In the Purchases section, you can manually record new purchases—whether they are invoices, receipts, or corrective or recurring purchases.
To automatically digitize expense documents, use the Scanner section, which now has its own dedicated tab in the main menu.
Shopping
Each purchase document created will generate an accounting entry automatically. There are 3 types of documents available in Holded:
Purchase invoice
Legal support for your expenses.Purchase receipt or simplified purchase invoice
Proof of a payment that only includes tax data from the issuer.Corrective purchase invoice
It is used to rectify different errors in the original invoice or indicate merchandise returns.Recurring purchase invoice
Expenses that are invoiced regularly for the same amount and products
Scanner
The Scanner is Holded's tool for digitizing your expenses without typing the data by hand. It receives, organizes, and converts into purchase documents the receipts and invoices you upload from your computer, capture with the mobile app, or receive by email. You can access it directly from the navigation bar.
The AI reads each document through OCR and extracts the key data: issuer, amount, date, taxes, and document type. Once reviewed, you convert it into a purchase document, which generates its accounting entry automatically.
Payroll
Holded offers you the option to generate and automate payroll so that they are recorded at an accounting level. Remember that you must first register your employees to be able to assign them.