Elorus

FinanceCredentials form

Manage contacts, invoices, estimates, payments received and time entries in Elorus invoicing and time tracking.

15 actions

Action	Effect	Data handled
elorus_list_contactsLists clients and suppliers with their addresses, emails and phones, searched by text, filtered by type or active state, ordered and paged	read	Personal data
elorus_get_contactReturns one contact with all addresses, emails, phones and defaults	read	Personal data
elorus_create_contactCreates a client or supplier, a person or company, with an optional email, phone, billing address and VAT number	write	Personal data
elorus_list_invoicesLists invoices, searched by text, filtered by status, client, period or dates, ordered and paged	read	Personal data
elorus_get_invoiceReturns one invoice with its lines, taxes, totals, payments and status	read	Personal data
elorus_create_invoiceCreates an invoice for a client from lines of products or free text with quantities, prices and taxes; client details come from the contact	write	Personal data
elorus_email_invoiceQueues an email of an invoice to a recipient, with the PDF attached unless attachPdf is false	write	Personal data
elorus_list_estimatesLists estimates (quotes), searched by text, filtered by client or period, ordered and paged	read	Personal data
elorus_list_productsLists products and services with codes, prices and taxes, searched by text, ordered and paged	read	General
elorus_list_taxesLists the taxes of the organization, such as VAT rates, with their ids	read	General
elorus_list_payments_receivedLists payments received, filtered by contact, invoice or period, paged	read	Personal data
elorus_record_paymentRecords a payment received from a client, optionally applied to their invoices	write	Personal data
elorus_list_time_entriesLists time entries, filtered by project, task, assignee, client, billing status or period, paged	read	Personal data
elorus_create_time_entryLogs time for a user from a start to an end time, optionally on a project and task	write	Personal data
elorus_list_usersLists the users of the organization with their ids, for assigning time entries and projects	read	Personal data

Sign-in

Method: Credentials form
Multiple accounts: Supported

Also included

Proxy for any Elorus endpoint
Available over MCP
Several accounts per customer

dexby.createSession({
  userId: customer.id,
  connectors: ['elorus']
})