Check out this article to learn more about Boards in Holded
- Click on the Holded logo in the upper left corner
- Access the Purchases tab
If you have not yet created the purchases board: click on + New board > Purchases > Specify name, color, and icon > click on Confirm.
Consulting the board of purchases
Remember that the boards are customizable and the view you have configured for each case will always be maintained.
You have the option to change the name of your board of purchases, its order with respect to the rest of the boards, as well as the year to which it refers, simply: access the three-point menu (⋮) on its right > from the pop-up window modify the name, order, or year according to your needs > click on Save. If you want to delete the board, click on Delete.
By default, the purchases board will show you a summary of your expenses by means of the following widgets:
Change the time period displayed in the widgets
If you want to change the period reflected in each of the widgets included on the board:
- Hover your mouse over the widget in question
- Click on the three-point menu (⋮) in the upper right corner of each widget
- In the pop-up window, use the drop-down to select the appropriate period: Current year, Current month, Last 30 days, Last 6 months, Last 12 months, Last year
- Hit Accept
Add widgets to your board of purchases
If, on the other hand, you want to add more widgets to your board of purchases:
- Click the Add to board button in the top right corner
- In the pop-up window, access one of the sections listed on the left, depending on the type of widget you want to include: Sales, Expenses, Inventory, Banks, E-commerce, Contacts, Deals, Team, Projects, Social, Reports, Others
- Hover the cursor over the widget you want to add
- Click on Add to board
If you want to delete any of the widgets, simply click on the three-point menu (⋮) on its right, and in the pop-up window, click Delete. If you simply want to change the position of the widget on the board, click on it with the mouse and drag it wherever you want.