The main menu offers access to the most important Elorus's features in only one click. Other options come with certain sub-menus. The top bar allows you to switch between organizations, open or modify your user profile information and track time, among others.
The blue band on your left side allows you to navigate between Elorus's features. Each time you click on one of the buttons you get the list of records. From there, you may also get the +Add button.
Invoices: A key function: use it to issue invoices, receipts and any other sales document. Utilize existing contacts and items to save time.
Estimates: Similarly, you may issue your offer to the client and watch it being accepted. Create your invoice in a couple of clicks, without the need to re-enter your data.
Expenses: Keep track of your business's expenses by one simple entry. Your transactions will participate in reports; categories will help you get more specified reporting.
Projects: The functionality enables you to start working on projects along with your team. Create invoices based on projects.
Time: Track your time spent on a project: use the option to calculate your final charges based on hours spent or to simply evaluate your team.
Payments received: Each of the records created here can be used for a sole or multiple invoice payment. Add one manually or automatically by paying off a sales document.
Contacts: Enable transactions between you and your clients/suppliers. An invoice to client X can be paid off by client X's excess amounts. Their name can be used in reporting.
Items: List of your products or services: include price per unit and use them as 'product lines' during invoicing. Keep track of your related sales, purchases and stock.
...More: Use the sub-menu to find your way in issuing credit notes, adding supplier invoices, supplier credits, payments sent and recurring: invoices, expenses, bills and payments (sent or received). Access or create new tasks. Enter incoming/outgoing cheques.
Reports: A variety of reporting tools to check numbers of sales, expenses, client and supplier balances. Accounting reports may be useful, so might be project ones.
Settings: Set up your taxes, payment gateways, reminders and tracking categories to use them across the platform. Review, edit or even add new templates, document types or numbering sequences to personalize your invoices.
Note for managers: Access organization or application settings, users&roles invites and permissions, your subscription and control your business within Elorus.
If you wish to skip this process, you may also shortcut to the add button (plus sign) as shown in the image below. You can then choose what you want to add.
Next to it, you can see the time tracking button shortcut. Click play and start logging time without leaving the page. Click the 'x' and minimize the bar. Stop recording time at any moment.
Click on the "bell" and check out unread notifications. If you wish, mark as read or click on the cross 'x' to delete.
User drop down
On the very top of the overview, you will see four boxes. They already contain information, tracked hours, outstanding invoices and more- you can adjust the view by activating the data set you want.
To assist you further, we have created charts of the three following categories. Each one represents values of specific data:
Sales and purchases
Expenses by category
The following image is one of the "expenses by category" of the last 12 months (as you can see in the interval selection field). Each of the sections in the pie chart represent amounts spent in each of the categories, which have been applied in item lines of your expenses or bills.
Tip! Hover over the graph and view the exact amounts represented.
Outstanding Invoices, bills and client balances
On the bottom part of the dashboard you will find three lists: Outstanding invoices, outstanding bills and client balances. The purpose of the lists is to briefly show you what you can expect to be paid and what you are ought to pay. Client balances gives you an idea of which clients owe you the most.
The lists offer shortcuts to the "detail report" of the full list of related records, as well as for viewing the Invoice, Bill or Client you wish to take action on.
If you wish to switch to a different organization you have access to or create a new one, click on the arrow next to your business's name.
By selecting another, already created organization you will get to the Overview page of that organization. Clicking "+Register a new organization" will get you to the sign up page.