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.

From the main page of Banks, have an option to be able to manually synchronize all connected banks at the same time, so that both the global balance and that of each of the accounts are updated.

Have a loan management module where you can automatically generate the table and amortization entries for the same

To be able to partially reconcile a movement, as in remittances, that is, if you have a movement of 100 that goes to two bills, but the bills are 500 and 300, so to say, from this movement I will take a partial amount (50) and reconcile it against the bill of 500, and the rest of the movement against the bill of 300

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.

View in the same window all the movements pending to be reconciled and be able to reconcile them without having to enter each bank.

This allows a user to access certain bank accounts that they need to view, but not all.

Being able to download the xml of several remittances without having to enter each of them

Add Revolut as a payment gateway to be able to pay documents directly from the customer portal through this entity.

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.