Improvements

Currently for each version you must create a new budget, in certain sectors this requires creating versions, having this possibility.

To be able to view PDF in all 3 points, for example, the option to “Relate or Link” and in a pop-up you will see documents with which it would be possible to do so and a search engine so that you can do it quickly by invoice number, budget, etc.

Be able to create purchase budgets to forecast costs

Currently, only purchases, purchase tickets and purchase orders can be created in the Scanner. Sometimes, especially at the beginning, it would be useful to be able to upload and create sales invoices with the Scanner

In this way, it would not be necessary to download the .xml file and go to the Administration's website, but it could be sent from Holded itself. This would also help to know the status of this e-bill, sent, rejected, registered, accepted...

To be able to massively update service prices using excel in the Holded account, as is possible to do with products.

Have the possibility to choose several invoices and be able to assign the same project to all at the same time without accessing each one.

It is common that after carrying out a proposal to a customer (either a quote or an order), an initial billing agreement of, for example, 50% is reached. In this way, Holded would carry out this calculation automatically without the need to enter half of the items manually when invoicing. At the moment it is possible to do this from the “billing forecast” but not directly when converting it into an invoice.

Have better control of which proforms are pending billing, invoiced or have ended up being canceled and should not be billed.

This way you can indicate it in a budget and when converting it is already transferred to the invoice.