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. Registration and contact
3.2.2. Currencies
3.2.3. Taxes
3.2.4. Billing
3.2.5. 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
3.4. Working with projects
3.4.1. About projects
3.4.2. Choosing a projects view The projects tree view The projects table view
3.4.3. Configuring optional fields
3.4.4. Numbering projects automatically
3.4.5. Billing projects
3.4.6. Duplicating 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. 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. 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. Recording time to the second
3.6.7. Recording quantifiable activities
3.6.8. Billing time
3.6.9. Using tags to organize time entries
3.6.10. Searching and filtering time entries
3.6.11. Creating time reports
3.7. Working with expenses
3.7.1. About expenses
3.7.2. Configuring optional fields
3.7.3. Recording tax amounts
3.7.4. Billing expenses
3.7.5. Using categories to organize expenses
3.7.6. Using tags to organize expenses
3.7.7. Searching and filtering 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. 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. Rounding tax totals
3.10.6. Adding taxes to invoices
3.10.7. Numbering invoices automatically
3.10.8. Billing in multiple currencies
3.10.9. Discounting an invoice
3.10.10. Discounting individual items
3.10.11. Cancelling an invoice
3.10.12. Using templates to view, export and email invoices
3.10.13. Exporting invoices with a template
3.10.14. Sending invoices by email
3.10.15. Searching and filtering 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
3.12. 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 new timer immediately
Ctrl-Alt-Shift-F5 Start new 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 new timer immediately
Ctrl-Alt-Shift-Insert Start new 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.