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 complete the electronic invoice fields on the contact form

This way we avoid having to complete them every time we issue an e-invoice to the same customer.

Add Supplements to budgets and proposals

Being able to add supplies when creating a quotation/proforma

Being able to convert documents by API

Being able to invoice different purchase orders on the same invoice

Be able to include different purchase orders on a single purchase invoice

Add payment methods for purchase invoices

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

To be able to group contacts with the same NIF in 347

Group contacts by NIF in 347 to facilitate billing to branches that share NIF

Allow recurring invoices to be created in draft mode

It is currently possible not to approve them but then you have to go to “see pending > create them > approve them” generating extra steps. It would be useful if it were possible to indicate that you want the invoices to be created but only in draft mode.

To be able to export invoice payment date data via API.

Be able to approve documents from the API.

Nowadays, there is the option to create a document and indicate if it is generated as a draft or not. Include the ApproveDoc field also in the PUT documents to be able to approve documents already generated as a draft.

Add a column with the supplier's payment method when creating the payment remittance

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