The Scenario
Your accountant sent a message on Tuesday afternoon asking for a full list of this year's invoices before the tax filing deadline next week. You know everything is in Elorus. Getting it into Excel — one invoice per row, cleanly labelled columns, no PDF exports — is the problem.
The bad version:
- Log into Elorus, open the invoices list, set the date filter to the current year, click Export.
- Wait for the CSV, open it using Excel's text import wizard, set the delimiter, confirm encoding, and discover the column names are Elorus's internal field labels rather than anything your accountant will recognise.
- Spend twenty minutes renaming headers, removing extra columns, and fixing date formatting that Excel parsed incorrectly from the CSV — then email the file and get a reply asking why there are two rows for invoice #1042.
Your accountant charges by the hour. Sending them raw CSV exports is not a time-efficient approach.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It connects to Elorus, fetches the records you describe, and writes them into your workbook with the column structure you specify.
Fetch all invoices from Elorus and write each invoice's number, client name, total amount, currency, status, and issue date into the "Invoices" worksheet starting at row 2
What You Get
- One row per Elorus invoice in the "Invoices" worksheet, with columns for invoice number, client name, total amount, currency, status, and issue date.
- Column headers written in row 1 if the worksheet is empty.
- Amounts as clean numerics with no embedded currency symbols, so Excel's SUM and pivot functions work immediately.
- Each invoice appearing exactly once — no duplicates from edits or revisions in Elorus.
What If the Data Is Not Quite Ready
You only want invoices from this tax year
Your Elorus account has several years of history. You need only the current year.
Fetch all Elorus invoices issued between 2026-01-01 and 2026-12-31 and write each one's number, client name, total, currency, status, and issue date into the "Invoices" worksheet
You want paid and unpaid invoices on separate worksheets
Your accountant's workflow requires paid invoices in one place and outstanding ones in another.
Fetch all Elorus invoices, write paid ones into the "Paid" worksheet with invoice number, client, amount, and payment date, and write unpaid ones into the "Outstanding" worksheet with invoice number, client, amount due, and due date
You want a days-overdue column on the outstanding list
Outstanding invoices need a "Days Overdue" figure for anything past 90 days.
Fetch all unpaid Elorus invoices, write invoice number, client name, amount, and due date into the "Outstanding" worksheet, then add a column E that calculates days between today and the due date for each row
Pull all invoices, remove duplicates, total by client, and write to two worksheets
Fetch all Elorus invoices for this calendar year, deduplicate by invoice number keeping the most recent version, write one row per invoice into the "All Invoices" worksheet with number, client, amount, currency, status, and issue date, then write a summary into the "By Client" worksheet with one row per client showing total invoiced and total paid
The cleaner the starting data, the less your accountant needs to do before they can start working.
Try It
Get the 7-day free trial of SheetXAI and open a blank Excel workbook, then ask it to pull your Elorus invoice history with the exact columns your accountant needs. You can also look at exporting outstanding estimates into a workbook or the hub overview for connecting Elorus to Excel.