Improvements

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.

This would allow the creation of a personalized role for increasing expenses to the scanner (through the Holded app or from the platform) as well as the accounting interpretation of the document. This improvement would have several use cases. On the one hand, allowing employees to record their own expenses but not be able to access the rest of the company's or other users' expenses. On the other hand, allowing administrative staff to increase the company's expenses and interpret them but without access to the company's total expenses. Currently, to give access to the Scanner, a custom role with full access to the shopping section would have to be added.

It is a retention of work, which consists of the reduction of a percentage (5%) of the total cost of a work, in favor of the contracting company, as an annual guarantee, to cover possible construction defects and other contingencies, included in article 17.1 of the LOE.

Have the option of viewing the “Supplements” column in the list of invoices to identify which invoices contain this concept.

That by adding an intra-community contact registered in the Register of Intra-Community Operators, Holded can validate the NIF with the VIES census.

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.

It is suggested that each employee who uses the platform can configure the email part, so that the documents they send to customers do not leave the company's general email. This would allow the privacy of information of each employee (seller, etc.) with their customer and would prevent communication with each customer from going out and going to a general mailbox.

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

Currently, the name of the tax that appears in “configuration < billing < taxes” is always displayed, so it is not possible to have multiple languages unless you manually change the configuration before issuing the invoice and enter the 'name' that you want to appear in the document. This translation should also be displayed in the name of the tax column.

That when converting from budget to invoice from the second invoice only suggests invoicing the remaining amount to be invoiced, currently it is only possible to see how much is being invoiced from the general list of budgets. That from the budget you can not only view the linked invoices, but also the payments that have been made to those invoices, currently from the budget they are only seen as paid or outstanding with their total amount.