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.

Allow opening a new document (invoice, budget, delivery note, etc.) with cmd+click.

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

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

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.

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

Be able to place the company logo or an image in the Signature section corresponding to the email configuration.

Being able to assign projects to documents in bulk instead of going document by document.

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