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New feature 

May 28, 2020

Attach files to projects

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 invoice or estimate attachment management.

Additionally, you may choose to share project attachments with your clients via the client portal. To take advantage of this feature, the project's client must have been invited to the client portal and the project must be allowed to show up in the client portal.

Share project attachments with your clients

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Update 

May 28, 2020

Timer notifications for overrunning time entries

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.

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Fix 

May 21, 2020

Starting a timer via the web application

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 the timer

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New feature 

May 17, 2020

Different users, different project rates

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.

Assignee hourly rates per project

 

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.

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New feature 

May 17, 2020

Mark time entries as billed

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 "searh time" tool. It is also possible to perform this operation in bulk.

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New feature 

May 17, 2020

New tool to locate & edit time entries in bulk

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.

Search & bulk edit time entries

 

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Fix 

May 17, 2020

Time tracking extension v 1.0.9

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

Elorus time tracking extension v1.0.7

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Update 

May 17, 2020

Advanced project access control

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.

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New feature 

May 17, 2020

Project members

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.

Manage the members of each project

 

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New feature 

March 20, 2020

Print or email client statements

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.

preview-client-statement.png

 

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Update 

March 19, 2020

Apply custom filters in expenses by category report

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. 

expenses-by-category-filters.png

 

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Update 

March 17, 2020

Mandatory end date for recurring processes

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.

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New feature 

March 12, 2020

Credit notes assigned to projects

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.

project-credit-notes.png

 

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New feature 

March 6, 2020

Merge your duplicate contacts effortlessly but carefully!!

Merging helps you organize and keep accurate 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-contacts.png

 

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Update 

Feb. 28, 2020

Export the project summary report in Excel or PDF

Exporting summary data for your projects puts all of 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-project-summary-report.png

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New feature 

Feb. 14, 2020

Make proactive business decisions by tracking your contacts

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.

tracking-categories-salespersons.png

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Update 

Feb. 13, 2020

Print out void invoices

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.

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New feature 

Feb. 6, 2020

Fixed rate taxes

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.

Elorus now supports fixed rate taxes on invoices

 

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Update 

Feb. 2, 2020

Choose between US letter & A4 invoice paper sizes

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 your preferred invoice template paper size

 

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New feature 

Jan. 29, 2020

Show related estimates on the invoice PDF

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

 

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