Improvements

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 download a report in excel or pdf with the documents included in a shipment.

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.

Allow you to view the Cashflow in a weekly or daily format instead of just as a monthly view.

This would allow the movements to be reconciled automatically and a single seat created.

Have a loan management module where you can automatically generate the table and amortization entries for the same

Add the option to filter by tags to follow the same analysis as in other areas and reports that do include this option

From the Payments and Collections section, you can link a Payment to an Invoice or Ticket without having to do so from the Sales (Invoices) section.

Be able to indicate that you don't want old reconciliation suggestions to be displayed. Sometimes there is old invoice and/or payment information that has not been reconciled in Holded and this information is always shown as a suggestion for reconciliation