Holded
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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.
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Customize the available templates
Have the possibility to customize Holded templates through html to adapt them to the design of each one.
94
·
complete
1.1k
Create a mobile widget to enter and exit the Team sign-up
To be able to add a widget for signing in and out of Equipment in the mobile app. It is currently possible to do this from the browser's home page, but signing in is a very common action to do on a mobile app.
8
·
complete
49
Automatic reminders for unpaid bills
Schedule automatic email sendings for invoices that haven't been marked as paid in Holded.
5
·
complete
27
Be able to create the VAT Regularization entry automatically.
Once the annual VAT return or the quarterly VAT returns have been submitted, from the configuration that makes the accounting movement to adjust the balances. Dump the entire VAT balance at the accounting level into transferred or incurred VAT depending on the result of the declaration.
25
·
complete
373
That orders are integrated with the Shopify tag.
That when Shopify orders are integrated into Holded, they can be integrated with the tags that are in the configuration. Currently, if the customer is created through integration with the tag, it is created correctly, but the first order of the integration does not appear that tag.
9
·
complete
26
Add a column in the sales and expense lists for the payment method.
The improvement consists of adding an additional column in the sales and expense lists to indicate the payment method used on each invoice. This will allow users to easily see what forms of payment are being used and to be able to filter by that criteria.
2
·
complete
10
Duplicate seats
Customers who periodically make manual entries for complex operations that are not performed from invoices have no way to carry out the process quickly. The option to duplicate seats can make it easier for them.
7
·
complete
48
Be able to go from an income/expense bill to the directly related seat.
From the sales or expense invoices section, you can click to make the entry that generated the invoice appear directly.
18
·
complete
269
Being able to invoice different purchase orders on the same invoice
Be able to include different purchase orders on a single purchase invoice
2
·
complete
3
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.
13
·
complete
145
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