Improvements

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.

Currently the documents sent to Scanner are detected by name, if a document has the same name as another it will appear as a duplicate, sometimes suppliers send different documents with the same name, find another way so that they are not marked as duplicates.

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 send the SEPA direct debit form for the contact to fill out and then all this data is automatically uploaded and updated in Holded.

If you have several e-commerce stores and a contact purchases in both stores, this will result in a duplication of the contact. If we can merge the contact, we can unify the information and leave a single contact.

Allow the scanning of payrolls and the generation of their corresponding accounting entry

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

To have the possibility of filing complementary and amending tax models from Holded, taking into account the amount already declared and automatically calculating the difference.

Employee can indicate if they work in person or telework

have the possibility of creating a budget or treasury forecast in order to keep track of the inflows and outflows of money for a future period.