⚠️ Available only on Complete Plan or above.
Q: What Classifications can I assign transactions to?
A: Puzzle allows different classification Groups. Classes are organized by Groups, and a user can create an unlimited number of Groups for Classes.
Q: How do I create Groups for Classes?
A: You will organize your Classes by different Groups. An example of a Classes Group would be “Events”, then you would have the different Classes such as “Offsite”, “Sales Kick Off”, and “Leadership Conference” listed under that Group.
Q: How do I set up Classifications in Puzzle?
A: Classifications can be set up in the “Settings” page under the “Classifications” tab. If you are using an integration that uses fields such as Departments and Locations then Departments and Locations will automatically be created if they are set up in your integration.
Q: What is the purpose of Classifications in accounting?
A: Classification tagging can be useful for tracking transactions based on different characteristics or different reporting dimensions. Some examples include tracking transactions related to company events (ex: offsite), tracking expenses by department, or tracking revenue by location.
Q: How do I start tracking my financials by Classifications?
A: Classifications can be assigned to transactions in the “Transactions” tab. Classifications can also be assigned to Manual Journal entries, Bills, and Invoices, when they are created.
Q: Can I assign multiple Classifications to a single transaction?
A: Classes can have an unlimited number of Groups, and you can assign one selection from each Group to a transaction. An example would be a transaction for a Marketing expense (Department) in San Francisco (Location), related to an Offsite (Purpose)..
Q: Are there any reporting features specific to Classifications?
A: Yes. Reports have a Classifications filter, so you can view a statement for a single class, or for activity with no class assigned. The Transactions page has the same filter, and your general ledger export includes classification columns.
Q: Can I customize the list of Classifications?
A: Yes, you can add new Groups and Classes at any time. In Settings → Classifications, open the actions menu next to a class:
Delete is available for a class that has never been used.
Deactivate is available for a class that has been used. A deactivated class is hidden from the pickers, so no one can apply it to new activity. Everything it was already applied to stays intact and keeps showing in your reports.
Reactivate brings a deactivated class back. Check Show deactivated to see deactivated classes.
Q: Are Classifications included in the chart of accounts?
A: No, Classifications are not included in the chart of accounts. One of their best use cases is to help track transactions based on shared attributes. You still need to assign your transactions a category from the chart of accounts.
Q: Do Classifications affect the way transactions are posted to accounts?
A: No, adding a Classification to a transaction does not affect the way it is posted to accounts. Classifications add an additional level of detail to each transaction so that you can view your data in different dimensions.
Q: Does every transaction need a Classification?
A: No, transactions are not required to have a Classification attached.
Q: Can I restrict access to certain Classifications for specific users?
A: Currently you cannot restrict certain Classifications for specific users, all users will have access to the Classifications in the Puzzle account.
Q: Can Classifications be assigned with payroll transactions?
A: No, currently you cannot tag payroll transactions with Classifications.
Q: Can I set up a custom rule for classifying recurring transactions?
A: Yes, you have the option to add Classifications when creating or editing rules.
Q: Can I batch classify transactions?
A: Yes! Head to your Transactions tab and select all the transactions you'd like to classify and then hit the Classifications button.
