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Update 

Oct. 23, 2020

New Developer API version 1.1

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 realease 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 adviced to upgrade your existing applications as soon as possible, to leverage all new features of version 1.1.

 

Elorus Developer API v1.1  

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Update 

July 30, 2020

Turning estimates into invoices

So far, the estimates that you had issued and your clients had accepted, 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 coresponding 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.

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New feature 

July 7, 2020

The introduction of billable bills to your projects

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.

project-billable-bills.png

 

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Update 

July 2, 2020

New address format

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.png

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New feature 

June 4, 2020

Project costs

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.

Monitor project costs

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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 invoices or estimates. Quick reminder, you just click on the Paperclip on Google  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.

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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Invoicing & time tracking software. ♥