Xero integration – Initialization

Xero integration – Initialization

A.  How to connect elapseit with Xero 1. Go to Settings => Integrations and click on Connect to Xero button;   2. You will be redirected to Xero where you will need to login with your Xero credentials (if you are … Continued
Add files, create folders.

Add files, create folders.

Add, create, share and delete files and folders Folders created automatically When you create a client, project or person, automatically a folder, with the same name, will be created in Documents view. This is why, after you create or import your … Continued
Versioning file support

Versioning file support

Collaborate, update the last version of a document and check the previous ones.   Go to Documents; Go to the file you want to update and click on it; Go to the green “cloud” and click on Download or right click on … Continued
Sharing files

Sharing files

Share folder or document Right click on the folder you want to share; Click on the Share button; 3. Choose the access type – Private/Public to all users/Restricted to specific users; 4 .If you choose Private you need to click the Apply button; Private means that … Continued
Create a simple invoice

Create a simple invoice

How to create a simple invoice   Go to Financial => Invoices => Add invoice (the white plus button, in the right down view of your screen); Fill in the mandatory fields marked with a star (*); Go to Description … Continued
Create an invoice based on timesheet

Create an invoice based on timesheet

How to create an invoice based on timesheet   Go to Financial => Invoices => Add invoice (the white plus button, in the right down view of your screen); Fill in the mandatory fields marked with a star (*); Go … Continued
Add expenses

Add expenses

How to add a simple expense Either you budget it or not, or you track it or not, every project has expenses – money needed for training, business trips, assets, etc., in regard to the specific project. So, if you decide to … Continued
Editing invoices

Editing invoices

How to edit an invoice There are times when you really need to edit an invoice that is already prepared and saved as a draft or even an invoice that you already sent. You either realize you missed some information … Continued
Translate invoices

Translate invoices

What does it mean and how can you translate invoices in elapseit   To translate an invoice in any language you want, you need to translate the template first and after that you just choose the language you need for … Continued