Q: Can I enter bills directly in Puzzle?
A: Yes, you can enter bills on the “Bills” tab of the “Accounting” section by clicking on the “+ new bill” button.
Q: Can I import bills via a CSV?
A: Yes, you can enter bills on the “Bills” tab of the “Accounting” section by clicking on the “Import Bills” button, and using the CSV template provided in the pop-up window.
Q: How do I mark a transaction as a bill payment?
A: You can mark a transaction as a bill payment on the transaction’s details in the “Transactions” page and click on "vendor payment" to match it to a bill.
Q: How do I match a transaction to a bill?
A: You can match a transaction to a bill on the transaction’s details in the “Transactions” page by clicking on "vendor payment." Bills synced from a connected account (Ramp, Bill.com) will automatically link to their corresponding payments automatically.
Q: How do I void a bill?
A: Bills that are entered manually into Puzzle, can be marked as void by clicking on the three dots to the right of the bill on the “Bills” tab of the “Accounting” section and selecting “void.”
Q: Can I delete a bill?
A: Bills in Puzzle cannot be deleted, only voided. This is so a record is maintained of all activity in the audit log and general ledger. Bills that are entered manually into Puzzle, can be marked as paid by clicking on the three dots to the right of the bill on the “Bills” tab of the “Accounting” section and selecting “void.”
Q: Can I unlink a payment from a bill after it is linked?
A: Not currently; once a transaction is linked, it cannot be unlinked. We are working on adding the ability to unlink a payment soon. As an interim workaround, a manual journal entry can be used to reverse the application of the transaction to accounts payableif it is linked by mistake.If you would like assistance doing so, please reach out to us via in the in-app chat or to [email protected]. We are here to help!
Q: Can I link multiple payments to the same bill, e.g. if it is paid in installments?
A: Yes, you can specify the amount of the payment to be applied to the bill.
Q: Can I link multiple bills to the same payment, e.g. if I am batch-paying a vendor?
A: Yes, you can specify the amount of the payment to be applied to each bill.
Q: Does Puzzle integrate with bill payment platforms?
A: Puzzle has integrations with Ramp, and Bill.com for Bill pay.
Q: Do my bills in Ramp sync to Puzzle?
A: Yes, bills in Ramp sync to Puzzle; the attached documents in Ramp do not sync to Puzzle.
Q: Do my bills in Brex sync to Puzzle?
A: No, bills in Brex do not sync to Puzzle.
Q: Do my bills in Bill.com sync to Puzzle?
A: Yes, bills in Bill sync to Puzzle; the attached documents in Bill does not sync to Puzzle.
Q: Can I mark a bill as a prepaid expense?
A: Yes, you can enter a recognition schedule on the details of a bill by selecting “+create schedule” and entering the recognition details. Bills are found on the “Accounting " page's "Bills" tab.
Q: Where can I see my AP aging report?
A: You can see your AP aging report on the “AP aging” tab on the “Accounting” page. You can also download the AP aging report from the “Reports” page.
Q: Can I pay bills with Puzzle?
A: No, not currently. We recommend using Ramp or Bill.com, both of which have a direct integration with Puzzle.
Q: How do I add a vendor?
A: You can add vendors directly on the “vendor” field of transactions and bills.
Q: Where can I see my vendor list?
A: You can see your list of vendors and all their corresponding transactions on the “Vendors” page. You can also see your vendor list and spending by vendor on the “Vendors List” tab of the “Spending” page.
Q: How do I attach documentation to a bill in Puzzle?
A: You can attach documents to bills in Puzzle by clicking on the double arrows in the top left of the bill details and dragging and dropping the file into the open field. Bills are found on the “Accounting " page's "Bills" tab.