Improvements

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

To be able to design your own personalized reports, allowing us to concentrate and analyze the data that really interests us.

That when using the “search engine” for tables, if we export in Excel or PDF, it will export only what we are viewing. As you do with the filter, you can use the search engine as a filter.

To be able to send the documents created in Holded so that the customer can digitally sign them. For example, a budget, a packing slip or a proforma.

It is a voluntary regime applicable to deliveries of certain goods made by resellers when they intervene in their own name, where the tax base is determined in a particular way.

It allows you to see the entire history with a contact without having to use the filter.

This improvement would serve to have in the same document the Balance of sums and balances summarized in 4 digits and also of all the configured account breakdown (from 7 to 12) In this way, it is possible to analyze the accumulated balances in an Accounting Group and also the details of the accounts and balances of the same.

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

Employee can indicate if they work in person or telework

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.