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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.
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Have the ability to execute more actions via API
Being able to search for contacts by email via API Being able to create a contact and associate it with a company via API To be able to obtain the tracking information of an order by making a 'get' of the document Being able to block period using API
14
73
Be able to export data as entered in the Holded “search engine”
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.
12
163
Create custom reports
To be able to design your own personalized reports, allowing us to concentrate and analyze the data that really interests us.
27
281
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.
55
1.4k
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.
26
755
Teleworking
Employee can indicate if they work in person or telework
2
·
planned
33
Be able to apply the Special Regime for Used Goods (REBU)
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.
4
79
Loan Management Module
Have a loan management module where you can automatically generate the table and amortization entries for the same
7
104
To be able to have in the same report the Balance of Sums and Balances summarized with 4 digits and also with a breakdown of accounts
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.
0
17
Test environment or 'sandbox'
Have a test environment that can be used to test any functionality, import, API or integration without affecting the production environment
1
72
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