Fanurio User Guide

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 use projects to manage work and expenses

2.3. How to track time for your work

2.4. How to create a project 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. Defining taxes

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. About projects

3.4.2. Billing projects

3.4.3. Copying a project

3.4.4. Hiding finished projects

3.5. Working with tasks

3.5.1. About tasks

3.5.2. Configuring optional fields

3.5.3. Billing tasks

3.5.4. Billing a task multiple times

3.5.5. Billing a task at different rates

3.5.6. Marking invoiced tasks as completed

3.5.7. Rounding time for billable tasks

3.5.8. Planning work with tasks

3.5.9. Tracking progress on tasks

3.5.10. Using categories to organize tasks

3.5.11. Using tags to organize tasks

3.5.12. Searching and filtering tasks

3.5.13. Creating tasks reports

3.6. Working with time entries

3.6.1. About time entries

3.6.2. Recording time manually

3.6.3. Recording time with timers

3.6.4. Using reminders to control the active timer (smart timing)

3.6.5. Transferring time between multiple computers

3.6.6. Importing time from CSV

3.6.7. Using tags to organize time entries

3.6.8. Searching and filtering time entries

3.6.9. Creating time reports

3.7. Working with expenses

3.7.1. About expenses

3.7.2. Configuring optional fields

3.7.3. Billing expenses

3.7.4. Using categories to organize expenses

3.7.5. Using tags to organize expenses

3.7.6. Searching and filtering expenses

3.8. Working with trips

3.8.1. About trips

3.8.2. Configuring optional fields

3.8.3. Billing trips (mileage)

3.8.4. Using tags to organize trips

3.8.5. Searching and filtering trips

3.9. Working with products

3.9.1. About products

3.9.2. Creating a list of frequently sold products

3.10. Working with invoices

3.10.1. Creating an invoice

3.10.2. Numbering invoices automatically

3.10.3. Billing in multiple currencies

3.10.4. Discounting an invoice

3.10.5. Discounting individual items

3.10.6. Cancelling an invoice

3.10.7. Using templates to view, export and email invoices

3.10.8. Exporting invoices

3.10.9. Sending invoices by email

3.10.10. Searching and filtering invoices

3.10.11. Creating sales reports

3.11. Working with payments

3.11.1. Recording payments for an invoice

3.11.2. Searching and filtering payments

3.12. Fanurio + QuickBooks

3.12.1. Initial setup

3.12.2. Exporting time from Fanurio

3.12.3. Importing time in QuickBooks Pro

3.13. 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. Invoice Project

4.8.9. Time Entry

4.8.10. Task

4.8.11. Expense

4.8.12. Trip

4.8.13. Time Report

4.8.14. Tasks Report

4.8.15. Sales Report

4.8.16. 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 3.0.2 (March 2, 2015)

6.2. Version 3.0.1 (March 31, 2014)

6.3. Version 3.0 (December 3, 2013)

6.4. Version 2.7 (July 9, 2013)

6.5. Version 2.6.1 (March 29, 2013)

6.6. Version 2.6 (November 6, 2012)

6.7. Version 2.5 (February 28, 2012)

6.8. Version 2.4.3 (November 10, 2011)

6.9. Version 2.4.2 (June 10, 2011)

6.10. Version 2.4 (January 31, 2011)

6.11. Version 2.3 (August 17, 2010)

6.12. Version 2.2 (October 14, 2009)

6.13. Version 2.1.1 (July 22, 2009)

6.14. Version 2.1 (July 9, 2009)

6.15. Version 2.0 (February 26, 2009)

6.16. Version 1.11.3 (October 9, 2008)

6.17. Version 1.11 (July 29, 2008)

6.18. Version 1.10 (April 22, 2008)

6.19. Version 1.9 (February 4, 2008)

6.20. Version 1.8 (November 12, 2007)

6.21. Version 1.7 (September 3, 2007)

6.22. Version 1.6 (July 2, 2007)

6.23. Version 1.5 (May 28, 2007)

6.24. Version 1.4 (April 18, 2007)

6.25. Version 1.3 (March 1, 2007)

6.26. Version 1.2 (February 12, 2007)

6.27. Version 1.1 (January 16, 2007)

6.28. Version 1.0.2 (December 5, 2006)

6.29. Version 1.0.1 (November 24, 2006)

6.30. Version 1.0 (November 10, 2006)