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Feature Requests

Allow rules to apply to transaction splits
Allow users to add splits when creating rules
1
·
under review
Import transactions based on PDF bank statements
1
·
under review
Zapier Integration
Potential Use cases: to forward messages to internal team channels, assign tasks in PM tools, or even just a functionality-hack between Puzzle and other platforms where they haven't exposed enough API endpoints to you.
2
·
under review
Email Receipts
More easily match receipts to transactions. In QBO a user can send receipts to a specific email address where they can match them to specific transactions from a queue.
8
·
under review
Additional Fixed Assets
Allow users to either select more Fixed Asset types or add their own
1
·
under review
Mercury Invoicing
Sync over invoices from Mercury invoicing
1
·
under review
Send invoices
Ability to have invoices sent directly from Puzzle
2
·
under review
Mobile App
"is there a mobile app/testflight beta where I can categorize transactions or see burn from my phone?"
2
·
under review
Integrate with Slack
Weekly updates or categorization ai?
1
·
under review
Inventory Mangement
Tools to help manage inventory in Puzzle
1
·
under review
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