Improvements

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.

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

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.

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 automatically synchronize the Shopify Payments statement as a payment gateway in Holded.

To be able to download a report in excel or pdf with the documents included in a shipment.

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

Include document forecasts in the cashflow graph, allowing users to view future estimates together with actual data in an integrated way. This provides a more complete and accurate representation of cash flow, facilitating decision-making and early financial analysis.

Add FINOM to the list of banks that can be synchronized.