JulianP admin

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Username JulianP
Visits 427
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Roles Administrator
Points 87


  • withmission2020

    Hi, we are receiving donations and would like to send a yearly report to each giver with yearly donation records.
    How we can do this job in Wave? We already connected all the bank transaction records and categorized them. But we do not make any invoices so we cannot use customer statement. Please help me how we can do this job done.

    January 28, 2021
  • JulianP
    JulianP earned the 500 Comments badge.
    Settled in, saw the sights, learned the territory, and most importantly: gave back.
    January 18, 2021
  • rgaynor

    Hi JulianP, As I am reading through the issues that people have with PLAID connections and your posts of specific bank statuses, I am wondering if Wave could publish a status page where people could see the current status of various banking integrations. Might reduce the noise and help people understand where to go for support.


    January 15, 2021