Product updates

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margin-left: auto; margin-right: auto;"> <div class="row align-content-between pb-5"> <div class="col"> <h1>Product updates</h1> </div> <div class="col-auto"> <a class="btn btn-info btn-sm" href="https://www.elorus.com/product-updates/index.xml">RSS FEED</a> </div> </div> <div class="mt-5 mb-4"> <div class="infinite-item"> <article class="product-update"> <div> <h2>Sales by tracking category report</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> November 8, 2024 </h5> </div> <div class="product-update-content"> <p>Similar to the <a href="https://www.elorus.com/product-updates/expenses-purchases-by-tracking-category/">Expenses & Purchases by tracking category</a> report, the all new <strong>Sales by tracking category</strong> report allows you to analyze your sales data by the tracking categories you’ve set up.</p> <p>For example, if you’ve created a tracking category like <em>“Sales by Region”</em> with options such as <em>“North”</em>, <em>“South”</em>, and <em>“West”</em>, this report provides a clear breakdown of total sales for each region over a specified period.</p> <p>As with other reports, you can click on any result row to navigate to the corresponding detailed report for a full list of transactions associated with the selected category option.</p> <p>This is another step in our effort to deliver powerful tools for business insights—stay tuned for more updates!</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/sales-by-tracking-category/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>[Greek version] B2G Electronic Invoicing update</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> November 7, 2024 </h5> </div> <div class="product-update-content"> <p>A key enhancement to our B2G electronic invoicing functionality in Elorus is now available. Starting today, users in Greece can <strong>resubmit B2G invoices</strong> in cases of soft rejection by a contracting authority.</p> <p>This update allows you to correct any errors in the rejected invoice and resubmit it to the PEPPOL network, without creating a credit note or a new invoice.</p> <p>Elorus remains committed to simplifying your invoicing process through our integration with the certified IMPACT EINVOICING service, fully aligned with <strong>PEPPOL BIS 3.0</strong> standards and Greek regulations.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/b2g-einvoicing-resubmit/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>[Greek version] Support for Mellon POS devices</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> October 31, 2024 </h5> </div> <div class="product-update-content"> <p>Today we announce <strong>expanded compatibility with a wider range of POS devices</strong> for credit card transactions. In addition to <a href="https://www.elorus.com/product-updates/viva-pos-integration/">Viva POS</a>, Greek businesses can now integrate Mellon POS devices directly with Elorus, broadening options for seamless credit card payments on issued invoices. Supported Mellon POS terminals include physical Ingenico EFT/POS and Soft POS (Tap on Mobile) from acquires such as <strong>Worldline, National Bank of Greece, Attica Bank, Pankritia Bank, COSMOTE Payments, Nexi</strong>, and others.</p> <p><img src="/img/integrations/elorus-pos-integration-mellon-technologies.png" alt="Mellon POS - supported acquires"></p> <h3 id="is-your-device-compatible">Is Your Device Compatible?</h3> <p>To confirm compatibility of your POS device with Elorus, please <a href="https://www.mellon.com" target="_blank" rel="noopener">check directly on the Mellon website</a>. This resource provides a list of compatible terminals and additional information.</p> <p>For a step-by-step guide on how to integrate your Mellon POS device with Elorus, as well as the complete list of compatible models, refer to our <a href="https://help.elorus.com/gr/docs/simvata-termatika-odigies-diasindesis" target="_blank" rel="noopener">setup instructions</a>.</p> <blockquote> <p><strong>Note</strong>: For businesses required to integrate their POS terminals with Elorus, <strong>activation of the <em>IMPACT EINVOICING</em> e-invoicing service is necessary</strong>.</p> </blockquote> <p>Expand your payment capabilities today by connecting your Mellon POS to Elorus, ensuring quick and reliable transactions for your customers.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/mellon-pos-integration/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Cash flow dashboard</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> October 29, 2024 </h5> </div> <div class="product-update-content"> <p>The <strong>Cash Flow Dashboard</strong> is the final addition to our recent series of powerful dashboards, joining the <a href="https://www.elorus.com/product-updates/sales-dashboard/">Sales</a> and <a href="https://www.elorus.com/product-updates/expenses-purchases-dashboard/">Expenses & Purchases</a> dashboards. Designed to bring clarity to your cash flow dynamics, this new dashboard allows you to analyze trends, compare cash performance across different periods, and view cash inflows and outflows by clients, suppliers, and custom categories.</p> <h3 id="cash-flow-dashboard-highlights">Cash Flow Dashboard Highlights:</h3> <ul> <li><strong>Net Cash Flow Insights:</strong> Track your net cash flow by comparing received and sent payments, with dynamic visual cues for period-over-period changes.</li> <li><strong>Inflow & Outflow Details:</strong> Visualize total inflows (payments received) and outflows (payments sent and expenses).</li> <li><strong>Client & Supplier Breakdown:</strong> See cash distribution among top clients and suppliers, allowing for in-depth analysis of your cash flow sources.</li> <li><strong>Custom Category Tracking:</strong> Assess your net cash flow across custom categories for tailored insights.</li> </ul> <p><img src="/img/product-updates/cash-flow-dashboard.png" alt="Cash flow dashboard"></p> <h3 id="navigating-dashboards-made-easy">Navigating Dashboards Made Easy</h3> <p>With the completion of our dashboard series, we’ve organized access to all dashboards under a new <strong>“Dashboards”</strong> menu item. Meanwhile, the <strong>“Reports”</strong> menu is now dedicated exclusively to detailed, table-style reports.</p> <p>Take advantage of the new Cash Flow Dashboard and explore our organized dashboard suite to gain comprehensive control over your business finances.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/cash-flow-dashboard/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>New “Relative period” feature added to Period selector</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> October 22, 2024 </h5> </div> <div class="product-update-content"> <p>Finding the right timeframe for your reports just got easier! Our period selector now includes a <strong>“Relative Period”</strong> option, letting you filter data by flexible intervals relative to today’s date. Choose options like “Last 30 days” or “Last 12 months” to review recent data without manually setting start and end dates.</p> <p>This new feature complements the existing absolute custom period setting, making it simple to track recent trends or longer-term performance - all tailored to your preferred timeframe. Discover it in your reports for an even smoother reporting experience!</p> <p><img src="/img/product-updates/period-selector-relative-period.png" alt="Billable expenses"></p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/reports-relative-period/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Introducing Elorus Developer API v1.2: Enhanced functionality and simplified integration</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> October 17, 2024 </h5> </div> <div class="product-update-content"> <p>We’re thrilled to announce the release of <strong>Elorus Developer API v1.2</strong>, packed with new features and enhancements to make integrating with Elorus even easier! This version brings powerful functionality that was previously only available through our web application, alongside several updates designed to streamline your API workflows.</p> <h2 id="whats-new-in-api-v12">What’s new in API v1.2?</h2> <ul> <li><strong>Time Tracking:</strong> Manage projects, time entries, and tasks directly through the API.</li> <li><strong>Private Notes:</strong> Create and manage internal notes for contacts, invoices, payments, and more—visible only to your team.</li> <li><strong>Client Discussions:</strong> Engage with clients by managing comments through the API, in sync with the client portal.</li> <li><strong>Tax Calculations:</strong> Set custom tax amounts on documents.</li> <li><strong>Global Document Taxes:</strong> Apply global taxes directly to documents without manually assigning them to each line.</li> <li><strong>Custom Units of Measurement:</strong> Use and manage custom units for document line items.</li> <li><strong>Simplified Numbering Sequences:</strong> Easily assign document numbering sequences without needing sequence IDs.</li> <li><strong>myDATA Classifications:</strong> Assign multiple myDATA classifications to each invoice line.</li> </ul> <p><img src="/img/product-updates/developer-api-v11-documentation.png" alt="New Developer API version 1.1"></p> <p>Please note that <strong>Developer API v1.1 is now deprecated</strong> and will be in maintenance mode until its removal on <strong>April 30, 2026</strong>. Although 18 months is plenty of time, we recommend migrating to v1.2 as soon as possible to take advantage of the new features. A migration guide is available in our <a href="https://developer.elorus.com" target="_blank" rel="noopener">API documentation</a> to assist with the process.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/developer-api-v1_2/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>[Greek version] Enhanced POS payment workflow and Credit note support</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> October 17, 2024 </h5> </div> <div class="product-update-content"> <p>We’re introducing important updates to our <a href="https://www.elorus.com/product-updates/viva-pos-integration/">POS payment integration</a>, designed to give users more control and flexibility in handling payments and refunds:</p> <ul> <li> <p><strong>Improved Invoice Payment Workflow:</strong> When an invoice paid via POS is reverted to a draft due to issues with the electronic invoicing provider, the user now has the option to either refund the payment or correct the invoice and resubmit it. Previously, payments were automatically refunded, requiring a new payment after the invoice was fixed.</p> </li> <li> <p><strong>POS Payments for Credit Notes:</strong> You can now process refunds through POS devices for credit notes. Once a refund is successful, a <strong>“Payment sent”</strong> record is created automatically in Elorus, and the credit note is marked as paid.</p> </li> </ul> <p>These updates ensure smoother payment handling and reduce unnecessary transaction steps.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/pos-payment-workflow-updates/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Two-Factor Authentication now supports OTP via Email</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> September 11, 2024 </h5> </div> <div class="product-update-content"> <p>Our <strong>two-factor authentication (2FA)</strong> feature has been updated! In addition to the existing support for authenticator apps, you can now choose to receive your one-time passcodes (OTP) via <strong>email</strong>.</p> <p>To enable this feature, head over to the “<strong>Security</strong>” section under the account settings portal. You can access the account portal by clicking on your name at the top-right corner and selecting “<strong>User profile</strong>” from the dropdown.</p> <p>Stay secure and choose the verification method that works best for you!</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/2fa-opt-via-email/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>[Greek version] Viva POS integration added to Developer API</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> August 30, 2024 </h5> </div> <div class="product-update-content"> <p>Our <a href="https://www.elorus.com/product-updates/viva-pos-integration/">Viva POS integration</a> is now available through the Elorus Developer API. This addition allows developers to easily integrate POS payment functionality into their applications, expanding the versatility of our platform.</p> <p>Visit our <a href="https://developer.elorus.com/" target="_blank" rel="noopener">API documentation</a> for more details and start integrating today.</p> <p><img src="/img/product-updates/viva-pos-payments.png" alt="Get paid with a Viva POS device"></p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/viva-pos-developer-api/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Expenses & purchases by tracking category report</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> August 29, 2024 </h5> </div> <div class="product-update-content"> <p>We are pleased to announce the launch of a new report in Elorus that enhances your ability to analyze and manage your business expenses. The <strong>“Expenses & purchases by tracking category”</strong> report provides a comprehensive <strong>summary of all transactions associated with each tracking category option</strong> you’ve set up.</p> <p>For instance, if you’ve created a tracking category like “Expenses by department” with options such as <em>“R&D”</em>, <em>“Sales”</em>, and <em>“Marketing”</em> this report will give you a clear overview of each department’s total expenses for a specified period. You can further explore the data by clicking on any result row to navigate to the “Expenses & Purchases Detailed” report, where a full list of transactions for that specific category option is displayed.</p> <p>This is the first in a &&series of reports we’re developing** to offer more granular insights across various record types, from sales to inventory products, and beyond. Stay tuned for more updates as we continue to expand this feature.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/expenses-purchases-by-tracking-category/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>[Greek version] Elorus now integrates with Viva POS for seamless invoice payments</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> August 24, 2024 </h5> </div> <div class="product-update-content"> <p>A new integration that enhances your invoicing process has been released: Elorus now supports payments through Viva POS devices! This feature is designed to enhance the payment experience for businesses operating in Greece, ensuring that your invoicing and payment procedures are both <strong>efficient</strong> and <strong>compliant with local regulations</strong>.</p> <p><img src="/img/product-updates/viva-pos-payments.png" alt="Get paid with a Viva POS device"></p> <h2 id="how-it-works">How It Works</h2> <p>To get started, simply install your Viva POS device as a <em>“Payment Gateway”</em> within Elorus. Once set up, whenever you issue a new invoice, you’ll have the option to <strong>accept payments directly through your POS device</strong>. Elorus will automatically send the invoice amount to the POS device and record the payment once it’s completed.</p> <p>Moreover, to comply with Greek regulations, Elorus will <strong>submit the payment details to your certified electronic invoicing provider</strong>, ensuring that all necessary information is reported to the Greek authorities.</p> <h2 id="important-notes">Important Notes</h2> <ul> <li><strong>Integration requirements:</strong> This integration <strong>applies exclusively to invoices issued via a certified electronic invoicing provider</strong>. Make sure you have enabled the Elorus integration with the IMPACT eInvoicing service.</li> <li><strong>Compliance:</strong> Elorus ensures that all payment information is properly reported to the Greek authorities, keeping your business compliant with local laws.</li> </ul> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/viva-pos-integration/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Updates to reminders and invoicing templates</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> July 23, 2024 </h5> </div> <div class="product-update-content"> <h3 id="enhanced-client-payment-reminders">Enhanced client payment reminders</h3> <p>Our client reminders feature now includes the option to specify the number of days that must pass since the last invoice was sent to a client before a payment reminder is issued. This added control helps ensure that reminders are sent at the appropriate time.</p> <h3 id="new-design-option-for-professional-invoicing-template">New design option for “Professional” invoicing template</h3> <p>A new design option for the “Professional” invoicing template is now available. Users can choose to render the items table with a white background, addressing printing issues some experienced with the default light gray background.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/updates-reminders-templates/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>[Greek version] Enhanced B2G invoice tracking</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> July 5, 2024 </h5> </div> <div class="product-update-content"> <p>We are excited to introduce a new feature enhancement for our Greek users: comprehensive <strong>tracking for Business-to-Government (B2G) invoices via the Peppol network</strong>. This update is designed to provide you with real-time visibility into the status of your electronic invoices, ensuring you stay informed at every step of the process.</p> <p><img src="/img/product-updates/b2g-invoice-peppol-events.png" alt="Tracking Business-to-Government (B2G) invoices via the Peppol network"></p> <p>Previously, Elorus supported the sending of B2G invoices. Now, you can also see the complete lifecycle of your invoices directly through the Elorus interface. This new feature allows you to monitor various events from the moment your invoice is forwarded to the Greek Interoperability Center (KED) until it is either paid or rejected by the contracting authority.</p> <ul> <li><strong>Real-Time updates</strong>: View the current status of your B2G invoices on the invoice’s view page.</li> <li><strong>Detailed event log</strong>: Access a full list of events on the corresponding “Events” page, giving you a clear audit trail of your invoice’s journey.</li> <li><strong>Improved Transparency</strong>: Stay informed about the acceptance, payment, or rejection of your invoices by the contracting authorities.</li> </ul> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/b2g-invoice-tracking/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Expenses & purchases dashboard</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> June 19, 2024 </h5> </div> <div class="product-update-content"> <p>The newly designed <strong>Expenses & Purchases dashboard</strong>, a significant upgrade that replaces the former purchases summary report, is now live! This new feature offers a richer, more dynamic analysis of your business expenditures over specified periods.</p> <h3 id="key-features">Key Features:</h3> <ul> <li><strong>Detailed Expense breakdown</strong>: Access a granular view of your expenses, categorized by year, month, week, or day. Gain deeper insights by filtering through secondary dimensions such as supplier or custom tracking categories.</li> <li><strong>Performance comparison</strong>: Easily compare current expenses against previous periods to quickly identify trends and manage your business’s financial health.</li> <li><strong>Top Expense categories</strong>: Quickly identify your major expense areas, including the most significant suppliers and categories, enabling you to focus on cost-saving opportunities.</li> </ul> <p><img src="/img/product-updates/expenses-purchases-dashboard.png" alt="Expenses & purchases dashboard in Elorus"></p> <p>This upgrade brings you an improved, user-friendly experience that will empower you to make informed decisions about your business finances. Dive into your new dashboard today and start exploring the detailed insights it has to offer!</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/expenses-purchases-dashboard/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Team dashboard: Custom period option</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> June 18, 2024 </h5> </div> <div class="product-update-content"> <p>We have updated the <strong>Team</strong> dashboard to now include a custom period option, allowing you to generate reports for <strong>any specified timeframe</strong> in addition to the existing weekly and monthly views.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/team-report-custom-period/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>New endpoints in the Elorus Developer API</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> June 5, 2024 </h5> </div> <div class="product-update-content"> <p>The Elorus Developer API has been updated to help you further automate your invoicing and payment management processes.</p> <p><strong>1. Send self-billed invoices via email directly from the API</strong></p> <p>You can now send self-billed invoices via email directly through the API. This new endpoint follows the same principles as the corresponding endpoints for invoices, estimates and credit notes.</p> <p><strong>2. Retrieve payment receipts as PDFs</strong></p> <p>For those who need to keep detailed records of payment receipts, we have added a new endpoint that allows you to export <strong>Payments received</strong> records to PDF format.</p> <p><strong>3. Associate credit notes with client invoices</strong></p> <p>Previously, users could only associate an invoice with credit notes of the same client to pay off an invoice. With our latest update, you can now perform this task starting from a credit note. This new endpoint enables you to associate the credit of a credit note to pay off one or more invoices of the same client, providing greater flexibility in managing client credits.</p> <p>These updates are part of our ongoing efforts to improve the Elorus platform to meet your business needs. For detailed information on how to use these new endpoints, please refer to the <a href="https://developer.elorus.com/" target="_blank" rel="noopener">Elorus API documentation</a>.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/api-v11-new-endpoints/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Additions to reports and invoicing</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> May 24, 2024 </h5> </div> <div class="product-update-content"> <p>We’ve added a couple of minor updates to reports and invoicing:</p> <ul> <li>The <strong>Payments received detail</strong> report and the <strong>Cashflow</strong> report now include a new column named <strong>“Number”</strong>. This column displays the number of the corresponding document for <strong>Payments received</strong> records that serve as both the payment transaction and the payment receipt.</li> <li>For our users in Greece, if an invoice is associated with a <strong>Climate Crisis Resilience Tax</strong> payment, the number of the associated payment receipt will now be displayed on the invoice PDF.</li> </ul> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/minor-updates-reports-invoices/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>[Greek version] VAT discount option</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> May 14, 2024 </h5> </div> <div class="product-update-content"> <p>We are pleased to share the addition of the <strong>“VAT Discount Option”</strong> feature, now available for our Greek users as part of the myDATA integration.</p> <p>You can now enable the VAT Discount Option in your application settings, found under the “Invoice, estimate & credit note settings” section. Once activated, a checkbox will appear on your invoicing forms and relevant income entries <strong>for each line item containing VAT</strong>. This checkbox allows you to easily select and submit the VAT discount option to myDATA for applicable transactions,.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/vat-discount-option/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Enhanced Team report</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> May 13, 2024 </h5> </div> <div class="product-update-content"> <p>Today we announce a few enhancements to the <strong>Team report</strong> in Elorus, designed to improve the readability and usefulness of the report.</p> <p><strong>Streamlined Data Visualization</strong><br> To enhance clarity, we have optimized our charts by displaying only the <strong>top 10 results</strong> in each category. All other data are now grouped under a new “Others” category. This change addresses the issue of overcrowded information that previously made the data difficult to interpret and utilize effectively. Now, you’ll see the top 10 tasks, clients or projects and the time spent on them clearly displayed, along with a <strong>collective indicator for the remaining tasks</strong>, providing a more manageable overview.</p> <p><strong>Improved Layout</strong><br> We’ve also <strong>restructured the layout</strong> of the Team report. The main blocks that previously appeared at the top of the page and showed the distribution of time across clients, projects, and tasks have been moved below the main graph. This adjustment allows for more vertical development of the list and facilitates easier reading without the need to scroll excessively within the chart as before.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/enhanced-team-report/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>[Greek version] Support for "Fee for transient guests"</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> May 10, 2024 </h5> </div> <div class="product-update-content"> <p>We have now incorporated the <em>“Fee for transient guests”</em> into our <strong>myDATA supported tax types</strong>. This tax is a fiscal obligation imposed on hotel and other tourist businesses for accommodating visitors within a municipality’s administrative boundaries. This update applies only to companies based in Greece.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/fee-transient-guests/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>[Greek version] New Invoice status: Pending approval</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> April 23, 2024 </h5> </div> <div class="product-update-content"> <p>Elorus is pleased to announce an important update for our Greek users: the addition of a new invoice status, <em>“Pending approval”</em>. This update is designed to <strong>improve the submission process to myDATA and the IMPACT EINVOICING service</strong>, ensuring greater reliability and control. Here’s what this means for your invoicing operations:</p> <ul> <li><strong>Temporary Invoice status</strong>: Invoices submitted to myDATA or IMPACT EINVOICING will now enter a <em>“Pending approval”</em> status if the external service takes too long to respond, a situation often referred to as a “timeout”. This status indicates that the invoice is in a temporary state awaiting confirmation.</li> <li><strong>Locking of Invoice records</strong>: To maintain data integrity, invoices marked as <em>“Pending approval”</em> will be locked from further edits. This ensures that no changes can be made until the final status of the invoice is confirmed.</li> <li><strong>Automated resubmission</strong>: Elorus will automatically attempt to resubmit the invoice periodically until a definitive response is received from the external services. This process is handled seamlessly behind the scenes, reducing the need for manual intervention.</li> </ul> <p>This update is part of our ongoing effort to streamline your financial operations and enhance the overall user experience. We understand the importance of reliable invoice processing and are committed to providing solutions that support your business needs.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/pending-approval/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>[Greek version] Voiding capabilities for myDATA-linked Payments Received</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> April 23, 2024 </h5> </div> <div class="product-update-content"> <p>Greek organizations can now <strong>void transactions such as Rental Income, Contract Income, and Climate Crisis Resilience Tax payments</strong> that are subject to submission to myDATA. This update enables these transactions to be nullified while maintaining a complete and uninterrupted transaction history in Elorus.</p> <p>This feature <strong>preserves the continuity of document numbering</strong>, preventing gaps that could complicate accounting processes and audits.</p> <p>Voiding a Payment Received that was previously submitted to myDATA will also cancel the submission. Even after a transaction is voided, it remains accessible in Elorus for historical tracking and reporting, ensuring a comprehensive audit trail.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/void-cash-receipts/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Time entries report upgrade</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> April 19, 2024 </h5> </div> <div class="product-update-content"> <p>Today we announce an upgrade to the <strong>Time Entries</strong> report, now powered by our <a href="https://www.elorus.com/product-updates/new-reporting-engine/">advanced reporting engine</a>. This update introduces enhanced functionality and performance improvements, tailored to support organizations with extensive project and client management needs.</p> <p>A handful of new features have also been added to the report:</p> <ul> <li><strong>New Filter</strong>: Easily limit report results by project client, allowing for more targeted data analysis.</li> <li><strong>Enhanced Grouping and Summaries</strong>: Group results by project client and automatically calculate summaries for each, providing a clearer view of client engagements.</li> <li><strong>New Columns</strong>: The <em>Project client</em>, the <em>Hourly rate</em> and the time entry’s <em>Billable amount</em> have been added to the list of the available columns.</li> </ul> <p><img src="/img/product-updates/time-entries-report.png" alt="Sales by client report"></p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/time-entries-report/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>[Greek version] Enhancements to tax support and management</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> April 18, 2024 </h5> </div> <div class="product-update-content"> <p>We are pleased to announce a series of updates to Elorus, designed to enhance tax management and reporting for our users in Greece. These enhancements are aimed at improving compliance with the latest myDATA specifications. Here’s what’s new:</p> <ul> <li><strong>Expanded tax support</strong>: We have included support for additional tax categories, namely <em>“Other Taxes”</em>, <em>“Other Tax Charges”</em>, and the <em>“Special Consumption Tax”</em>.</li> <li><strong>Client statement updates</strong>: Receipts for the <em>“Climate Crisis Resilience Tax Payment”</em> are now integrated into the <strong>Client statement</strong> page. These receipts will appear as transactions that simultaneously charge and credit the client’s account.</li> <li><strong>Contact transaction history</strong>: In the contact’s view page, transactions related to the <em>Climate Crisis Resilience Tax Payment</em> are now prominently displayed.</li> <li><strong>myDATA Integration Settings</strong>: A new default classification category, <em>“1.95 Other Income-related Information”</em>, has been added to the myDATA integration settings.</li> <li>Within the <strong>Payments received</strong> section, we have introduced a new filter option under <strong>Transaction Type</strong> for the <em>“Climate Crisis Resilience Tax”</em>.</li> </ul> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/mydata-various-updates/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Custom units of measurement</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> March 17, 2024 </h5> </div> <div class="product-update-content"> <p>We’ve just rolled out a highly requested addition to Elorus: <strong>Custom units of measurement</strong>. This new functionality allows you to tailor measurement units specifically to your business needs. For instance, a digital marketing firm might bill by “campaigns” or “clicks,” while a landscaping business could use “square footage” for services rendered.</p> <p>You’ll still have access to our comprehensive list of <strong>pre-configured</strong> Units of measurement. But now, you gain the flexibility to either <strong>delete or archive</strong> those that are no longer relevant to your operations. Archiving data ensures your UoM list remains clutter-free, while preserving the integrity of your historical data.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/custom-units-of-measurement/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Sales dashboard</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> March 17, 2024 </h5> </div> <div class="product-update-content"> <p>Today we unveil our <strong>redesigned Sales Dashboard</strong>, a comprehensive upgrade from the previous sales summary report. This revamped feature, reimagined from the ground up, provides you with deeper insights and a more dynamic overview of your sales performance within a specified period.</p> <ul> <li><strong>Detailed sales breakdown</strong>: Navigate through a yearly, monthly, weekly, or daily breakdown of your sales, enhanced with a secondary dimension for deeper analysis by client or custom tracking categories.</li> <li><strong>Performance comparison</strong>: Compare current sales performance against previous periods, providing you with immediate insights into your business growth and trends.</li> <li><strong>Top performers</strong>: Instantly access key metrics for your top clients, projects, and categories, making it easier to identify and focus on your most profitable areas.</li> </ul> <p><img src="/img/product-updates/sales-dashboard.png" alt="Sales dashboard in Elorus"></p> <p>While building on the foundation of the existing sales summary report, the enhanced Sales dashboard brings forward a more intuitive and comprehensive tool to track your <strong>sales trends</strong>, <strong>compare performance</strong> across periods, and <strong>dissect sales data</strong> with ease.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/sales-dashboard/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Enhanced project billing</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> March 17, 2024 </h5> </div> <div class="product-update-content"> <p>We’re excited to share an enhancement to our project billing capabilities in Elorus. Building on our existing functionality, we’ve introduced a way to <strong>associate your billing directly with projects</strong> – extending beyond just time-based invoicing to include free-form invoices, credit notes, and even recurring invoices.</p> <h3 id="whats-new">What’s new:</h3> <p>Now, when creating any invoice or credit note, you have the option to link each <strong>line item</strong> to <strong>any project</strong> of your choosing. This ensures that every charge can be accurately attributed, provided the client on the invoice matches the client associated with the project.</p> <p><img src="/img/product-updates/invoice-project-association.png" alt="Associate invoice lines with projects"></p> <h3 id="the-process-in-a-nutshell">The process in a nutshell:</h3> <ul> <li>Navigate to the “Add Invoice” page.</li> <li>As you fill out your invoice lines, you’ll see an option to link each to a project.</li> <li>For recurring invoices, set up your associations once, and every automatically generated invoice will maintain these links.</li> </ul> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/enhanced-project-billing/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Elorus4Slack integration enhancement now live!</h2> <h5> <span style="font-size: 1rem" class="badge bg-warning">Integration</span> March 14, 2024 </h5> </div> <div class="product-update-content"> <p>We’re excited to share an important update on the <em>Elorus4Slack</em> integration. After a brief delay due to unforeseen reasons, the much-anticipated feature to <strong>upload files directly from Slack to your Elorus inbox</strong> is now available! This update, part of the ongoing enhancements to Elorus4Slack, allows you to effortlessly install the <em>Elorus4Slack</em> app, assign our bot to any Slack channel, and upload files with a simple click—ideal for capturing expense receipts or documents on the move.</p> <p><img src="/img/product-updates/elorus4slack-files.png" alt="Upload files to your Inbox via Slack"></p> <p>Thank you for your understanding and patience as we worked through the technicalities with Slack to bring this feature to life. <a href="https://help.elorus.com/docs/slack-integration" target="_blank" rel="noopener">Start exploring</a> this streamlined way to manage your files today!</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/elorus4slack-inbox-files/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>[Greek version] Support for the new Climate Crisis Resilience Tax</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> February 29, 2024 </h5> </div> <div class="product-update-content"> <p>Elorus is fully updated and compliant with the latest changes in Greek legislation regarding the accommodation tax, now renamed as the <strong>“Climate Crisis Resilience Tax”</strong>. Reflecting our commitment to supporting accommodation businesses in adapting to regulatory changes, Elorus now enables the issuance of documents for the Climate Crisis Resilience Tax and their <strong>submission to myDATA</strong>.</p> <p>Tax rates have been updated to reflect seasonality, with higher rates in effect from March to October and lower rates from November to February. Elorus has also incorporated all new rates for short-term rentals among other scenarios.</p> <p><img src="/img/product-updates/climate-crisis-resilience-tax.png" alt="Climate crisis resilience tax"></p> <p>As this feature specifically caters to accommodation service businesses in Greece, it is <strong>not enabled by default</strong>. For details on how to activate and utilize this feature, please visit our <a href="https://help.elorus.com/gr/docs/prosthiki-telos-anthektikotitas" target="_blank" rel="noopener">Help center</a>.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/climate-crisis-resilience-tax/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Elorus now supports B2G Electronic Invoicing in Greece</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> January 28, 2024 </h5> </div> <div class="product-update-content"> <p>We are thrilled to announce a significant enhancement to our existing partnership with “Impact eInvoicing”: Elorus now supports <strong>Business-to-Government (B2G) electronic invoicing for our users in Greece</strong>. This update empowers you to issue compliant B2G invoices, aligning with the mandatory electronic invoicing requirements for transactions with the public sector.</p> <p>Leveraging our integration with the certified “Impact eInvoicing” service, and <strong>in compliance with PEPPOL BIS 3.0 standards</strong>, Elorus simplifies your invoicing process, ensuring adherence to Greek regulations. This new feature is a testament to our commitment to providing robust, compliant, and user-friendly solutions for our users.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/b2g-einvoicing-peppol/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Unsaved changes alert</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> January 24, 2024 </h5> </div> <div class="product-update-content"> <p>In our latest update, we’ve added a small but crucial feature to enhance your experience on Elorus. Now, if you’re creating or editing a form and try to leave the page with unsaved changes, Elorus will <strong>prompt you for confirmation</strong> with a message like “Are you sure you want to exit?” This ensures that any changes you’ve made aren’t lost accidentally.</p> <p>For those who prefer a more streamlined workflow, we’ve also included an option to disable this warning in your user profile settings.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/unsaved-changes-dialogue/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>[Greek version] Import myDATA documents in Elorus</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> January 4, 2024 </h5> </div> <div class="product-update-content"> <p>We’re excited to unveil a new feature in Elorus: the ability to directly <strong>import all myDATA documents related to your business</strong>. Whether submitted through Elorus or another software, or even by counterparties, you can now access and download these records seamlessly in Elorus.</p> <p>This new integration simplifies the process of reconciling transactions reported to myDATA <strong>with your own records</strong> in Elorus. It provides an easy way to <strong>audit</strong> and <strong>verify</strong> records for accuracy, without ever leaving the platform.</p> <p>While myDATA records are <strong>automatically</strong> imported daily, you have the option to manually download the latest records at your convenience.</p> <p><img src="/img/product-updates/import-mydata-documents.png" alt="Import myDATA documents"></p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/mydata-importer/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Elorus Files: Seamless file and Expense management</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> December 6, 2023 </h5> </div> <div class="product-update-content"> <p>Managing files, especially financial documents, can be a tedious task. But with the new <strong>Files</strong> feature in Elorus, it becomes a seamless experience tailored for the modern business.</p> <p><img src="/img/product-updates/elorus-files.png" alt="Elorus Files"></p> <h3 id="email-to-inbox">Email to Inbox</h3> <p>Every Elorus organization now comes with its <strong>unique email address</strong>. Send any document to this address, and it will <strong>automatically populate your Elorus Inbox</strong>. Whether it’s from a supplier or a SaaS application, your expenses are captured instantly, ensuring you never miss a record. Dubbed as the “Send it & forget it” feature, Elorus ensures that no expense goes unnoticed with <strong>monthly reminders for any unprocessed documents in your Inbox</strong>.</p> <h3 id="inbox-to-expense">Inbox to Expense</h3> <p>Transforming your files into actionable records is now straightforward. Any file in the Inbox can be <strong>effortlessly converted into a new expense, bill, supplier credit</strong>, or even be <strong>attached to any other record</strong> that supports attachments. Filling out the expense form is made easy. Elorus presents a dual-view, with the expense form on the left and the file preview (e.g., PDF) on the right. This side-by-side interface ensures users can quickly type in amounts, descriptions, and other details, ensuring accuracy while referencing the document.</p> <h3 id="elorus4slack">Elorus4Slack</h3> <p>On the go? No problem! With the Elorus4Slack application, quickly <strong>snap a photo of a receipt</strong> or any document and instantly send it to your Elorus Inbox via Slack. A smart solution for those who need quick uploads without having to navigate the entire app.</p> <h3 id="centralized-attachment-view">Centralized Attachment View</h3> <p>While attaching files to invoices, contacts, or projects is not new in Elorus, we’ve elevated the experience by <strong>introducing a unified view</strong>. Access, preview, download, or manage all your attachments from a single, seamless interface, making file management more intuitive than ever.</p> <p>This feature not only enhances the usability of Elorus but also emphasizes the value of simplifying everyday tasks, giving businesses more time to focus on what truly matters. No more searching through endless files or missing out on recording important expenses. With Elorus Files, everything is at your fingertips.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/files-inbox-send-it-and-forget-it/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>View Project extra fees in Elorus client portal</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> December 5, 2023 </h5> </div> <div class="product-update-content"> <p>Today we introduce a valuable addition to the Elorus client portal: the ability to view <a href="https://www.elorus.com/product-updates/project-extra-fees/">Project Extra Fees</a>.</p> <p>With this update, your clients can now see a detailed breakdown of any <strong>additional charges associated with their projects</strong> directly <strong>within the client portal</strong>. Whether it’s unexpected expenses, additional service fees, or other project-related costs, your clients will have complete visibility.</p> <p><img src="/img/product-updates/project-extra-fees-cp.png" alt="View project extra fees in the client portal"></p> <p>This new level of detail not only fosters trust but also ensures that your clients are fully informed about the costs associated with their projects. It reduces queries and the need for back-and-forth communication, allowing for a smoother project management process.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/project-extra-fees-in-client-portal/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Bulk Email functionality added to "Payments Received"</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> November 18, 2023 </h5> </div> <div class="product-update-content"> <p>Building on our <a href="https://www.elorus.com/product-updates/email-payments-received/">August update</a>, we’ve now added the ability to <strong>bulk-email</strong> PDF receipts in “Payments Received”. Select multiple records and use the ‘Email selected’ action for efficient, consolidated communication with your clients. This process saves time, ensuring you can focus more on your business and less on administrative tasks.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/bulk-email-pdf-receipts/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>[Greek version] myDATA submission verification with QR codes</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> November 13, 2023 </h5> </div> <div class="product-update-content"> <p>Today, we announce a significant enhancement to our invoicing engine: the addition of <strong>QR codes on invoice PDFs that have been submitted to myDATA</strong>.</p> <p>This QR code, when scanned, directs the recipient to a webpage hosted by myDATA (Greek authorities), enabling them to <strong>overview and verify the invoice submission</strong>. This feature not only adds a layer of authenticity to your invoices but also simplifies the verification process for your clients, ensuring transparency and compliance with Greek tax regulations.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/mydata-invoice-qr-codes/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>[Greek version] Support for Self-Delivery and Self-Supply records</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> October 30, 2023 </h5> </div> <div class="product-update-content"> <p>Elorus continues to evolve in line with the myDATA specifications in Greece, now supporting <strong>“6.1 - Self-Delivery Record”</strong> and <strong>“6.2 - Self-Supply Record”</strong> types.</p> <p>These new features are essential for businesses that <strong>utilize their own products or services internally</strong>, such as a furniture company using a piece for its own office. Elorus makes it simple to comply with these specific <strong>VAT requirements</strong>, ensuring that your business can effortlessly manage and report internal consumption of products and services as per myDATA guidelines.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/mydata-self-delivery-document-types/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Archive Products/Services</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> October 11, 2023 </h5> </div> <div class="product-update-content"> <p>Navigating through a lengthy list of products/services in the Elorus interface has become a lot simpler! You can now <strong>archive products or services</strong> that are no longer in active use or circulation, ensuring a more organized and cleaner workspace.</p> <p><img src="/img/product-updates/archive-products.png" alt="Archive your products / services in Elorus"></p> <p>Despite archiving, all related invoices, bills, and other records will <strong>stay securely stored in the system</strong>, ensuring that your historical data remains intact and accessible whenever you need to revisit it.</p> <p>Should you decide to reinstate an archived product or service, the process is also straight-forward.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/archive-products-services/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>[Greek version] Effortless myDATA Invoicing with direct classification assignment</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> October 11, 2023 </h5> </div> <div class="product-update-content"> <p>We are pleased to introduce an update focused on simplifying your myDATA invoicing process, specifically designed for our users based in Greece. The newly introduced feature allows you to directly assign <strong>multiple income classifications to a single invoice line</strong> during the invoice creation process. This eliminates the need to engage in additional steps post-invoice creation to prepare them for submission to myDATA, as was previously the case.</p> <p>The key benefits of the new approach to assigning income classifications include the following:</p> <ul> <li><strong>Direct assignment</strong>: Apply multiple income classifications while creating your invoice.</li> <li><strong>Efficient edits</strong>: Should you need to revise an invoice, the classifications remain intact, reducing the need for additional adjustments during re-submission to myDATA.</li> <li><strong>Simplified compliance</strong>: Maintain adherence to the specific myDATA guidelines with less manual intervention and a reduced risk of oversight.</li> </ul> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/mydata-multiple-classifications/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Revolut Business now integrated with Elorus</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> September 6, 2023 </h5> </div> <div class="product-update-content"> <p>The <a href="https://www.elorus.com/tour/billing/">payment options</a> in Elorus have just been broadened with the addition of <strong>Revolut Business merchant accounts</strong>. This new integration enables you to accept payments via Revolut, providing another convenient channel for your clients to settle their invoices.</p> <p>With a Revolut Business merchant account, you’ll benefit from real-time transaction reporting, automated reconciliation, and often lower transaction fees. This update serves as a part of our ongoing efforts to accommodate diverse payment methods, making it easier for you to do business.</p> <p>We invite you to link your Revolut Business merchant account with Elorus and experience a seamless, efficient invoicing process.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/revolut-business-integration/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Flexibility in tax calculations</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> September 6, 2023 </h5> </div> <div class="product-update-content"> <p>Greater control and precision in tax calculations are now available in Elorus. You can now <strong>manually adjust the tax amount</strong> for each line on your invoices, providing a solution for discrepancies due to rounding or other factors. This addition is especially useful for recording invoices received from suppliers where the automatically calculated tax amount may differ.</p> <p><img src="/img/product-updates/custom-tax-amounts.png" alt="Custom tax amounts on invoices"></p> <p>Additionally, we’ve introduced the ability to <strong>apply taxes at the document level</strong>. When specified, Elorus will calculate this tax as if it had been applied to each line item individually, simplifying the invoicing process and ensuring accuracy.</p> <p>As always, these updates are driven by our commitment to make Elorus a continually evolving platform that adapts to your business needs.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/custom-tax-amounts/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Discussions: A new communication tool in Elorus's Client Portal</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> August 7, 2023 </h5> </div> <div class="product-update-content"> <p>A new, exciting, addition to Elorus’s Client Portal is here - <strong>Discussions</strong>. With our continuous goal to streamline your business operations and improve client interactions, we have <strong>incorporated a discussion space for each project, invoice, estimate, and more</strong> in the “Client portal”.</p> <p>Our new Discussions feature facilitates direct <strong>communication between you and your clients</strong>. As a business owner, you can send messages associated with specific projects or estimates, and your clients will be able to view and respond to these messages <strong>directly through their “Client portal”</strong>. This ensures that any questions, clarifications, or updates related to specific transactions can be addressed promptly and in context.</p> <p><img src="/img/product-updates/discussions.png" alt="Elorus Discussions"></p> <p>We believe this enhancement will add another level of <strong>convenience</strong> and <strong>efficiency</strong> to your client communications, fostering better understanding and quicker resolutions. As always, we are committed to refining and improving Elorus to better serve your needs.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/discussions/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Project extra fees: New Export feature available</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> August 7, 2023 </h5> </div> <div class="product-update-content"> <p>We’re happy to introduce a new update to our “<a href="https://www.elorus.com/product-updates/project-extra-fees/">Project Extra Fees</a>” feature in Elorus. We understand the need for clear, comprehensive data and have now made it easier to share this information.</p> <p>Now, <strong>you can export a report of your “Project Extra Fees”</strong> directly from Elorus as a PDF or Excel file. This enhancement enables you to select a specific period, apply filters, and modify the report columns to best suit your needs, then swiftly export the data.</p> <p>Whether you’re using the report for internal review or <strong>sharing it with clients</strong>, this additional functionality helps ensure transparency and accuracy in all your project related transactions.</p> <p><img src="/img/product-updates/project-extra-fees.png" alt="Project extra fees"></p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/project-extra-fees-export/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Email PDF receipts directly from "Payments received"</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> August 7, 2023 </h5> </div> <div class="product-update-content"> <p>“Payments Received” has always been a tool for tracking your income, from invoice payments to supplier refunds and other sources of revenue such as rental income. With this latest enhancement, we’ve made it possible for you to email your clients a PDF of the payment, serving as a receipt. This could be particularly useful in instances like <strong>advance invoice payments</strong> or <strong>rent receipts</strong>.</p> <p>In addition to this, we understand that time is of the essence for our users. That’s why we’ve added the option for you to specify multiple <strong>email templates</strong>. These can then be quickly utilized to expedite the email process.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/email-payments-received/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>[Greek version] Added support for "11.3 - Simplified Invoice" and "3.2 Proof of Expenditure" document types</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> August 5, 2023 </h5> </div> <div class="product-update-content"> <p>Our aim is to provide the most comprehensive invoicing solution to our users, and with that in mind, we have <strong>expanded our myDATA integration</strong> to include two new document types: “11.3 - Simplified Invoice” and “3.2 - Proof of Expenditure (denial of issuance by liable Issuer)”.</p> <p>The “Simplified Invoice” can be used <strong>instead of a regular invoice</strong> for B2B transactions meeting specific criteria, like transactions under 100 euros where the buyer does not intend to resell the goods. The “Proof of Expenditure (denial of issuance by liable Issuer)” allows you to <strong>document and report instances where a supplier refused to issue an invoice for a commercial transaction</strong>.</p> <p>With this update, Elorus enhances its comprehensive support for the diverse invoicing requirements of all Greek businesses. We’re committed to continual improvements that make your financial operations smoother and more efficient.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/new-mydata-document-types/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Project extra fees</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> July 18, 2023 </h5> </div> <div class="product-update-content"> <p>A new feature - <strong>Project Extra Fees</strong> - is now part of the Elorus platform. Your feedback has been the driving force behind this development, and we’re delighted to continue making Elorus an even more tailored tool for you.</p> <p>The “Project Extra Fees” feature is designed to keep your project billing as accurate and efficient as possible. This function enables you to compile <strong>a list of potential additional charges</strong> that may occur during the course of a project. These extra fees can be swiftly and <strong>automatically added to the client’s next invoice</strong>, ensuring no additional costs are missed and making your financial transactions more straightforward.</p> <p><img src="/img/product-updates/project-extra-fees.png" alt="Project extra fees"></p> <p>This update is ready for you to explore today. We trust it will simplify your project management tasks, reducing the need for manual calculations and increasing transparency with your clients.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/project-extra-fees/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>List page functionality and mentions to enhance note-taking</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> June 20, 2023 </h5> </div> <div class="product-update-content"> <p>Just a month after introducing the ability to <a href="https://www.elorus.com/product-updates/multiple-notes/">create multiple private notes for various records</a>, Elorus is taking note-taking and collaboration to new heights with the introduction of list page functionality and mentions. Let’s delve into the details of these new features.</p> <p><img src="/img/product-updates/notes-list-page-mentions.png" alt="Elorus private notes: list page functionality and mentions"></p> <p>Previously, Elorus users had the ability to create private notes for records such as projects, invoices, and contacts. However, accessing these notes required navigating to the respective record’s overview page, adding an extra step in the process. Elorus recognized the need for a more efficient approach and has now introduced list page functionality. With this enhancement, users can now <strong>access and manage private notes directly from the corresponding list pages</strong>, eliminating the need to click into each individual record. This streamlined access saves users valuable time and enhances productivity by providing quick and convenient access to important information.</p> <p>We’ve also gone a step further to enhance collaboration within the platform by <strong>introducing the mentions</strong> feature. With mentions, users can now tag and notify team members directly within the notes. By simply typing the ‘@’ symbol followed by a team member’s name, Elorus will automatically generate a notification for that person. This powerful feature enables seamless communication and collaboration, eliminating the need for external channels and fostering a centralized workspace.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/private-notes-list-pages-mentions/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Revamped interface for editing client information</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> June 20, 2023 </h5> </div> <div class="product-update-content"> <p>We are excited to announce a significant update to the user interface of Elorus, aimed at improving the <strong>efficiency</strong> and <strong>user experience</strong> when creating invoices and credit notes. With this update, managing client information and making modifications to invoices has become easier and more intuitive than ever before.</p> <p>Previously, when users wanted to modify client details on an invoice, they had to click a button to open a popup window, navigate through the interface, and then edit the required information. However, we have now revamped the process, providing users with a more streamlined approach. All client fields, such as client name, address, and more, are now <strong>directly accessible via the main add/edit form</strong>.</p> <p><img src="/img/product-updates/updated-invoice-creation-client-information.png" alt="Edit invoice client information"></p> <p>This update brings several benefits to Elorus users:</p> <ol> <li><strong>Faster Editing</strong>: With client information readily available on the main form, editing invoices and credit notes becomes a breeze. No longer do you need to navigate through multiple windows to modify client details.</li> <li><strong>Enhanced Visibility</strong>: The data you need is now directly visible on the main form, eliminating the need to switch between windows.</li> <li><strong>Improved Form Validation</strong>: In the previous setup, any form validation errors were displayed in the popup window, making it easy to overlook crucial details. However, with the updated UI, any possible form validation errors are now presented directly in the main form.</li> </ol> <p>But that’s not all! We understand the importance of having quick access to relevant information while creating invoices. That’s why, in addition to the enhanced client fields, we have introduced <strong>immediate access to valuable contact information</strong>.</p> <p><img src="/img/product-updates/updated-invoice-creation-contact-data.png" alt="Access contact data directly from the invoice add/edit form"></p> <p>Whenever you select a new client in the invoice form, you will now have <strong>instant access to contact details</strong> such as outstanding amounts, contact private notes, currency codes, contact taxes, and more. This improvement is designed to empower you with all the necessary information at your fingertips, enabling you to work faster and more efficiently.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/new-process-edit-invoice-client-details/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Email sender display name</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> June 19, 2023 </h5> </div> <div class="product-update-content"> <p>We have updated our <strong>Email templates</strong> feature to include the option for users to specify the email sender display name. This means you can now personalize the name that appears next to the email address when sending messages through Elorus.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/email-sender-display-name/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Custom IDs and timestamp filtering now available for Expenses</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> June 14, 2023 </h5> </div> <div class="product-update-content"> <p>In our continuous efforts to empower our users and foster seamless integration with third-party applications, we have extended the capabilities of our developer API. The existing feature that enables custom IDs and timestamp filtering has now been expanded to include our “Expenses” endpoints.</p> <p>With this update, users can now set <strong>custom IDs for expense records</strong>, to implement their own unique identification system or integrate Elorus with other software solutions. We have also introduced timestamp filtering for expense records, to let users retrieve, sort, and filter expenses based on creation and modification timestamps.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/expenses-api-custom-ids/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Enhanced reminders with user-requested feature</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> June 6, 2023 </h5> </div> <div class="product-update-content"> <p>The <em>Reminders</em> feature has always been a powerful tool within Elorus, enabling users to <strong>automate notifications</strong> for outstanding invoices, client due amounts that exceed a set threshold, pending payments to suppliers and more. These reminders, sent via email or through Slack, offer valuable assistance in managing and streamlining financial operations.</p> <p><img src="/img/product-updates/reminders-excluded-contacts.png" alt="Exclude specific contacts from a Reminder"></p> <p>Our recent update allows users to <strong>exclude specific contacts from a reminder</strong>. This is a considerable upgrade that caters to the nuances of your business relationships and financial transactions. For instance, if you’ve set a reminder to trigger whenever a client owes more than 1000 USD, you can now customize this to exclude notifications for one or more specific clients.</p> <p>The impetus for this update comes from you, our users. We listen and value your feedback, and it was your requests that brought this feature enhancement to life. Our goal is to create a product that truly serves your needs and makes your financial management as efficient and stress-free as possible.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/reminders-exclude-contacts/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Self-billed credit notes</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> May 30, 2023 </h5> </div> <div class="product-update-content"> <p>In a recent update, we implemented the addition of <a href="https://www.elorus.com/product-updates/self-billed-invoices/">self-billed invoices</a> to Elorus. Self-billing is a convenient arrangement where the customer takes charge of preparing the supplier’s invoice and sends a copy to the supplier along with the payment.</p> <p>Building upon this feature, today we unveil the second part of the update, which introduces support for <strong>self-billed credit notes</strong>. Self-billed credit notes are a specialized form of Supplier credits. They function similar to regular Supplier credits, but with added capabilities such as exporting them to a PDF format and sending them to suppliers via email. If you are already familiar with creating credit notes in Elorus, managing self-billed credit notes will be a breeze for you!</p> <p><img src="/img/product-updates/self-billed-invoice-int.png" alt="Self-billed credit notes in Elorus"></p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/self-billed-credit-notes/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Enhanced invoicing template options</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> May 9, 2023 </h5> </div> <div class="product-update-content"> <p>We have enhanced the invoicing templates with some additional options. Firstly, you have the ability to present the amounts in your local currency on the invoice PDF, if it was originally issued in a foreign currency. Furthermore, there is a new option to exclude the subtotals from the invoice summary table, displaying only the invoice total. We have also introduced a new column in the line item table that can show the total unit value of each item. Lastly, we have included the option to hide the “line net” column from the line item table on the invoice PDF.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/invoicing-template-options/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Multiple private notes</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> May 3, 2023 </h5> </div> <div class="product-update-content"> <p>We’ve just launched a new feature that we believe will help you stay organized and efficient in your invoicing with Elorus. You can now add multiple private notes to different types of records in the application, including contacts, projects, invoices, and more.</p> <p>Collaboration has never been easier with the ability for <strong>anyone on the team with access to a record</strong> to leave a note. These notes are exclusively for internal use and <strong>cannot be seen by clients</strong>.</p> <p><img src="/img/product-updates/multiple-private-notes.png" alt="Multiple private notes on contacts, invoices, projects etc."></p> <p>As part of this update, we have also reworked the attachments section. It now appears in a single UI element along with the respective notes, allowing you to easily manage all your notes and attachments in one place.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/multiple-notes/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2> Include invoice PDFs in recurring invoice emails</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> May 2, 2023 </h5> </div> <div class="product-update-content"> <p>We have introduced a new functionality to our recurring invoices that enables automatic attachment of the invoice PDF to the email message when sending invoices generated by the recurring process to your clients. This option is turned off by default, but it can easily be enabled through the edit page of the recurring invoice.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/recurring-invoices-attach-pdf/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Our latest round of small improvements</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> April 19, 2023 </h5> </div> <div class="product-update-content"> <p>Today we introduce a set of improvements that may seem small on their own, but taken together they represent a step forward in streamlining invoicing and financial management for our users.</p> <p>First up, we’ve added the ability to <strong>search</strong> for invoices, credit notes, estimates, and other financial documents based on the <strong>Tax ID of the client</strong>.</p> <p>In addition, we’ve made some improvements to our recurring invoices and expenses functionality. Now, users can <strong>filter their recurring invoices and expenses by status</strong> - whether they’re active, paused, or expired. This makes it easier to keep track of all your ongoing financial commitments and ensure that you’re never caught off-guard by unexpected expenses.</p> <p>Another new feature is the ability to save line title and description placeholders whenever a project is invoiced. This means that Elorus will now <strong>remember your preferred formatting for each individual project</strong>, making invoicing faster and more streamlined than ever before.</p> <p>Finally, we’ve made some improvements to the “Reminders” section of the app, adding a <strong>new variable</strong> that can be used in both the email subject and message to <strong>show the invoice’s payable amount</strong>.</p> <p>All in all, we hope the above updates will help you in your quest for faster, easier, and more streamlined financial management.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/small-improvements/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Introducing the Email templates</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> April 2, 2023 </h5> </div> <div class="product-update-content"> <p>We are excited to announce the addition of a new feature called <strong>“Email Templates”</strong> in our latest update. With this feature, users have the ability to <strong>customize the content and subject</strong> of email messages sent to their clients for invoices, estimates, bills, and client statements. Furthermore, users can now manage “Invoice templates” and “Email templates” separately via the settings menu, providing greater flexibility and customization options.</p> <p><img src="/img/product-updates/email-templates.png" alt="Create & manage email templates"></p> <p>To learn more on how to create your own email templates, please visit our <a href="https://help.elorus.com/docs/add-email-templates" target="_blank" rel="noopener">help center</a>.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/email-templates/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Time tracking extension v1.0.19</h2> <h5> <span style="font-size: 1rem" class="badge bg-primary">Release</span> March 25, 2023 </h5> </div> <div class="product-update-content"> <p>The time tracking browser extension has been enhanced to include support for our newly added <strong>two-step verification</strong> feature. Additionally, this updated version resolves a few integration issues with Jira and Asana, two of the most popular project management tools.</p> <p><img src="/img/product-updates/tt-extension-update.png" alt="Time tracking extension v1.0.19"></p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/time-tracking-extension-1-0-19/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Enhanced document type and tax settings pages</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> March 23, 2023 </h5> </div> <div class="product-update-content"> <p>The settings page for document types has been updated to include convenient horizontal tabs that allow for easy navigation among different document types, such as invoices, estimates and more. Similarly, the tax settings page now displays separate lists for each tax type, such as VAT taxes, withholding taxes etc., for improved clarity and ease of use.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/document-type-tax-list-pages/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Expenses by category report</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> March 23, 2023 </h5> </div> <div class="product-update-content"> <p>Our latest addition to the list of reports utilizing <a href="https://www.elorus.com/product-updates/new-reporting-engine/">our new reporting engine</a> is the <strong>“Expenses by category”</strong> report. This upgrade is designed with performance in mind, targeting organizations with a large volume of expenses and a substantial transaction history, making it easier to manage and analyze data.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/expenses-by-category/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Two-step verification</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> March 14, 2023 </h5> </div> <div class="product-update-content"> <p>Elorus now supports two-step verification, a process designed to <strong>protect users from unauthorized access</strong> to their accounts. Two-step verification provides additional security by requiring a verification code whenever you sign in to the application. This way, even if someone steals your password they won’t be able to log into Elorus.</p> <p><img src="/img/product-updates/elorus-2fa-call-to-action.png" alt="Two-step verification of Elorus accounts"></p> <p>To enable two-step verification you must first install an authenticator app such as <a href="https://googleauthenticator.net/" target="_blank" rel="noopener">Google authenticator</a> or <a href="https://authy.com/" target="_blank" rel="noopener">Authy</a> on your mobile phone.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/two-step-verification/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Quick setup guide</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> March 8, 2023 </h5> </div> <div class="product-update-content"> <p>Elorus has always been committed to constantly updating our software with new features, and providing users with the best possible experience. After releasing the <a href="https://www.elorus.com/product-updates/demo-organizations/">demo organizations</a> feature last year, today we are happy to introduce a new, <strong>interactive quick setup guide</strong>.</p> <p>This new tool is designed to help users properly setup their accounts, familiarize themselves with Elorus and discover the application features. It goes through the process of setting up a new organization step by step, while providing useful tips and hints along the way.</p> <p><img src="/img/product-updates/quick-setup-guide.png" alt="Elorus quick setup - Getting started"></p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/quick-setup-guide/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>[Greek version] Upload to myDATA via the "email invoice" page</h2> <h5> <span style="font-size: 1rem" class="badge bg-danger">Fix</span> March 8, 2023 </h5> </div> <div class="product-update-content"> <p>Elorus offers an email function that enables users to share invoices, credit notes, and other documents with clients via email. If a user sends a draft invoice, Elorus will <strong>automatically label the document as “issued”</strong> before sending the email.</p> <p>Greek businesses previously needed to manually submit such invoices to myDATA after sending them via email. However, with the most recent update, Elorus will now upload the invoice to myDATA automatically upon email transmission. The user can also opt-out of the submission process if necessary.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/email-invoice-mydata/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Developer API v1.1 updates</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> February 24, 2023 </h5> </div> <div class="product-update-content"> <p>The developer API v1.1 has been updated to enable easier data navigation. Results can now be ordered based on the <code>created</code> and <code>modified</code> timestamps of the corresponding records. Additionally, you are now able to filter results based on the exact time records were created or modified (e.g. Retrieve records that have been created before or after a specific time). As a result, you may now implement workflows to <strong>progressively update local data storages</strong> without re-fetching the entire data set.</p> <p>Finally, we’ve added the ability to search records based on their <code>custom_id</code>, as well as filter document types based on their type.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/api-v11-updates/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Bulk assign taxes to products / services</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> January 21, 2023 </h5> </div> <div class="product-update-content"> <p>You may now easily assign a set of sale taxes to multiple products / services, using the <strong>“Bulk assign sale taxes”</strong> action. In the same vein, companies based in Greece may specify a default myDATA income category for multiple products / services. Both features can be found in the <em>Actions</em> section of the <em>Items</em> page.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/bulk-assign-taxes-products-services/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Exported PDF file name format</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> January 2, 2023 </h5> </div> <div class="product-update-content"> <p>Elorus now supports <strong>custom file names</strong> for the PDF files created by the “Export” feature of invoices, credit notes etc. The file names are being controlled by the “Exported PDF filename format”" setting, found under the “Settings > Application Settings” page.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/invoice-pdf-file-name/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Exchange rate on the invoice PDF</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> December 21, 2022 </h5> </div> <div class="product-update-content"> <p>When creating invoices in foreign currencies, the exchange rate is key information to help the accounting departments of both the client and the issuer properly record the transaction in their books.</p> <p><img src="/img/product-updates/exchange-rate-invoice.png" alt="Exchange rate on the invoice PDF"></p> <p>Our templating engine has been updated to let people <strong>show the exchange rate on the invoice PDF</strong>, thus reducing the possibility of accounting mistakes. This feature can be enabled or disabled on the corresponding template or directly on a particular invoice, credit note etc.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/exchange-rate-pdf/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Drill-down in the Overview Dashboard</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> December 21, 2022 </h5> </div> <div class="product-update-content"> <p>Based on popular demand, the Overview Dashboard has been updated to let users instantly <strong>shift to the corresponding detailed report</strong> of any index within the widget area.</p> <p><img src="/img/product-updates/drill-down-overview-dashboard.png" alt="Drill-down in the Overview Dashboard"></p> <p>Just click on the index, and you will be presented with the analysis of how the value is being calculated for the exact same dataset.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/drill-down-dashboard/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Subtotals in withholding taxes</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> December 16, 2022 </h5> </div> <div class="product-update-content"> <p>Our latest feature might not be of interest to everyone, but it’s cool anyway :)</p> <p><img src="/img/product-updates/subtotal-withholding-taxes.png" alt="Subtotals in withholding taxes"></p> <p>We’ve implemented the ability to insert subtotals on any withholding tax, based on which subsequent taxes will be calculated.</p> <p>Consider the simple scenario of a 100$ invoice, on which both a 20% and a 10% withholding tax must be applied. The amount of the first tax is 20$, the second is 10$, therefore the total amount payable is 70$ (100$ - 20$ - 10$).</p> <p>But what if we need the second tax to be calculated <strong>after</strong> the first tax has been applied? In that case, the amount of the second tax should be (100$ - 20$) * 10% = 8$, resulting in a total payable amount of 72$.</p> <p>The above requirement is rather uncommon, but still an absolute necessity for businesses operating in countries with complex taxation systems.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/withholding-taxes-subtotal/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Deactivating accounts due to suspicious activity</h2> <h5> <span style="font-size: 1rem" class="badge bg-danger">Fix</span> December 5, 2022 </h5> </div> <div class="product-update-content"> <p>Historically, Elorus employed a set of tools to detect suspicious user activity, effectively deactivating accounts operated by bots. However, after receiving reports of <strong>legitimate users</strong> being erroneously deactivated, we’ve created a simple workflow to avoid such a situation in the future. From now on, whenever users are classified as potential bots, they’re prompted to solve a simple captcha test. Once a user passes the test, their account will be immediately reactivated.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/suspicious-activity-deactivation/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Managing numbering sequences</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> November 14, 2022 </h5> </div> <div class="product-update-content"> <p>Today we are releasing a few updates to improve the way you work with numbering sequences and help you achieve your goals faster. With this version, you are now able to create and rename numbering sequences directly <strong>via the invoice add page</strong>. Additionally, you may now specify a <strong>default numbering sequence</strong> for each document type.</p> <p>Finally, numbering sequences no longer appear as a separate entity in the settings menu. They are being conveniently managed via the corresponding document type’s view page.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/numbering-sequence-updates/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>[Greek version] Accommodation tax payments</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> October 23, 2022 </h5> </div> <div class="product-update-content"> <p>According to the Greek legislation, all accommodation facility visitors are obliged to pay a <strong>special overnight stay tax</strong>. The tax amount depends on the luxury of the facility and ranges from 0.5€ to 4€ per room, per day.</p> <p>Elorus can now help your hotel or accommodation business manage the overnight stay tax payments and <strong>submit the required information to myDATA</strong>. The tax payments are treated as a special form of payments received and the corresponding receipts can be exported to a PDF.</p> <p><img src="/img/product-updates/accommodation-tax-receipt.png" alt="Accommodation tax payments"></p> <p>Since this is a niche feature that applies only to accommodation service businesses operating in Greece, it’s <strong>not enabled</strong> by default. To learn more on how to activate and use this feature, please visit our <a href="https://help.elorus.com/gr/docs/prosthiki-forou-diamonis" target="_blank" rel="noopener">help center</a>.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/accommodation-tax/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Self-billed invoices</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> August 30, 2022 </h5> </div> <div class="product-update-content"> <p>After a long period of hard work, we’re excited to announce our latest feature: <strong>Self-billed invoices</strong>.</p> <p>Self-billing is a commercial arrangement between a supplier and a customer in which <strong>the customer prepares the supplier’s invoice</strong> and forwards a copy to the supplier with the payment.</p> <p><img src="/img/product-updates/self-billed-invoice-int.png" alt="Self-billed invoice in Elorus"></p> <p>In Elorus, self-billed invoices comprise a special form of <em>Bills</em>. For the most part they act like regular Bills, but they can also be <strong>exported to a PDF</strong>, as well as be sent to suppliers <strong>via email</strong>. If you are familiar with creating invoices in Elorus, managing self-billed invoices will feel like a walk in the park!</p> <h2 id="custom-self-billed-documents">Custom self-billed documents</h2> <p>Depending on the country you operate in, there apply different rules as to when a self-billed invoice should be issued and how it should be called. For example, most European countries require a <strong>Full VAT invoice</strong> when purchasing from established businesses, while a special <strong>Contract</strong> should be created if suppliers are private individuals.</p> <p>Thanks to the concept of <a href="https://help.elorus.com/docs/document-types" target="_blank" rel="noopener">document types</a>, Elorus lets you maintain multiple kinds of self-billed documents, that can be customized to suit your needs. However, self-billed documents will <strong>always act as business expenses</strong> and will denote an obligation to pay for goods delivered or services rendered.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/self-billed-invoices/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Invoicing workflow updates</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> August 11, 2022 </h5> </div> <div class="product-update-content"> <p>Today we are releasing a few updates to improve the invoicing workflow and help you achieve your goals faster. With this version, you are now able to <strong>edit void invoices</strong> directly via the <em>Edit</em> button, and have them reverted to a draft.</p> <p>Additionally, you may now edit an issued invoice, even if the “<em>Strict sequential numbering</em>” setting has been enabled. Please note, however, that you may not change the numbering of previously issued invoices while sequential numbering is into effect.</p> <p>Finally, if your organization is based in Greece, you are now being prompted to submit an invoice to myDATA whenever it’s being reverted from void, back to the issued status.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/invoicing-workflow-updates/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>[Greek version] VAT payment suspension</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> July 19, 2022 </h5> </div> <div class="product-update-content"> <p>If you invoice clients who are eligible for a VAT payment suspension (as defined in P.2869/1987 of the Greek law), you may now use a special indicator on the invoice. Enabling VAT payment suspension will result in VAT being included to the invoice nominal value, while <strong>being excluded from the actual payable amount</strong>. Elorus will also make the appropriate adjustments to your VAT reports, and will handle the submission to myDATA.</p> <p><img src="/img/product-updates/vat-payment-suspension.png" alt="VAT payment suspension"></p> <blockquote> <p><strong><em>NOTE:</em></strong> To use this feature, you must first enable the VAT payment suspension indicator via the <strong>Application Settings</strong> page.</p> </blockquote> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/vat-payment-suspension/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Custom IDs for the developer API</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> July 4, 2022 </h5> </div> <div class="product-update-content"> <p>The developer API v1.1 has been updated to let you assign custom IDs to records you create via the API. This comes in handy when integrating Elorus with 3rd-party software, to help you map Elorus records with data stored in external systems.</p> <p>A new field, named <code>custom_id</code>, has been added to all the invoices, credit notes, estimates, bills, contacts and inventory items (products) endpoints. As of today, this field is not available to the Elorus user interface and may only be set and retrieved via the API.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/public-api-custom-id/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>[Greek version] Show the myDATA MARK on the invoice PDF</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> June 30, 2022 </h5> </div> <div class="product-update-content"> <p>Starting today, once an invoice or credit note has been submitted to myDATA, you have the option to show the MARK & UID on the invoice PDF. If the submission ever gets cancelled, the cancel MARK will also be displayed.</p> <p><img src="/img/product-updates/mydata-mark-on-pdf.png" alt="Show myDATA information on the invoice PDF"></p> <p>To use this feature just edit your invoice template and enable the “Show myDATA info” option, found under the “Content” tab.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/mydata-show-mark-on-invoices/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Dynamic withholding tax rates</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> June 15, 2022 </h5> </div> <div class="product-update-content"> <p>Starting today, you can create withholding taxes <strong>whose rates are dynamic</strong>. Whenever dynamic withholding taxes are applied on invoices, you will be prompted to set the tax amount yourself.</p> <p><img src="/img/product-updates/dynamic-withholding-tax-rates.png" alt="Dynamic withholding tax rates"></p> <p>This is especially useful for taxes that cannot be calculated as a percentage of the invoice total. Such cases have been historically supported via the “Fixed amount” taxes feature. However, one should practically create a new tax for each tax amount, even if the tax was actually the same. Apart from the additional management effort, this process also yielded inaccurate results in the tax reports. If your business involves such taxes, using the all-new dynamic withholding tax rates can really fasten your workflow and solve the above problems.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/dynamic-withholding-tax-rates/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>[Greek version] Cancel any myDATA submission</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> June 14, 2022 </h5> </div> <div class="product-update-content"> <p>Whenever an invoice is being submitted to myDATA, a unique submission ID (<strong>MARK</strong>) is being assigned to the invoice. According to the myDATA specifications, <strong>each subsequent submission will implicitly cancel all previous submissions</strong>, so that only the latest MARK is considered to be active.</p> <p>However, in some occasions, the myDATA platform has reportedly failed to adhere to the above rule, resulting in duplicate invoice submissions. From now on, Elorus will let you cancel any invoice submission, <strong>even if it’s not the latest</strong>, in an effort to solve problems arising from the aforementioned behavior.</p> <p>Last but not least, the cancel MARK (a unique ID that refers to the submission cancellation) is now being conveniently displayed on the invoice page, for your own reference. This applies to void invoices that were previously submitted to myDATA, as well as issued invoices whose latest submission has been explicitly canceled.</p> <p>To cancel a submission, navigate to the “myDATA submission history” of the invoice in question, select the appropriate MARK and then click “Cancel submission” from the “Actions” menu to the right.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/mydata-cancel-mark/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Purchases by supplier report</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> May 31, 2022 </h5> </div> <div class="product-update-content"> <p>The <strong>“Purchases by supplier” report</strong> is the latest addition to the list of reports that have been reworked to use <a href="https://www.elorus.com/product-updates/new-reporting-engine/">our new reporting engine</a>. This is a performance-oriented upgrade, aiming to facilitate organizations with thousands of expenses and a heavy transaction history.</p> <p><img src="/img/product-updates/purchases-by-supplier.png" alt="Purchases by supplier report"></p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/purchases-by-supplier/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Ensure invoices follow a sequential numbering</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> May 27, 2022 </h5> </div> <div class="product-update-content"> <p>In order to ensure that a sequential numbering is followed when creating new invoices and credit notes, Elorus users may enable the “Force sequential numbering” setting. This feature will <strong>prevent new invoices from being assigned invalid numbers</strong> (e.g. missing number) and will also ensure that issue dates move forwards as invoice numbers increase.</p> <p>Although this feature is nothing new to Elorus, <strong>you may now enable sequential numbering even if the numbering of existing invoices is not valid</strong>. As a result, you will rest assured that numbering mistakes will not happen again regardless the invoicing history.</p> <p>In order to use this feature, navigate to <strong>Settings > Application settings</strong>, select the “Force sequential numbering” checkbox and save your changes.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/sequential-numbering-update/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Demo organizations</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> April 28, 2022 </h5> </div> <div class="product-update-content"> <p>Today we are excited to introduce a special form of company accounts, available to all of our users: the demo organizations.</p> <p>Demo organizations are <strong>filled with sample data</strong> and can be used as a playground to familiarize yourself with the application without worrying about making mistakes. They can also help you <strong>discover features</strong> that you didn’t know existed and see for yourself the benefits of using Elorus at its full potential.</p> <p>The sample data span a wide range of use cases, demonstrating the <strong>invoicing, expense management, time tracking and project management</strong> capabilities of Elorus. While working with demo organizations, you may create unlimited invoices and have unlimited clients and suppliers, as the <strong>subscription plan limits are not in effect</strong>. We’ve also included a couple of extra system users to help you experiment with productivity reports in the context of a team.</p> <p><img src="/img/product-updates/demo-organizations.png" alt="Impact EINVOICING credits"></p> <p>Please note that this feature is limited to a single demo organization per user and the demo data are being reset every month. However, you may delete and recreate your demo organization anytime you wish.</p> <p>To create a demo organization open the “My organizations” dropdown menu (found at the left of the top bar), select <strong>“Manage organizations”</strong> to visit the organization management page and click <strong>“Create a demo organization”</strong>.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/demo-organizations/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Sales by client report</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> March 29, 2022 </h5> </div> <div class="product-update-content"> <p>The <strong>“Sales by client” report</strong> is the latest addition to the list of reports that have been reworked to use <a href="https://www.elorus.com/product-updates/new-reporting-engine/">our new reporting engine</a>. This is a performance-oriented upgrade, aiming to facilitate organizations with thousands of invoices and a heavy transaction history.</p> <p><img src="/img/product-updates/sales-by-client.png" alt="Sales by client report"></p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/sales-by-client/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>[Greek version] AADE myDATA integration update</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> February 6, 2022 </h5> </div> <div class="product-update-content"> <p>The myDATA platform has recently moved forwards to <strong>version 1.0.5</strong> and Elorus has now been updated to catch up with the latest changes. Most notably, the income classification types have been enhanced and the available classification category - type pairs have been updated. This feature <strong>applies only to Greek accounts having activated the myDATA integration</strong>.</p> <p><img src="/img/product-updates/mydata-integration-vat-required.png" alt="AADE myDATA integration update"></p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/mydata-integration-update-v1-0-5/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Credit note workflow updates</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> January 26, 2022 </h5> </div> <div class="product-update-content"> <p>While using Elorus, users may <strong>associate credit notes with sales invoices</strong> to denote the credit source on the resulting PDF. This correlation used to impose a few restrictions that have now been lifted:</p> <ul> <li>Credit notes may now be voided despite being associated with sales invoices</li> <li>The related invoices may now be reverted to draft, as long as the credit note is also a draft or has been voided</li> <li>The related invoices may now be voided, as long as the credit note has also been voided</li> </ul> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/credit-note-workflow-updates/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>[Greek version] Impact EINVOICING credit monitoring</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> January 10, 2022 </h5> </div> <div class="product-update-content"> <p>Users of our integration with the Impact EINVOICING service may now monitor their invoicing credits via the Elorus subscription page. The page will always show the <strong>currently active</strong> package; If you have purchased multiple credit packages, the next will automatically show up once the current package has been depleted. This update <strong>applies to the greek version of Elorus</strong>.</p> <p><img src="/img/product-updates/softone-einvoicing-credits.png" alt="Impact EINVOICING credits"></p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/einvoicing-credits/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Time tracking extension v1.0.13</h2> <h5> <span style="font-size: 1rem" class="badge bg-primary">Release</span> December 3, 2021 </h5> </div> <div class="product-update-content"> <p>Our chrome / firefox time tracking extension has been updated to <strong>let users log time manually</strong>. Apart from being able to start a timer in real time, you may now create complete time entries directly from the extension, just like when using the web application.</p> <p>Other updates & improvements in this version:</p> <ul> <li>Ability to search projects by typing the client name</li> <li>New horizontal menu on the user interface</li> <li>Wider popup window & updated typography</li> <li>Fixed “My activity” page to respect the user timezone</li> </ul> <p><img src="/img/product-updates/tt-extension-update.png" alt="Time tracking extension v1.0.13"></p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/time-tracking-extension-1-0-13/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Withholding taxes: new features</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> November 25, 2021 </h5> </div> <div class="product-update-content"> <p>As you may already know, Elorus has always been able to support the concept of withholding taxes / retention taxes (i.e. taxes that reduce an invoice’s <em>payable amount</em>, rather than the actual <em>total amount</em>). With this release, we’ve updated our tax calculation system to cater for the following scenarios:</p> <h4 id="fixed-amount-withholding-taxes">Fixed amount withholding taxes</h4> <p>You may now define withholding taxes that <strong>always subtract a fixed amount</strong> from the invoice, regardless the invoice net.</p> <h4 id="apply-withholding-taxes-on-the-invoice-lines">Apply withholding taxes on the invoice lines</h4> <p>Withholding taxes are typically calculated as a percentage over the invoice’s total net amount. As a result, Elorus will apply the tax directly on the invoice (see image below).</p> <p><img src="/img/product-updates/withholding-tax-total-net.png" alt="Withholding taxes"></p> <p>However, in some cases the retention should be selectively applied on a subtotal. To facilitate this, we’ve added a new setting in the <strong>tax configuration page</strong>. When activated, the new setting will enable the tax to be applied on the invoice lines rather than the invoice total.</p> <h3 id="taxes-being-used-for-information-purposes">Taxes being used for information purposes</h3> <p>We’ve added support for a special form of withholding taxes, being used only for information purposes. For example, if a withholding tax is already included in the price, you may use this feature to denote that <strong>the tax should not affect the amount payable</strong>. Taxes being used for information purposes appear on a special table on the invoice and are also included in your tax reports.</p> <p><img src="/img/product-updates/taxes-for-information-purposes.png" alt="Taxes being used for information purposes"></p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/withholding-taxes-updates/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Project tasks</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> November 8, 2021 </h5> </div> <div class="product-update-content"> <p>Most time tracking applications interpret tasks as action items performed in the context of a specific project. When designing the time tracking features of Elorus, we decided to implement tasks as a <strong>global, cross-project entity</strong>. For example, an IT project house may want to track the time they spent on project management, development or quality assurance. Using global tasks, they can actually measure the development costs, identify bottlenecks and make pricing decisions, <em>based on consolidated data across all projects</em>.</p> <p>This workflow is really cool, however it doesn’t necessarily apply to all teams across all industries. In some cases, people may need to <strong>log the time they spend on once-off tasks</strong>, or split projects into non-reusable, project-specific tasks. Although this is still possible with global tasks, eventually you will end up with a huge flat task list, that is a hard to manage and maintain.</p> <h3 id="project-tasks">Project tasks</h3> <p><img src="/img/product-updates/project-tasks.png" alt="Project-specific tasks"></p> <p>Today, we introduce project tasks in Elorus. Project tasks are managed via the edit page of the corresponding project, and <strong>may only be associated with time entries related to that project</strong>. If you bill clients based on the nature of the task, you will be happy to know that project tasks may also have their own hourly rates. Please note that <strong>project tasks play nicely together with global tasks</strong>; you’re not forced into using global or project tasks exclusively, you may freely mix & match them based on your needs.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/project-tasks/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>[Greek version] New myDATA fields in the API v1.1 responses</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> October 27, 2021 </h5> </div> <div class="product-update-content"> <p>The developer API v1.1 has been updated to include information regarding the myDATA submission status. Namely, <code>mydata_submission_status</code> informs you whether the invoice has been submitted to myDATA or not, <code>mydata_uid</code> displays the invoice’s unique identifier and <code>mydata_latest_mark</code> returns the latest MARK number (submission ID). All fields are included in the response body of the invoice, credit note & payments received endpoints. This update only <strong>applies to the greek version of the application</strong>.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/api-v11-mydata-fields/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Developer API v1.1: Recurring invoices</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> October 13, 2021 </h5> </div> <div class="product-update-content"> <p>The latest developer API update adds support for <strong>recurring invoices</strong>. You may now use the API to retrieve, create and modify recurring invoices programmatically. Please refer to the <a href="https://developer.elorus.com/" target="_blank" rel="noopener">API v1.1 documentation</a> for details on how to use this feature.</p> <p><img src="/img/product-updates/api-v11-recurring-invoices.png" alt="Billable expenses"></p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/api-v11-recurring-invoices/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Product transaction history report</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> September 29, 2021 </h5> </div> <div class="product-update-content"> <p>The product / service view page now features a detailed report on all transactions associated with the product. The report will show the corresponding <strong>amounts and stock changes</strong> of each transaction and will calculate <strong>period summaries</strong>. As always, you may filter the reporting period, add or remove columns and export the report to PDF or Excel files.</p> <p><img src="/img/product-updates/product-detail-report.png" alt="Product transaction history report."></p> <p>This report replaces the old “transaction history” section of the product’s view page. Once a product’s “stock management” option is enabled, navigate towards the bottom of the product page to see the report.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/product-service-detail-report/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Account portal</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> August 24, 2021 </h5> </div> <div class="product-update-content"> <p>Today we introduce the “account portal”, a dedicated administration portal where you can manage your user profile, as well as your organizations.</p> <p><img src="/img/product-updates/account-portal.png" alt="The account portal lets you perform administrative tasks."></p> <h4 id="delete-an-organization">Delete an organization</h4> <p>The account portal lets you delete organizations that you no longer need. Deleting an organization will effectively remove all associated data, so <strong>make sure you really know what you’re doing</strong> before using this feature.</p> <p>Once an organization deletion is requested, the data will <strong>remain available on our servers for 30 days</strong>. During this period you may cancel the operation without data loss. Once the 30-day period expires, <strong>the organization will be permanently deleted, and you will not be able to recover any data</strong>.</p> <h4 id="default-organization">Default organization</h4> <p>If you manage multiple organizations, you may set the one to visit by default when logging into your Elorus account.</p> <p>The account portal is accessible via the application’s top menu and is available under the URL “<a href="https://app.elorus.com/user/organizations/%22">https://app.elorus.com/user/organizations/"</a>.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/account-portal/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Products / services report</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> August 18, 2021 </h5> </div> <div class="product-update-content"> <p>The <strong>products / services report</strong> is the latest addition to the list of reports that have been migrated to <a href="https://www.elorus.com/product-updates/new-reporting-engine/">our new reporting engine</a>. This is a performance-oriented upgrade, aiming to facilitate organizations with thousands of products and a heavy transaction history.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/products-services-report/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>[Greek version] myDATA & One-Stop Shop (OSS) VAT</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> July 28, 2021 </h5> </div> <div class="product-update-content"> <p>The European Union “One-Stop Shop” is a dedicated portal that european businesses can use to comply with their VAT obligations on <strong>e-commerce sales within the EU</strong>. Elorus now supports a new form of Value-Added Tax, the “<strong>OSS VAT</strong>”, that can be used to denote VAT charges originating from cross-border, intra-EU sales. OSS VAT amounts will be handled appropriately both <strong>when submitting invoices to myDATA</strong>, and when creating electronic invoices that will be signed by <a href="https://www.elorus.com/product-updates/softone-einvoicing-integration/">our certified eInvoicing partner</a>. This feature applies only to the greek version of the application.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/oss-vat/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Archive Tasks</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> July 13, 2021 </h5> </div> <div class="product-update-content"> <p>If you’ve ever used the time tracking feature before, you know how easy it is to fill up your task list with one-off activities and tasks that you no longer use. On one hand, keeping your complete time tracking history in the system is crucial, but on the other hand, locating the appropriate task might become cumbersome.</p> <p>To solve this problem we’ve <strong>added the ability to archive tasks</strong>. Archiving a task will effectively “deactivate” it. It will remain in the system, however it <strong>won’t be available for selection when creating new time entries</strong> or adding new records to your timesheets.</p> <p><img src="/img/product-updates/archive-tasks.png" alt="Archive tasks you no longer use"></p> <p>To archive tasks, visit the task list page (Left menu -> More -> Tasks), select the tasks you wish and then from the “actions” menu, choose “Archive selected tasks”.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/archive-tasks/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>[Greek version] Integration with the certified Impact EINVOICING service</h2> <h5> <span style="font-size: 1rem" class="badge bg-warning">Integration</span> June 24, 2021 </h5> </div> <div class="product-update-content"> <p>Elorus has partnered with Impact to offer an all-inclusive solution that complies to the Greek eInvoicing legislation. Impact’s <strong>certified EINVOICING service</strong> allows you to:</p> <ul> <li><strong>Issue retail receipts</strong> directly via Elorus, without using any external signing hardware.</li> <li>Send <strong>signed digital invoices</strong> via email to your customers (eInvoicing).</li> <li>Automatically <strong>submit invoices to the myDATA platform</strong>.</li> </ul> <p><img src="https://www.elorus.com/img/integrations/softone-elorus-einvoicing.png" alt="AADE myDATA integration update"></p> <p>The integration is now publicly available, however to use the service you must be subscribed to a paid Elorus plan. Please note that the Elorus subscription does not include the Impact EINVOICING service fees, that are being calculated on a per-invoice basis. If you want to know more about this integration, please <a href="https://www.elorus.com/el/integrations/paroxos-hlektronikis-timologisis-softone/" target="_blank" rel="noopener">visit this page</a>.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/softone-einvoicing-integration/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>[Greek version] AADE myDATA integration update</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> June 14, 2021 </h5> </div> <div class="product-update-content"> <p>The myDATA platform has been recently updated (the new version code is 1.0.3), and we have updated the Elorus integration to catch up with the latest changes. Most notably, we’ve added support for new taxes and VAT exemption categories. This feature <strong>applies only to Greek accounts having activated the myDATA integration</strong>.</p> <p><img src="/img/product-updates/mydata-integration-vat-required.png" alt="AADE myDATA integration update"></p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/mydata-integration-update-v1-0-3/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>[Greek version] Submit Rental / Contract Income to myDATA</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> May 21, 2021 </h5> </div> <div class="product-update-content"> <p>Elorus now supports tracking non-invoice income, and you can <a href="https://www.elorus.com/product-updates/income/">read all about it here</a>. If your company is based in Greece you can also submit your rental or contract income to myDATA. You just need to enter all myDATA related info while adding a new income into your account. Elorus will automatically submit your income to myDATA.</p> <p><img src="/img/product-updates/mydata-income.png" alt="myDATA Income"></p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/mydata-income/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Introducing Income</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> May 21, 2021 </h5> </div> <div class="product-update-content"> <p>Most businesses collect their income by sending invoices. There are though cases that a business may be receiving money through sources that don’t require an invoice. <strong>Rental icome, advertising & affiliate income, sales without invoice</strong> are such examples. Starting today, you can easily track non-invoice income within Elorus, so you can get a complete picture of your business health.</p> <p><img src="/img/product-updates/income.png" alt="Income"></p> <p>To add Income into your Elorus account you must go to your <strong>Payments Received</strong> section. Thus, there is no need to track the payment of the income separately. While recoding all income details, you can also use the tracking categories functionality to also monitor the actual source of the income.</p> <p>All income recorded will be included into your <strong>Payments received detail</strong> and <strong>Revenue / Expenses detail</strong> reports. If you add any sales taxes to your income, these will also be included in your Tax Report.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/income/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>[Greek version] AADE myDATA fees</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> April 18, 2021 </h5> </div> <div class="product-update-content"> <p>Elorus’s latest release now supports AADE myDATA fees. These fees are subject to VAT, and can be manually set up in your settings. For invoices that include myDATA fees, such as those for mobile bills, VAT and fee amounts are automatically calculated and seamlessly submitted to myDATA.</p> <p><img src="/img/product-updates/mydata-integration-fees.png" alt="AADE myDATA integration fees"></p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/mydata-fees/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Introducing Events</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> March 16, 2021 </h5> </div> <div class="product-update-content"> <p>The event timeline will help you audit all the important events associated with a specific record in Elorus. Record changes, client payments, email messages etc. are all <strong>gathered in one place</strong>, so you can easily review the events and track down possible issues.</p> <p><img src="/img/product-updates/events.png" alt="Events"></p> <p>For each event you may see a short <strong>description</strong>, the exact <strong>time</strong> that the event occurred, as well as <strong>who</strong> performed the action. Typically, there will be a special link next to the description, so you can monitor all the event details. For example, the details section of an email message will display the sender, the recipients, the subject and message, along with the email delivery status.</p> <p>In the events page, you may use the period filter to narrow down the results based on a specific date range. The event type filters will also help you quickly find what you’re looking for. Event types are color-coded, so they can be easily identified in the timeline.</p> <p>Please note that, what was previously known as “History” has now been removed in favor of the new “Events” feature.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/events/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>[Greek version] Submit invoices to myDATA upon issue</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> March 16, 2021 </h5> </div> <div class="product-update-content"> <p>The integration with myDATA, the greek online bookkeeping platform, has been updated. Most notably, all invoices & credit notes will be <strong>automatically submitted to myDATA upon issue</strong>. That is, of course, <strong>only if the myDATA integration has been enabled</strong>. To control how you want Elorus to behave in case of a submission failure, there’s a new “Submission policy” setting.</p> <p>Given a submission error, the “<strong>Strict policy</strong>” won’t let you issue the invoice at all. When updating an existing invoice, it will be saved as a draft, and any possible changes will not be applied. If the error occurs while creating a new invoice, the invoice will not be saved.</p> <p>The “<strong>Loose policy</strong>” on the other hand, will always proceed with issuing the invoice. If the myDATA submission fails, Elorus will only show a warning; however, you must manually retry submitting to myDATA at your convenience.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/mydata-submission/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>New reporting engine</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> January 23, 2021 </h5> </div> <div class="product-update-content"> <p>Over the past few months we’ve been working on a new reporting engine, featuring all the powerful tools you already know & love, along with lots of performance improvements.</p> <p>Both the <strong>“Sales detail”</strong> report, and the <strong>“Revenues / Expenses”</strong> report have been updated to use the new engine; more reports will follow soon. The new reports are much faster, the UI has been slightly improved and, as a user, you will now be able to navigate through the history of the reports you run via your browser’s “Back” & “Forward” buttons.</p> <p>Apart from adding new features and constantly improving Elorus, out team is also committed to<br> updating the existing functionality, adding a touch of fresh air and making sure you get the best possible experience all the time!</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/new-reporting-engine/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Business branch code for the myDATA integration</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> January 23, 2021 </h5> </div> <div class="product-update-content"> <p>This update regards our integration with myDATA, the online accounting platform of the greek ministry of economics. This feature is available only to <strong>companies based in Greece</strong>.</p> <p>If your business has multiple branches, you may now specify the branch code to be used when uploading invoices to myDATA. Leave this new field empty - or use “0” - to denote the business headquarters.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/mydata-business-branch/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>New dashboard to monitor your team's performance</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> December 15, 2020 </h5> </div> <div class="product-update-content"> <p>Team dashboard is a new way to <strong>monitor your team’s time & costs, all in one place</strong>. With a single glance, you will be able to answer all the following questions: How are my employees doing? How much do my projects cost? Which clients are using too many resources? Which task is under-performing? Visualizing these insights will help you get a better understanding of your team’s time and <strong>make the correct decisions to improve your business performance</strong>.</p> <p><img src="/img/product-updates/elorus-team-productivity.png" alt="New dashboard to monitor your team’s performance"></p> <p>Since we all know devil is in the details, you can also <strong>breakdown your data per employee, client, project or task</strong> and create a two-dimensional analysis of your team’s time. For example, you can group data by employee and then by project (as depicted in the image below), to track which project takes up most of someone’s time, or even ensure employees work on the right projects. You can always customize this report based on your own criteria and then <strong>export to an Excel spreadsheet, or a PDF file</strong>.</p> <p><img src="/img/product-updates/elorus-productivity-report.png" alt="Detailed drill-down team report"></p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/team-productivity-dashboard/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>[Greek version] AADE myDATA integration update</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> December 15, 2020 </h5> </div> <div class="product-update-content"> <p>We have updated the myDATA integration to catch up with the latest updates of the AADE platform. Thus, <strong>VAT info is now required when issuing an invoice</strong>. So even if VAT does not apply to an invoice line, you must associate the line with the zero VAT and specify the VAT exemption reason. This feature <strong>applies only to Greek accounts having activated the myDATA integration</strong>.</p> <p><img src="/img/product-updates/mydata-integration-vat-required.png" alt="AADE myDATA integration update"></p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/mydata-integration-update-vat-required/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Link recurring expenses to projects</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> December 11, 2020 </h5> </div> <div class="product-update-content"> <p>The <strong>recurring expenses</strong> functionality has been enhanced to support projects. You may now associate any recurring expense line with a project, so that the resulting expense is also linked to that project. This feature <strong>applies to recurring bills</strong> as well.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/projects-recurring-expenses/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Link supplier credits to projects</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> December 9, 2020 </h5> </div> <div class="product-update-content"> <p>The supplier credit functionality has been updated to support projects. Upon receiving a credit note from your supplier, you may associate any line with a specific project. As a result, the corresponding project expenses will be reduced, and the changes will be reflected in all project-related reports.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/projects-supplier-credits/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>New Developer API version 1.1</h2> <h5> <span style="font-size: 1rem" class="badge bg-primary">Release</span> October 23, 2020 </h5> </div> <div class="product-update-content"> <p>We’re excited to announce that the new version of our Developer API has finally arrived. The API version 1.1 introduces <strong>support for expenses & projects</strong> 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 <strong>support for the myDATA platform</strong> has also been added.</p> <p>Following the release of the new version, the <strong>API version 1.0 is now under deprecation and will be shutdown on June 30, 2021</strong>. Although deprecation will happen in 6 months' time, you are advised to upgrade your existing applications as soon as possible, to leverage all new features of version 1.1.</p> <p><img src="/img/product-updates/developer-api-v11-documentation.png" alt="New Developer API version 1.1"></p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/new-developer-api-version-11/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>[Greek version] AADE myDATA integration</h2> <h5> <span style="font-size: 1rem" class="badge bg-warning">Integration</span> September 30, 2020 </h5> </div> <div class="product-update-content"> <p>Elorus now integrates with myDATA, the <strong>online accounting platform of the greek ministry of economics</strong>. This feature is available only to <strong>companies based in Greece</strong>, and allows them to upload invoices & credit notes to the myDATA service. The integration is optional and can be enabled via the “Integrations” section, found under the “Application settings” page.</p> <p>As the myDATA service is still in beta, the <strong>functionality may be still limited</strong>, and you may run into problems trying to upload your invoices. Feel free to contact us, in order to help you resolve any potential issues that you may come across.</p> <p><img src="/img/product-updates/mydata-integration-greece.png" alt="AADE myDATA integration"></p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/mydata-integration/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Turning estimates into invoices</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> July 30, 2020 </h5> </div> <div class="product-update-content"> <p>So far, the estimates accepted by your clients 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.</p> <p>From now on, whenever you turn your estimate to an invoice by clicking on the “Create invoice” button from the drop-down menu, the <strong>invoice edit page will come up</strong>. All the invoice data will be conveniently pre-filled based on the corresponding 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.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/edit-estimates-turned-invoices/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>The introduction of billable bills to your projects</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> July 7, 2020 </h5> </div> <div class="product-update-content"> <p>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 <strong>bills will be added to your expenses and be visible on the expenses</strong> tab. Subsequently, your <strong>bills will also be part of the expense-related reports</strong> of the respective projects.</p> <p>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.</p> <p><img src="/img/product-updates/project-billable-bills.jpeg" alt="The introduction of billable bills to your projects"></p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/project-billable-bills/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>New address format</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> July 2, 2020 </h5> </div> <div class="product-update-content"> <p>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 <strong>add the street address, postal code, state and country</strong>. So, in every newly issued document, you will find the updated way of writing address.</p> <p><strong>The new function will not affect previously issued invoices, credit notes and estimates</strong>. Only in the case that you need to change addresses in older drafts, then you will need to follow the new address format.</p> <p><img src="/img/product-updates/new-address-format.png" alt="New address format"></p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/new-address-format/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Project costs</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> June 4, 2020 </h5> </div> <div class="product-update-content"> <p>Effective immediately, you can <strong>set specific employee labor costs per user</strong> 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.</p> <p>In a nutshell, you can <strong>monitor your cash outflow</strong> (projects costs and expenses) as well as your <strong>cash inflow</strong> (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.</p> <p>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.</p> <p><img src="/img/product-updates/project-costs.png" alt="Project costs"></p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/project-costs/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Attach files to projects</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> May 28, 2020 </h5> </div> <div class="product-update-content"> <p>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 button to upload and manage the various files.</p> <p>Additionally, you may choose to <strong>share project attachments with your clients</strong> 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.</p> <p><img src="/img/product-updates/project-attachments.png" alt="Attach files to projects"></p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/project-attachments/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Timer notifications for overrunning time entries</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> May 28, 2020 </h5> </div> <div class="product-update-content"> <p>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 <strong>has been running for more than 8 hours straight</strong>. Then, a second notification will come <strong>when the 24-hour limit is reached</strong>, letting you know that the <strong>timer will be automatically stopped</strong>.</p> <p>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.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/time-tracker-notifications/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Starting a timer via the web application</h2> <h5> <span style="font-size: 1rem" class="badge bg-danger">Fix</span> May 21, 2020 </h5> </div> <div class="product-update-content"> <p>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.</p> <p>Starting today, <strong>a click on the ▶ button will not automatically start the timer</strong>. 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.</p> <p><img src="/img/product-updates/tt-extension-update.png" alt="Starting a timer via the web application"></p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/timer-bar-updates/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Different users, different project rates</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> May 17, 2020 </h5> </div> <div class="product-update-content"> <p>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 <strong>discounted rates</strong> for selected customer projects, or <strong>increase the hourly rates</strong> for projects with high internal costs. The flexibility of setting hourly rates per project also creates an unprecedented opportunity to have <strong>historical records</strong> of all the different rates. Thus, it offers valuable information on rate adjustments over time & per user.</p> <p><img src="/img/product-updates/project-assignee-rates.png" alt="Different users, different project rates"></p> <p>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.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/project-assignee-rates/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Mark time entries as billed</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> May 17, 2020 </h5> </div> <div class="product-update-content"> <p>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 “search time” tool. It is also possible to perform this operation in bulk.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/mark-time-entries-as-billed/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>New tool to locate & edit time entries in bulk</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> May 17, 2020 </h5> </div> <div class="product-update-content"> <p>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 <strong>use the filters</strong> and period tabs to narrow down the results.</p> <p>Once you locate a time entry, you may go ahead and edit the record right there. You may even <strong>select a bunch of time entries</strong> and use the actions menu to perform operations such as bulk delete.</p> <p><img src="/img/product-updates/search-time.png" alt="New tool to locate & edit time entries in bulk"></p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/bulk-edit-time-entries/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Time tracking extension v1.0.9</h2> <h5> <span style="font-size: 1rem" class="badge bg-primary">Release</span> May 17, 2020 </h5> </div> <div class="product-update-content"> <p>We have updated our browser time tracking extension to catch up with the latest updates regarding project members & user permissions.</p> <p><img src="/img/product-updates/tt-extension-update.png" alt="Time tracking extension v1.0.9"></p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/time-tracking-extension-1-0-9/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Advanced project access control</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> May 17, 2020 </h5> </div> <div class="product-update-content"> <p>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: <strong>per-project access</strong> 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.</p> <p><img src="/img/product-updates/employees-project-managers.png" alt="Advanced project access control"></p> <p>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: <strong>Employees</strong> and <strong>Project managers</strong>.</p> <p>Employees have a single responsibility, that of <strong>their own time management</strong>. 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.</p> <p>Project managers are like employees, in the sense that they may only access specific projects. However, their <strong>permissions may be uplifted</strong> 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.</p> <p>Employees and project managers are <strong>not allowed</strong> to access financial information like invoices, business expenses & cash flow data.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/project-access-control/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Project members</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> May 17, 2020 </h5> </div> <div class="product-update-content"> <p>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.</p> <p>There are two types of project members: <strong>users</strong> and <strong>managers</strong>. 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.</p> <p><img src="/img/product-updates/project-members.png" alt="Project members"></p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/project-members/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Print or email client statements</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> March 20, 2020 </h5> </div> <div class="product-update-content"> <p>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.</p> <p><img src="/img/product-updates/preview-client-statement.png" alt="Print or email client statements"></p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/print-email-client-statements/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Apply custom filters in expenses by category report</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> March 19, 2020 </h5> </div> <div class="product-update-content"> <p>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.</p> <p><img src="/img/product-updates/expenses-by-category-filters.png" alt="Apply Custom Filters Expenses Category Report"></p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/apply-custom-filters-expenses-category-report/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Mandatory end date for recurring processes</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> March 17, 2020 </h5> </div> <div class="product-update-content"> <p>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.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/mandatory-end-date-recurring-processes/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Associate credit notes with projects</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> March 12, 2020 </h5> </div> <div class="product-update-content"> <p>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.</p> <p><img src="/img/product-updates/project-credit-notes.png" alt="Associate credit notes with projects"></p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/credit-notes-assigned-projects/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Merge your duplicate contacts effortlessly but carefully!</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> March 6, 2020 </h5> </div> <div class="product-update-content"> <p>Merging helps you organize and keep 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 <a href="https://help.elorus.com/docs/manage-contacts" target="_blank" rel="noopener">support article here</a> before giving it a try.</p> <p><img src="/img/product-updates/merge-contacts.png" alt="Merge Your Duplicate Contacts Effortlessly Carefully"></p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/merge-your-duplicate-contacts-effortlessly-carefully/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Export the project summary report in Excel or PDF </h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> February 28, 2020 </h5> </div> <div class="product-update-content"> <p><strong>Exporting summary data for your projects</strong> puts all the time entries within the parameters you set <strong>into an Excel or PDF file</strong>. Share the report with anyone to collaborate on your projects. For more details about the project summary report you can read our <a href="https://help.elorus.com/docs/project-overview" target="_blank" rel="noopener">support article here</a>.</p> <p><img src="/img/product-updates/export-project-summary-report.png" alt="Export the project summary report in Excel or PDF "></p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/export-project-summary-report-excel-pdf/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Make proactive business decisions by tracking your contacts</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> February 14, 2020 </h5> </div> <div class="product-update-content"> <p>Set up tracking categories to tag your contacts and see how different areas of your business are performing. <strong>Monitor your sales department, create your own cost breakdown analysis or even see geo-analytics for your contacts</strong>. For example, you can easily set up a new “Salesperson” tracking category by creating one option for each of your sales persons. Just assign the options to your contacts and Elorus will automatically let you monitor your sales per salesperson, as depicted in the image below.</p> <p><img src="/img/product-updates/tracking-categories-salespersons.png" alt="Make proactive business decisions by tracking your contacts"></p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/make-proactive-business-decisions-tracking-your-contacts/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Print out void invoices</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> February 13, 2020 </h5> </div> <div class="product-update-content"> <p>Void invoices and credit notes may be now be printed out or exported to PDF. A special stamp is placed on the invoice, to depict it has been voided. You may use this feature to <strong>provide your clients with an updated invoice</strong>, and discharge their payment obligation.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/print-void-invoices/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Fixed rate taxes</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> February 6, 2020 </h5> </div> <div class="product-update-content"> <p>A fixed tax is a tax that is <strong>measured against a fixed rate</strong>, rather than a percentage of the tax base. Fixed taxes are used in various countries and typically apply to luxury goods and services. Using Elorus, you can now create fixed taxes simply by specifying the tax amount.</p> <p>A fixed tax may also be applied progressively, so that the final <strong>tax amount increases in proportion to purchased quantity</strong>. For example in Greece, a special form of tax should be applied to coffee consumption. The tax rate is 3€ per kg and therefore the total tax amount increases as the purchased quantity increases. Within Elorus, to create this kind of tax simply enable the “amount depends on quantity” option.</p> <p><img src="/img/product-updates/fixed-rate-taxes.png" alt="Fixed rate taxes"></p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/fixed-rate-taxes/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Choose between US letter & A4 invoice paper sizes</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> February 2, 2020 </h5> </div> <div class="product-update-content"> <p>Elorus users may now print/export their invoices using the <strong>US letter</strong> paper format, or the international <strong>A4 paper size</strong>. The default paper size <strong>depends on your country of business residency</strong> (e.g. Letter in the US or Canada, A4 in Europe), but can be customized per your needs: Each invoice template can have its own paper size preference. Of course, the paper size setting is taken into consideration both when exporting an invoice PDF and when printing out an invoice.</p> <p><img src="/img/product-updates/invoice-paper-size.png" alt="Choose between US letter & A4 invoice paper sizes"></p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/us-letter-a4-invoice-paper-size/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Show related estimates on the invoice PDF</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> January 29, 2020 </h5> </div> <div class="product-update-content"> <p>If you’re creating new invoices out of <strong>accepted estimates</strong>, you may now display the related estimate on the invoice’s PDF. There’s a new template setting that enables / disables this new feature, found under the “Content” tab of the <strong>invoice template editor</strong>. Updating the setting will affect all invoices using that particular template. Of course, you may override the setting’s behavior on a per-invoice basis as well (e.g. hide the estimate on a <strong>particular invoice</strong>).</p> <p><img src="/img/product-updates/estimates-on-invoice.png" alt="Show related estimates on the invoice PDF"></p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/related-estimate-on-invoice/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>User password & session security updates</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> January 26, 2020 </h5> </div> <div class="product-update-content"> <p>Keeping your data safe has always been our top priority. Not only is Elorus <strong>ISO 27001 certified</strong>, but we also strive to improve the application security every day. Today, we introduce an <strong>enhanced password strength policy</strong>, as well as a new <strong>lockout process</strong> to secure your account.</p> <p>From now on, Elorus will only accept passwords that are considered “strong”, being at least 8 characters and containing a mix of capital, lower case letters and digits. Hence, Elorus will be locking your account when you fail to enter the password correctly. The lockout process will <strong>protect you from potential attackers</strong> attempting to guess your password. Of course, for your own convenience, this is a temporary lock out: You may try again after 20 minutes or even request a password reset to unlock and access your account immediately.</p> <p>Last but not least, we’ve updated the application to terminate your session after 30 minutes of inactivity. If you’re on a private computer and wish to bypass this feature, you may use the “Stay signed in” option while logging in.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/password-session-updates/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Developer API documentation</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> January 20, 2020 </h5> </div> <div class="product-update-content"> <p><img src="/img/product-updates/api-documentation.png" alt="Developer API documentation"></p> <p>The <a href="https://developer.elorus.com/" target="_blank" rel="noopener">Elorus developer API documentation</a> has been completely revamped to help you build integrations faster and easier. To begin with, we’ve added extensive descriptions of the API endpoints, along with hints for the function of each and every field. We’ve also included the previously undocumented URL parameters that you can use to perform search queries and filter the API results.</p> <p>As a bonus, the new portal includes <strong>detailed examples</strong> of both the data you may send and receive when working with the API. Last but not least, there’s a <strong>new user interface</strong> that is clean and very easy to follow.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/developer-api-documentation/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Get paid faster with Elorus & Stripe</h2> <h5> <span style="font-size: 1rem" class="badge bg-warning">Integration</span> December 15, 2019 </h5> </div> <div class="product-update-content"> <p>Stripe is processing payments in 135+ currencies for businesses all around the world (<a href="https://stripe.com/global" target="_blank" rel="noopener">see the supported countries</a>). Starting today you can use <a href="/integrations/stripe-online-payments/">Stripe within Elorus</a> to <strong>accept credit card payments</strong> and get paid faster for your work.</p> <p><img src="/img/product-updates/stripe-integration-update.png" alt="Get paid faster with Elorus & Stripe"></p> <p>With our all new Stripe integration you will be aligned with the latest EU regulations for online payments (<a href="https://stripe.com/en-gr/guides/strong-customer-authentication" target="_blank" rel="noopener">SCA ready</a>). When enabled, your clients can pay online your invoices created in Elorus, using their credit card details. Funds are settled by Stripe directly into your Stripe account. Then, you’ll instantly get notifications as your payments are received.</p> <p>You can set up this integration by going to the <strong>Settings > Payment gateways</strong> page inside Elorus and follow the instructions to add Stripe as a payment provider. Do you not have a Stripe account yet? No need to worry! You can easily create a new one and connect it to Elorus in one step.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/get-paid-faster-elorus-stripe/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>New time tracking extension v 1.0.8</h2> <h5> <span style="font-size: 1rem" class="badge bg-primary">Release</span> December 9, 2019 </h5> </div> <div class="product-update-content"> <p>We have updated our browser time tracking extension to fix the Asana & Trello integrations.</p> <p><img src="/img/product-updates/tt-extension-update.png" alt="New time tracking extension v 1.0.8"></p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/time-tracking-extension-1-0-8/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Product / service tracking gets simplified</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> December 9, 2019 </h5> </div> <div class="product-update-content"> <p>While creating or editing invoices, you may create new products / services via the invoice page. Depending on your custom tracking categories, you may now tag the new product as well, so you don’t have to ever leave the current page.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/product-tracking-invoice-page/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Save yourself some trouble: Set primary email & phone number for your clients</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> November 25, 2019 </h5> </div> <div class="product-update-content"> <p>Do you find it difficult to send reminders or email invoices to a specific client address? Do you need a way to set default contact info when invoicing a client? Henceforth, you can do it all. Just <strong>set a primary email address or phone number</strong> for each of your contacts and never worry again about reaching out to your clients.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/save-time-invoicing-using-your-clients-primary-email-phone-num/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Easily set billing & shipping addresses</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> November 25, 2019 </h5> </div> <div class="product-update-content"> <p>From now on, you can select a contact address when setting invoice billing & shipping addresses. Just click on the bar or search on the fields to pull up all the available addresses.</p> <p><img src="/img/product-updates/billing-shipping-addresses.png" alt="Easily set billing & shipping addresses"></p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/easily-set-billing-shipping-addresses/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Introducing new variables for your email messages</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> November 15, 2019 </h5> </div> <div class="product-update-content"> <p>We’ve added some new variables you can all use when sending invoices or automated reminders to your clients via email. Here are the new additions:</p> <p><strong>Client first name</strong>: This variable will be automatically substituted by your client’s first name.<br> <strong>Client last name</strong>: This variable will be automatically substituted by your client’s last name.<br> <strong>Client company name</strong>: This variable will be automatically substituted by your client’s company name.</p> <p>The above variables come on top of the already existing “Client company or person name” variable. While the old variable uses the person’s name as fallback to a missing company name (so that something is always displayed in any case), the new variables will be empty if the information is missing from the corresponding contact. For example, if you want to <strong>use a more personal tone</strong>, you could use the “Client first name” variable without worrying that the company name might sneak into the message.</p> <p><strong>Client amount due</strong>: This variable will be automatically substituted by the client’s total amount due, as displayed on the client statement. Note how this differs from the “Client invoices due” variable, which will only show how much the client owes you for invoices (not considering credit notes or other payments that you may have received).</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/new-email-variables/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Option to disable the "recurring payments received" module</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> October 22, 2019 </h5> </div> <div class="product-update-content"> <p>If you do not use the “recurring payments received” functionality, you may now disable the corresponding module from the application settings page. Of course, you can re-enable the feature anytime, if you change your time. The recurring payments received module <strong>will be disabled by default</strong> for new organization accounts.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/disable-recurring-cash-payments/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Expense taxes in "Revenues / Expenses" report</h2> <h5> <span style="font-size: 1rem" class="badge bg-danger">Fix</span> October 22, 2019 </h5> </div> <div class="product-update-content"> <p>The “Revenues / Expenses” report used to display an empty value instead of the actual expense tax amount. This has now been fixed.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/expenses-taxes-fix/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Weekly timesheets</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> October 17, 2019 </h5> </div> <div class="product-update-content"> <p>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.</p> <p>You may think of timesheets as a two-dimensional array where <strong>time is the first dimension and tasks is the second.</strong> 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 <strong>amount of time that is actually billable</strong> within the timesheet. Of course, other details like the project, and an optional description may also be provided.</p> <p>As you might have guessed, behind the scenes, timesheets <strong>create and modify regular time entries</strong>. 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 <strong>does not interfere with your team’s permissions</strong> scheme either: Team managers may review and edit the timesheets of other team members, while restricted users may only manage their own time.</p> <p><img src="/img/product-updates/timesheets.png" alt="Weekly timesheets"></p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/timesheets/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Billable expenses</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> October 17, 2019 </h5> </div> <div class="product-update-content"> <p>Your <a href="/product-updates/project-expenses/">project expenses</a> can be <strong>billed directly to your clients</strong> 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 <strong>include the corresponding expenses in the invoice</strong>. You may also filter out expenses based on the expense date, as well as choose how specific expenses will appear on the invoice.</p> <p><img src="/img/product-updates/billable-expenses.png" alt="Billable expenses"></p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/billable-expenses/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Project expenses</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> October 17, 2019 </h5> </div> <div class="product-update-content"> <p>A long-awaited feature has finally arrived: Expenses may now be <strong>associated with projects</strong> 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 <strong>associate the expense with multiple projects</strong>.</p> <p>Project expenses may also be monitored via the project page. The <strong>project indices section</strong> provides a quick overview of the expenses, while a <strong>detailed expense list</strong> 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.</p> <p><img src="/img/product-updates/project-expenses.png" alt="Project expenses"></p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/project-expenses/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Project summary report</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> October 17, 2019 </h5> </div> <div class="product-update-content"> <p>The project page has been updated to include a new <strong>summary report</strong>. You may break down the project hours <strong>per task or assignee</strong> and monitor the corresponding time and revenues.</p> <p>The report offers a <strong>secondary dimension</strong> as well: Let’s say you have chosen to view the hours per assignee and then per task. Each row in the results will <strong>represent the total time</strong> 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.</p> <p>If you want to <strong>monitor the exact time entries</strong> 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.</p> <p>Needless to say that, as always, you may customize the reporting period as well as the report columns.</p> <p><img src="/img/product-updates/project-summary-report.png" alt="Project summary report"></p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/project-summary-report/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>"Time list" view updates</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> October 17, 2019 </h5> </div> <div class="product-update-content"> <p>The “time list” view page has been updated in order to integrate with the all-new <a href="/product-updates/timesheets/">timesheet workflow</a> and provide you all with a better user experience.</p> <p>As you may already know, the “time list” page is the main place where you can <strong>overview and manage time</strong> 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.</p> <p>Starting from today, this view will always reflect the recorded time within a <strong>specific calendar week</strong> by a <strong>specific user</strong> (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.</p> <p>The “time list” view comes with an <strong>improved time navigator</strong> to help you locate and monitor your entries weekly or daily with just a couple of clicks.</p> <p>We’ve also made a couple of adjustments to help you work faster: <strong>Time entry editing</strong> is now performed on the time list page directly and is easier than ever. We’ve also added <strong>shortcuts to quickly log time</strong> for any day within the active calendar week. Even deleting time entries requires now one less click :)</p> <p><img src="/img/product-updates/update-time-list-view.png" alt="Time List View Updates"></p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/time-list-view-updates/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Time tracking workflow updates</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> October 17, 2019 </h5> </div> <div class="product-update-content"> <p>The time tracking functionality has been updated to provide a more consistent and easy to follow workflow.</p> <p>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 <strong>still start the timer immediately</strong>, without providing extra information. Any extra details related to the time entries, you can add them whenever it’s convenient for you.</p> <p>Furthermore, time entries are now <strong>rounded to the closest minute</strong>. 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.</p> <p>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. However, 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.</p> <p><img src="/img/product-updates/time-tracking-workflow.png" alt="Time tracking workflow updates"></p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/time-tracking-workflow/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Updated time charts & widgets</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> October 17, 2019 </h5> </div> <div class="product-update-content"> <p>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.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/updated-time-charts/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Quick-add menu for specific contacts</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> October 9, 2019 </h5> </div> <div class="product-update-content"> <p>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 associated with a specific contact. 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.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/contacts-quick-add-menu/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Expense cloning without a hitch</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> September 30, 2019 </h5> </div> <div class="product-update-content"> <p>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!</p> <p>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.</p> <p><img src="/img/product-updates/copy-expenses.png" alt="Expense Cloning Without Hitch"></p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/expense-cloning-without-hitch/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Dreaming of successful expense management? Not anymore!</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> July 18, 2019 </h5> </div> <div class="product-update-content"> <p>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 <strong>gain full control of all your expenses</strong>. 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.</p> <p><img src="/img/product-updates/expenses.png" alt="Dreaming of successful expense management? Not anymore!"></p> <p>Since organization is the key to success, we’ve created the new <strong>expense categories</strong>. 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 <strong>come up with your own</strong>. On top of everything, your expense categories are represented in a pie chart to also have a visual overview.</p> <p>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.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/expenses/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Freshly baked time tracking extension v 1.0.7</h2> <h5> <span style="font-size: 1rem" class="badge bg-primary">Release</span> June 13, 2019 </h5> </div> <div class="product-update-content"> <p>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.</p> <p><img src="/img/product-updates/tt-extension-update.png" alt="Freshly baked time tracking extension v 1.0.7"></p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/time-tracking-extension-1-0-7/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Archive your projects, estimates and templates</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> June 12, 2019 </h5> </div> <div class="product-update-content"> <p>We know you don’t want to overcrowd your Elorus account. 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.</p> <p>Remember that you can always retrieve anything you want from your archive and reactivate it at any time.</p> <p><img src="/img/product-updates/archive-projects.png" alt="Archive your projects, estimates and templates"></p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/archive-projects-templates/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Default CC && BCC email addresses</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> June 4, 2019 </h5> </div> <div class="product-update-content"> <p>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.</p> <p><img src="/img/product-updates/default-email-cc-bcc.png" alt="Default CC && BCC email addresses"></p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/default-cc-bcc-addresses/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Bank cheques module</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> March 30, 2019 </h5> </div> <div class="product-update-content"> <p>If 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!</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/new-feature-cheques/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>New application menu and other treats</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> March 10, 2019 </h5> </div> <div class="product-update-content"> <p>Elorus brings to you an updated layout. <strong>Faster and easier access</strong> 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.</p> <p>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!</p> <p>Last but not least, be sure to pay attention to our <strong>brand-new icon set</strong>. Minimal and cool, right?</p> <p><img src="/img/product-updates/new-menu.png" alt="New application menu"></p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/new-menu-other-treats/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Goodbye purchase invoices. Enter bills!</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> March 9, 2019 </h5> </div> <div class="product-update-content"> <p>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.</p> <h3 id="a-whole-new-experience">A whole new experience</h3> <p>Let’s say you receive a supplier invoice and want to record the transaction in Elorus. What do you do?</p> <ol> <li>Open the invoice PDF or image using an external software.</li> <li>Switch to Elorus and enter the amounts you see on the PDF to the purchase form.</li> <li>Save the purchase invoice.</li> <li>Visit the purchase invoice’s detail page and upload the PDF as attachment for future reference.</li> </ol> <p>Although the above will work, it’s a kind of slow and complicated process that we felt can be improved. We thought, <strong>why not upload the attached file and enter the invoice data at the same time</strong>? 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.</p> <p><img src="/img/product-updates/bills.png" alt="Goodbye purchase invoices. Enter bills!"></p> <h3 id="bills--supplier-credits">Bills & supplier credits</h3> <p>As part of the update, purchase invoices have been renamed to just <strong>“bills”</strong>. Similarly, purchase credit notes are now called <strong>“supplier credits”</strong>. 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 referred 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.</p> <h3 id="less-typing">Less typing</h3> <p>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!</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/bills/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>New reports: Sales by client & purchases by supplier</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> March 9, 2019 </h5> </div> <div class="product-update-content"> <p>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 across multiple pages.</p> <p><img src="/img/product-updates/sales-by-client-report.png" alt="Sales by client & purchases by supplier reports"></p> <p>Starting today, there’s a better way to achieve this: The all-new <strong>sales by client & purchases by supplier reports</strong>. The sales by client report summarizes sales transactions (invoices & credit notes) and calculates total amounts per client. Purchases 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!</p> <p>The invoices detail report & credit note detail report have also been merged to a single <strong>sales detail report</strong>. 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.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/per-client-reports/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>New backup / export data page</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> March 9, 2019 </h5> </div> <div class="product-update-content"> <p>We value your data and we thought of simplifying the way you back up and export your data lists. 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<br> “Settings -> Application settings -> Backup”.</p> <p>Remember that the old export links are not there anymore. So, feel free to save your data as you please through our new page.</p> <p><img src="/img/product-updates/backup-data.png" alt="New backup / export data page"></p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/new-backup-data-page/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Archive your contacts</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> January 27, 2019 </h5> </div> <div class="product-update-content"> <p>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!</p> <p>However, a few extra restrictions apply:</p> <ol> <li>Archived contacts cannot be invoiced.</li> <li>Archived contacts cannot be assigned to new projects.</li> <li>Archived contacts are not visible in various reports.</li> <li>Archived contacts cannot log in the client portal.</li> </ol> <p>Remember that archived contacts can be reactivated at any time.</p> <p><img src="/img/product-updates/archive-contacts.png" alt="Archive your contacts"></p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/archive-contacts/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Manage your credit period</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> January 19, 2019 </h5> </div> <div class="product-update-content"> <p>“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.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/manage-your-credit-period/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>6 decimal places on taxes</h2> <h5> <span style="font-size: 1rem" class="badge bg-info">Update</span> December 3, 2018 </h5> </div> <div class="product-update-content"> <p>To facilitate complex scenarios, Elorus can now handle up to 6 decimal places on taxes. This is especially useful to represent compound or chained taxes (i.e. a tax calculated on top of another tax).</p> <p>For example, when invoicing a public body in Greece, a 0.06% tax must be applied. The stamp duty is calculated as 3% over the tax amount (0.06 * 0.03 = 0.0018%). Finally, there is a 20% withholding tax over the stamp duty. Therefore, the withholding tax rate is 0.0018 * 0.2 = 0.00036% over the invoice’s net total. To support such rates, taxes can now accept up to 6 decimal places.</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/taxes-6-decimal-places/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>New template font features</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> October 20, 2018 </h5> </div> <div class="product-update-content"> <p>Ladies and gentlemen,</p> <p>We take your professional style very seriously. So it’s time to launch our new set of functions. We are extremely proud to present our fonts and font customizations. This update enriches our previously limited selection of fonts. From now on, you may choose the font family and size you prefer to create your invoice. Serif, sans serif and monospace fonts, are all set waiting for you to pick them.</p> <p><img src="/img/product-updates/template-custom-fonts.png" alt="New template font features"></p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/new-font-features/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> <div class="infinite-item"> <article class="product-update"> <div> <h2>Recurring invoices in auto-mode</h2> <h5> <span style="font-size: 1rem" class="badge bg-success">New feature</span> October 20, 2018 </h5> </div> <div class="product-update-content"> <p>We paid extra attention to your recurring invoices to simplify your line of work. Now, you can automatically email them to your clients. You can activate this feature by selecting the “mark created invoices as issued”. We’ll generate your email subject and message according to your default email settings. Of course, you can always check up on the delivery status through the invoice’s detail page. You’re welcome!</p> </div> <div class="read-more lead"> <a href="https://www.elorus.com/product-updates/auto-email-recurring-invoices/" class="text-info font-compressed" style="padding: 1rem 2rem;">READ MORE</a> </div> </article> </div> </div> </div> </section> <section class="cta"> <div class="wrapper"> <div class="container"> <div class="row justify-content-center align-items-center mb-2"> <div class="inline-container"> <h2 class="pt-3 mb-0">Start with the FREE plan.</h2> <h3 class="pb-3">No credit card. 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