Puzzle for Accounting Firms' Roadmap
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UX (18)
Professional Request (73)
Founder Request (104)
ICP Request (3)
Integraton (15)
Functionality (10)
Import transactions based on PDF bank statements
0
1
Anchor integration
0
1
Ability to have a Product direct to a GL account
Currently the Product set up does not direct to a GL Account. So if you want to set up an invoice with a Product you still have to enter the categories.
0
1
Ability to edit the dates on the Dashboard Metric Cards
Customizing the information that is relevant to the clients needs.
0
1
Dashboard for firms to manage user access
1
·
in progress
3
Multi-entity or consolidations
1
·
in progress
29
Enable adding a logo to invoices
1
·
under review
3
Send invoices
Ability to have invoices sent directly from Puzzle
1
·
under review
16
Bookkeeping firm dashboard
2
·
in progress
5
Search for Account in CoA Page
1
·
in progress
3
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