invoice total. This would be in the case where you charge in milestones - 50% upfront and 50% after the roughs have been approved. Thanks!
    Cam 691 views 12 comments Most recent by ZoeC June 6, 2019 3:43PMWave Features
  • Hello, I've contacted support, but was only led to the FAQ of how to set up a bank connection. For almost 3 weeks now, my Chase credit card goes through the motions of updating, but doesn't actually update. There is no error. My other accounts are updating just fine. I've tried turning the connection off and on. I've cleared cache, history, etc. I…
    keepbk 451 views 6 comments Most recent by JamieD June 5, 2019 9:01PMBank Connections
  • Hi there! After many months of the Capital One Spark Checking failing to import my transactions and getting no help from anyone, I did a few things this morning: * I tried adding Spark Checking to Mint... it imported my transactions perfectly. So that led me to believe the problem is on the Wave side of things. * I read everything I could about…
    RachelGeeksOut 935 views 55 comments Most recent by AlexL May 30, 2019 6:25PMBank Connections
  • 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 worth …
    dane 435 views 59 comments Most recent by Kevin Kelly May 30, 2019 4:13PMSales & Invoicing Feature Ideas
  • Dear Wave team, I was wondering if its possible to import in bulk sale invoices (in Excel format, preferably). I have been manually issuing invoices for the past days but its a bit tedious and very time consuming. Best regards,
    laurent 2.3K views 7 comments Most recent by AlexL May 29, 2019 8:37PMWave Features
  • I do try and use my iPad Pro as much as I can when I'm traveling, it's just a nicer work surface than the iPhone for my remote office tasks. The iPad apps for Wave Receipts and Wave Invoices are direct iPhone ports. They are not full screen, they do not rotate to landscape and I would love to see the WaveApps optimized for iPad. Thanks You
    TLCINC_18 157 views 4 comments Most recent by dandies May 29, 2019 2:23AMMobile Feature Ideas