Holded enables you to have a personalised dashboard per user and account. You can choose a predefined structure or add widgets that are more useful to your customised board.
You'll see that some widgets will show the sum of several concepts within the system. That is why below we detail how the main widget is calculated:
+ Sales amount (without taxes)
- Rectifying sales
+ Transactions against income accounts (Sales channels)
+ Amount of purchases (without taxes) -
Amount of rectifying purchases (negative)
+ Transactions against Expense accounts
+ Amount of purchases -
Amount of corrective purchases (in negative)
+ Payroll amount
+ Entries against expense accounts
+ Purchases not collected
+ Rectifying purchases not collected
Widget Payments Pending
+ Purchases not paid
+ Rectifying sales not paid
+ Payroll not paid
= Operating Result
You can find the breakdown of your Operating Result in Reporting then click on Accounting and click on Profit and Loss.
Through the widgets, you'll have a quick overview of the current situation for your company, both numerically and graphically!