wave_use

Discussion List

  • Is there a way to bulk edit the payment status for multiple invoices from "overdue" to Paid ?
    Sunstar 310 views 5 comments Most recent by Alexia September 13, 2018 8:48PMWave Features
  • What is the recommended workflow in Wave to properly account for the following? * I use the company credit card to make a purchase while on a business trip to visit a client. The purchase is to eventually be reimbursed by the client. * The purchase appeared in the transaction list as a credit to the company credit card account. * I created an inv…
    cygnus8929 62 views 3 comments Most recent by Alexia September 13, 2018 7:30PMAccounting Technical Support
  • Hi I'm a CIMA qualified management accountant, I have over 10 years experience, and specialise in small/micro businesses and charitable organisations. Versed in Xero, Sage and Wave accounting software. Based in the UK. Feel free to get in touch if there's anything I can help you with! Susan Binder ACMA CGMA, Xero Certified Advisor Binder Manageme…
    Susan_B 72 views 0 comments Started by Susan_B September 13, 2018 1:56PM Pro Network Listings
  • Hi I started yesterday with wave and I thought maybe I should give it sometime and all my transactions will be imported as waveapps connected successfully with my bank.My issues is that not all transactions are loaded.How do I get all my transactions loaded from March 2018.It only starts from 29 May 2018 to date.Please advise.
    Nkosana_Tsware 21 views 2 comments Most recent by Nkosana_Tsware September 4, 2018 12:00PMBank Connections
  • How do I store a copy of the check a customer sends me? Is there anyway to link it to payment/deposit transaction? So here is my workflow.... I make a customer invoice, wait for payment, deposit payment, link bank deposit to the invoice.... I need a step that optionally attaches a copy or image of the check from the customer. Audit, audit, audit…
    sidefly 166 views 5 comments Most recent by PBrooksMac August 31, 2018 3:29PMWave Features
  • hi, how to export all invoice details with item description.
    kudossoftware 793 views 3 comments Most recent by Alexia August 29, 2018 3:40PMWave Features
  • Can I record my mileage as an expense for each job. So I can look at my net income monthly. I own a cleaning service and gas is one of my main expenses.
    Tmn0309 63 views 1 comment Most recent by Alexia August 28, 2018 2:36PMWave Features
  • How do I issue an invoice BUT update my accounts ONLY with my approval of the invoice. Invoices keep updating my accounts without me being aware of it and this is causing me problem with my books.
    hnajee 44 views 2 comments Most recent by hnajee August 28, 2018 7:40AMWave Features
  • I have been using the receipts function in the Natwest Bank mobile app, rather than through Wave, because of the way it is able to name the files with details from the receipt (for ease of reference) and it is able to put a two page receipt into one file (unfortunuately this is a function i require). It think it would probably make my accounting …
    JMoore 41 views 1 comment Most recent by Alexia August 24, 2018 7:14PMWave Features
  • We can upload customer CSV sheets to Wave, but I would really appreciate being able to download the sheet too. I have manually input many customers now and would like to be able to 'start' an CSV list using those customers as pre-generated entries. Please implement soon!
    amm975 11 views 3 comments Most recent by Finn_Kingsland August 23, 2018 3:55PMWave Features
  • The biggest shortcoming of the app is an inability to create recurring invoices
    Marioaldayuz 31 views 1 comment Most recent by Alexia August 23, 2018 3:53PMWave Features
  • M_BM_B
    It is not possible to connect to RBL bank India link at online.rblbank.com. Is this bank supported? or work in progress? Thanks
    M_B 42 views 1 comment Most recent by Alexia August 22, 2018 3:46PMBank Connections
  • Hello, I tried connecting a bank account and received a message that the support team needs to manually verify the request. Is this where we request the verification? Thanks!
    tberna 53 views 6 comments Most recent by Alexia August 22, 2018 2:04PMBank Connections
  • How do I just use my routing number and account number to connect to my bank? I don't have a direct password.
    judiG 32 views 3 comments Most recent by Alexia August 21, 2018 2:31PMBank Connections
  • I automatically import the transactions from different bank accounts under the same name. Now, I can't distinguish between them because the name of both accounts are the same. Is there any way that I can change the name of the account?
    Leea 921 views 1 comment Most recent by Alexia August 17, 2018 9:03PMWave Features
  • My transaction list is not accurate to my bank statements - payments are missing and some are duplicated...how can I rectify this?
    Milly 11 views 2 comments Most recent by Milly August 16, 2018 10:02AMBank Connections
  • Hello, I am able to make an invoice with the option to get paid with credit/debit card on one of my companies that is located in New Zealand and uses NZD, but with another one that is located in the US and uses USD it does not show me an option to make an invoice with credit/debit card, why is that and can it be fixed?
    BeastyShem 41 views 2 comments Most recent by BeastyShem August 15, 2018 1:57PMWave Features
  • jpojpo
    I understand Wave doesn't offer Project based allocations or reporting so I've been looking around at a way of creating sub accounts or alternatively getting accounts to role up in a hierachy. Is this possible?
    jpo 486 views 1 comment Most recent by Alexia August 14, 2018 5:56PMWave Features
  • jpojpo
    Is it possible to connect to the data behind wave to perform custom reporting. One of the things I need to produce is an Income Statement which has YTD and Month to Date on the same report in separate columns.
    jpo 240 views 1 comment Most recent by Alexia August 14, 2018 3:28PMWave Features
  • Hi I’m self employed but not registered as a company therefore I can not pay for my own tax. I can’t find an option on the app to add a deduction for income tax. Anyone could please help me. I would hate to have to stop using the app. Thank you so much.
    Hadassa 275 views 1 comment Most recent by Alexia August 10, 2018 6:30PMWave Features
  • Hi, I would like to add an additional column on my invoice. I am a therapist and in order for the invoice to be in the correct format for the medical aid claims, I need a column to add the client's ICD-10 code, but next to each procedure code, description and amount. I am therefore currently utilizing all the column options. Please can you help?
    Amalia 65 views 3 comments Most recent by Alexia August 9, 2018 5:53PMWave Features
  • Hi wavers, The default dates for all transactions and reports set for current year . Is there any option at settings screen to set your preferred period with following options : Preferred Reports Period: Current Fiscal year Current month Current quarter Previous month Previous quarter I think it will make wave using easier as now each t…
    Abdallah_Ibrahim 21 views 3 comments Most recent by Alexia August 9, 2018 5:52PMWave Features
  • How to Add Credit Cards in Wave App to Check All Debit & credit Transactions automatically just like the Banking transactions? Please Answer
    TG33 33 views 1 comment Most recent by Briella83 August 9, 2018 1:27PMBank Connections
  • DemDem
    Hi all, Please, I would like to generate my report in another (new) currency apart from the one i initially selected, whether by multiplying the values in the present report by the exchange rate of the new currency, or some other way. How can i achieve this? @Alexia, hope you are well? Thanks for the other time. Thanks !
    Dem 26 views 4 comments Most recent by Dem August 4, 2018 5:28PMWave Features
  • I have noticed that several Liability Categories do not allow for a currency selection. For example: Expected Payments to Vendors Due For Payroll Due to You and Other Business Owners Other Short-Term Liability Other Long-Term Liability This is rather crippling for any business that buys products/services in a currency other than its own, and mai…
    ioannist 184 views 8 comments Most recent by ioannist August 2, 2018 2:43PMWave Features
  • I tried to verify my bank but was unable. I logged in correctly halfway via Wave but was waiting on the code from a text or call for 2-step authentication from my bank. I never received it. I was able to login in and out of my bank account on their website with 2-step authentication, but unable to with Wave. What should I do now?
    jlacour9796 207 views 3 comments Most recent by Alexia July 30, 2018 6:21PMBank Connections
  • Hi, I am using a custom engine to generate invoices for my business. I would like to attach generated invoices PDFs to my Wave invoices and send those PDFs to my customers. Is there any chance for this to be supported?
    Bogdan 637 views 5 comments Most recent by Alexia July 27, 2018 5:44PMWave Features
  • I have a small business set up and I would like to know how to generate sales report based on product and also based on the mode of payment ( cash, advance or credit)
    dawa_sonam 22 views 1 comment Most recent by Dante_Bulluck July 27, 2018 5:31PMWave Features
  • Hi, Can I know how to delete transaction in my P&L. I have deleted the invoices but it still reflect in the sales item.
    husaini 31 views 3 comments Most recent by Alexia July 26, 2018 8:17PMWave Features
  • Is it possible to charge the customer the "Just 2.9% + 30¢ per transaction" fees? I want to assess dues for a association, but have the customer pay those fees. i.e dues are $100, so the customer pays $102.90+$0.30=$103.20
    sidefly 21 views 1 comment Most recent by Alexia July 25, 2018 3:45PMWave Features