Improvements

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

If you have several e-commerce stores and a contact purchases in both stores, this will result in a duplication of the contact. If we can merge the contact, we can unify the information and leave a single contact.

To be able to partially reconcile a movement, as in remittances, that is, if you have a movement of 100 that goes to two bills, but the bills are 500 and 300, so to say, from this movement I will take a partial amount (50) and reconcile it against the bill of 500, and the rest of the movement against the bill of 300

Create a new status for documents to distinguish those invoices or tickets that are partially paid from those that are fully outstanding.

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.

Having the ability to reconcile several transactions with an existing document at the same time, without having to create the document from scratch. The “document” category includes: invoices, payments, receipts, etc.

Currently, if someone has 30 employees, they must upload 30 PDF documents and also to be able to bring the payroll history to Holded. It could be identified by the NIF of the file name

Currently, if we indicate 2 or more tags in a filter, it shows us the documents or notes that contain those 3 tags at the same time. This improvement means that the condition for filtering is that it contains any of the indicated tags. Example. Invoice 1 - #ventasBarcelona #ventasMadrid Invoice 2 - #ventasBarcelona Invoice 3 - #ventasMadrid With the current behavior, filtering for the tags #ventasBarcelona #ventasMadrid, it would only show invoice 1, and the desired thing would be for it to show all 3 invoices.