Holded
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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.
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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.
134
1.6k
Allow to open a document in a new tab
Allow opening a new document (invoice, budget, delivery note, etc.) with cmd+click.
0
4
Partial reconciliation of bank transactions
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
6
112
Be able to generate payroll automatically
Currently, recurring payrolls already exist, but it is not possible for Holded to generate them automatically on the day of the conversion date. This would avoid clicks and would further automate payroll management
1
·
under review
38
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.
51
1.1k
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.
29
831
Create custom reports
To be able to design your own personalized reports, allowing us to concentrate and analyze the data that really interests us.
35
401
Logo
Be able to place the company logo or an image in the Signature section corresponding to the email configuration.
0
9
Be able to assign projects to documents in bulk
Being able to assign projects to documents in bulk instead of going document by document.
1
12
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.
56
1.4k
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