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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.

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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. 

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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.

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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.

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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.

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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.

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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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Update 

Jan. 26, 2020

User password & session security updates

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.

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Update 

Jan. 20, 2020

Developer API documentation

Elorus 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 parametrs 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.

Check it out!

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Integration 

Dec. 15, 2019

Get paid faster with Elorus & Stripe

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. 

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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.

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Fix 

Dec. 9, 2019

New time tracking extension v 1.0.8

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

Elorus time tracking extension v1.0.7

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Update 

Dec. 9, 2019

Product/service tracking gets simplified

While creating or editing invoices, you may create new products / services straight through 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.

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Update 

Nov. 25, 2019

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

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.

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Update 

Nov. 25, 2019

Easily set billing & shipping addresses

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.

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Update 

Nov. 15, 2019

Introducing new variables for your email messages

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).

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Update 

Oct. 22, 2019

Option to disable the "recurring payments received" module

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.

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