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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.
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To be able to have in the same report the Balance of Sums and Balances summarized with 4 digits and also with a breakdown of accounts
This improvement would serve to have in the same document the Balance of sums and balances summarized in 4 digits and also of all the configured account breakdown (from 7 to 12) In this way, it is possible to analyze the accumulated balances in an Accounting Group and also the details of the accounts and balances of the same.
0
16
Periodification of income and expenses
Have a tool to be able to generate accounting records “automatically”
3
100
Be able to have a customizable comparison filter in reports
This way you can filter and compare by months, days, years, quarters, whatever best suits your needs. Both accounting reports such as the balance sheet or profit and loss such as sales reports, sales by customer, purchases by supplier, sales by product, etc. For example, being able to buy the balance sheet or the PyG by tags.
5
76
To be able to access the statement of the accounting account from the contact.
To be able to access the largest of each contact's accounting account directly from their file.
0
18
To be able to present models from the Canary Islands such as the 420 and 425
Model 420 - General Indirect Canary Islands Tax - General Regime - Quarterly Self-Assessment. Form 425 - General Indirect Canary Islands Tax - Annual summary statement. The quarterly and the annual one.
36
137
To be able to present the 100 model for the self-employed
Present model 100 from Holded for self-employed licenses. Personal income tax.
3
53
Filter accounts according to whether or not they have a balance in the General Ledger
In the General Ledger, be able to quickly identify customer and supplier accounts that have a balance and those that don't.
1
12
Download the .pdf of the purchase invoices in the same order as they appear in the Record Book
This improvement would allow you to download the .pdf files of the purchase invoices following the same internal numbering order that appears in the Record Book of Received Invoices. In the case of requirements and justification through invoices, the process would be more streamlined, since the files downloaded are already available in the same order as in the Record Books.
3
23
Adapt the chart of accounts and models 303 and 390 to the Special Regime for Travel Agencies
12
67
Be able to register documents separated by IAE epigraph
This improvement would allow separate invoices to be recorded by IAE heading. By selecting each heading, the data would be adjusted to the obligations of that activity, being able to define the taxes affected, on a pro rata basis and allowing a final report to be extracted with the performance of each activity. As a current alternative, we have labels, which can be attributed to sales or purchase documents and, from the profit and loss account, filter by each label to extract the return.
1
29
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