The Advisor bar allows you to view outstanding bookkeeping tasks, business checklists, Wave Advisor tips, and explore Help Center articles.
The Advisor bar is only available in the web version of Wave.
To open the Advisor bar, in the top right corner, click the document icon. To close it, click the document icon again, or the X icon at the top right of the bar.
Bookkeeping tasks
The Bookkeeping tasks section lists tasks to complete so your bookkeeping is accurate and up-to-date. Click on the task to open the page in Wave where you can complete it.
To update the list once you complete a task, click the refresh icon.
To change the tasks listed, at the top right of the Advisor bar, click the settings icon, then click the toggle to turn each task’s reminder on or off.
Checklists
The Checklists section contains checklists to help you complete various accounting tasks. Click a checklist to open it within the Advisor bar.
To mark an item as complete, select the checkbox next to it. Wave automatically saves the checklist. To find out more information about an item listed, click the information icon next to it.
Wave Advisor tips
In this section, find videos and written advice from Wave Advisors on important accounting topics. To view their tips, click on a topic in the list.
To learn more about Wave Advisors, click Learn more or Book a free consultation.
Explore Help Center articles
This section lists Help Center articles relevant to the page you’re on in Wave. Click an article name to open it in a new tab. You can also click See all articles to open the Help Center main page in another tab.