Holded

Connect Shopify and Amazon stores via Holded Market.

Enable 'Automatic Stock Sync' to centralize inventory.

Set up 'Tax Cloud' rules for international VAT compliance.

Review daily automated sales invoices generated from store orders.

Create a project in the Projects module.

Assign team members and set billable hourly rates.

Log time using the integrated timer or mobile app.

Convert logged time and expenses into a professional invoice with one click.

Import all upcoming supplier purchase orders.

Sync bank accounts to view real-time balance.

Navigate to 'Cash Flow' view to see the 12-week predictive chart.

Adjust payment terms in the CRM to model different liquidity scenarios.

Set up a 'Recurring Invoice' template for each client.

Define billing frequency and automatic sending dates.

Enable 'Holded Pay' for automatic credit card processing.

Track payment status via the automated 'Collections' dashboard.

Onboard employees into the Team Portal.

Upload contracts and digital IDs to the secure vault.

Configure automated leave request approvals.

Export monthly payroll reports for the local accountant in one file.

Define multiple warehouse locations in settings.

Use 'Stock Transfer' documents to move items between locations.

Generate 'Picking Lists' for warehouse staff.

Audit stock levels using the 'Scan and Count' mobile feature.

Assign tax categories to all products and services.

Use the 'Accounting' module to generate a real-time Trial Balance.

Export the 'VAT Report' (Model 303 for Spain or equivalents for other regions).

Give the external auditor 'View Only' access to verify data.