Product updates

New reporting engine

Update January 23, 2021

Over the past few months we’ve been working on a new reporting engine, featuring all the powerful tools you already know & love, along with lots of performance improvements.

Both the “Sales detail” report, and the “Revenues / Expenses” report have been updated to use the new engine; more reports will follow soon. The new reports are much faster, the UI has been slightly improved and, as a user, you will now be able to navigate through the history of the reports you run via your browser’s “Back” & “Forward” buttons.

Apart from adding new features and constantly improving Elorus, out team is also committed to
updating the existing functionality, adding a touch of fresh air and making sure you get the best possible experience all the time!

Business branch code for the myDATA integration

Update January 23, 2021

This update regards our integration with myDATA, the online accounting platform of the greek ministry of economics. This feature is available only to companies based in Greece.

If your business has multiple branches, you may now specify the branch code to be used when uploading invoices to myDATA. Leave this new field empty - or use “0” - to denote the business headquarters.

New dashboard to monitor your team's performance

New feature December 15, 2020

Team dashboard is a new way to monitor your team’s time & costs, all in one place. With a single glance, you will be able to answer all the following questions: How are my employees doing? How much do my projects cost? Which clients are using too many resources? Which task is under-performing? Visualizing these insights will help you get a better understanding of your team’s time and make the correct decisions to improve your business performance.

New dashboard to monitor your team’s performance

Since we all know devil is in the details, you can also breakdown your data per employee, client, project or task and create a two-dimensional analysis of your team’s time. For example, you can group data by employee and then by project (as depicted in the image below), to track which project takes up most of someone’s time, or even ensure employees work on the right projects. You can always customize this report based on your own criteria and then export to an Excel spreadsheet, or a PDF file.

Detailed drill-down team report

[Greek version] AADE myDATA integration update

Update December 15, 2020

We have updated the myDATA integration to catch up with the latest updates of the AADE platform. Thus, VAT info is now required when issuing an invoice. So even if VAT does not apply to an invoice line, you must associate the line with the zero VAT and specify the VAT exemption reason. This feature applies only to Greek accounts having activated the myDATA integration.

AADE myDATA integration update

Link recurring expenses to projects

Update December 11, 2020

The recurring expenses functionality has been enhanced to support projects. You may now associate any recurring expense line with a project, so that the resulting expense is also linked to that project. This feature applies to recurring bills as well.

Link supplier credits to projects

Update December 9, 2020

The supplier credit functionality has been updated to support projects. Upon receiving a credit note from your supplier, you may associate any line with a specific project. As a result, the corresponding project expenses will be reduced, and the changes will be reflected in all project-related reports.

New Developer API version 1.1

Release October 23, 2020

We’re excited to announce that the new version of our Developer API has finally arrived. The API version 1.1 introduces support for expenses & projects and catches up with the latest Elorus features. Expenses may be fully managed via the API, whereas projects may currently only be retrieved. Most interfaces have been simplified, and the required fields have been greatly reduced to make your life easier when working with invoices, bills etc. A lot of smaller features have also been added. Most notably, cash receipts & cash payments may now be associated with multiple invoices and bills. Last but not least, customers based in Greece will be happy to know that support for the myDATA platform has also been added.

Following the release of the new version, the API version 1.0 is now under deprecation and will be shutdown on May 01, 2021. Although deprecation will happen in 6 months' time, you are advised to upgrade your existing applications as soon as possible, to leverage all new features of version 1.1.

New Developer API version 1.1

[Greek version] AADE myDATA integration

Integration September 30, 2020

Elorus now integrates with myDATA, the online accounting platform of the greek ministry of economics. This feature is available only to companies based in Greece, and allows them to upload invoices & credit notes to the myDATA service. The integration is optional and can be enabled via the “Integrations” section, found under the “Application settings” page.

As the myDATA service is still in beta, the functionality may be still limited, and you may run into problems trying to upload your invoices. Feel free to contact us, in order to help you resolve any potential issues that you may come across.

AADE myDATA integration

Turning estimates into invoices

Update July 30, 2020

So far, the estimates accepted by your clients could be turned into invoices with the click of a button. To modify the resulting invoice one had to locate the new record, visit the corresponding invoice page and then hit the “Edit” button.

From now on, whenever you turn your estimate to an invoice by clicking on the “Create invoice” button from the drop-down menu, the invoice edit page will come up. All the invoice data will be conveniently pre-filled based on the corresponding estimate. This new small extra step in the invoicing process ensures that you get a chance to modify the invoice before it’s actually saved.

The introduction of billable bills to your projects

New feature July 7, 2020

From now on, when creating bills, you have the option to set them as “billable expenses” with a simple ✔ and choose a specific project to link them to. Additionally, the sum of these bills will be added to your expenses and be visible on the expenses tab. Subsequently, your bills will also be part of the expense-related reports of the respective projects.

This new feature gives you an even better understanding of the total cost of your projects. Get to see every employee cost, expense and bill, just by looking at your project view page.

The introduction of billable bills to your projects

New address format

Update July 2, 2020

We are introducing a change in the format of the address in invoices, credit notes and estimates. In the old format, you had one line where you could fill in the client address. Henceforth, the new address format will include separate fields where you can add the street address, postal code, state and country. So, in every newly issued document, you will find the updated way of writing address.

The new function will not affect previously issued invoices, credit notes and estimates. Only in the case that you need to change addresses in older drafts, then you will need to follow the new address format.

New address format

Project costs

New feature June 4, 2020

Effective immediately, you can set specific employee labor costs per user and find their sum on the respective project view page. This new feature, paired with the project expenses, seals the chapter of financial project management. No cost or expense will go unnoticed anymore.

In a nutshell, you can monitor your cash outflow (projects costs and expenses) as well as your cash inflow (invoiced/ uninvoiced amounts). So, if you work on balancing these two metrics, you will have in your hands the power to ensure your business viability, reduce project spending and increase your revenue.

In practice, you can easily edit the user costs for every project. You just have to modify the numbers on the “cost per hour” column in the project edit section. Then, the changes will appear on the project view page as well as the project detail report.

Project costs

Attach files to projects

New feature May 28, 2020

You can now attach files to any project so that your team is always up-to-date with the latest requirements & changes. The process of project attachment management is the same as with invoices or estimates. Quick reminder, you just click on the paperclip button to upload and manage the various files.

Additionally, you may choose to share project attachments with your clients via the client portal. To take advantage of this feature, you should have already invited the project’s client to the client portal and made the respective project available to view in the client portal by simply ✔ a box.

Attach files to projects

Timer notifications for overrunning time entries

Update May 28, 2020

The solution to keeping your time tracking data cleaner and healthier comes in the form of our new timer-related notifications. From now on, you will get notified whenever a timer has been running for more than 8 hours straight. Then, a second notification will come when the 24-hour limit is reached, letting you know that the timer will be automatically stopped.

Remember that you may receive the Elorus notifications in-app, via email and/or Slack. Plus, you can always update your notification preferences via the user settings page.

Starting a timer via the web application

Fix May 21, 2020

Over the past few months, we have received various reports from users having accidentally created new time entries when working with the web application. To be fair, clicking on the top menu’s ▶ button by mistake may happen and this is precisely what we want to address with this update.

Starting today, a click on the ▶ button will not automatically start the timer. Instead, it will reveal the timer bar. From there, you can press the ▶ button or just type in the project/task you wish to work on. At once, the timer will start counting seconds.

Starting a timer via the web application

Different users, different project rates

New feature May 17, 2020

Effective immediately, every time you add a user as a team member to a project, you can also adjust their hourly project rate. Only in the case that the project’s billing method is set to “Assignee hourly rate”. Our newly minted component makes a real difference when it comes down to flexibility. You could apply discounted rates for selected customer projects, or increase the hourly rates for projects with high internal costs. The flexibility of setting hourly rates per project also creates an unprecedented opportunity to have historical records of all the different rates. Thus, it offers valuable information on rate adjustments over time & per user.

Different users, different project rates

Of course, the different user rates & amount of hours worked will be processed & automatically calculated as always. The result will be flawless invoices. The only thing you have to do is set the proper hourly rates for each of your employees per project & let Elorus handle the rest.

Mark time entries as billed

New feature May 17, 2020

This is another one of your requests. Henceforth, you will be able to mark time entries as billed without the need to actually invoice them. You can mark time entries as billed via the “time list” page, or the new “search time” tool. It is also possible to perform this operation in bulk.

New tool to locate & edit time entries in bulk

New feature May 17, 2020

You have asked for this and of course, we delivered. So far, to find specific time entries you had to navigate to the corresponding day and assignee. Which means you should know this information a priori. The new “Search” tool with its search field on your time section will bring up the time entries you want within seconds. You may use the filters and period tabs to narrow down the results.

Once you locate a time entry, you may go ahead and edit the record right there. You may even select a bunch of time entries and use the actions menu to perform operations such as bulk delete.

New tool to locate & edit time entries in bulk

Time tracking extension v1.0.9

Release May 17, 2020

We have updated our browser time tracking extension to catch up with the latest updates regarding project members & user permissions.

Time tracking extension v1.0.9

Advanced project access control

New feature May 17, 2020

Elorus comes with powerful access management features, enabling business owners to take full control over user permissions within the software. Today, we’re excited to introduce a new access layer on top of the existing schemes: per-project access permissions! You may control who sees which projects, decide whether teammates are able to manage a specific project, or even let them monitor time tracked by other users on a per-project basis.

Advanced project access control

To unlock the full potential of these features and create custom workflows, an experienced Elorus user may leverage our custom role editor. However, to facilitate common scenarios we’ve made this easy to anyone, by adding a couple of new pre-installed roles: Employees and Project managers.

Employees have a single responsibility, that of their own time management. After they have been assigned to projects by their manager, they can track their work. Employees may only access projects they are a member of and are not allowed to manage or monitor a project’s finances.

Project managers are like employees, in the sense that they may only access specific projects. However, their permissions may be uplifted on a per-project basis, to take over management duties for that project. Thus, they will have access to all the project-related data in order to effectively manage the team, workload, and project logistics.

Employees and project managers are not allowed to access financial information like invoices, business expenses & cash flow data.

Project members

New feature May 17, 2020

The simplest way to describe our new feature is that you can assign specific employees to projects. From now on, you can form working teams per project. Each member will be able to track the time they have spent working on tasks related to the projects they have been assigned to.

There are two types of project members: users and managers. Users are only able to track time, whereas managers can modify the project and monitor the project finances. It is the role assigned to each person within Elorus that dictates whether a user can or cannot act as a project manager.

Project members

Print or email client statements

New feature March 20, 2020

Client statements allow you to create and send your clients a detailed summary of their activity with you. Most businesses send statements to customers who have outstanding balances, usually at the end of the month. Elorus now allows you to personalize the statement form to match your business needs, before printing it as PDF or send it to the client via email.

Print or email client statements

Apply custom filters in expenses by category report

Update March 19, 2020

Tracking categories in Elorus allow you to report and drill down into detail of your finances. All tracking categories associated with expenses can now be applied as filters in expenses by category report. This way you can create custom reports and gain insights the suit your business needs.

Apply Custom Filters Expenses Category Report

Mandatory end date for recurring processes

Update March 17, 2020

Elorus allows you to create records (invoices, cash receipts, bills etc) that needs to be repeated for a specified period or time. Some of these recurring processes used to run forever, which resulted in creating unwanted records. To avoid this, you must now specify the end date for each of this process. Keep in mind that the maximum number of executions allowed for each process is 60.

Associate credit notes with projects

New feature March 12, 2020

Credit notes created directly from invoices related to projects are now auto-assigned to these projects. The project dashboard will provide you a more accurate view of your projects finances and help you track these credit notes, as depicted in the image below.

Associate credit notes with projects

Merge your duplicate contacts effortlessly but carefully!

New feature March 6, 2020

Merging helps you organize and keep track of your finances by consolidating transactions and removing duplicate contacts. Although this is a very useful feature it must be used carefully to avoid any data loss. Make sure you read our support article here before giving it a try.

Merge Your Duplicate Contacts Effortlessly Carefully

Export the project summary report in Excel or PDF

Update February 28, 2020

Exporting summary data for your projects puts all the time entries within the parameters you set into an Excel or PDF file. Share the report with anyone to collaborate on your projects. For more details about the project summary report you can read our support article here.

Export the project summary report in Excel or PDF

Make proactive business decisions by tracking your contacts

New feature February 14, 2020

Set up tracking categories to tag your contacts and see how different areas of your business are performing. Monitor your sales department, create your own cost breakdown analysis or even see geo-analytics for your contacts. For example, you can easily set up a new “Salesperson” tracking category by creating one option for each of your sales persons. Just assign the options to your contacts and Elorus will automatically let you monitor your sales per salesperson, as depicted in the image below.

Make proactive business decisions by tracking your contacts

Print out void invoices

Update February 13, 2020

Void invoices and credit notes may be now be printed out or exported to PDF. A special stamp is placed on the invoice, to depict it has been voided. You may use this feature to provide your clients with an updated invoice, and discharge their payment obligation.

Fixed rate taxes

New feature February 6, 2020

A fixed tax is a tax that is measured against a fixed rate, rather than a percentage of the tax base. Fixed taxes are used in various countries and typically apply to luxury goods and services. Using Elorus, you can now create fixed taxes simply by specifying the tax amount.

A fixed tax may also be applied progressively, so that the final tax amount increases in proportion to purchased quantity. For example in Greece, a special form of tax should be applied to coffee consumption. The tax rate is 3€ per kg and therefore the total tax amount increases as the purchased quantity increases. Within Elorus, to create this kind of tax simply enable the “amount depends on quantity” option.

Fixed rate taxes

Choose between US letter & A4 invoice paper sizes

Update February 2, 2020

Elorus users may now print/export their invoices using the US letter paper format, or the international A4 paper size. The default paper size depends on your country of business residency (e.g. Letter in the US or Canada, A4 in Europe), but can be customized per your needs: Each invoice template can have its own paper size preference. Of course, the paper size setting is taken into consideration both when exporting an invoice PDF and when printing out an invoice.

Choose between US letter & A4 invoice paper sizes

Show related estimates on the invoice PDF

New feature January 29, 2020

If you’re creating new invoices out of accepted estimates, you may now display the related estimate on the invoice’s PDF. There’s a new template setting that enables / disables this new feature, found under the “Content” tab of the invoice template editor. Updating the setting will affect all invoices using that particular template. Of course, you may override the setting’s behavior on a per-invoice basis as well (e.g. hide the estimate on a particular invoice).

Show related estimates on the invoice PDF

User password & session security updates

Update January 26, 2020

Keeping your data safe has always been our top priority. Not only is Elorus ISO 27001 certified, but we also strive to improve the application security every day. Today, we introduce an enhanced password strength policy, as well as a new lockout process to secure your account.

From now on, Elorus will only accept passwords that are considered “strong”, being at least 8 characters and containing a mix of capital, lower case letters and digits. Hence, Elorus will be locking your account when you fail to enter the password correctly. The lockout process will protect you from potential attackers attempting to guess your password. Of course, for your own convenience, this is a temporary lock out: You may try again after 20 minutes or even request a password reset to unlock and access your account immediately.

Last but not least, we’ve updated the application to terminate your session after 30 minutes of inactivity. If you’re on a private computer and wish to bypass this feature, you may use the “Stay signed in” option while logging in.

Developer API documentation

Update January 20, 2020

Developer API documentation

The Elorus developer API documentation has been completely revamped to help you build integrations faster and easier. To begin with, we’ve added extensive descriptions of the API endpoints, along with hints for the function of each and every field. We’ve also included the previously undocumented URL parameters that you can use to perform search queries and filter the API results.

As a bonus, the new portal includes detailed examples of both the data you may send and receive when working with the API. Last but not least, there’s a new user interface that is clean and very easy to follow.

Get paid faster with Elorus & Stripe

Integration December 15, 2019

Stripe is processing payments in 135+ currencies for businesses all around the world (see the supported countries). Starting today you can use Stripe within Elorus to accept credit card payments and get paid faster for your work.

Get paid faster with Elorus & Stripe

With our all new Stripe integration you will be aligned with the latest EU regulations for online payments (SCA ready). When enabled, your clients can pay online your invoices created in Elorus, using their credit card details. Funds are settled by Stripe directly into your Stripe account. Then, you’ll instantly get notifications as your payments are received.

You can set up this integration by going to the Settings > Payment gateways page inside Elorus and follow the instructions to add Stripe as a payment provider. Do you not have a Stripe account yet? No need to worry! You can easily create a new one and connect it to Elorus in one step.

New time tracking extension v 1.0.8

Release December 9, 2019

We have updated our browser time tracking extension to fix the Asana & Trello integrations.

New time tracking extension v 1.0.8

Product / service tracking gets simplified

Update December 9, 2019

While creating or editing invoices, you may create new products / services via the invoice page. Depending on your custom tracking categories, you may now tag the new product as well, so you don’t have to ever leave the current page.

Save yourself some trouble: Set primary email & phone number for your clients

Update November 25, 2019

Do you find it difficult to send reminders or email invoices to a specific client address? Do you need a way to set default contact info when invoicing a client? Henceforth, you can do it all. Just set a primary email address or phone number for each of your contacts and never worry again about reaching out to your clients.

Easily set billing & shipping addresses

Update November 25, 2019

From now on, you can select a contact address when setting invoice billing & shipping addresses. Just click on the bar or search on the fields to pull up all the available addresses.

Easily set billing & shipping addresses

Introducing new variables for your email messages

Update November 15, 2019

We’ve added some new variables you can all use when sending invoices or automated reminders to your clients via email. Here are the new additions:

Client first name: This variable will be automatically substituted by your client’s first name.
Client last name: This variable will be automatically substituted by your client’s last name.
Client company name: This variable will be automatically substituted by your client’s company name.

The above variables come on top of the already existing “Client company or person name” variable. While the old variable uses the person’s name as fallback to a missing company name (so that something is always displayed in any case), the new variables will be empty if the information is missing from the corresponding contact. For example, if you want to use a more personal tone, you could use the “Client first name” variable without worrying that the company name might sneak into the message.

Client amount due: This variable will be automatically substituted by the client’s total amount due, as displayed on the client statement. Note how this differs from the “Client invoices due” variable, which will only show how much the client owes you for invoices (not considering credit notes or other payments that you may have received).

Option to disable the "recurring payments received" module

Update October 22, 2019

If you do not use the “recurring payments received” functionality, you may now disable the corresponding module from the application settings page. Of course, you can re-enable the feature anytime, if you change your time. The recurring payments received module will be disabled by default for new organization accounts.

Expense taxes in "Revenues / Expenses" report

Fix October 22, 2019

The “Revenues / Expenses” report used to display an empty value instead of the actual expense tax amount. This has now been fixed.

Weekly timesheets

New feature October 17, 2019

Today we are excited to introduce the arrival of the much-requested timesheets in Elorus. This new feature will simplify the way you track working hours and make it super-easy for your teammates to record the time spent on each task.

You may think of timesheets as a two-dimensional array where time is the first dimension and tasks is the second. Given a calendar week, you can quickly log the time spent each day on a specific task. For your convenience, you may also specify the amount of time that is actually billable within the timesheet. Of course, other details like the project, and an optional description may also be provided.

As you might have guessed, behind the scenes, timesheets create and modify regular time entries. Therefore, time recorded via the timesheets can be monitored in project & time reports. It can also be invoiced and managed in the normal “time list” page. The new feature does not interfere with your team’s permissions scheme either: Team managers may review and edit the timesheets of other team members, while restricted users may only manage their own time.

Weekly timesheets

Billable expenses

New feature October 17, 2019

Your project expenses can be billed directly to your clients from now on! While associating expenses with projects, you are presented with the option to mark the particular expense line as billable. Next time you invoice this project, you will be able to include the corresponding expenses in the invoice. You may also filter out expenses based on the expense date, as well as choose how specific expenses will appear on the invoice.

Billable expenses

Project expenses

New feature October 17, 2019

A long-awaited feature has finally arrived: Expenses may now be associated with projects to provide insight about your projects' profitability. When creating / editing expenses, you may correlate the expense lines with a project. Since an expense may be comprised of several lines, it’s also possible to associate the expense with multiple projects.

Project expenses may also be monitored via the project page. The project indices section provides a quick overview of the expenses, while a detailed expense list is available towards the bottom of the page. As you might expect, the project reports have also been updated to account for this new functionality.

Project expenses

Project summary report

New feature October 17, 2019

The project page has been updated to include a new summary report. You may break down the project hours per task or assignee and monitor the corresponding time and revenues.

The report offers a secondary dimension as well: Let’s say you have chosen to view the hours per assignee and then per task. Each row in the results will represent the total time that a single user has spent on the project. You can also click on a row to reveal the time that this specific user has spent on each task.

If you want to monitor the exact time entries that each row summarizes, you can always follow the link of the corresponding “total time” column. Using the previous example, click on the link and you will be transferred to the time entry detail reports, with the “project”, “assignee” and time period filters conveniently pre-filled, so you can view each time entry the assignee has recorded.

Needless to say that, as always, you may customize the reporting period as well as the report columns.

Project summary report

"Time list" view updates

Update October 17, 2019

The “time list” view page has been updated in order to integrate with the all-new timesheet workflow and provide you all with a better user experience.

As you may already know, the “time list” page is the main place where you can overview and manage time in Elorus. It provides the means to create and edit time entries. It can also be the primary tool that monitors your team’s activity on a daily basis.

Starting from today, this view will always reflect the recorded time within a specific calendar week by a specific user (assignee). This allows you to seamlessly switch between the “time list”, and the all-new “timesheet” views: The former will always show your daily time entries in detail, while the latter will provide a weekly overview.

The “time list” view comes with an improved time navigator to help you locate and monitor your entries weekly or daily with just a couple of clicks.

We’ve also made a couple of adjustments to help you work faster: Time entry editing is now performed on the time list page directly and is easier than ever. We’ve also added shortcuts to quickly log time for any day within the active calendar week. Even deleting time entries requires now one less click :)

Time List View Updates

Time tracking workflow updates

Update October 17, 2019

The time tracking functionality has been updated to provide a more consistent and easy to follow workflow.

The new workflow is built around the concepts of the project and the task. Therefore, both fields are now required when creating new time entries. The live time tracker is the only exception to this rule: You may still start the timer immediately, without providing extra information. Any extra details related to the time entries, you can add them whenever it’s convenient for you.

Furthermore, time entries are now rounded to the closest minute. Tracking time down to the level of seconds has proven to be a tedious process that adds little value when compared to the hundreds or thousands of hours a small team tracks on a weekly basis. On the other hand, you most probably don’t want to present your clients with a timesheet that charges seconds; the same goes for when you invoice your time.

Finally, the exact time that a time entry is taking place is now out of your way. With that being said, you may still specify the time entry’s exact start and end time if you want to. However, since this information is not included in the reports (not at the present time at least), it is now less prominent on the Elorus user interface.

Time tracking workflow updates

Updated time charts & widgets

Update October 17, 2019

All time charts across the application (including the “tracked hours” dashboard widget) have now been updated to depict the distribution of total time to billable & non-billable time.

Quick-add menu for specific contacts

Update October 9, 2019

A new utility dropdown menu is now available within the “view page” of each contact. Its purpose of existence is to help you create records associated with a specific contact. Depending on your permissions, you will be able to work on a variety of documents from invoices, estimates to credit notes and payments; the same goes for bills and payments for your suppliers. You can even start new projects from the contact page of your clients.

Expense cloning without a hitch

Update September 30, 2019

Do you keep on submitting the same or similar kind of expenses? From now on, you can duplicate them and save time. This way, there is no need to recreate your expense records!

Just find the ones you want to replicate from the list and select the copy action. You can always modify the details of the newly cloned records before saving them.

Expense Cloning Without Hitch

Dreaming of successful expense management? Not anymore!

New feature July 18, 2019

We are proud to present our most anticipated feature until now. Expense management is a valuable asset to your business. You get to document and gain full control of all your expenses. Regarding the process of submitting your expenses, you only need to fill in a date, an expense category and the actual amount. No need for suppliers or due dates.

Dreaming of successful expense management? Not anymore!

Since organization is the key to success, we’ve created the new expense categories. Expenses like your employees' salaries, utilities, office equipment, supplies, and even your rent can be put under categories that apply to your business needs. We have made a preset of expense categories, but you can always come up with your own. On top of everything, your expense categories are represented in a pie chart to also have a visual overview.

To sum up, expense management gives you practical knowledge on how to deal with your expenses and offers you insight as to your business’s present state and future plans.

Freshly baked time tracking extension v 1.0.7

Release June 13, 2019

Our updated browser extension has arrived. We caught up with the latest changes in Trello and Jira so that you never miss a thing. On top of this, we have incorporated the newly-minted archival options in our extension. So now you no longer have to see your archived projects on your dropdown list.

Freshly baked time tracking extension v 1.0.7

Archive your projects, estimates and templates

New feature June 12, 2019

We know you don’t want to overcrowd your Elorus account. As of today, you can broaden your existing library of historical data. You can archive finished projects, outdated estimates, and unused templates without deleting them. This way, you can keep your Elorus squeaky clean. The only things you cannot archive are the default templates, including the client default ones.

Remember that you can always retrieve anything you want from your archive and reactivate it at any time.

Archive your projects, estimates and templates

Default CC && BCC email addresses

Update June 4, 2019

You can email invoices or estimates to your clients. You can also add emails addresses that will receive a carbon-copy. But you already know all these. Our update gives you the option to send the emails you want to one or more addresses by default. Visit the application setting menu and add the ones you prefer. You will enjoy this new feature especially if you have a steady circle of usual suspects. Steady clients, partners and of course your accountant.

Default CC && BCC email addresses

Bank cheques module

New feature March 30, 2019

If you work with cheques and want to track their progress, then our new module is dedicated to you. Just visit the Application Settings in your Settings. Near the end of the page, you’ll see the module of the cheques. Tick the box on the right side of the screen and you’re set. Remember, you can always untick if cheques are not your thing anymore!

New application menu and other treats

Update March 10, 2019

Elorus brings to you an updated layout. Faster and easier access to all our major features at the top level of the screen. We also readjusted our application’s design to fit more elements. Check out our app on a tablet or low res computers, the menu will adapt and save you more space to work.

You can also find application action buttons such as “Add invoice” and “Edit invoice” on the top-right. This way, we saved you some vertical space!

Last but not least, be sure to pay attention to our brand-new icon set. Minimal and cool, right?

New application menu

Goodbye purchase invoices. Enter bills!

New feature March 9, 2019

Over the past few months we’ve been working on a massive update to the expense / purchase management workflow in Elorus. Today, we’re excited to introduce the first of a series of updates towards that end. The primary goal of today’s release is to speed up the process of tracking your purchase invoices.

A whole new experience

Let’s say you receive a supplier invoice and want to record the transaction in Elorus. What do you do?

  1. Open the invoice PDF or image using an external software.
  2. Switch to Elorus and enter the amounts you see on the PDF to the purchase form.
  3. Save the purchase invoice.
  4. Visit the purchase invoice’s detail page and upload the PDF as attachment for future reference.

Although the above will work, it’s a kind of slow and complicated process that we felt can be improved. We thought, why not upload the attached file and enter the invoice data at the same time? And that’s what we did! We have completely redesigned the purchase invoice pages, so you can preview the document in Elorus, enter the data without ever leaving the application environment and save the record in one go.

Goodbye purchase invoices. Enter bills!

Bills & supplier credits

As part of the update, purchase invoices have been renamed to just “bills”. Similarly, purchase credti notes are now called “supplier credits”. We feel these new terms are easier to follow and capture the essence of both features much better. In real world, any kind of purchase that has to be paid, is referred to as “bill”. Elorus features a complete, separate process to manage bill payments and monitor outstanding or overdue bills, which makes all the pieces come together.

Less typing

Finally, we’ve reduced the fields needed to record a bill. The document type, related documents and line item title fields have all been removed, since they were only used for display purposes. That said, if you are among those who used multiple document types for reporting purposes, please rest assured: We have created a custom tracking category called “document type” in your account. We then migrated all your existing data to the new category, so you may continue doing your thing!

New reports: Sales by client & purchases by supplier

New feature March 9, 2019

Historically, in order to monitor sales by client in Elorus you should run the invoices report, group results by client and watch for the calculated sub-totals. Although this process works as expected, it can get tedious and hard to follow at times, especially when the results span across multiple pages.

Sales by client & purchases by supplier reports

Starting today, there’s a better way to achieve this: The all-new sales by client & purchases by supplier reports. The sales by client report summarizes sales transactions (invoices & credit notes) and calculates total amounts per client. Purchases by supplier is a similar report that accounts for bills and supplier credits. Both reports come with a set of filtering options and will most certainly help you get the job done quickly!

The invoices detail report & credit note detail report have also been merged to a single sales detail report. Each row represents either an invoice or credit note, with credit notes having a negative effect on the results. The same goes for the old purchase invoices & purchase credit notes detail reports, which have been merged to a single report. Once again, we expect this change to speed up your workflow, since you can access accumulated results easier than ever.

New backup / export data page

Update March 9, 2019

We value your data and we thought of simplifying the way you back up and export your data lists. To make things easier, we have a specific page dedicated to exporting your data as CSV files. To find your way around here, there are simple steps to find the new back-up page. From the left menu, you choose
“Settings -> Application settings -> Backup”.

Remember that the old export links are not there anymore. So, feel free to save your data as you please through our new page.

New backup / export data page

Archive your contacts

New feature January 27, 2019

Archiving records is a great way to shorten your lists without deleting historic data in Elorus. Starting today, you may archive contacts that you no longer deal with, be it clients or suppliers. The great news is that archived contacts do not count towards the subscription’s client limit, which means you can raise your current limits just by archiving old clients!

However, a few extra restrictions apply:

  1. Archived contacts cannot be invoiced.
  2. Archived contacts cannot be assigned to new projects.
  3. Archived contacts are not visible in various reports.
  4. Archived contacts cannot login to the client portal.

Remember that archived contacts can be reactivated at any time.

Archive your contacts

Manage your credit period

Update January 19, 2019

“Due dates” have never been more interesting or useful. Our new update helps you set more parameters around the time limits you set for the invoices to your clients or suppliers. For example, you can specify the waiting period before your client has to pay the invoice. Explore the possibilities of the “due date” and make the best out of it.

6 decimal places on taxes

Update December 3, 2018

To facilitate complex scenarios, Elorus can now handle up to 6 decimal places on taxes. This is especially useful to represent compound or chained taxes (i.e. a tax calculated on top of another tax).

For example, when invoicing a public body in Greece, a 0.06% tax must be applied. The stamp duty is calculated as 3% over the tax amount (0.06 * 0.03 = 0.0018%). Finally, there is a 20% withholding tax over the stamp duty. Therefore, the withholding tax rate is 0.0018 * 0.2 = 0.00036% over the invoice’s net total. To support such rates, taxes can now accept up to 6 decimal places.

New template font features

New feature October 20, 2018

Ladies and gentlemen,

We take your professional style very seriously. So it’s time to launch our new set of functions. We are extremely proud to present our fonts and font customizations. This update enriches our previously limited selection of fonts. From now on, you may choose the font family and size you prefer to create your invoice. Serif, sans serif and monospace fonts, are all set waiting for you to pick them.

New template font features

Recurring invoices in auto-mode

New feature October 20, 2018

We paid extra attention to your recurring invoices to simplify your line of work. Now, you can automatically email them to your clients. You can activate this feature by selecting the “mark created invoices as issued”. We’ll generate your email subject and message according to your default email settings. Of course, you can always check up on the delivery status through the invoice’s detail page. You’re welcome!