Adding a new client
How to add a new client Adding a client is one of the first steps to getting started. You can either import all the information, check here how, or you can follow the next steps: Go to Management section from … Continued
Billing
How to create a subscription ! The subscription can be made, changed and closed ONLY by the Administrator and the Owner of the account. Go to Settings; Click the Billing button; Go to Create subscription; In the new page you have 5 pricing … Continued
Customize your account
The default settings of your account In elapseit, we are proud to say that, you can custom your data as much as you want! That is why, in this article I`ll show you how to customize your account with data that can … Continued
How to add People
How to add a new person Adding new people, together with adding Clients and Projects, is one of the first steps to be able to work with elapseit. You can either import all the information, if there are more than … Continued
Adding the Project Manager from Client side
How to add the Project Manager from the Client side Whenever you start a new project with one of your clients, you have a counterpart there, a person that is your connection for that project, from the Client`s “yard”. … Continued
Leave notifications
Setting Leave notifications The email notifications is meant for the submitter as well as for the backup and the managers who should approve the request. By having this notifications you don`’t have to be signed in in elapseit all the … Continued
Xero integration – Copying invoices to Xero
A. Invoices list Use the Copy to Xero button for bulk copy to Xero. When clicking the button, a pop-up dialog will show all the invoices from the current page and you can select which ones you want to copy. If … Continued
Public API
API access is available on request To request access to the public API please create a ticket with the type “API” from the platform. Once your request is approved you will receive the documentation and the details needed to access … Continued
How to clone a task
Cloning a task in Tasks module If you need to create a task for a project, and the information is pretty similar with one that already exists, the simplest and best way to do it is to clone it. To … Continued
How to deactivate people account
Deactivate people account When an employee leave the company, you can deactivate his/her account very simple, in 2 ways: A. One by one Go to Management/ People view; Choose the person you want to deactivate the account for; Click on … Continued