To improve the process of your business bookkeeping, we have updated the way you interact with the accounting navigation. You will find that the changes we’ve made make the process of organizing your books even more clear, simple, and intuitive.
The update to your accounting with Wave means a lot has changed, and we’re here to help guide you through the changes to your account, beginning with actually navigating around the app.
Prior to this update, opening the Accounting tab would expand a menu allowing you to navigate to your Transactions, Chart of Accounts, Journal Transactions, and Starting Balance pages.
Now when you click on the Accounting tab, you’ll see only three menu options: Transactions, Reconciliation, and Chart of Accounts.
We’ve now added the ability to create Journal Transactions straight from your Transactions tab. You no longer have to navigate to a separate page and have better visibility into all of your bookkeeping entries from one source.
We’ve gone ahead and removed the preexisting Starting Balance page - essentially a long journal transaction - further streamlining your accounting processes. Starting balances can now be added directly to the Transactions page by following these steps.
You may also recall how Bank Reconciliation previously lived on the Transactions page. With this update, we’ve completely rebuilt the feature and given it its own page under the Accounting tab.
That's it! The rest of your business' basic navigation has remained unchanged. Feel free to take a look at the changes on each page, we're really excited about them and we hope you will be too!
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