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.

When converting documents in bulk, you can choose a date other than today and document date.

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.

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.

Have the ability to execute more actions via API

Being able to search for contacts by email via API Being able to create a contact and associate it with a company via API To be able to obtain the tracking information of an order by making a 'get' of the document Being able to block period using API

Create custom reports

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

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.

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.

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 quickly import payroll PDFs

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

Add different sending emails for each user

Being able to configure the sending of emails in Holded for each user, so that each commercial can send their documents with their email and follow the chain from there. Now they must use a generic one.

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