Wave
Restrict how your agents can use Wave.
Require agents to confirm every change to your books, and keep them to the businesses you pick.
WaveBookkeeping agent · Dana's Wavekc_…7f3a
| Permission | Access | Businesses | Only when |
|---|---|---|---|
Business · Read business.read | Allowed | Whole login | Any request |
Customers · Read customers.read | Allowed | Acme Studio | Any request |
Invoices · Read invoices.read | Allowed | Acme Studio Whitaker Consulting | Any request |
Invoices · Create invoices.create | Ask meWaits up to 24 hours | Acme Studio | Any request |
Accounts · Read accounts.read | Allowed | Acme Studio | Any request |
Transactions · Create transactions.create | Ask meWaits up to 24 hours | Acme Studio | Any request |
Allowed goes straight throughAsk me waits for your confirmation
What you can control
Permissions
Each row of a key's Wave access is one of these, set to Allowed or Ask me.
| Permission | Name in the API |
|---|---|
| Business · Read | business.read |
| Customers · Read | customers.read |
| Customers · Create | customers.create |
| Customers · Update | customers.update |
| Customers · Delete | customers.delete |
| Products · Read | products.read |
| Products · Create | products.create |
| Products · Update | products.update |
| Products · Archive | products.archive |
| Invoices · Read | invoices.read |
| Invoices · Create | invoices.create |
| Invoices · Update | invoices.update |
| Invoices · Copy | invoices.clone |
| Invoices · Delete | invoices.delete |
| Invoices · Approve | invoices.approve |
| Invoices · Mark sent | invoices.markSent |
| Invoices · Send | invoices.send |
| Invoice payments · Read | invoicePayments.read |
| Invoice payments · Record | invoicePayments.create |
| Invoice payments · Update | invoicePayments.update |
| Invoice payments · Delete | invoicePayments.delete |
| Invoice payments · Send receipt | invoicePayments.sendReceipt |
| Estimates · Read | estimates.read |
| Estimates · Create | estimates.create |
| Estimates · Update | estimates.update |
| Estimates · Copy | estimates.clone |
| Estimates · Delete | estimates.delete |
| Estimates · Approve | estimates.approve |
| Estimates · Mark sent | estimates.markSent |
| Estimates · Make PDF | estimates.pdf |
| Estimates · Convert to invoice | estimates.convert |
| Estimates · Record deposit | estimates.deposit |
| Estimates · Send | estimates.send |
| Transactions · Create | transactions.create |
| Accounts · Read | accounts.read |
| Accounts · Create | accounts.create |
| Accounts · Update | accounts.update |
| Accounts · Archive | accounts.archive |
| Sales taxes · Read | salesTaxes.read |
| Sales taxes · Create | salesTaxes.create |
| Sales taxes · Update | salesTaxes.update |
| Sales taxes · Archive | salesTaxes.archive |
| Vendors · Read | vendors.read |
| Every Wave request goes to one address, so Wave has no custom rules. | |