Holded
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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.
Partial reconciliation of bank transactions
To be able to partially reconcile a movement, as in remittances, that is, if you have a movement of 100 that goes to two bills, but the bills are 500 and 300, so to say, from this movement I will take a partial amount (50) and reconcile it against the bill of 500, and the rest of the movement against the bill of 300
6
To be able to validate the intra-community NIF of a contact with the VIES/ROI census
That by adding an intra-community contact registered in the Register of Intra-Community Operators, Holded can validate the NIF with the VIES census.
1
Being able to reconcile movements with operations of a different sign in Holded
To be able to carry out bank reconciliation by relating positive movements to other negative ones, and vice versa. This would allow documents and fees to be offset against banking transactions associated with several transactions of both positive and negative signs. In addition, a credit can also be reconciled against an expense bill to make the reconciliation square.
73
Create custom reports
To be able to design your own personalized reports, allowing us to concentrate and analyze the data that really interests us.
35
New status for documents: Partially Paid
Create a new status for documents to distinguish those invoices or tickets that are partially paid from those that are fully outstanding.
29
To be able to have a date filter that is “forever”
It allows you to see the entire history with a contact without having to use the filter.
56
Allow you to choose for which employees you want the pro team feature
Sometimes not all employees need the features of pro equipment. For example, partners. Allow you to choose which employees need the features of pro equipment and that only these employees are paid for.
0
To be able to send the SEPA form for contacts to fill in
To be able to send the SEPA direct debit form for the contact to fill out and then all this data is automatically uploaded and updated in Holded.
51
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.
6
When creating a contact, have more than one categorization option for 'contact type'
When creating a contact, you can indicate if you are a supplier and a customer at the same time, for example. Right now, since it is not possible to indicate two options, we cannot report everything
2
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