Improvements

Create a new status for documents to distinguish those invoices or tickets that are partially paid from those that are fully outstanding.

Being able to configure the sending of emails in Holded for each user, so that each commercial can send their documents with their email and follow the chain from there. Now they must use a generic one.

Be able to create purchase budgets to forecast costs

Be able to display the code of a service in the field - sku/batch column of your document template design.

Being able to filter by the form of payment of the invoices when generating a remittance allows you to view only those invoices that have the form of remittance/direct debit payment.

Be able to carry out a manual VAT adjustment for invoices that have discrepancies in the VAT calculation by using other platforms that calculate VAT with a different system

For example, if we have several invoices with euros and others in dollars, when exporting to Excel, add a column that is the currency and another with the amount, in this way we can view both the currencies and extract the applied exchange rate.

Currently, recurring payrolls already exist, but it is not possible for Holded to generate them automatically on the day of the conversion date. This would avoid clicks and would further automate payroll management

Right now this configuration is at the account level. In some cases, it is useful to be able to choose this dot and/or comma configuration in the decimals and thousands that are displayed in the PDFs at the contact level, in order to be able to issue documents for each contact in the format used in your country.