Puzzle for Accounting Firms' Roadmap
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Feature Requests

Custom branding for accounting firm/interface
Custom branding for accounting firm/interface. Would be great to add our colors and own branding (accounting firm request - Kranz)
1
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in progress

Edit/Remove/Delete
Be able to edit/remove/delete classes from the Settings page
0
Mercury Notes and Memo and Receipt Omitted from Transaction Import
A user adds receipts, documents, memos and payees to ACH transactions, but they only show up as a general pay money out.
0
Date Picker Inconsistent in Dashboard & Transactions
Use the same date picker across the app
0
Accessibility. Color blocking and thin lines makes it difficult to see features
Jess Chan (Longplay Brands) couldn't see the different colors/lines in this block. To her, she just saw one big color block.
0
Remove Self
There is no ability to remove yourself from an account. You can add yourself, but you cannot remove yourself.
0
Move a Date for Uncategorized and Balance Sheet Accounts
Uncategorized doesn't let you "move a date". We should at least add a prompt or help text explaining this.
0
Mercury CC Payments Not Being Automatically Matched
0
Mercury CC Doesn't Show Up on Integrations
Only Mercury connection generally shows up. Not clear each account that is connected.
0
Allow for Width Adjustment on Table in Rec to Show Date
Date is cut off when a smaller screen is used. Reconciliation Bank recs CC recs width
0
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