Puzzle for Accounting Firms' Roadmap
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Feature Requests

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
·
Founder Request
·
complete
Revenue Recognition Policy Customization
1
·
Founder Request
·
complete
Add CoA from Categorization Screen
2
·
Founder Request
·
complete
Apply Classifications to Split Transactions
Allow split transactions to have different classifications applied to them
2
·
Founder Request
·
complete
Ability to search for transactions by vendor
1
·
Founder Request
·
complete
Bulk apply/edit vendors on transactions
2
·
Founder Request
·
complete
Quantity field on invoice lines
The ability to add a quantity for the line item
3
·
Founder Request
·
complete
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
·
Founder Request
·
complete
Classifications for Rules
Add the ability to add classifications to new and existing rules
1
·
Founder Request
·
complete
Write API
For internal database revenue rec
1
·
Founder Request
·
complete
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