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.

Have the investment asset record book

Be able to write accounting accounts by replacing zeros with a dot (624.1)

This improvement would allow you to write accounting accounts using a period, instead of writing down as many zeros as there are digits in the account. Example: we would write 624.1, instead of 62400001 (in the case of having the configuration in 8 digits)

Allow non-dotted movements to be filtered from the general ledger in Reports

This improvement would allow the “undotted” filter to be applied from the Reports -> Ledger section, in order to identify customers and suppliers who have undotted movements. This improvement would help to balance the accounts of customers and suppliers.

Be able to compare balance sheet and profit and loss with two or three years

One year can currently be compared to the previous year. It would be useful to be able to compare two or three years at a time to see in a simple and clear way the longer-term evolution.

Be able to file a complementary and amending tax model declaration

To have the possibility of filing complementary and amending tax models from Holded, taking into account the amount already declared and automatically calculating the difference.

Periodification of income and expenses

Have a tool to be able to generate accounting records “automatically”

Have the 216 and 210 IRNR model

Non-Resident Income Tax (IRNR)

Allow accounting account numbers to be updated in bulk

To be able to update and change accounting account numbers en masse in Excel when there are already created entries

Detect the movements already exported when exporting to A3

Detect and not export movements that have already been previously exported to a3

Indicate the paid document in the invoice payment entry

When generating the collection/payment entry for an invoice, complete the “Document” column with the invoice number and direct access to it.

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