Feature Requests

For Puzzle users, using an Invoicing solution other than Stripe, enable sending copy of invoices into Puzzle via API And sync clients.

"Payee names are really important to me (reporting, 1099s, etc). The ability to modify the columns / filter the Transactions page would be huge." - request from MC on 9/17

Add the ability to search by vendor name to the https://app.puzzle.io/vendors page. We can use ⌘ + F to search for now, but that fails if the vendor doesn't show up in the current set of loaded results.

Ability to import JEs through CSV upload

Enable users to quickly see how much categorization work remains for a company by displaying the % of transactional value categorized and finalized for a given time period, on the dashboard.