Planning and organizing your company's budget is essential for the success of any business. With held, you can group concepts in a simple and efficient way, which will allow you to have greater control over your finances. Grouping concepts helps you clearly and detailedly visualize each part of your expenses and income, making it easier to make decisions and identify areas for improvement. In this article, we will show you how to use the platform held to group concepts in your budget effectively and without complications. With these simple steps, you can optimize the management of your finances and make your budget work in your favor.

– Step by step -- How to group concepts in a budget with Holded?

How to group concepts in a budget with Holded?

• Login to Holded: The first thing you need to do is log in to your Holded account with your credentials. This will take you to your control panel.
• Go to the “Budgets” tab: Once in your control panel, locate and click on the “Budgets” tab in the main menu. This will take you to the budget section.
• Create a new quote: Click the “Create quote” button to start a new quote or select an existing one in which you want to group concepts.
• Add concepts to the budget: In the budget detail section, add the concepts you want to group. You can include descriptions, quantities, unit prices, taxes, etc.
• Group the concepts: Once all the concepts have been added, select those you want to group. You can do this by checking the boxes next to each concept or by using a multiple selection function if available.
• Use the group function: Find and click on the “Group” option in the action menu. This will consolidate the selected items into a single group within the budget.
• Review and save the budget: Before finishing, review the budget to make sure the items have been grouped correctly. Once verified, save the changes to complete the process.

FAQ

How to group concepts in a budget with Holded?

1. Log in to your Holded account.
2. Go to the “Budgets” tab in the main menu.
3. Click "New quote" or select an existing one to edit.
4. In the concepts section, add the products or services you want to group in the quote.
5. Select the items you want to group.
6. Click the “Group” icon that appears next to the selected items.
7. Name the group and save the changes.

Is it possible to ungroup concepts in a budget with Holded?

1. Log in to your Holded account.
2. Go to the “Budgets” tab in the main menu.
3. Click on the budget where the concepts are grouped together.
4. Locate the group of concepts you want to ungroup.
5. Click the “Ungroup” icon that appears next to the concept group.

How can I add or delete concepts in a budget group with Holded?

1. Log in to your Holded account.
2. Go to the “Budgets” tab in the main menu.
3. Click the budget that contains the group of concepts you want to edit.
4. Locate the group of concepts you want to edit.
5. Add products or services to the group by clicking "Add concept".
6. Remove concepts from the group by selecting them and clicking "Delete."
7. Saves the changes made to the concept group.

Are there limits on the number of concepts that can be grouped in a budget with Holded?

1. No, there are no limits on the number of concepts that can be grouped in a budget with Holded.

Can you modify the names of the concept groups in a quote with Holded?

1. Yes, the names of the concept groups in a Holded budget are modifiable.
2. Log in to your Holded account.
3. Go to the “Budgets” tab in the main menu.
4. Click the budget that contains the concept group whose name you want to change.
5. Locate the concept group and click the name to edit it.
6. Save the new name of the concept group.

How can I see the list of concepts grouped in a budget with Holded?

1. Log in to your Holded account.
2. Go to the “Budgets” tab in the main menu.
3. Click on the budget that contains the grouped concepts.
4. Locate the group of concepts and click on it to display the list of grouped concepts.

Can I export a budget with grouped concepts from Holded?

1. Yes, you can export a budget with grouped items from Holded.
2. Log in to your Holded account.
3. Go to the “Budgets” tab in the main menu.
4. Select the budget you want to export.
5. Click "Export" and choose the desired file format (PDF, Excel, etc.).

What is the purpose of grouping concepts in a budget with Holded?

1. The purpose of grouping concepts in a budget with Holded is to organize and show in a clear and structured way the products and services that are included in the budget.
2. This helps the client easily understand the proposal and make informed decisions.

Can I create subgroups within a group of concepts in a quote with Holded?

1. No, in Holded it is currently not possible to create subgroups within a concept group in a quote.

Does Holded offer the option to perform automatic calculations when grouping items in a budget?

1. Yes, Holded offers the option to perform automatic calculations when grouping items in a budget.
2. When adding concepts to the group, the system automatically calculates the total, avoiding the need for manual calculations.

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