Elorus Guide

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

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

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

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

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

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

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

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

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

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

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

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 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

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

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

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

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

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 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

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