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.

Send electronic invoices to the Public Administration from Holded

In this way, it would not be necessary to download the .xml file and go to the Administration's website, but it could be sent from Holded itself. This would also help to know the status of this e-bill, sent, rejected, registered, accepted...

To be able to see the accumulated balance by filtering by dates in the general ledger

In this way, once you have set the filter on a date range, despite the balance in that range, you can see the accumulated balance up to the date in question.

Allow the business plan to be downloaded to Excel

Being able to connect/add documents to opportunities

To be able to view the opportunities connected to a document from the document itself. Currently, opportunities can be connected to budgets and invoices, but it can only be viewed from the opportunity.

Shift management

Be able to define the time of arrival and departure of employees. This way, upload your team's schedule and be able to compare it with the time records created by them.

Employee can indicate if they work in person or telework

Include Tags in Business Plan

Add the option to filter by tags to follow the same analysis as in other areas and reports that do include this option

Automate the write-offs of 'assets' either with profits or losses

Include the possibility of indicating the price of the asset at the time the write-off is made to calculate the accounting entry with that price, and you can also write down the reason and date of the withdrawal in the asset.