Changelog
Follow up on the latest improvements and updates.
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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.
Key feature
Features
- New Categorization Status Widgeton theDashboardshows % of work completed and links directly to uncategorized transactions.
- New Account Status Widgeton theDashboardhighlights account health (setup progress, integrations, reconciliations, and checklist tasks) with quick links to resolve issues.
Other Features
- Bulk creation of Manual Journal Entriesnow supported via CSV upload.
Key feature
Features
- Financial Statement Status Indicator, when there are changes to transactions that are not yet reflected in the financial statements
- Financial Statement Status Indicator, when there are changes to transactions that are not yet reflected in the financial statements
Other Features
- Invoice line items can include quantity and amount per quantity fields. This is helpful to users for tracking additional data about invoice line items
Fixes
- Bug Fix: QuickBooks Historical Reports & Chart of Accounts reports able to be exported
Enhancements
- Improved processing speed of Invoice ingestion for CSV upload files
Key feature
Features
- General Ledger Rollforward Reportwith starting/ending balances by account as an export option
Enhancements
- Bulk vendor editing for transactions
- Editing of recurring Manual Journal Entry Schedules
- Editable "Memo"field in transactions
- Active/Inactive filter on Reconciliations page to allow users to "only view" non-archived accounts by default
Key feature
Features
- Invoice imports via csv
- Custom links in the monthly checklist
- Bulk unfinalize action allowed when there is a mix of finalized and unfinalized
Other Features
- Direct links from the navigation menu to add/create items (transactions, CoA, new users)
Fixes
- Clear reconciliation statement attachments when starting a new reconciliation
Enhancements
- Transaction side panel updates show clearer loading
- Updated status in the activity section for changes made to the transaction
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