Boards

Improvements

Improvements

At Holded, we evolve with you, with your business. So we would like to know what you think we can improve on to make your life easier.

Create custom reports

To be able to design your own personalized reports, allowing us to concentrate and analyze the data that really interests us.

Be able to relate documents to each other once created

To be able to view PDF in all 3 points, for example, the option to “Relate or Link” and in a pop-up you will see documents with which it would be possible to do so and a search engine so that you can do it quickly by invoice number, budget, etc.

Report of imputed hours vs. expected hours in a project

We currently don't have a forecast report per user, either for cost or time vs. the hours allocated to that user's project.

Indicate if the check-in times in the time control are remotely or not

Be able to report if you are remotely or not on time control

Send electronic invoices to the Public Administration from Holded

In this way, it would not be necessary to download the .xml file and go to the Administration's website, but it could be sent from Holded itself. This would also help to know the status of this e-bill, sent, rejected, registered, accepted...

Digital document signature

To be able to send the documents created in Holded so that the customer can digitally sign them. For example, a budget, a packing slip or a proforma.

To be able to present models from the Canary Islands such as the 420 and 425

Model 420 - General Indirect Canary Islands Tax - General Regime - Quarterly Self-Assessment. Form 425 - General Indirect Canary Islands Tax - Annual summary statement. The quarterly and the annual one.

Being able to add payroll to project billing

To be able to add part or all of the payroll to projects just as other documents can be added to be able to charge labor costs in a way other than the attribution of time records

Being able to reconcile movements with operations of a different sign in Holded

To be able to carry out bank reconciliation by relating positive movements to other negative ones, and vice versa. This would allow documents and fees to be offset against banking transactions associated with several transactions of both positive and negative signs. In addition, a credit can also be reconciled against an expense bill to make the reconciliation square.

To be able to send the SEPA form for contacts to fill in

To be able to send the SEPA direct debit form for the contact to fill out and then all this data is automatically uploaded and updated in Holded.

Load More

→