Changelog
Follow up on the latest improvements and updates.
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Features
- Transactions page – Account Creation: Bookkeepers can now create new general ledger accounts directly from the category dropdown on the transactions page, without navigating away to the Chart of Accounts.
- Reconciliation – Select All/Deselect All: Quickly select or deselect all
- Onboarding – Historical Books Selection: Historical data import options are now radio buttons, making the selection easier and more intuitive.
- Integrations – Account Management: Accounts added through integrations now automatically populate in the accounts list so bookkeepers always see the latest information.
- Transactions – Transactional Limit Notifications: Automatic email and inbox notifications alert users when a company exceeds its transactional expense limit.
- Chart of Accounts – Inline Editing and Saving: Bookkeepers can edit Chart of Accounts rows inline and save changes without leaving the page.
Enhancements
- Bank Reconciliation – Reconnect Date Priority: Prioritizes the last transaction date when reconnecting accounts to avoid accidentally selecting “all time.”
- Chart of Accounts – Editing Manual Journal Entries: Only active accounts are shown when editing manual JEs.
- Transactions – Accuracy Review Refresh: The transactions table now auto-refreshes after updates during the accuracy review.
- Financial Institutions – Plaid Connection Filtering: Only active Plaid connections are displayed to avoid confusion when accounts are connected multiple times.
- Onboarding – Historical Data Transfer: The “Start your historical accounting data transfer” task only appears if the user indicates they have books to migrate.
Bug Fixes
- Reconciliation – Column Alignment: Corrected alignment issues in the reconciliation table for better readability.
- Fixed Assets – Transaction Categorization: Ensures fixed assets cannot be created until the underlying transaction is categorized.
- Vendor Management – Vendor Merging: Fixed a bug where vendor merging incorrectly started that transactions need to be unfinalized due to a caching issue.
- Financial Reports – Revenue Recognition Error Handling: Displays an error message when the revenue recognition query fails instead of showing an empty list.
Features:
- Financial Reports – Show Cents Toggle: Added a toggle to display cents in financial statements reports, which persists across report views to help bookkeepers review details more accurately.
- Transactions – Bulk update Customers: Users now have the ability to update customers on multiple transactions at once speeding up workflows
- General Ledger – Counterparty Visibility: Add a new column to the General Ledger view that displays the customer or vendor name associated with each transaction, providing better context for reconciliation
- Admin Portal – Demo Data Access: Easily access demo financial data from the admin portal to explore the software and test workflows.
- Onboarding - Bookkeeper Invitation: Display the "Invite your bookkeeper" task only if the user has indicated that they have a bookkeeper, streamlining the onboarding experience for bookkeepers.
- Payroll – Posting Status: Payrolls now display a "posted" or "unposted" status, allowing bookkeepers to easily track when payrolls have been successfully processed.
Enhancements:
- Imports – Transaction Limits: Removed the 150-transaction limit warning during CSV imports, allowing bookkeepers to upload full transaction batches more efficiently.
- Financial Reports – Hover Tooltips: Display the full name of accounts, vendors, and other details when hovering over financial statement rows, making it easier to review and understand the information.
- Transactions – Metrics Calculation Optimization: Metrics like transaction totals are now calculated separately from the main transaction query, improving performance and only retrieving metrics when requested.
- Manual Journal Entries – Customer/Vendor Selection: When editing manual journal entries, the selected customer or vendor is now clearly displayed in the dropdown field, making it easier to review and confirm the correct details.
- Billing - Transactional Value Limit: New companies on free plans have a $20,000 limit, which is now displayed in the Billing settings to help customers monitor usage.
- Revenue Recognition – Contract Line Details: Display a description field and invoice date on the revenue recognition page table, providing bookkeepers with more context about each contract line item.
Bug Fixes:
- Chart of Accounts – Duplicate Number Validation: The system now validates that new Chart of Accounts numbers are unique, preventing bookkeepers from accidentally creating duplicate accounts.
Features:
- Chart of Accounts – Account Editing: Ability to update Chart of Accounts entries directly from the side panel, including creating child accounts and deactivating accounts.
- Classifications – API Support: Classifications now have dedicated IDs, providing first-class API support for bookkeepers to manage classification data.
Enhancements:
- Transactions – Row Selection: Restore Shift+Click functionality to select multiple rows in the transactions table, speeding up bulk actions like reconciliation and payment processing.
- Transactions - Filters Scrolling: Taller transaction filters menus are now scrollable, ensuring all options are accessible on smaller screens.
- Invoices – Banner Customization: Allow bookkeepers to close or minimize a banner on the invoices page that previously took up a significant portion of the screen.
- Accounts – Account Deletion Confirmation: Adds a confirmation modal when deleting or resetting account data, ensuring bookkeepers don't accidentally lose important financial information.
- Subscriptions – Legacy Plan Upgrades: Legacy companies on free or trial plans can now see and subscribe to the new V2 pricing plans, while companies on paid plans continue seeing their existing V1 plans.
- Chart of Accounts – Intelligent Sorting: The Chart of Accounts page now features intelligent sorting that handles a wider range of account number formats, including leading zeros and multi-level hierarchies, to keep the account list organized and easy to navigate.
- Chart of Accounts - Filtering: Improved filtering in the Chart of Accounts tree to only display ancestor rows when sub-accounts match the search criteria, making it easier to quickly find and view relevant account information.
- Contracts – Performance Optimization: Fetching contract line amounts and pagination data separately improves query response times, allowing bookkeepers to quickly view and process contract details.
- Integrations – Error Messages: Provides more informative error messages for integration issues, allowing bookkeepers to quickly troubleshoot and resolve problems without needing to open a support ticket.
- Onboarding – Consistent Styles: Standardized font sizes and weights for buttons, radio buttons, and other inputs throughout the onboarding experience, creating a more consistent and intuitive workflow.
- Chart of Accounts – Sorting: Accounts with contra types are now intermixed and sorted by account number, rather than grouped separately. This helps bookkeepers review the full chart of accounts in a more logical order.
- Admin Portal – Access Terminology: Updates references of "dashboard access" to "admin portal access" throughout the application to provide clearer and more accurate terminology
Bug Fixes:
- Reconciliation – Auto-Start Workflow: Automatically starts a new reconciliation and navigates to it, preventing duplicate reconciliation creation and ensuring bookkeepers can continue their workflow.
- Revenue Recognition – Confirmed Tab Performance: Fixes an issue that caused the Confirmed tab of the Revenue Recognition page to fail to load with an infinite spinner for certain companies
Features:
- Dual-Basis Manual Journal Entries: Bookkeepers can now post a single manual journal entry that applies to both cash and accrual reporting bases, streamlining financial reporting.
- General Ledger – Column Visibility: Customize the columns shown in the General Ledger to focus on the information most relevant to your bookkeeping workflow. Your selected column visibility is saved per company for consistent views.
- Invoices – Journal Entry History: Bookkeepers can now view a history of journal entries associated with each invoice, helping them better understand and reconcile financial records.
Enhancements:
- Invoices – Bulk Customer Updates: Quickly update the customer for multiple transactions at once, improving efficiency during invoice processing and financial reporting.
- Payroll – Content Scaling: The Payroll page now scales to fill the available browser space, allowing bookkeepers to view all payroll information without having to scroll.
- General – Estimated Tag Terminology: The "Estimated" tag has been updated to "Calculated" to provide more accurate and meaningful terminology for bookkeepers reviewing financial data.
Features:
- Invoices – Header Actions: Added frequently-used invoice actions like download to the header, making them easier to access during invoice processing.
- Bills – Action Organization: Consolidated bill actions into a dropdown menu and moved frequently-used actions like Download to the header, streamlining the bill management workflow.
- Payment Matching – Vendor Filtering: When linking to the payment matching screen, transactions are automatically filtered by the relevant customer or vendor, making it easier to find and match specific transactions during reconciliation.
- Reconciliation – Manual Reset: Users can manually refresh reconciliation data to update entries after backend processing completes, addressing scenarios where recent changes need to be reflected.
- Chart of Accounts – Hierarchical View: See nested parent-child account relationships in a collapsible tree table, making it easier to understand and navigate your chart of accounts.
Enhancements:
- Invoices – Line Item CSV Export: CSV exports for invoice line items now respect your filters, allowing you to generate targeted reports for specific date ranges, statuses, categories, or products.
- Payment Matching – Selection Persistence: Selected bills remain visible during reconciliation, even when applying filters, to streamline the matching process.
- Invoices – Color Visibility: Invoice and bill pages now use clearer color contrast, making important information easier to read for bookkeepers.
Features:
- Revenue Recognition – Customer Filtering: Filter revenue recognition data by specific customers to quickly find and review invoices for your key clients.
- General Ledger – Rollforward Summaries: Quickly review account balance changes over time to prepare accurate financial reports and gain deeper insights into your company's financial activity.
- Integrations – OAuth Reliability: More reliable OAuth integration reduces errors and ensures your accounting data stays up-to-date.
- Firm Dashboard UI Improvements: The companies tab in the firm dashboard now has search, 100 results per page by default and companies sorted in alphabetical order making it easier to find companies
- Payment Matching – Caching Optimization: Faster and more reliable payment matching during reconciliation by only updating the cache after transactions are fully committed.
Enhancements:
- Invoices – Direct Ingest UX: Streamline invoice importing with improved direct ingest experience, making it easier to onboard new customers and get their financial data into your system.
- Integrations – Stripe Reliability: More reliable Stripe payment synchronization reduces errors and ensures your financial data stays up-to-date.
- Chart of Accounts – Date Settings: Improved visibility of tooltip information makes setting up integrations faster and more intuitive for bookkeepers.
- Imports – Easier File Management: Organized imports make it simpler to move accounting-related files and maintain a tidy, efficient workflow.
Bug Fixes:
- Accuracy Review – MJE Error Flagging: Quickly identify and resolve manual journal entries with errors, ensuring your financial records stay accurate.
Features:
- Reconciliation – Auto-import button for statements: Users can trigger auto-import directly from the statement upload area, reducing manual steps during reconciliation.
- General Ledger – Rollforward summary: A summary view of account balances over time enables faster review and reporting.
- Invoices – Improved ingestion experience: Clearer feedback and error handling reduce mistakes when uploading invoices.
- Payment Matching – Vendor filters: Users can filter payment matches by vendor to speed up reconciliation.
- Admin Portal – New management tools: Added contextual team actions, a “User Details” drawer, a “Company Access” screen, and alphabetical firm listing with 100 rows per page.
- Multi-company login selection: Users can choose their company at login for quicker navigation.
Enhancements:
- Chart of Accounts – Usability improvements: Column selectors and clearer setup tooltips make account management more flexible.
- CSV Import – Classes and locations support: Imports now accept classes and locations to match how data is organized in other systems.
Bug Fixes:
- Stripe Subledger navigation: Corrected redirects to ensure smoother payment flows.
- Invoice selection persistence: Fixed cases where selections didn’t persist or pre-select from the URL.
Features:
- Firm dashboard - User access management. Firm admins now have the ability to
1. Invite new users to a firm: With this feature, firms can send invites to multiple new users while simultaneously granting access to multiple companies. The new users will receive invites through which they can setup profiles in puzzle and immediately get access to multiple companies.
2. Assign user access to companies: If a firm onboards a new company, they can grant access to multiple new users with a few clicks.
- Invoices page UI responsiveness improved when the accuracy review panel is opened
- Vendor association improvements for Ramp bills ensure synced bills are properly linked, reducing cleanup work.
Bug Fixes:
- Bug fix: Customer field is now locked on finalized transactions
Previously the customer field was editable on finalized transactions, but the changes wouldn’t save since the transaction was finalized. The customer field is now only editable when on unfinalized transactions
- Bugfix: Filtering the right transactions when ‘No Vendor’ is selected
Previously, some transactions that were previously expenses and had vendors associated were getting picked up by the ‘No Vendor’ filter. The filter doesn’t display these transactions anymore
Features:
- Search & Filters on Chart of Accounts released
Introduced search and filtering on the Chart of Accounts to make it faster to find and navigate accounts.
- Accuracy review on Invoices
Added accuracy reviews to the Invoices page, enabling quick identification and resolution of missing or inconsistent invoice journal entries and schedules.
- Amount and Event Type filters added to the General Ledger page
The new filters available make it easier to find ledger entries you're looking for
Enhancements
- Update transaction table select all behavior to select visible transactions by default
'Select all' transactions will now default to selecting all transactions on a page. Users will still have the option to select transactions across all pages, but this will be the secondary action available. This change was made to prevent users from accidentally modifying transactions across all pages
Features:
- Customer filter on the Transactions page
The transactions page now has a Customer filter allowing users to filter transactions on one or multiple customers
- New Vendor/Customer filter on the General Ledger
- New side navigation for firms in the admin portal
The admin portal (aka firm dashboard) now has a layout and sidebar navigation consistent with the rest of the app. This makes it easy to find puzzle's Accountant Resource Center (https://puzzlefin.notion.site/resource-center)
Enhancements
- Hide accounts with no ledger counterpart on import
Prevents clutter and confusion by only showing valid accounts during import, reducing the chance of mapping errors.
- Remove voided invoices from the Payments page
Ensures users only see actionable invoices when matching payments reducing errors.
- Customer/vendor sync from URL navigation
When navigating via links, customer and vendor context automatically syncs, saving users from having to reselect filters or redo work.
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