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.

Allow the business plan to be downloaded to Excel

planned

Automate the write-offs of 'assets' either with profits or losses

Include the possibility of indicating the price of the asset at the time the write-off is made to calculate the accounting entry with that price, and you can also write down the reason and date of the withdrawal in the asset.

planned

Allow customers who access the public portal to generate their password themselves

To access the customer portal from the 'public portal' it is necessary to have a password. Logging in customers should be able to generate their password themselves. (now they can do it, but only once they have accessed the customer portal)

planned

Being able to connect/add documents to opportunities

To be able to view the opportunities connected to a document from the document itself. Currently, opportunities can be connected to budgets and invoices, but it can only be viewed from the opportunity.

planned

Include Tags in Business Plan

Add the option to filter by tags to follow the same analysis as in other areas and reports that do include this option

planned

Add the Annex for business premises leases in model 347

Add the last page of the Holded model 347, containing the annex for business premises leases.

planned