Puzzle for Accounting Firms' Roadmap
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Feature Requests

Mercury two-way synch
0
Assign Customer to Rules
Allow rules to assign Customer names, currently rules can only apply Vendors
0
Rules based on Vendor / Customer
Allow users to create rules based on Customer / Vendor, not just description
0
Batch Categorizer for Invoices
0
Mercury Invoicing
Sync over invoices from Mercury invoicing
1
·

under review

Send invoices
Ability to have invoices sent directly from Puzzle
2
·

under review

Allow Merge and Edit Customers
1
Add memo field to the transactions reports exports
Add memo field to the transactions reports exports
0
Invoice Cash Application Flexibility
0
Employee Name in Dashboard Financial Reports
Any chance you guys can add the employee name to the employee role in that dashboard financial reports - Gusto Connection
0
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