Chapter 3. Using Fanurio

Table of Contents

3.1. Setting your preferences
3.1.1. Language
3.1.2. Global hotkeys
3.1.3. Email
3.1.4. Updates
3.1.5. Timer
3.2. Configuring your business
3.2.1. About your business
3.2.2. Defining currencies
3.2.3. Creating the catalog
3.2.4. Defining taxes
3.2.5. Configuring time rounding
3.2.6. Configuring automatic invoice numbering
3.3. Working with clients
3.3.1. Managing your list of clients
3.3.2. Hiding inactive clients
3.3.3. Handling foreign clients
3.3.4. Importing clients from CSV
3.3.5. Importing clients from Apple's Address Book
3.4. Working with projects
3.4.1. Managing the projects of a client
3.4.2. Copying a project
3.4.3. Hiding finished projects
3.4.4. Configuring the default billing settings
3.4.5. Creating project reports
3.4.6. Example: Project Reporting
3.5. Working with project items
3.5.1. About items
3.5.2. Managing the items of a project
3.5.3. Rounding time for hourly service items
3.5.4. Entering costs for service items (subcontracting)
3.5.5. Discounting service items
3.6. Working with time entries
3.6.1. About time entries
3.6.2. Adding time manually
3.6.3. Moving time from one service item to another
3.6.4. Transferring time between multiple computers
3.6.5. Importing time from other applications
3.6.6. Using tags to organize time entries
3.6.7. Creating time reports
3.7. Working with invoices
3.7.1. Creating an invoice
3.7.2. Billing in multiple currencies
3.7.3. Discounting an invoice
3.7.4. Cancelling an invoice
3.7.5. Using templates to view, export and email invoices
3.7.6. Exporting invoices
3.7.7. Sending invoices by email
3.7.8. Creating invoice reports
3.8. Working with payments
3.8.1. Recording payments for an invoice
3.8.2. Creating payment reports
3.9. Using the timer
3.9.1. About the timer
3.9.2. Taking advantage of Smart Timing
3.10. Fanurio + QuickBooks
3.10.1. Initial setup
3.10.2. Exporting time from Fanurio
3.10.3. Importing time in QuickBooks Pro
3.11. Keyboard shortcuts

3.1. Setting your preferences

This chapter presents the most important preferences that can be configured at application level.

  • Go to Tools » Options to access the preferences on Windows

  • Go to Fanurio » Preferences to access the preferences on Mac

  • Go to Edit » Preferences to access the preferences on Linux

3.1.1. Language

Fanurio is used by people all over the world and even though English is used by many people, some prefer to run software in their native language. Fanurio is available officially in the following languages:

  • Czech

  • Dutch

  • English

  • French

  • German

  • Italian

  • Portuguese

  • Romanian

  • Spanish

The language can be changed from the Locale section. Only the user interface of the application is translated. The user manual and technical support are available only in English.

Fanurio is translated in a few other languages but these translations are not finished yet. The unfinished languages are:

  • Chinese

  • Danish

  • Finnish

  • Swedish

Read this section if you want to learn how to create your own translation or how to change an existing one. Read this other section to learn how to install a custom translation so that you can use it with Fanurio.

3.1.2. Global hotkeys

Global hotkeys are keyboard shortcuts that can be used from within any running application. They are not enabled by default. To enable them, go to the System section. You can use the default shortcuts or click the Edit link to define your own.

Note: Currently, only the Windows and Linux versions of Fanurio have support for global hotkeys.

Table 3.1. Default global hotkeys for the Windows version

Key Action
Ctrl-Alt-F5 Start timer immediately
Ctrl-Alt-Shift-F5 Start timer
Ctrl-Alt-F6 Pause/Resume timer
Ctrl-Alt-F7 Stop timer
Ctrl-Shift-F Shows the application window

Table 3.2. Default global hotkeys for the Linux version

Key Action
Ctrl-Alt-Insert Start timer immediately
Ctrl-Alt-Shift-Insert Start timer
Ctrl-Alt-Home Pause/Resume timer
Ctrl-Alt-End Stop timer
Ctrl-Shift-F Shows the application window

3.1.3. Email

Fanurio can send invoices by email as attachments. Before you do this, make sure you have a valid email address for your business and the outgoing email server is configured correctly.

Go to the Email section to enable the email feature and to configure the outgoing email server (SMTP). You can test your settings by clicking the Test button.

Note: Read this section to learn how Fanurio encrypts passwords. If you specify a server that uses untrusted certificates, you will need to configure Fanurio to be aware of them.

3.1.4. Updates

Whether we implement new features or improve existing ones, you will be notified automatically when a new version is available. Go to the Update section to uncheck this option if you don't want to be notified automatically.

3.1.5. Timer

You can learn more about the smart timing settings by reading this section.