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🏁 OVERVIEW
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
Reports and Period-End Close
Cost Basis Summary (from Inventory Views)
Cost Basis Rollforward (including Gain/Loss totals)
Actions Report (from Inventory Views)
Balance Report
Journal Entry Reports
Period End Checklist
Period End Reconciliation
📝 Bitwave Wiki
Wiki Content
General
Accepting Bitwave Invite!
Settings
In-App Support
Users
Common Issues
❓FAQs
Wallets, Exchanges, Custodial
Onchain Wallets
Exchanges
Custodial
Manual
Common Issues
❓FAQs
Transactions
Transactions UI
System Jobs
Transactions Export
Locking Periods
Common Issues
❓FAQs
Import
Manual Import
Advanced Manual Import
Custom Imports
Common Issues
❓FAQs
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
Common Issues
❓FAQs
Rules
How to use Rules
Rules for Special Cases
Verify Transaction Will Work with Rule
Common Issues
❓FAQs
Accounting & General Ledger/ERP
Accounting Workflow Overview
Connect General Ledger/ERP Software
QuickBooks
Netsuite
Sage
Xero
Push Transactions to General Ledger/ERP
Period End Close
Custom Fields for Netsuite
Common Issues
❓FAQs
Reports
Types of Reports
Balance Report
Journal Entry Reports
Transactions Export
More Reports...
Common Issues
❓FAQs
Inventory Views (Gain/Loss)
Setup Inventory Views
Inventory Views Reporting
Actions Report
Cost Basis Rollforward
Cost Basis Summary
Scenario Runner
Common Issues
❓FAQs
DeFi
DeFi Guide
DeFi Setup
Common Issues
❓FAQs
Pricing
Pricing Guide
Advanced Pricing Rules
Custom Pricing Options
Common Issues
❓FAQs
⚙️ Integrations
Exchanges & Custodians
Blockchains
Stacks
General Ledger/ERP
DeFi Protocols
Capabilities
🔗 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
Xero Integration and Testing Guide
NetSuite Connection
Sage Connection
Adding Prime Trust API
Add SCIM connection
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Period End Checklist
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(guide coming soon!)
Updated 10 days ago
