For AI agents: visit https://docs.bitwave.io/llms.txt for an index of all pages formatted in Markdown and endpoints in OpenAPI.
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Product Documentation
Product DocumentationAPI DocumentationProduct ReleasesCommunity Forum

🏁 START HERE

  • Welcome to Bitwave!
  • Getting Started

🌊 ONBOARDING GUIDE

  • The Onboarding Journey
    • Setup & Configuration
      • Login to Bitwave
      • Connect General Ledger Software
      • Create Categories & Contacts
      • Set Accounting Defaults
      • Add Wallets, Exchanges, Custodial, Manual
      • Import Data into Manual Wallets
      • Set Beginning Balances
      • Check Wallet/Account Balances
      • Set Up Inventory Views
    • Categorization
      • Viewing Transactions
      • Transaction Screen Operations
      • Individual Transaction Categorization
      • Check Pricing Data
      • Set Up Categorization Rules
      • Set Up Contact-Based Categorization Defaults
      • Bulk Categorization
      • System Jobs
    • Journal Entries & Gain/Loss
      • Push transactions (JE's) to General Ledger
      • Manually Record Journal Entry Totals
      • Record Impairment and Mark-to-Market Adjustments
      • Record Realized Gain/Loss
      • Trade Journal Entries & Gain/Loss Calculation
    • Reports and Period-End Close
      • Inventory Views Reporting
      • Balance Report
      • Journal Entry Reports
      • Period End Checklist
      • Period End Reconciliation

📝 Bitwave Wiki

  • Wiki Content
    • General
      • Accepting Bitwave Invite!
      • In-App Support
      • Users
      • Administration
      • Bitwave User Registration
      • Bitwave Partner Listing Process Guide
      • ❓FAQs
    • Wallets & Connections
      • Onchain Wallets
      • Exchange Wallets
      • Custodial Wallets
      • Manual Wallets
      • ❓FAQs
      • ❓FAQs -2
    • Transactions
      • Transactions UI
      • System Jobs
      • Export Transactions
      • Locking Periods
      • Vested Tokens
      • How do I account for tokens staked on an exchange?
      • How to retain From and To details in rolled-up transactions
      • ❓FAQs
      • ❓FAQs -2
    • Import
      • Manual Import
      • Advanced Manual Import
      • Custom Import Transforms
      • Importing Trades
      • ❓FAQs
      • ❓FAQs - 2
    • Categorize
      • Accounting Defaults for Gas Fees, AP & AR
      • Create Contacts & Categories
      • Create Manual Contacts
      • Create Manual Categories
      • Individual Transaction Categorization
      • Contact-based Categorization Default & In-line Categorization
      • Bulk Categorization
      • Transaction Needs Review Status
      • ❓FAQs
    • Rules
      • How to use Rules
      • Rules for Special Cases
      • Verify Transaction Will Work with Rule
      • Rules for Solana Validator
      • ❓FAQs
    • Accounting & General Ledger
      • Accounting Workflow Overview
      • Connect General Ledger/ERP Software
      • Xero Connection Guide
      • Sage Connection Guide
      • Netsuite Connection Guide
      • Netsuite Enterprise Payments Setup
      • QuickBooks Connection Guide
      • Push Transactions to General Ledger/ERP
      • Period End Close
      • Invoice Categorization
      • ❓FAQs
      • ❓FAQs - 2
    • Reports
      • Balance Report
      • Journal Entry Reports
      • Datawarehouse Reports
      • ❓FAQs
      • ❓FAQs -2
    • Bitwave Calculations
      • Wrapping Treatments
      • ❓FAQs
    • Inventory Views
      • Inventory Views
      • Setup Inventory Views
      • NEW! Reallocation Setup for Inventory View
      • Reconciliation using Data Sources
      • Inventory Views Reporting
      • Inventory Groups
      • Cost Basis Rollforward
      • Multiple Inventories
      • ❓FAQs
      • ❓FAQs -2
    • DeFi
      • DeFi Setup
      • ❓FAQs
    • Pricing
      • Pricing Guide
      • Pricing Engine
      • Pricing Context
      • ❓FAQs
    • Bitwave Advanced Security

💳 Bitwave Payment Network

  • Bitwave Payment Network (BPN)
    • Starting Bitwave Payments Network
    • Set-Up for Base Onchain Payments
    • Payments Not Working on Corporate Network or VPN
    • CORS Error When Using Cato VPN
    • FAQ
    • Glossary

🌐 CANTON ECOSYSTEM

  • Overview
  • Metadata Based Rule Categorization
  • Bitwave Onboarding Process - Canton Ecosystem

Organization Guides

  • Generating an Authentication Token

⚙️ Integrations

  • Exchanges & Custodians
  • Blockchains
  • General Ledger/ERP
  • DeFi Protocols
  • Capabilities
  • Data Fusion APIs
    • API Loaded Data sources
    • Retrieve Datasource Rows

🔗 Connection Guides

  • All Connection Guides
  • Add Bitfinex API
  • Add Anchorage API
  • Add Gemini API
  • Add Kraken API
  • Add Binance API
  • Add Coinbase Prime/Exchange API
  • Add Coinbase Retail API
  • Add Bittrex API
  • Add Bitstamp API
  • Adding BitGo
  • Setup SSO
  • Xero Integration and Testing Guide
  • NetSuite Connection
  • How to Connect NetSuite
  • Sage Connection
  • Adding Prime Trust API
  • Add SCIM connection
  • Setup Snowflake

CHANGE LOGS

  • Change Logs Home
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Connect General Ledger/ERP Software

XERO SETUP

SAGE SETUP

NETSUITE SETUP

QUICKBOOKS SETUP

Updated 8 months ago


Accounting Workflow Overview
Xero Connection Guide