Puzzle

This is a quick guide to help you get started on the right foot and uncover many of the exciting features of Puzzle

Getting Started Tips

Summary of Puzzle by Page

In Puzzle, "spending" refers to all non-payroll purchases that are paid to a third-party vendor in exchange for goods and services.

What is included in "spending" in Puzzle?

Bank and credit card reconciliations

💡 An opening balance is the balance of your account immediately prior to the first transaction Puzzle recorded from that account.

Confirm Your Opening Balance

Your cash balance may be incorrect if you have transactions that make up your opening balance in the system.

How to edit your opening balance

Automated Placeholder Transactions

Set Balances and Investment Account Reconciliations

Follow the steps below to create an invoice in Puzzle

How to Generate an Invoice

Manage your month-end close process in Puzzle easily with the Monthly Checklist

The Monthly Checklist

Puzzle uses temporary holding accounts called "clearing" accounts, that should literally clear out. This doesn't always happen at month end.

Clearing Accounts: Make Sure They Clear

Follow the steps below to post a manual journal entry

How to Create a Manual Journal Entry

Puzzle is an immutable ledger as such a given MJE can only be reversed or void one time.

How to Delete or Void a Manual Journal Entry

Can I edit a Manual Journal Entry?

If you need to change systems, you can export your data

Can I Export My Data?

`How Puzzle helps you prepare to file your taxes

Puzzle Tax Documents

Manual Journal Entries in Puzzle

Reconcilliations in Puzzle

General Ledger in Puzzle

Chart of Accounts in Puzzle

Locked Periods in Puzzle

Bills in Puzzle

Invoicing in Puzzle

Andrew Robinson

Luke Frye

Cody Hall

Puzzle Overview

The definitions of "Cash" on the Dashboard metrics, Cash Activity Report, and Balance Sheet

Cash Definitions

Arash Ahmadi

Learn how the metrics on the dashboard are calculated

Dashboard Metrics

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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