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.