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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Have custom roles for APIs as well
Allow you to create API keys that have personalized access. Currently, APIs provide access to all sections.
2
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Platforma
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complete
15
Be able to delete the account when the Holded trial is over
When you create a company and the trial period ends, the account can be deleted if I already have more companies within Holded.
3
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Platforma
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complete
6
Add the 'previous quarter' filter
Adding this filter would make it much easier during the months of January, February and March to filter by the months of the last quarter. It is currently necessary to use the custom date filter
5
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Platforma
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complete
109
Keep the search filters even when you change the screen
Keep the general and date filters of the document list when you access one and save it, it goes back and when you create a new one and return to the list.
61
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Platforma
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complete
493
Logo of each company in reports
When exporting reports, the Holded logo always appears, which could be the company's own logo instead of the Holded logo
10
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Platforma
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complete
216
Test environment or 'sandbox'
Have a test environment that can be used to test any functionality, import, API or integration without affecting the production environment
16
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Platforma
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complete
87
Customize the available templates
Have the possibility to customize Holded templates through html to adapt them to the design of each one.
95
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Platforma
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complete
1.2k
Add the BCC and CC field to the send document endpoint
Add the BCC and CC field to the send document endpoint in the API documentation.
1
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Platforma
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complete
4
Allow the import of annual objectives
Be able to import annual objectives into Excel. At the moment, we can only import them on a monthly basis.
1
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Platforma
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complete
6
Allow custom roles to access the developers and integrations section
In this way, users with a custom role will be able to access the API, integrations and imports (whatever their role has access to) and it should not always be an administrator who has access. This way we avoid having to give 'admin' access to more users, such as those who only need access to integrations (A3, Shopify, etc.) or the API.
4
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Platforma
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complete
40