Puzzle for Accounting Firms' Roadmap
Create
Log in
Sign up
Roadmap
Feedback
Feature Requests
Changelog
Boards
Feature Requests
Powered by Canny
Feature Requests
Details
Category
Select a category
Showing
Trending
Sort
Trending
Top
New
Filter
Under Review
Planned
In Progress
Complete
posts in
All Categories
All Categories
UX (18)
Professional Request (82)
Founder Request (113)
ICP Request (3)
Integraton (15)
Functionality (13)
Write API for Invoices
For Puzzle users, using an Invoicing solution other than Stripe, enable sending copy of invoices into Puzzle via API And sync clients.
2
·
complete
3
Revenue Recognition Policy Customization
1
·
complete
6
Apply Classifications to Split Transactions
Allow split transactions to have different classifications applied to them
2
·
complete
3
Ability to search for transactions by vendor
1
·
complete
2
Bulk apply/edit vendors on transactions
2
·
complete
5
Quantity field on invoice lines
The ability to add a quantity for the line item
3
·
complete
2
Enable 2nd Stripe Account Under Same EIN (Hubspot Invoicing)
We've had requests for a 2nd Stripe account with a 2nd entity, but Hubspot sets up a 2nd Stripe account for any payments run through their invoices on the same entity. So, 1 entity, 2 Stripe accounts.
5
·
complete
29
Classifications for Rules
Add the ability to add classifications to new and existing rules
1
·
complete
12
Write API
For internal database revenue rec
1
·
complete
4
Ability to match an invoice to a payment
1
·
complete
8
Load More
→
Powered by Canny
