Improvements

Create a new status for documents to distinguish those invoices or tickets that are partially paid from those that are fully outstanding.

Add the option to select payment method for purchase invoices to be able to have this information at an informative level.

Currently, if we indicate 2 or more tags in a filter, it shows us the documents or notes that contain those 3 tags at the same time. This improvement means that the condition for filtering is that it contains any of the indicated tags. Example. Invoice 1 - #ventasBarcelona #ventasMadrid Invoice 2 - #ventasBarcelona Invoice 3 - #ventasMadrid With the current behavior, filtering for the tags #ventasBarcelona #ventasMadrid, it would only show invoice 1, and the desired thing would be for it to show all 3 invoices.

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 configure the sending of emails in Holded from different accounts so that recipients receive Holded documents from the contact they have in the company and not a general address.

Being able to filter by the form of payment of the invoices when generating a remittance allows you to view only those invoices that have the form of remittance/direct debit payment.

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.

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.

If you convert a document (proforma, order, budget, etc.) to an invoice and that document already has a prepayment, show in the PDF the amount already paid and the remaining amount automatically. Right now it's possible to do it, but it's manually based on custom fields.

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.