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 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.

Create a new status for documents to distinguish those invoices or tickets that are partially paid from those that are fully outstanding.

Enable in the tag search engine the possibility of doing a combined search for tag1 + tag2. Right now, if we search for two tags, we get the items that contain both tag1 and tag2 separately, as well as those that have both tags.

Actions such as assigning tasks to a user, tagging them, changing the status or type of task

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

That by adding an intra-community contact registered in the Register of Intra-Community Operators, Holded can validate the NIF with the VIES census.

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.

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

The email attachment doesn't appear in the email history. Add it for later checks.