<aside> <img src="/icons/user-circle_gray.svg" alt="/icons/user-circle_gray.svg" width="40px" /> Anyone can perform these steps Any user who has access to categorize transactions for their company in Puzzle can perform these steps and get their Salaries & Benefits clear account inline - You don’t need to be an accountant.

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In order for Puzzle to auto reconcile your payroll, your Salaries & Benefits clearing account, found in the General Ledger, must total $0.00. When there is a remaining balance in the Salaries & Benefits account, the three most common reasons are:

1. There is a transaction categorized as “Salaries & Benefits” that should be categorized as something else.
2. There is a transaction that is categorized as something else, when it should be categorized as “Salaries & Benefits.”
3. A linking entry is not being triggered

Below are a few troubleshooting steps anyone can perform to get your Dashboard back on track and allow the system to achieve auto reconciliation.

<aside> 📬  If you are having trouble, contact a Puzzle expert at [email protected] or schedule a call with one of our experts

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Contents

Troubleshooting Step 1: Review your transactions categorized as “Salaries & Benefits”

Only transactions that are related to payroll should be categorized as “Salaries & Benefits.” Sometimes, because of user error, an overly broad rule, or the system being unable to parse a description, transactions end up incorrectly categorized as “Salaries & Benefits”, resulting in a remaining balance in the Salaries & Benefits clearing account in Puzzle.

To categorize a transaction:

1. Go to the Transactions page in Puzzle and Filter your transactions to “Salaries & Benefits: Clearing”

   1. Category —> Salaries & Benefits: Clearing

2. Review transactions to ensure there aren’t any transactions that are miscategorized as “Salaries & Benefits - Clearing”

3. To recategorize a transaction, click on the transaction’s current category