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.

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

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 upload the purchase PDF when generating a new purchase document from the bank reconciliation page

When sending several invoices to the same contact, with a single IBAN, you can choose that the contact only receives one payment instead of as many receipts as documents from them appear in the remittance.

Be able to collect invoices for Redsys from the customer portal.

To be able to attach files to the invoices or tickets that we can create from the reconciliation in the same modal.

To be able to automatically synchronize the Shopify Payments statement as a payment gateway in Holded.

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.

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.