2.2. How to record work and expenses
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2.2. How to record work and expenses

Fanurio uses projects to organize work and expenses. Work is recorded using service items while expenses are recorded using expense items.

This tutorial shows how to create a fictional project for proofreading and printing a manuscript.

  1. Go to Business » New Client to create a client. Enter Aristotle in the Name field and click Create.

    The client will be displayed in the projects tree.

  2. Go to Business » New Project to create a project. Enter Rhetoric in the Name field and click Create.

    The project will be displayed under the client in the projects tree. It will be opened automatically and you should see an empty table on the right. This table displays the service and expense items of the project.

  3. Click the New button placed under the project table and select New Service Item to create a service item.

    1. Enter Proofreading the manuscript in the Name field.

    2. Click unit-based in the Billing Method field.

    3. Enter 140 in the Quantity field.

    4. Enter pages in the Unit of Measure field.

    5. Enter 6 in the Price field.

    6. Click Create.

    You'll be charging Aristotle 6 USD (or whatever currency you are using) per page for proofreading a manuscript of 140 pages.

  4. Click the New button placed under the project table and select New Expense Item to create an expense item.

    1. Enter Printing the manuscript in the Name field.

    2. Enter 3 in the Quantity field.

    3. Enter copy in the Unit of Measure field.

    4. Enter 20 in the Cost field.

    5. Click Create.

    After proofreading the manuscript, you also have to print three copies. You can't print them yourself so you have to pay someone else to do it. They ask you 20 USD (or whatever currency you are using) for each copy. This is a reimbursable expense.

    Once you're done, you'll see both items in the project table. At the bottom of the table you can see how much money the client has to pay you.

If you want to know more about project items, there's a separate section that explains their properties and how they work. You'll learn how to bill by the hour and to apply discounts.

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