Improvements

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.

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.

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.

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.

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

From the Payments and Collections section, you can link a Payment to an Invoice or Ticket without having to do so from the Sales (Invoices) section.

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

Allow you to view the Cashflow in a weekly or daily format instead of just as a monthly view.