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

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

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

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

Follow the steps below to create an invoice in Puzzle

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

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

Follow the steps below to post a manual journal entry

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

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

`How Puzzle helps you prepare to file your taxes

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

Learn how the metrics on the dashboard are calculated

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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