Fanurio User Guide

March 2015


Table of Contents

1. Introduction
1.1. About Fanurio
1.2. What's new
1.3. Tips for first-time users
2. Tutorials
2.1. How to setup Fanurio for the first time
2.2. How to record work and expenses
2.3. How to track time for your work
2.4. How to create an invoice
2.5. How to create an invoice template with your logo and layout
3. Using Fanurio
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. Transferring time between multiple computers
3.6.4. Importing time from CSV
3.6.5. Using tags to organize time entries
3.6.6. 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 timers
3.9.1. About timers
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
4. Templates guide: How to create and edit templates for Fanurio
4.1. Getting started
4.1.1. Creating an invoice template in 10 minutes or less
4.1.2. Installing a template
4.1.3. About Freemarker
4.2. Using the template editor
4.2.1. Basic settings
4.2.2. Adjust the look and format using CSS (for advanced users only!)
4.3. The anatomy of a simple template
4.3.1. Placeholders or how to access fields
4.3.2. Built-ins or how to get more details about a field
4.3.3. Directives or how to perform operations on fields
4.4. Creating templates the easy way
4.4.1. Using directives in tables (important!)
4.4.2. HyperText Markup Language (.html)
4.4.3. Microsoft Word (.docx)
4.4.4. OpenOffice Writer (.odt)
4.4.5. OpenOffice Spreadsheet (.ods)
4.5. Creating templates like a professional (HTML and CSS)
4.5.1. Page formatting
4.5.2. Fonts
4.6. Creating templates like a professional (Plain Text and XML)
4.6.1. Example: Quicken
4.6.2. Example: Scribus (DTP)
4.7. A comparison of all supported file formats
4.8. Placeholders reference
4.8.1. Business
4.8.2. Client
4.8.3. Contract
4.8.4. Invoice
4.8.5. Item
4.8.6. Payment
4.8.7. Tax
4.8.8. Project
4.8.9. Time Entry
4.8.10. System
5. Troubleshooting and maintenance
5.1. Installing Fanurio
5.1.1. Requirements
5.1.2. Registering a license key
5.1.3. The cross-platform version
5.2. User data
5.2.1. Location
5.2.2. Configuring folders
5.2.3. About backups
5.2.4. Creating and restoring backups
5.2.5. Syncing data between multiple computers
5.2.6. Exporting the log file
5.2.7. Changing settings manually
5.2.8. Translating to other languages
5.2.9. Installing a custom language file
5.2.10. Password encryption
5.3. Known issues
5.3.1. Printing
5.3.2. Tray icon
5.3.3. Ubuntu time zone
5.3.4. Ubuntu 13.10 mini timer
5.3.5. White or black window on Windows 7
5.3.6. Email servers with untrusted security certificates
5.4. Installing Java on your computer
5.4.1. Windows
5.4.2. Mac OS X
5.4.3. Debian-based Linux (Ubuntu)
5.4.4. Other platforms
5.5. More help
6. Changelog
6.1. Version 2.6.2 (March 2, 2015)
6.2. Version 2.6.1 (March 29, 2013)
6.3. Version 2.6 (November 6, 2012)
6.4. Version 2.5 (February 28, 2012)
6.5. Version 2.4.3 (November 10, 2011)
6.6. Version 2.4.2 (June 10, 2011)
6.7. Version 2.4 (January 31, 2011)
6.8. Version 2.3 (August 17, 2010)
6.9. Version 2.2 (October 14, 2009)
6.10. Version 2.1.1 (July 22, 2009)
6.11. Version 2.1 (July 9, 2009)
6.12. Version 2.0 (February 26, 2009)
6.13. Version 1.11.3 (October 9, 2008)
6.14. Version 1.11 (July 29, 2008)
6.15. Version 1.10 (April 22, 2008)
6.16. Version 1.9 (February 4, 2008)
6.17. Version 1.8 (November 12, 2007)
6.18. Version 1.7 (September 3, 2007)
6.19. Version 1.6 (July 2, 2007)
6.20. Version 1.5 (May 28, 2007)
6.21. Version 1.4 (April 18, 2007)
6.22. Version 1.3 (March 1, 2007)
6.23. Version 1.2 (February 12, 2007)
6.24. Version 1.1 (January 16, 2007)
6.25. Version 1.0.2 (December 5, 2006)
6.26. Version 1.0.1 (November 24, 2006)
6.27. Version 1.0 (November 10, 2006)