We’ve refined the document creation process in Elorus to make your workflow more efficient.
Previously, when creating a new invoice, credit note, or estimate, you would select the document type (e.g. Invoice, Retail Receipt, Invoice for Services Rendered) within the form. With this update, Elorus now prompts you to choose the document type before you enter the form.
If your organization has multiple document types available for a given entity (like invoices or credit notes), a popup window will appear asking you to choose one. Your default type is pre-selected for convenience, so you can move ahead with minimal clicks.
This enhancement applies across several document entities:
By helping you make the right selection up front, this update reduces the chance of error and improves overall consistency in your records.