<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 credit card balances inline - You don’t need to be an accountant.
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In order to verify the accuracy of your credit card activity in our system, Puzzle continuously compares the credit card balance provided by the credit card provider’s API to the balance calculated from all historical credit card transactions in Puzzle. Typically, the balances will be equal. However, in some instances Puzzle is unable to verify these balances, the three most common reasons are:
In such circumstances, the balances that are reflected in your Puzzle financial statements (Cash Activity, P&L, Balance Sheet) may not match your actual credit card account balance.
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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Puzzle can only track your credit cards effectively if both the credit card and the bank you are paying it from are connected to Puzzle. Review the connections on the integrations page to ensure all of your credit cards and all of your bank accounts are connected.
If any of banks or credit cards that you use do not display in the integrations page go ahead and add the connection. If you are unable to connect a card or bank that you use please contact [email protected].
<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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