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UX (18)
Professional Request (73)
Founder Request (104)
ICP Request (3)
Integraton (15)
Functionality (10)
Bulk import journal entries
Ability to import JEs through CSV upload
3
·
complete
6
Allow Invoice Importing by CSV
Add the ability to add invoices, including the service period in Puzzle via a CSV. Similar to the import bills function.
2
·
complete
8
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
Export Transactions from Transactions Page as Filtered
Use same date picker and selection rather than making the user select dates again
1
·
complete
10
Remove Bank or Credit Card Account from Puzzle
Lots of examples (personal, mistaken, wrong biz) "I had created this bank account to test something but no longer need it. There are no transactions in it."
1
·
complete
3
Multiple bank/CC logins with same institution
Allow multiple logins with the same institution
2
·
complete
18
Bulk apply/edit vendors on transactions
2
·
complete
5
Transaction memo field
Since the Transaction Description cannot be edited, it would be helpful to have a "Transaction Memo" field similar to the Journal Entry Memo field, to add notes directly in the transactions table
3
·
complete
6
Edit Journal Entries (MJE)
Can only duplicate, void, reverse
2
·
complete
20
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