Improvements

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

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.

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.

It would be good if the customer portal offered the option of making partial payments for invoices, in addition to the option of paying in full, and that it was redirected to the Stripe, PayPal, etc. gateways to make such payment.

Currently, if we create a Payment/Collection type entry indicating accounts from group 6 or 7, even if these accounts are in our Cashflow, the payments or collections made through a manual entry, we will not see them reflected in the boxes of those accounts, but in the “Financial Movements” box of the bank account with which we made the payment/collection.

Be able to indicate that you don't want old reconciliation suggestions to be displayed. Sometimes there is old invoice and/or payment information that has not been reconciled in Holded and this information is always shown as a suggestion for reconciliation

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

This would allow the movements to be reconciled automatically and a single seat created.

Having the ability to reconcile several transactions with an existing document at the same time, without having to create the document from scratch. The “document” category includes: invoices, payments, receipts, etc.

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