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Puzzle Overview
Summary of Puzzle by Page
Summary of Puzzle by Page
Andrew Robinson avatar
Written by Andrew Robinson
Updated over a week ago

🖥️ Dashboard

⚙ The Dashboard is designed for you to quickly understand recent business performance and review financial statements within the app.

The Dashboard tab allows you to:

  1. View summary metrics for the most recent periods in the top bar

  2. View Puzzle Financial Statements for any selected period range by month, quarter, or year at various levels of detail

  3. Download Puzzle Financial Statements to view and modify outside the app

  4. Drill into the activity within the Puzzle Financial Statements by redirecting to the related items within the Transaction tab

🗞️ Reports

⚙ The Reports tab is designed for any user that wants to export data from the Puzzle app in order to view and modify outside the app.

  1. Download Puzzle Financial Statements to view and modify outside the app

  2. Download summary payroll reports imported to Puzzle from a payroll provider integration

  3. Download listings of bank and credit card activity for any selected period, as reflected in the Transactions tab

This may be especially helpful for tax reports frequently requested by a tax preparer, such as a trial balance, year-end balance sheet, full-year profit & loss statement, and a simple general ledger.

🔢 Accounting

The Accounting tab is designed for accounting-savvy users to perform typical accounting processes and view the most relevant accounting information.

The Accounting tab allows you to:

  1. Perform bank reconciliations for each month and each bank account

  2. View and modify your Chart of Accounts, including descriptions and keywords

  3. View and export your General Ledger by detailed line items for a selected period and selected account(s)

  4. Create, view, and modify manual journal entries that impact the General Ledger

  5. Lock periods in order to prevent further changes to historical financials once you have completed them

💸 Transactions

The Transactions tab is designed for all users as a “categorization workflow” for a key set of tasks within Puzzle that transforms third-party data into the General Ledger.

The Transaction tab allows you to:

  1. Categorize each transaction, including expenses, revenues, credit card payments, and debt or equity financing transactions

  2. Review auto-suggested categories that are based on different kinds of Rules

  3. Upload additional evidence to transactions to provide more context for the correct accounting treatment of the transaction

  4. Mark transactions as finalized once sufficient review has been performed

  5. Creating custom Rules for applying suggested categories future and historical Transactions based on descriptions

🤑 Revenue

The Revenue tab is designed for users to understand the composition of revenue and future schedules revenue: by GL account, customer, and product, and investigate the detail of individual invoice & refund transactions that make up revenue for a period.

The Revenue tab allows you to:

  1. View revenue by GL account, customer, or product in a tabular format

  2. Review high-level revenue metrics such as MRR, ARR, accrual revenue, cash collected from customers, and annualized accrual revenue

  3. Investigate invoice-level and subscription-level (if applicable) detail for the transactions impacting trends in the summary view

🔥 Burn

The Burn tab is designed for users involved in managing the business and its cash position.

The Burn tab allows you to:

  1. Review the visualized composition of Cash In vs. Cash Out in calculating Burn for a selected period

  2. Review the visualized composition of operating vs. non-operating activity in both Cash In and Cash Out

  3. Review the visualized detail of category composition for the types of activity mentioned above

👥 People

The People tab is designed for all users — especially a founder and business operations personnel — to understand the composition and trends in headcount numbers and payroll costs. The People tab allows you to:

  1. View salaries and titles for all employees using employee data from the Payroll Processor system, including terminated employees

  2. Review trends in total Payroll Expense, including salaries, benefits, and payroll taxes

  3. View summary payroll metrics such as average annual salary per employee and average all-in payroll cost per employee

🔌 Integrations

The Integrations tab is designed for administrators to manage Puzzle integrations with third-party software that provides data to Puzzle.

The Integrations tab allows you to:

  1. Connect third-party accounts (bank accounts, credit card accounts, payment and invoice processors, payroll provider accounts, equity accounts) that provide Puzzle with transaction data used in preparing financial records

  2. Review the status of integrations and re-connect (if needed) to ensure the data in Puzzle is complete

  3. Disconnect accounts that are outdated or should not be included

  4. View available integrations supported by Puzzle to inform the most compatible financial technology stack

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