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Elorus Guide
Elorus Guide
Helpful instructions for using elorus day by day
110 articles in this collection
Written by
Pantelis Petridis,
George Stratakis,
and
Asimina Manioudaki
Getting started
Navigation in Elorus
You can use the main menu and top bar buttons to move between elorus's functionalities. See what they can do for you.
Written by
Asimina Manioudaki
Updated over a week ago
Add a new company in Elorus
Use more than one organization with the same login credentials.
Written by
Pantelis Petridis
Updated over a week ago
Start up: Invoices and expenses
An introduction to the core functions of elorus's invoicing tools.
Written by
Asimina Manioudaki
Updated over a week ago
Dashboard
Check the state of your business at a glance and take action where you need it the most.
Written by
Asimina Manioudaki
Updated over a week ago
Start up: Projects and your Time
Quick start for project management.
Written by
Asimina Manioudaki
Updated over a week ago
Lists of records
A brief description of your data view in elorus. See the available view and bulk action options.
Written by
Asimina Manioudaki
Updated over a week ago
Contacts
About Contacts
An introduction to the use of contacts.
Written by
Asimina Manioudaki
Updated over a week ago
Add Contacts
Find out more on how to create contacts-manually add or import details-even your whole list of contacts in bulk.
Written by
Pantelis Petridis
Updated over a week ago
Manage Contacts
Find out details on how the contacts appear in the app and what are the options that come with them.
Written by
Asimina Manioudaki
Updated over a week ago
Contact Overview
The article presents the different charts appearing on viewing a contact.
Written by
Pantelis Petridis
Updated over a week ago
Client / Supplier Statement
See what data appears on the statement and what you can do with it.
Written by
Pantelis Petridis
Updated over a week ago
Client portal
Give your clients permanent access to the data you create for them (invoices to pay off, ongoing projects and more), in just one invitation.
Written by
Pantelis Petridis
Updated over a week ago
Invoices
About Invoices
The purpose of "Invoices" inside and outside of Elorus.
Written by
Asimina Manioudaki
Updated over a week ago
Main invoicing settings
Modify, personalize and automate your invoicing with the help of this article.
Written by
Asimina Manioudaki
Updated over a week ago
Add Invoices
See how you can create and issue invoices to your clients.
Written by
George Stratakis
Updated over a week ago
Invoice Overview
See how your invoice will appear to your team and customers. Locate the features directly accessible from the overview.
Written by
Asimina Manioudaki
Updated over a week ago
Invoice Payment
The article discusses how payments work in invoices: add one to mark as paid, delete/remove it to edit, void or delete the bill.
Written by
Asimina Manioudaki
Updated over a week ago
Manage Invoices
Edit, copy, export, delete or void, this article outlines actions available to invoices you have added in Elorus-and how to perform each.
Written by
Pantelis Petridis
Updated over a week ago
Recurring Invoices
Create invoices automatically, in a scheduled manner. The solution you are looking for if you charge your clients in intervals.
Written by
Asimina Manioudaki
Updated over a week ago
Invoice numbering
Details on how serial numbering works and the adjustment options available are presented below.
Written by
George Stratakis
Updated over a week ago
Export your invoices
Elorus enables you to selectively download multiple entries on your computer through a simple process.
Written by
George Stratakis
Updated over a week ago
Email Invoices
The function is also available for estimates & credit notes.
Written by
Pantelis Petridis
Updated over a week ago
Amounts are: calculator mode
Whether you find it more convenient to add the initial or total value of your items Elorus, will calculate the tax and discount.
Written by
George Stratakis
Updated over a week ago
Estimates
About Εstimates
An introduction to the feature and its usefulness for your business.
Written by
Asimina Manioudaki
Updated over a week ago
Add Estimates
A summary of the "Add estimates" process within Elorus's "Estimates" functionality.
Written by
Asimina Manioudaki
Updated over a week ago
Manage Estimates
Email/export, edit, archive, copy or delete: this is the article that explains these actions on your estimates in bulk or individually.
Written by
Asimina Manioudaki
Updated over a week ago
Invoice Estimates
Receive or mark acceptance/approval of your estimates-proceed with invoicing in just a couple of clicks.
Written by
George Stratakis
Updated over a week ago
Credit notes
About Credit notes
Find out when a document is defined as credit note and ways you can create and use it in elorus.
Written by
Asimina Manioudaki
Updated over a week ago
Add Credit notes
Issue your credit notes in these easy steps.
Written by
George Stratakis
Updated over a week ago
Manage Credit notes
See how you can edit, delete, void or copy and share credit notes you issue to your clients.
Written by
Asimina Manioudaki
Updated over a week ago
Pay off a credit note
See how you can mark a credit note as paid depending on payment status of the related invoice.
Written by
Asimina Manioudaki
Updated over a week ago
Expenses
About Expenses
Elorus gives you the option to track your expenses along with your revenues and identify areas of improvement.
Written by
Asimina Manioudaki
Updated over a week ago
Add Expenses
A simple way to track and report on what your business spends.
Written by
Asimina Manioudaki
Updated over a week ago
Manage Expenses
Flexibility in both editing and deleting a record is a distinct feature of expenses. Export related attachments individually or in bulk.
Written by
Asimina Manioudaki
Updated over a week ago
Add/Manage Recurring Expenses
Automate your expenses registration. Especially useful for your fixed expenses.
Written by
Asimina Manioudaki
Updated over a week ago
Bills
About Bills
See what it means and how you can use the function in Elorus.
Written by
Asimina Manioudaki
Updated over a week ago
Add Bills
See how you can track your bills in Elorus.
Written by
Asimina Manioudaki
Updated over a week ago
Bill Overview
See how the bill you entered will appear to you and your team. Locate the features directly accessible from the overview.
Written by
Asimina Manioudaki
Updated over a week ago
Bill Payment
The article discusses how payments work in bills: add one to mark as paid, delete or remove it to edit, void or delete the bill.
Written by
Asimina Manioudaki
Updated over a week ago
Manage Bills
Edit, copy, delete or void, this is the article you are looking for if you need to perform any of these actions to your bills.
Written by
Asimina Manioudaki
Updated over a week ago
Export your attachments
See how you can receive the files uploaded inside your bills in one bulk action.
Written by
Asimina Manioudaki
Updated over a week ago
Supplier credit
Credit notes your supplier issued to you can be registered here. She how to add, modify and pay off such documents and corresponding bills.
Written by
Pantelis Petridis
Updated over a week ago
Recurring Bills
Enter recurring bills and keep track of your routine payment obligations.
Written by
Asimina Manioudaki
Updated over a week ago
Inventory
About Products/Services
Speed up your invoicing and keep track of your product sales and your inventory.
Written by
Asimina Manioudaki
Updated over a week ago
Add products/services
You can add new products one by one or by list of products through import.
Written by
George Stratakis
Updated over a week ago
Stock management
Let the system adjust item stock or handle it yourself.
Written by
George Stratakis
Updated over a week ago
How can I import my products/services in bulk?
To add multiple product lines in one action, use the "Import" action of Items. You will find more detailed instructions below.
Written by
George Stratakis
Updated over a week ago
Projects and Tasks
About Projects
Monitor time spent, costs and expenses of your team and quickly invoice the client.
Written by
Asimina Manioudaki
Updated over a week ago
Add Projects
Organize your working hours and expenses and prepare your invoicing.
Written by
Pantelis Petridis
Updated over a week ago
Manage Projects
See how you can edit, delete or archive project records.
Written by
Asimina Manioudaki
Updated over a week ago
Add/Manage Tasks
See how you can create and delete tasks, either as part of a project or individually worked.
Written by
Pantelis Petridis
Updated over a week ago
Project Overview
View tracked time, expenses and related invoices and further manage your projects.
Written by
Pantelis Petridis
Updated over a week ago
Attach and share project files
Attach documents to the project and get everything in one place. Share with your team, and, if you wish, with your client.
Written by
Asimina Manioudaki
Updated over a week ago
Invoice Projects
Create invoices directly through the project you wish to invoice, within a couple of clicks.
Written by
Pantelis Petridis
Updated over a week ago
Time tracking
About Τime
Time is money and elorus can help you earn both by combining "Time", "Project" and "Tasks" features. Available for everyone subscribed.
Written by
Asimina Manioudaki
Updated over a week ago
Add Time entries
Perform live time tracking or log your time entries manually. Elorus gives you quite a few options for both methods of tracking time.
Written by
Pantelis Petridis
Updated over a week ago
Time List
Overview of time entries per user, organized in days and weeks.
Written by
Asimina Manioudaki
Updated over a week ago
Timesheet
Keep track of hours spent on a weekly basis.
Written by
Asimina Manioudaki
Updated over a week ago
Time Search
Quickly find the time entries and edit in bulk or individually.
Written by
Asimina Manioudaki
Updated over a week ago
Payments
About Payments
A short guide to what forms a payment and what's its purpose in elorus and out of it.
Written by
Asimina Manioudaki
Updated over a week ago
Payments received
Record client invoice payments, supplier refunds or other income.
Written by
Pantelis Petridis
Updated over a week ago
Payments sent
Record supplier payments and client refunds. Enter "other" payments -not related to your invoicing.
Written by
Asimina Manioudaki
Updated over a week ago
Add/Manage bank cheques
Incoming or outgoing, see how you can register bank checks and use them for your payments.
Written by
Pantelis Petridis
Updated over a week ago
Reports
About Reports
Some basic information on how elorus's reporting system works.
Written by
Asimina Manioudaki
Updated over a week ago
Adjust your reports
The article will guide you on how to personalize available reports with the help of few examples.
Written by
Asimina Manioudaki
Updated over a week ago
Sales Reports
Check how elorus's reporting tools can help you monitor your sales: and more.
Written by
Asimina Manioudaki
Updated over a week ago
Expenses and Purchases Reports
This category provides you with the tools you need to evaluate where and to whom your business funding goes.
Written by
Asimina Manioudaki
Updated over a week ago
Cash Flow Reports
Payments received, sent and both of them combined, create the cash flow reports-both in summary and detailed versions.
Written by
Asimina Manioudaki
Updated over a week ago
Accounting and more (reports)
These reports comprise of information created with different functionalities of elorus.
Written by
Asimina Manioudaki
Updated over a week ago
Projects report - Detail
Check the progress made on your projects, regarding hours spent and invoicing status.
Written by
Pantelis Petridis
Updated over a week ago
Time entries report - Detail
A full view of each time you or your team mates have registered hours spent on a task or project.
Written by
Pantelis Petridis
Updated over a week ago
Online payment integrations
Online payment gateways
Elorus offers integrations for the most popular payment providers, so your clients can pay their invoices online.
Written by
Pantelis Petridis
Updated over a week ago
PayPal online payments
Use the available integration to accept payments directly in your PayPal account.
Written by
Pantelis Petridis
Updated over a week ago
Braintree online payments
Connect your Braintree account to elorus and receive your client payments.
Written by
Pantelis Petridis
Updated over a week ago
Authorize.Net online payments
If you own an Authorize.Net account, elorus offers you an integration: use it to receive your clients' online payments.
Written by
Pantelis Petridis
Updated over a week ago
Stripe online payments
Connect your Stripe account with Elorus to accept credit card payments from your clients.
Written by
Asimina Manioudaki
Updated over a week ago
2Checkout online payments
Elorus's integration with your 2Checkout enables you to provide a link for your clients on each invoice to pay it off directly.
Written by
Pantelis Petridis
Updated over a week ago
Online payments via Razorpay
Available for companies based in India only!
Written by
Pantelis Petridis
Updated over a week ago
VivaWallet online payments
Receive your client payments in your VivaWallet account directly, through elorus's integration with the banking system.
Written by
Pantelis Petridis
Updated over a week ago
Reminders & Notifications
Notifications
Kinds of notifications sent by the application and related settings
Written by
Pantelis Petridis
Updated over a week ago
Slack integration
Elorus4Slack
Written by
Pantelis Petridis
Updated over a week ago
Automated reminders
Get reminders for due amounts and provide them to your team and clients.
Written by
Pantelis Petridis
Updated over a week ago
Taxes & tax rates
Taxes
Set the right tax rate in each product or service you include in your invoices, credit notes, expenses entries and other.
Written by
Pantelis Petridis
Updated over a week ago
About VAT: Rates for UK users
If your business is based in UK, the following rates may be the ones that you need to set up, so you start your invoicing immediately.
Written by
Pantelis Petridis
Updated over a week ago
Withholding taxes
Read below what a withholding tax is about and how you can use it in elorus.
Written by
Pantelis Petridis
Updated over a week ago
Settings
Templates
Personalize the appearance of your documents, set the message of the accompanying email you can send. Create invoices in multiple languages.
Written by
Pantelis Petridis
Updated over a week ago
Appearance options per document
Set up your templates and personalize your invoices and estimates.
Written by
Pantelis Petridis
Updated over a week ago
Expense categories
Get detailed reporting on your purchases and expenses, organize your business.
Written by
Asimina Manioudaki
Updated over a week ago
Tracking categories
Group your data, upscale your reporting. See how you can add, apply them in your records individually or in bulk and archive redundant ones.
Written by
Pantelis Petridis
Updated over a week ago
Document types
Issue the type of sales document, credit note and estimate of your choice, each time you proceed with the related functionality.
Written by
Pantelis Petridis
Updated over a week ago
Νumbering Sequences
Adjust your invoice numbering as you see fit to your business needs. Create and apply a numbering sequence to any sales document type.
Written by
Pantelis Petridis
Updated over a week ago
Multiple currencies
Apart from your organization currency, you have the option to invoice each client in their currency of region/preference.
Written by
George Stratakis
Updated over a week ago
Your account
Organization
Your business's identity within the app is set in this menu: use it to register your company information.
Written by
Pantelis Petridis
Updated over a week ago
Application settings
This is an overview of the settings, integrations and backup options the application offers. The three tabs are presented below.
Written by
Asimina Manioudaki
Updated over a week ago
User profile
Modify your user information and preferences at any time-including your email address.
Written by
Pantelis Petridis
Updated over a week ago
Subscription
Find out how subscriptions work in elorus and how you can manage yours.
Written by
Pantelis Petridis
Updated over a week ago
Your team
Add/Manage users
Follow these simple steps to grow your elorus team with Users & Roles
Written by
Pantelis Petridis
Updated over a week ago
Manage roles & Permissions
Add new roles to customize access level of users in each of the features.
Written by
Pantelis Petridis
Updated over a week ago
Restricted contact access
Control which of your employees will view contact data.
Written by
Pantelis Petridis
Updated over a week ago
Accepting invitations to join organizations
Become a member of your company team in elorus following your manager invitation.
Written by
Pantelis Petridis
Updated over a week ago
Elorus time tracking extension
Elorus Chrome Extension
For time tracking and project management
Written by
Pantelis Petridis
Updated over a week ago
Elorus Firefox Add-on
Elorus's integration for time tracking and project management through firefox.
Written by
Pantelis Petridis
Updated over a week ago
Asana integration
For time tracking & project management
Written by
Pantelis Petridis
Updated over a week ago
JIRA integration
For time tracking & project management
Written by
Pantelis Petridis
Updated over a week ago
Trello integration
For Time tracking & project management
Written by
Pantelis Petridis
Updated over a week ago
Manage your data
Records history
History could be described as "which user performed what change and when", whether it is regarding an invoice, a contact, an expense etc.
Written by
Pantelis Petridis
Updated over a week ago
Attachments
Upload your supplier's invoice along with your bill entry, your delivery note to the invoice you issue and much more.
Written by
Pantelis Petridis
Updated over a week ago
Records deletion
Read how you can delete invoices, contacts, expenses and other record categories.
Written by
Pantelis Petridis
Updated over a week ago
Disable Records
Archiving or deactivating records is an easy way to keep your lists neat.
Written by
Asimina Manioudaki
Updated over a week ago
Export your data
You can export your records, for backup purposes, by following the instructions below.
Written by
Pantelis Petridis
Updated over a week ago