Puzzle for Accounting Firms' Roadmap
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Feature Requests

Enable P&L and BS export with Vendor and employee level breakouts same as on dashboard
0
Allow rules to apply to transaction splits
Allow users to add splits when creating rules
1
·
under review
Create Purchase Orders
0
Account for Loan Accounts
Create BS accounts and import transactions for loan accounts (ie company vehicle loan)
1
Rules based on Vendor / Customer
Allow users to create rules based on Customer / Vendor, not just description
1
Zapier Integration
Potential Use cases: to forward messages to internal team channels, assign tasks in PM tools, or even just a functionality-hack between Puzzle and other platforms where they haven't exposed enough API endpoints to you.
2
·
under review
Ramp Treasury Integration
Please add support for Ramp Treasury as a transaction source.
0
Additional Fixed Assets
Allow users to either select more Fixed Asset types or add their own
1
·
under review
Mercury two-way synch
0
Assign Customer to Rules
Allow rules to assign Customer names, currently rules can only apply Vendors
0
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