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 relate documents to each other once created

To be able to view PDF in all 3 points, for example, the option to “Relate or Link” and in a pop-up you will see documents with which it would be possible to do so and a search engine so that you can do it quickly by invoice number, budget, etc.

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.

“Average customer collection time” and “average payment time to suppliers” report

Be able to bill by percentage

It is common that after carrying out a proposal to a customer (either a quote or an order), an initial billing agreement of, for example, 50% is reached. In this way, Holded would carry out this calculation automatically without the need to enter half of the items manually when invoicing. At the moment it is possible to do this from the “billing forecast” but not directly when converting it into an invoice.

Be able to detect duplicate documents

Currently the documents sent to Scanner are detected by name, if a document has the same name as another it will appear as a duplicate, sometimes suppliers send different documents with the same name, find another way so that they are not marked as duplicates.

Send electronic invoices to the Public Administration from Holded

In this way, it would not be necessary to download the .xml file and go to the Administration's website, but it could be sent from Holded itself. This would also help to know the status of this e-bill, sent, rejected, registered, accepted...

Be able to adjust the automatic VAT calculation

Be able to carry out a manual VAT adjustment for invoices that have discrepancies in the VAT calculation by using other platforms that calculate VAT with a different system

Be able to scan sales invoices

Allow the scanning of sales invoices Your company creates sales invoices with an Excel system for calculating numbers and they have many custom fields. He says it's impossible to make the sales invoice in Holded. This is the same case we have with wholesalers who want the packages and kilos in the bill table, for example. So, if the PDF of the sales invoice isn't created in Holded, then we should be able to scan it as expenses and get the main fields.

That when a packing slip has been invoiced through “Convert” to “Invoice”, it does not allow you to invoice it again.

That a warning or a blockage should come out once this has happened.

Be able to filter by Accounting Date in the date filter

This way we can filter, for example, by Q2 and we will see all those invoices that we will declare in that quarter.

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