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 a format your accountant can actually work with — a spreadsheet with one invoice per row, clearly labelled columns, no PDF exports — is a different problem.
The bad version:
- Log into Elorus, open the invoices list, set the date filter to the current year, scroll to the bottom to confirm pagination, click Export.
- Wait for the CSV, open it, discover the column names are Elorus's internal field labels rather than anything your accountant will recognise, and spend twenty minutes renaming headers and removing columns they don't need.
- Email the file, get a reply asking why there are two rows for invoice #1042, realise the export included both the original and a corrected version, and go back to fix it.
Your accountant charges by the hour. Sending them a file that needs cleanup is not the move.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It connects to Elorus, fetches the records you describe, and writes them directly into your sheet 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" tab starting at row 2
What You Get
- One row per Elorus invoice in the "Invoices" tab, with columns for invoice number, client name, total amount, currency, status, and issue date.
- Column headers written automatically in row 1 if the tab is empty.
- Voided or cancelled invoices included with their status labelled so your accountant can filter them out rather than wondering where they went.
- No duplicate rows — each invoice appears once regardless of how many times it was edited in Elorus.
What If the Data Is Not Quite Ready
You only want invoices from a specific date range
The full invoice list goes back three years. You need only this tax 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" tab
You want to separate paid and unpaid invoices into different tabs
Your accountant needs paid invoices on one sheet and outstanding ones on another.
Fetch all Elorus invoices, write the paid ones into the "Paid" tab with columns for invoice number, client, amount, and payment date, and write the unpaid ones into the "Outstanding" tab with invoice number, client, amount due, and due date
You want to add a calculated column showing days overdue
Outstanding invoices need a "Days Overdue" figure so your accountant can flag anything past 90 days.
Fetch all unpaid Elorus invoices, write each one's invoice number, client name, amount, and due date into the "Outstanding" tab, and add a column E that calculates the number of days between today and the due date
Pull all invoices, flag duplicates, calculate totals by client, and write to two tabs
Fetch all Elorus invoices for this calendar year, deduplicate by invoice number keeping the most recent version of each, write one row per invoice into the "All Invoices" tab with number, client, amount, currency, status, and issue date, then write a summary into the "By Client" tab with one row per client showing total invoiced and total paid
The cleaner your accountant's starting point, the less you pay for their time.
Try It
Get the 7-day free trial of SheetXAI and open a blank Google Sheet, then ask it to pull your Elorus invoice history into the tab with the exact columns your accountant needs. You can also look at exporting outstanding estimates into a sheet or the hub overview for connecting Elorus to Google Sheets.