Becoming familiar with Holded may seem challenging, but with practice it is something that anyone can learn to do effectively, as it is an intuitive and easy-to-use tool.
1. Understanding menus and buttons
Holded consists of a Navigation Bar, from which you can access the 10 product areas and their sub-sections:
From this same bar you can use 3 basic action buttons:
Create button
From the + icon you have a quick access to the creation of new items. You can customise which options best suit your needs.Magnifying glass button
Using the magnifying glass you can quickly find documents, products or contacts.Alerts button
Clicking on this button will keep you updated on all pending tasks related to your account.Question mark button
This button is your gateway to support chat, Academy articles, the latest product news and communications we have sent you.
In addition, from the navigation bar you can access a Menu at the top right that allows you to consult and perform actions related to your Holded account:
In each section you will always find the same buttons to carry out the most frequent actions:
Add button
This blue button is always located at the top right of each section and is used to create new items, such as a new budget.Three dots button
Clicking it opens a menu from which you can access additional options and actions, such as Import.Book button
Clicking on the book icon will open an article related to the corresponding functionality so that you can quickly solve doubts.Gem button
Activates the available gems to enhance the area of the product where you are.
2. Understand the components
In all areas of the product there are some components that work with the same logic to facilitate their understanding and use.
Lists
These are the starting point of your management, with customisable columns so that you can organise and consult the data you most need immediately.
Mass action bar
When you select more than one element, a lower bar will open from which you can perform all the essential actions en masse.
Filters and segments
You can choose what to query using the available segments and filters to refine your searches.
Three-dot menu
It is usually next to the items, and is used to access additional options and actions, such as Edit.
Download icon
Serves to export the list of items. The format may vary depending on the integrations you have between Excel, PDF, Google Sheets or Items.
Search bar
Find by keywords the items related to the section you are in.
Calendar
Allows you to limit the search results of a listing to a specific time range.
Performance view
It serves to visualise the elements of a list in a faster way and is automatically activated when you exceed 3,000 elements in the Contacts, Products or in the Daybook sections. In this mode, the search and column sorting functionalities are limited. For this reason, you can deactivate it at any time by opening the three dots [ ⋮ ] and selecting Basic view.
Shortcuts
You can use 4 keyboard shortcuts and thus save time and gain in productivity and efficiency:
Command (or control on PC) + K
Opens a search window and access to any section of the platform.N key
Serves to create new documents from the corresponding sections.
For example, to create a new purchase, you would have to go to Expenses> Expenses and press the N key.Option + F
Creates a new invoice wherever you are on the platform.
Option + R
Reload the data in the listings