Improvements

Currently, when creating a document, there is a line discount and a global discount. Sometimes there may be a need for two discounts per line (not overall).

Currently the documents sent to Scanner are detected by name, if a document has the same name as another it will appear as a duplicate, sometimes suppliers send different documents with the same name, find another way so that they are not marked as duplicates.

Having the “accounting date” field in the Scanner document creator, so we can indicate the accounting date of the document if it differs from the date of issue without having to make use of the full creator

Allow the scanning of sales invoices Your company creates sales invoices with an Excel system for calculating numbers and they have many custom fields. He says it's impossible to make the sales invoice in Holded. This is the same case we have with wholesalers who want the packages and kilos in the bill table, for example. So, if the PDF of the sales invoice isn't created in Holded, then we should be able to scan it as expenses and get the main fields.

Dynamic words such as: Trimester Number of units Name of the contact person receiving the email Amount outstanding on the invoice [previousmonth2] create a dynamic word that will indicate the place from last month, two months ago. Invoice concept [Website] Be able to add the name of the company's contact person, not just the name of the company. Be able to add the business name and not just the tax name. [Taxes] VAT Fee Document warehouse name Address of the document warehouse Form of payment for the document “Add message to the end” field of the document These are the current ones: https://help.holded.com/es/articles/6893888-usar-las-palabras-dinamicas

To keep better control of all those invoices that have several due dates

By activating “Information by line” you can also include the accounting account

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

Be able to generate a report of the invoices that have not been collected, depending on how long they are due on a certain date? For example, at the close of a period, list what was left uncollected and group it according to how old each bill is. Accounts receivable by maturity period: From 1 to 30 days after expiration. From 31 to 60 From 60 to 90 From 91 to 120 From 121 to 180 From 180 to 360 More than a year It could help to identify actions to be taken to collect these bills, as well as to determine which accounts to lose as uncollectible and to determine the appropriate provision for the next period.

In this way, you could choose a specific expiration day or a range.