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.

To be able to automatically send an email to all contacts that appear in the 347 model with their breakdown.

In this way, the task can be automated and all contacts can confirm that the values reported in the 347 model are correct.

Be able to view and customize the 347 breakdown email for contacts

Before sending, you can view and customize the email as it happens when sending the customer portal in bulk, for example

To be able to complete all the information on the 347 model

Fill in information such as the “province code” of the contacts in the model.

Be able to submit Model 347 via TXT

Currently, the 347 model can be downloaded in PDF but not in TXT. Ideally, it should have a TXT download format to link it directly to the Treasury.

Be able to import and create assets at their current value.

That when we set the value “pending amortization”, when indicating the start date, we are allowed to generate a table that, without creating the entries for it, will already place us at the current value of the asset. One option would be to be able to “tap” these entries in the table but without generating them in the accounting.

Be able to export the asset amortization table generated by Holded

Have the possibility to export to Excel the calculated amortization table for each of the assets

History of user actions

Have a history of user actions on everything related to the creation, editing or deletion of documents, journals, accounting accounts, period locking, renumbering of entries.

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.

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)

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

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