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.

Be able to write accounting accounts by replacing zeros with a dot (624.1)

This improvement would allow you to write accounting accounts using a period, instead of writing down as many zeros as there are digits in the account. Example: we would write 624.1, instead of 62400001 (in the case of having the configuration in 8 digits)

Be able to synchronize all banks at once

From the main page of Banks, have an option to be able to manually synchronize all connected banks at the same time, so that both the global balance and that of each of the accounts are updated.

Create custom reports

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

To be able to have a date filter that is “forever”

It allows you to see the entire history with a contact without having to use the filter.

Next—Previous: To be able to move on to the next document, entry, accounting account or product without having to return to the list

It is very common to have to review several documents in a row or many entries. Currently, when opening a journal, document or accounting account, it is necessary to return to the list to proceed next by clicking on it. It would be very useful to have a button when viewing documents or entries that would allow you to move to the next one more easily.

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.

Sales Report by Customer and Product

To be able to see in the same report sales to customers and what products we have sold to them.

New status for documents: Partially Paid

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

Set up multiple due dates and paydays on contacts.

The improvement would consist of configuring multiple due dates and payment days for contacts and automating the transfer of these dates to the corresponding invoices. This would allow users to set multiple due dates for a single contact, making it easier to track payments and improve efficiency in managing invoices, and would also prevent human errors.

Be able to generate payroll from Holded

To be able to generate and calculate payroll from Holded, manage the work part

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