Improvements

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

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.

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.

Be able to have a receipt or proof of payments to send to customers.

Allow you to choose which product fields to synchronize with WooCommerce and Prestashop, as is already possible with Shopify.

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.

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

Allow employee days of absence and holidays to be exported from the API.

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.