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.

Have the format for submitting annual accounts for submission to D2

To be able to issue annual accounts directly to the D2 application for sending information to the Mercantile Registries.

Product categories and subcategories

Add categories and subcategories to be able to filter by them in the product list and reports.

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.

Be able to complete the electronic invoice fields on the contact form

This way we avoid having to complete them every time we issue an e-invoice to the same customer.

Relate vacation days to time control

If an employee has a vacation day, indicate it in the time control section for greater clarity of data from all over the world

Add Supplements to budgets and proposals

Being able to add supplies when creating a quotation/proforma

Customize the available templates

Have the possibility to customize Holded templates through html to adapt them to the design of each one.

Assign a project by API

[API] That an id appears in the document GET for each line that exists in the document.

Implement an id for each line of the 'LineID' document to be able to stain the lines of documents across platforms.

Add the image column

Have the possibility of being able to add the image column and thus be able to view the image of the product directly from the list without having to access it

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