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New feature 

Oct. 17, 2019

Weekly timesheets

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.

 

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New feature 

Oct. 17, 2019

Billable expenses

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.

 

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New feature 

Oct. 17, 2019

Project expenses

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.

 

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New feature 

Oct. 17, 2019

Project summary report

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.png

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Update 

Oct. 17, 2019

"Time list" view updates

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 wtih 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 :)

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Update 

Oct. 17, 2019

Time tracking workflow updates

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. But 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.png

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Update 

Oct. 17, 2019

Updated time charts & widgets

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.

 

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Update 

Oct. 9, 2019

Your contacts welcome the new "quick add" menu

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 much faster than before for any contact of yours. 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. You're welcome! 🙂

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Update 

Sept. 30, 2019

Expense cloning without a hitch

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.

copy-expenses.png

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New feature 

July 18, 2019

Dreaming of successful expense management? Not anymore!

 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.

All new expense management

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.

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Fix 

June 13, 2019

Freshly baked time tracking extension v 1.0.7

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.

Elorus time tracking extension v1.0.7

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New feature 

June 12, 2019

Archive your projects, estimates and templates

We know you don't want to overcrowd your Elorus. 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 projects, templates & estimates

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Update 

June 4, 2019

CC & BCC will be ABC

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. Your emailings troubles are over since every new email will have prefilled all the contacts you need.
 

Default CC & BCC email addresses

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New feature 

May 30, 2019

New feature for our cheque lovers!

Dear cheque user,

Since 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!

 

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Update 

March 9, 2019

New application menu and other treats

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?

Brand new application

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Update 

March 9, 2019

Goodbye purchase invoices. Enter bills!

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.

New bill management experience

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 refered 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!

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New feature 

March 9, 2019

New reports: Sales by client & purchases by supplier

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 accross multiple pages. 

The all-new, sales by client report.

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. Puchases 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.

 

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Update 

March 9, 2019

Our new backup /export data page

We value your data and we thought of simplifying the way you back up and exporting them. 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.

Backup / export data

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New feature 

Jan. 27, 2019

Archive your contacts

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 contacts

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Update 

Jan. 14, 2019

Manage your credit period

"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.

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