User manual

How to do things in Elvira Books. 25 articles, and growing.

Getting started

Create your companyWhat Elvira asks for on the first screen, and what it decides for you.
The dashboard, and what needs your attentionThe list at the top of the dashboard, what puts things on it, and the bell.
Back up your booksThe Back up button, what it produces, and when to use it.
Send feedbackHow to tell us something, and what travels with the message.

Sales and customers

Earn revenue over time (IFRS 15)Bill once, and recognise the income across the months you deliver it.
Bad debts and expected credit lossesSizing the allowance, writing an invoice off, and what happens if they pay after all.
Statements and chasing paymentSending a statement, and letting Elvira chase late payers for you.

Purchases and suppliers

Prepaid expensesInsurance, licences and subscriptions paid up front and released month by month.
Landed cost: freight and duty into the goodsGetting shipping, duty and clearance into the cost of the stock they belong to.
Goods in transitStock you have been billed for that has not arrived yet.

Products and stock

Units, packs and barcodesSelling the same product as a piece, a pack and a carton: each with its own barcode.
Serial numbers and warrantyTracking individual units, and answering a warranty question from the serial alone.
Slow-moving stock provisionA reserve against stock that age or overstock says will not sell at full value.
Labels and price tagsPrinting barcode labels for the shelf, on a sheet or a roll.

Point of sale

Set up a POSInstalling it on the counter machine and connecting it from your books.
Nobody can sign in at a new POSWhat to do when a brand-new POS will not let a cashier in.
Selling more than the shelf holdsThe warning before stock goes negative, and the setting behind it.

Money and banking

Bank rules and matchingImporting a statement, and teaching Elvira how to treat a payee.
Post-dated chequesCheques dated in the future, on both sides.

Assets, leases and loans

Count your fixed assets by scanningPrinting asset tags, then doing the year-end count with a scanner or a phone.
LeasesAdding a lease under IFRS 16, and the entries that follow.
LoansRecording a loan, and paying it with the interest split out.

Running the books

Bulk edits and importsChanging many records at once, and bringing data in from a spreadsheet.
Recurring transactionsTemplates that create invoices, bills, expenses and journals on a schedule.
Close a periodLocking a filed month or year, and what still moves afterwards.

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