To connect your Wave account to this application you must set up a new admin user. Please follow the instructions below.

Before you start

Before you begin, please make sure that you have access to invite new users to your system. You can check this by logging into your account, and on the top right of the home screen identify that you have access to Business Settings under the Personal tab. 

Instructions

1. Log in to your Wave account

2. Click on the Personal toggle at the top right corner of the dashboard. From this dropdown, select Business Settings from the options list

3. Navigate to User Management > Users

• Please select Admin access for the user. Note that Admin access is only a part of the Wave Pro Plan. If your plan does not allow for Admin permissions please select Payroll Manager access. 

4. Click Invite User

5. Please fill in the following information:

• First Name: Please use the First Name provided in Finch Connect
• Last Name: Support
• Email: Please use the email provided in Finch Connect
• Position: Other > Support
• Role: Admin

6. Click Invite User.

7. The user will receive an email to accept the invitation. Once the invitation accepted, they will be added as an admin user.

FAQs

💡 Why do I need to provide admin permissions to Finch?

💡 What are the differences between Admin and Payroll Manager access levels?