User Permissions

Page

Feature

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Full access

Partial access

Limited access

Company Settings

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❌

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Update company

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❌

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Set Puzzle Plan

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❌

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Delete all financial data

✅

✅

❌

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Toggle autonomous accounting features

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❌

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View OpenAI data sharing permissions

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User Management

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❌

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Toggle global MFA

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Invite users to company

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Update permission for existing member

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Update position for existing member

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Update MFA on existing member

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❌

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Transfer ownership

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❌

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Remove inactive users

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Resend pending invitations

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Notification Settings

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Update all notification preferences

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Audit Log

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View audit logs

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Inbox

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Get started checklist

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❌

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Manage notifications

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Dashboard

View page

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Explore features

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Take a tour of the dashboard

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Export financial statements

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Close Checklist

View page

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✅

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Toggle an item's completeness

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❌

Create custom checklist items

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View checklist for previous months

✅

✅

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Chat with a Puzzle accounting expert

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Reports

View page

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Download any report

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Request a custom report

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Reconciliations

View page

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Update opening balance

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View reconciliation history

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Create/continue a reconciliation

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❌

Delete reconciliation

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Create a manual transaction

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Complete reconciliation

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Chart of accounts

View page

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Create new account

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Request a new parent account

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General ledger

View page

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Export

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✅

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Manual journal

View page

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Create new journal entry

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View journal entries

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View recurring schedules

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Invoices

View page

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View invoices

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View schedules

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Create new invoice

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❌

Copy link to invoice

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Void invoice

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Pause recognition

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Void schedule

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Recognize and close schedule

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Download invoice

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Bills

View page

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Create new bill

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Comment on bill

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❌

Copy link to bill

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Mark bill as paid

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❌

Void bill

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Import bills

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Delete draft bill

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Fixed Assets

View page

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Preview schedule

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Locked period

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Update locked period

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Transactions

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Import transactions

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Help me categorize

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Finalize transaction

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Categorize transaction

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Remove transaction

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View individual transaction details

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Set accrual date

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Split transaction

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Mark as capitalizable

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Mark as bill payment

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Match to bill

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AI Lookup

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AI Categorizer

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Update vendor

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Update recurrence

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❌

Upload documentation

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✅

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Leave a comment

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✅

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❌

Request something from someone

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✅

❌

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Create rule from transaction

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Payroll

View page

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✅

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Create a manual payroll

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Create a manual payroll account

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Edit payroll

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Delete payroll

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Transactions Rules

View page

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✅

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View company rules

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✅

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Create new rule

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Edit rule

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✅

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❌

Disable/Enable rule

✅

✅

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❌

View Puzzlebot rules

✅

✅

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Modify and convert Puzzlebot rule

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✅

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❌

Analysis > Spending

View page

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View spending by categories details

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View spending by vendors details

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View non-payroll spending

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View payroll spending

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Spending > Vendor List

View page

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Export report

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Edit/merge vendor

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❌

Analysis > Revenue

View page

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View cash revenue

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View accrual revenue

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View MRR/ARR

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View MRR/ARR by customers

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Export report

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✅

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People

View page

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✅

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View individual employee pay

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View employee details

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Integrations

View page

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View integration details

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Connect new integration/reconnect existing integration

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Disconnect integration

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✅

❌

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Stop syncing account

✅

✅

❌

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Resume syncing account

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✅

❌

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Create a manual account

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✅

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❌

Remove account

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✅

❌

❌

Import transactions

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✅

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❌