Holded
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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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Filter in the General Ledger by range of accounts
Add a filter to the general ledger that allows you to select a range of accounts to see only those that fall between a certain number and another.
7
·
Contabilidad
108
To be able to see the accumulated balance by filtering by dates in the general ledger
In this way, once you have set the filter on a date range, despite the balance in that range, you can see the accumulated balance up to the date in question.
3
·
Contabilidad
·
planned
94
Have the investment asset record book
2
·
Contabilidad
40
Be able to write accounting accounts by replacing zeros with a dot (624.1)
This improvement would allow you to write accounting accounts using a period, instead of writing down as many zeros as there are digits in the account. Example: we would write 624.1, instead of 62400001 (in the case of having the configuration in 8 digits)
5
·
Contabilidad
191
Be able to compare balance sheet and profit and loss with two or three years
One year can currently be compared to the previous year. It would be useful to be able to compare two or three years at a time to see in a simple and clear way the longer-term evolution.
2
·
Contabilidad
150
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
·
Contabilidad
28
Be able to file a complementary and amending tax model declaration
To have the possibility of filing complementary and amending tax models from Holded, taking into account the amount already declared and automatically calculating the difference.
6
·
Contabilidad
101
To be able to access the client's major from the contact's full profile
Have access from the contact's full record to also their major accountant to review the information in their accounting account.
0
·
Contabilidad
20
Be able to dispose of personal income tax books
Sales and Revenue Record Book Record book of purchases and expenses Therefore, in case of verification or request of these data by the Tax Agency, we could export these books and submit them directly. https://sede.agenciatributaria.gob.es/Sede/iva/libros-registro.html
3
·
Contabilidad
66
Be able to export the largest with a range greater than 12 months
In this way, from the Analytics > Reports > Finances > General Ledger section, from there you can export a range greater than 12 months.
3
·
Contabilidad
35
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