Fanurio User Guide

July 2016


Table of Contents

1. Introduction
1.1. About Fanurio
1.2. What's new
1.3. Setting up Fanurio for the first time
1.4. Importing data from other applications
1.5. Tips for first-time users
2. Tutorials
2.1. How to use projects to manage work and expenses
2.2. How to track time for your work
2.3. How to create a project invoice
2.4. 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. Registration and contact
3.2.2. Currencies
3.2.3. Billing
3.2.4. Projects
3.3. Working with clients
3.3.1. About clients
3.3.2. Hiding inactive clients
3.3.3. Billing clients
3.3.4. Billing foreign clients
3.3.5. Importing clients from CSV
3.3.6. Importing clients from Apple Contacts
3.4. Working with projects
3.4.1. About projects
3.4.2. Choosing a projects view
3.4.2.1. The projects tree view
3.4.2.2. The projects table view
3.4.3. Configuring optional fields
3.4.4. Numbering projects automatically
3.4.5. Billing projects
3.4.6. Copying a project
3.4.7. Hiding finished projects
3.4.8. Using tags to organize projects (table view only)
3.4.9. Searching and filtering projects (table view only)
3.4.10. Exporting projects in the iCalendar format
3.4.11. Creating projects reports
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. Understanding billable time precision
3.5.9. Planning work with tasks
3.5.10. Tracking progress on tasks
3.5.11. Using categories to organize tasks
3.5.12. Using tags to organize tasks
3.5.13. Searching and filtering tasks
3.5.14. Exporting tasks
3.5.15. Creating tasks reports
3.6. Working with time entries
3.6.1. About time entries
3.6.2. Configuring optional fields
3.6.3. Recording time manually
3.6.4. Recording time with timers
3.6.5. Using reminders to control the active timer (smart timing)
3.6.6. Transferring time between multiple computers
3.6.7. Importing time from CSV
3.6.8. Importing time from iCalendar
3.6.9. Using tags to organize time entries
3.6.10. Searching and filtering time entries
3.6.11. Exporting time entries
3.6.12. 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
3.7.7. Exporting expenses
3.7.8. Creating expenses reports
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
3.8.6. Exporting trips
3.8.7. Creating trips reports
3.9. Working with products
3.9.1. About products
3.10. Working with invoices
3.10.1. About invoices
3.10.2. Configuring optional fields
3.10.3. Creating a regular invoice
3.10.4. Creating a project invoice
3.10.5. Using taxes
3.10.6. Numbering invoices automatically
3.10.7. Billing in multiple currencies
3.10.8. Discounting an invoice
3.10.9. Discounting individual items
3.10.10. Cancelling an invoice
3.10.11. Using templates to view, export and email invoices
3.10.12. Exporting an invoice
3.10.13. Sending invoices by email
3.10.14. Searching and filtering invoices
3.10.15. Exporting invoices
3.10.16. Creating sales reports
3.11. Working with payments
3.11.1. Recording payments for an invoice
3.11.2. Using deposits
3.11.3. Searching and filtering payments
3.11.4. Exporting 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. Fanurio + IGG Software's iBiz
3.13.1. How to import an iBiz database
3.13.1.1. What to do if the conversion fails?
3.13.1.2. What to do if the conversion succeeds with errors?
3.13.1.3. Which iBiz elements are imported by Fanurio?
3.13.2. How is Fanurio different from iBiz?
3.13.2.1. Clients
3.13.2.2. Projects
3.13.2.3. Job events
3.13.2.4. Job event groups
3.13.2.5. Custom job events
3.13.2.6. To Do items
3.13.2.7. Timers
3.13.2.8. File Cabinet
3.13.2.9. Estimates
3.13.2.10. Invoices
3.13.2.11. Invoice Reminders
3.13.2.12. Statements
3.13.2.13. Taxes
3.13.2.14. Payments
3.13.2.15. Templates
3.13.2.16. Reports
3.13.2.17. Document Monitor
3.13.2.18. The workday pane
3.13.2.19. iBank integration
3.13.2.20. Applescript and Automator integration
3.13.2.21. Networking
3.13.2.22. Platforms
3.14. 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. OpenDocument Text (.odt)
4.4.5. OpenDocument 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. Invoice
4.8.4. Item
4.8.5. Payment
4.8.6. Deposit
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. Projects Report
4.8.14. Time Report
4.8.15. Tasks Report
4.8.16. Expenses Report
4.8.17. Trips Report
4.8.18. Sales Report
4.8.19. 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. About repositories
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 3.1.2 (July 12, 2016)
6.2. Version 3.1.1 (September 7, 2015)
6.3. Version 3.1 (March 11, 2015)
6.4. Version 3.0.1 (March 31, 2014)
6.5. Version 3.0 (December 3, 2013)
6.6. Version 2.7 (July 9, 2013)
6.7. Version 2.6.1 (March 29, 2013)
6.8. Version 2.6 (November 6, 2012)
6.9. Version 2.5 (February 28, 2012)
6.10. Version 2.4.3 (November 10, 2011)
6.11. Version 2.4.2 (June 10, 2011)
6.12. Version 2.4 (January 31, 2011)
6.13. Version 2.3 (August 17, 2010)
6.14. Version 2.2 (October 14, 2009)
6.15. Version 2.1.1 (July 22, 2009)
6.16. Version 2.1 (July 9, 2009)
6.17. Version 2.0 (February 26, 2009)
6.18. Version 1.11.3 (October 9, 2008)
6.19. Version 1.11 (July 29, 2008)
6.20. Version 1.10 (April 22, 2008)
6.21. Version 1.9 (February 4, 2008)
6.22. Version 1.8 (November 12, 2007)
6.23. Version 1.7 (September 3, 2007)
6.24. Version 1.6 (July 2, 2007)
6.25. Version 1.5 (May 28, 2007)
6.26. Version 1.4 (April 18, 2007)
6.27. Version 1.3 (March 1, 2007)
6.28. Version 1.2 (February 12, 2007)
6.29. Version 1.1 (January 16, 2007)
6.30. Version 1.0.2 (December 5, 2006)
6.31. Version 1.0.1 (November 24, 2006)
6.32. Version 1.0 (November 10, 2006)