Boards

Improvements

Improvements

At Holded, we evolve with you, with your business. So we would like to know what you think we can improve on to make your life easier.

Improve the selection of invoices when remittances when there are multiple due dates

Currently, the date of the shipment is the last due date and the amount is the total of the maturities instead of knowing how many maturities it has and the total of each due date. That an initial and/or final due column be added along with another column that indicates how many due dates the invoice has. (edited)

Be able to add the due date when you upload or read an invoice from the Inbox

When you manually upload an invoice from the Inbox or via SCAN, you will be allowed to add or read the due date.

To be able to group contacts with the same NIF in 347

Group contacts by NIF in 347 to facilitate billing to branches that share NIF

Share invoices from WhatsApp

Be able to create payroll for 0€ or with a negative total result

In some cases, it is necessary to generate a payroll-type document where the total is 0 or negative. Currently, to bypass this block, a zero payroll can be created if we add a third or fourth decimal place to any of its lines. This allows us to save the payroll for the amount of 0€ and does not affect the generated entry in any way.

Date of accounting for purchases

In Purchase Invoices, you can enter the date of the transaction in the invoice in order to be able to account for VAT in a quarter after the date of the invoice (even if it is another year compared to the date of the invoice). Example: A purchase invoice is received, dated June 20 (Q2), on July 5 (Q3). To be able to register it as of June 20 with its corresponding correlative numbering but to be able to indicate the date of July 5 so that it can be taken into account in the liquidation of the of Q3 Here's how it works: https://academy.holded.com/hc/es/articles/7246725401489-Fecha-de-deducci%C3%B3n-en-facturas-de-compra-FAQv

Be able to generate payroll automatically

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

Add the invoice description to electronic invoices

That the description field be transferred to the xml of the electronic invoice.

Allow recurring invoices to be created in draft mode

It is currently possible not to approve them but then you have to go to “see pending > create them > approve them” generating extra steps. It would be useful if it were possible to indicate that you want the invoices to be created but only in draft mode.

Add Supplements to budgets and proposals

Being able to add supplies when creating a quotation/proforma

Load More

→