Adding a new client

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
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
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
Bank holidays

Bank holidays

In elapseit you can create generic bank holidays and bank holidays per locations – if you have locations in different countries, this feature will be of tremendous help because each employee will see only the bank holidays that are set for his … 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
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
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
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
Customize leave types (vacation, sick leave, and other)

Customize leave types (vacation, sick leave, and other)

Leave types There are 4 types of leave that your account will have by default when you subscribe to elapseit: Vacation Sick leave Home office Business trip When you fill in a leave request you have to choose from these 4 … Continued
Leave notifications

Leave notifications

Setting and using Leave notifications The email notifications work very good for the Submitter but also for the manager who should approve the request. By having this notifications you don`t have to be logged in elapseit  all the time or to … Continued