Puzzle for Accounting Firms' Roadmap
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UX (18)
Professional Request (73)
Founder Request (104)
ICP Request (3)
Integraton (15)
Functionality (11)
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
List of Upcoming Features
2
·
complete
2
Customer page with editable details
A customer managment page for making invoicing easier with editable contact information including address & email
1
·
complete
2
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