Questions about features
Hi everyone. We're currently looking at Gorelo as an option to move to from our current system which is a custom written app. Just got a couple of questions that I couldn't see info on on the site if you wouldn't mind:
Can it be white labelled/have our logo on for when a customer logs in?
Reports - does Gorelo have any sort of profit or contract revenue reports to show how much a contract is worth?
Invoices - can these just be pushed to Xero and let that create the invoices, rather than Gorelo creating the invoices and sending them out?
I've seen in the road map there is a request for pro-rata billing features, Is there a potential date for this?
Many thanks!
Solution:Jump to solution
Hi mate,
1. The client portal can be used with a custom domain and your own logo etc.
2. Yes, we have a Contract Profitability report that will show profit/margin/EHR -- perfect for unlimited hour contracts.
3. Yes, but it would require manual intervention to go from a Draft to an Approved invoice. Gorelo invoices look very similar to Xero but support additional functionality like Bundles so I'd recommend using them... and it's automated.
4. No exact date for this yet... but it will be happening this year....
5 Replies
Solution
Hi mate,
1. The client portal can be used with a custom domain and your own logo etc.
2. Yes, we have a Contract Profitability report that will show profit/margin/EHR -- perfect for unlimited hour contracts.
3. Yes, but it would require manual intervention to go from a Draft to an Approved invoice. Gorelo invoices look very similar to Xero but support additional functionality like Bundles so I'd recommend using them... and it's automated.
4. No exact date for this yet... but it will be happening this year.
Let me know if you'd like to jump on a call and I can go over it all for you 🙂
awesome, thanks for the quick reply! That's how we currently do the invoicing now, tbh I like being able to double check the invoices before they go out! If Gorelo does the invoicing how do we get them into Xero for our accounting? Do we have to do another upload of some kind? We're in the UK so I assume Gorelo supports £ ?
Definitely interested in having a call, whats the earliest/latest times you can do in terms of UK/Aus times?
As soon as you mark a Draft invoice as Approved, it will sync to Xero. And yep, we support £
I can do do this time if you let me know what day (5:30am here)
Otherwise, here;s my calendar:
https://calendly.com/mikelgorelo/gorelo
amazing, thank you. I'll let you know, I've got a few days holiday coming up so we'll probably look at it in more depth in a week or so 👍
Hi Mikel, sorry one more question - end users logging in to Gorelo, do they need to sign in with Microsoft, or can they login with just an email address?
Microsoft at this stage. We’re working on auth via email and code though 🙂