Remember that the Wire transfers feature is only available for Company accounts, not for Freelance ones. Learn more here about wire transfers in Holded.
Get there
- Go to Banking
- Select the Wire transfers option from the menu
Downloading, editing, and removing wire transfers
A. Downloading wire transfers
- Pick the transfer from the general list
- In the pop-up window, click on the download button above the table with the details
B. Editing wire transfers
From the Wire transfers section, you can locate a specific transfer using the search bar and the filters available at the top of the page.
- Choose the transfer from the list
- In the pop-up window, access the three-point menu in the upper right corner
- Click Edit
- Modify the necessary data
- Select Save
C. Removing wire transfers
- Select the transfer you wish to delete from the list
- In the pop-up window, access the three-point menu in the upper right corner
- Click Remove
Alternatively, you can check the box to the left of the transfer from the general list, and select the Delete option from the bottom bar.