SWITCH FROM HOLDED
Holded to Calisto Ledger
Keep full double-entry books in Calisto: invoices, bills, bank feeds, VAT, fixed assets, budgets and reports, posted from every Calisto app the business already uses.
기능별 기능
Calisto Ledger 옆에 Holded
- 24 양쪽 모두에서
- 3 오직 Holded 에서만
| 27 기능 | Calisto Ledger | Holded |
|---|---|---|
| Books | ||
| Chart of AccountsCalisto: the chart of accounts is the business's own, and each account's role is mapped once so every Calisto app posts to the right account.2026년 10월 30일 확인됨출처 | 예 | 예 |
| Journal EntriesCalisto: a journal entry is saved as a draft, posted on purpose and reversed with a linked mirror entry, never deleted.2026년 10월 30일 확인됨출처 | 예 | 예 |
| Sales | ||
| Recurring InvoicesCalisto: recurring invoices are raised on the account's own day, and each one is raised once, even when two schedulers fire together.2026년 10월 30일 확인됨출처 | 예 | 예 |
| Credit NotesCalisto: a credit note reverses the VAT of what it credits, rate by rate, and never credits more than is left on the invoice.2026년 10월 30일 확인됨출처 | 예 | 예 |
| QuotesCalisto: quotes are written in Proposals, and an accepted proposal raises the invoice through the same invoice writer Ledger uses.2026년 10월 30일 확인됨출처 | 예 | 예 |
| Automatic Payment RemindersCalisto: payment reminders are cadences the business sets, by email or text, starting the day after the due date and stopping when the invoice is paid.2026년 10월 30일 확인됨출처 | 예 | 예 |
| Online Card PaymentCalisto: each invoice carries one live payment link for its balance, and the card payment is taken with Payments.2026년 10월 30일 확인됨출처 | 예 | 예 |
| Purchases | ||
| Bills From a Scanned File or PhotoCalisto: a bill recorded with its document is read in the background, and its draft lines arrive checked against the supplier's open orders and deliveries.2026년 10월 30일 확인됨출처 | 예 | 예 |
| Recurring BillsCalisto: recurring bills are raised on their schedule, the same way as recurring invoices and journals.2026년 10월 30일 확인됨출처 | 예 | 예 |
| Bank | ||
| Bank ConnectionsCalisto: bank feeds are linked in Banking, Bank Connections, and each feed account is tied to an account in the chart.2026년 10월 30일 확인됨출처 | 예 | 예 |
| Bank Statement ImportCalisto: bank statements import from OFX, QFX, CAMT.053, MT940 or CSV, and a line is never imported twice.2026년 10월 30일 확인됨출처 | 예 | 예 |
| Bank RulesCalisto: bank rules run first, in the order the business sets, before any suggested match.2026년 10월 30일 확인됨출처 | 예 | 예 |
| Suggested MatchesCalisto: a bank line no rule placed gets a suggested match from its amount, date and description, for a person to confirm.2026년 10월 30일 확인됨출처 | 예 | 예 |
| Currency | ||
| Exchange Differences on Foreign Currency InvoicesCalisto: every invoice, bill and payment keeps its own currency at the rate source the business chose, and the realised exchange difference is booked when it is paid.2026년 10월 30일 확인됨출처 | 예 | 예 |
| Tax | ||
| Official Tax Forms Filled In From the BooksCalisto: the VAT report is itemised and the same in every country. It does not fill in a country's official tax forms.2026년 10월 30일 확인됨출처 | 아니요 | 예 |
| Invoices Sent to TicketBAICalisto: e-invoices go out through the fiscal provider the business connects with its own account, and each document's first send is a rule in Automations.2026년 10월 30일 확인됨출처 | 예 | 예 |
| VAT Records Sent to the Tax Agency as You GoCalisto: Calisto does not send the business's VAT records to the tax agency. Its VAT report goes to the accountant.2026년 10월 30일 확인됨출처 | 아니요 | 예 |
| Assets | ||
| Fixed Assets and DepreciationCalisto: the fixed asset register works out depreciation by straight line, declining balance, sum of the years' digits or units of production, and posts it each month.2026년 10월 30일 확인됨출처 | 예 | 예 |
| Planning | ||
| Cash-Flow ForecastCalisto: Forecast projects the business's cash flow from its books.2026년 10월 30일 확인됨출처 | 예 | 예 |
| Profit and Loss Against TargetsCalisto: budgets are set per account and period in their own currency and compared with the actuals as they post.2026년 10월 30일 확인됨출처 | 예 | 예 |
| Reports | ||
| Balance SheetCalisto: the income statement, balance sheet, cash flow and trial balance read the same posted lines, so they agree with each other.2026년 10월 30일 확인됨출처 | 예 | 예 |
| Projects | ||
| Project BillingCalisto: with Velocity, a project's time, costs and invoices sit on the project, and its profit and loss can be read on its own.2026년 10월 30일 확인됨출처 | 예 | 예 |
| Time Records on ProjectsCalisto: with Velocity, time is tracked against a project and billed on the project's invoice.2026년 10월 30일 확인됨출처 | 예 | 예 |
| Inventory | ||
| StockCalisto: with Inventory, stock is kept by item and location at the cost of each movement, and Ledger shows its value against the stock accounts.2026년 10월 30일 확인됨출처 | 예 | 예 |
| Moving In | ||
| Import Accounting Entries and AccountsCalisto: Bring your books reads the vendor's own export files once, in the browser: chart, contacts, trial balance as opening balances, open invoices and bills, and journal history.2026년 10월 30일 확인됨출처 | 예 | 예 |
| Phone | ||
| Receipt Photos From the PhoneCalisto: on the phone, a receipt photo becomes an expense, and a receipt taken with no signal is held until the phone is back online.2026년 10월 30일 확인됨출처 | 예 | 예 |
| AI | ||
| Outside AI Assistants Connected to the BooksCalisto: there is no public API or connection for outside AI assistants. Finance Assistant answers questions inside Ledger.2026년 10월 30일 확인됨출처 | 아니요 | 예 |
무엇이 움직이는가
Holded 의 데이터를 가져옵니다
귀하의 데이터는 귀하의 브라우저에서 읽혀 Calisto 계정으로 전송됩니다. Calisto 는 이전 시스템의 로그인 정보를 절대 확인하지 않습니다.
내보내기 파일에서
Holded 에서 데이터를 내보내고 파일을 여기에 드롭하세요. 브라우저에서 읽혀 Calisto 에 매핑됩니다.
계정 명세서
Your accounts, with their codes and types. Bring these first: everything else names them.
고객
The people and companies you invoice.
공급업체
The people and companies who bill you.
전환일 기준 대차대조표
Every account’s balance on the day your books start in Ledger. It becomes your opening balances.
스위치 날짜의 미결제 송장
Invoices customers still owe you on the switch date, with what is left to pay. They are already in your trial balance; a payment after the switch clears them.
전환일 미결제 청구서
Bills you still owe on the switch date, with what is left to pay. They are already in your trial balance; a payment after the switch clears them.
저널 기록
Journal lines, if you want your history in Ledger. Lines dated before your switch date are kept for reference (your trial balance already holds them); later ones post.
Moving from Holded
Questions about switching
Do my Holded books come over?
Yes, once. Bring your books reads the export files Holded gives you, in your own browser: the chart of accounts, customers and suppliers, the trial balance on your switch date as opening balances, the invoices and bills still open then, and your journal history. Each account's likely role is suggested for you to confirm.
Can I keep Holded connected to Calisto?
No. Calisto keeps no connection or sync with other accounting software and stores no login for it. The books move in once, and from then on they are kept in Ledger. What you hand your accountant comes from Reports for your accountant.
Does Calisto send invoices to TicketBAI or VERI*FACTU?
Calisto sends fiscal documents through the fiscal provider you connect with your own account, and each document goes out as a rule in Automations. Calisto does not fill in official tax forms or send your VAT records to the tax agency: Ledger prepares the VAT report for your accountant.
Does Calisto pay my bills or run payroll?
Ledger records money after it moves: it marks a bill paid and from which account, but it never sends a payment. Payroll runs in Calisto Workforce, which posts one balanced payroll journal to the books.
자세히 알아보기
Calisto 가 여기에서 수행하는 모든 작업
이 비교 뒤에 있는 페이지: 섹터, 앱 및 가이드.