Fanurio User Guide

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. 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. Theme

3.1.3. Font size

3.1.4. Day starts at

3.1.5. Global hotkeys

3.1.6. Email

3.1.7. Updates

3.1.8. 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

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. 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. Working with recurring invoices

3.12.1. About recurring invoices

3.12.2. Creating a recurring invoice

3.12.3. Changing the schedule

3.12.4. Generating a new invoice

3.12.5. Viewing generated invoices

3.13. Keyboard shortcuts

4. Importing and exporting data

4.1. Overview

4.1.1. Importing data

4.1.2. Exporting data

4.2. Importing data from a CSV file

4.2.1. How import works

4.2.2. Mapping a field to a column

4.2.3. Mapping a field to a column with a specific format

4.2.4. Mapping a field using a custom expression

4.2.4.1. Fields with missing data (default values)

4.2.4.2. Fields with data in multiple columns (merging columns)

4.2.4.3. Fields with data in the same column (splitting columns)

4.2.5. Field types

4.3. Importing clients from Apple Contacts

4.3.1. How import works

4.3.2. Syncing Fanurio with Apple Contacts

4.4. Importing time from an iCalendar file

4.4.1. How import works

4.4.2. Importing recurring events

4.4.3. Reimporting recurring events with a different occurrence time (unlikely)

4.5. Importing time from QuickBooks

4.5.1. Initial setup

4.5.2. Exporting time from Fanurio

4.5.3. Importing time in QuickBooks Pro

4.6. Importing data from IGG Software's iBiz

4.6.1. How to import an iBiz database

4.6.1.1. What to do if the conversion fails?

4.6.1.2. What to do if the conversion succeeds with errors?

4.6.1.3. Which iBiz elements are imported by Fanurio?

4.6.2. How is Fanurio different from iBiz?

4.6.2.1. Clients

4.6.2.2. Projects

4.6.2.3. Job events

4.6.2.4. Job event groups

4.6.2.5. Custom job events

4.6.2.6. To Do items

4.6.2.7. Timers

4.6.2.8. File Cabinet

4.6.2.9. Estimates

4.6.2.10. Invoices

4.6.2.11. Invoice Reminders

4.6.2.12. Statements

4.6.2.13. Taxes

4.6.2.14. Payments

4.6.2.15. Templates

4.6.2.16. Reports

4.6.2.17. Document Monitor

4.6.2.18. The workday pane

4.6.2.19. iBank integration

4.6.2.20. Applescript and Automator integration

4.6.2.21. Networking

4.6.2.22. Platforms

4.7. Exporting projects to an iCalendar file

5. Templates guide: How to create and edit templates for Fanurio

5.1. Getting started

5.1.1. Creating an invoice template in 10 minutes or less

5.1.2. Installing a template

5.1.3. About Apache FreeMarker

5.2. Using the template editor

5.2.1. Basic settings

5.2.1.1. Logo

5.2.1.2. QR-bill

5.2.1.3. PDF/A compliance

5.2.1.4. ZUGFeRD / Factur-X

5.2.2. Adjust the look and format using CSS (for advanced users only!)

5.2.3. Adjust the meta-template (for advanced users only!)

5.3. The anatomy of a simple template

5.3.1. Placeholders or how to access fields

5.3.2. Built-ins or how to get more details about a field

5.3.3. Directives or how to perform operations on fields

5.4. Creating templates the easy way

5.4.1. Using directives in tables (important!)

5.4.2. HyperText Markup Language (.html)

5.4.3. Microsoft Word (.docx)

5.4.4. OpenDocument Text (.odt)

5.4.5. OpenDocument Spreadsheet (.ods)

5.5. Creating templates like a professional (HTML and CSS)

5.5.1. Page formatting

5.5.2. PDF export settings

5.5.2.1. Background layer

5.5.2.2. Document properties

5.5.2.3. Embedded fonts

5.5.2.4. PDF/A compliance

5.6. Creating templates like a professional (Plain Text and XML)

5.6.1. Example: Quicken

5.6.2. Example: Scribus (DTP)

5.7. A comparison of all supported file formats

5.8. Placeholders reference

5.8.1. Business

5.8.2. Client

5.8.3. Invoice

5.8.4. Item

5.8.5. Payment

5.8.6. Deposit

5.8.7. Tax

5.8.8. Invoice Project

5.8.9. Time Entry

5.8.10. Task

5.8.11. Expense

5.8.12. Trip

5.8.13. Projects Report

5.8.14. Time Report

5.8.15. Tasks Report

5.8.16. Expenses Report

5.8.17. Trips Report

5.8.18. Sales Report

5.9. The qrcode FreeMarker directive (for advanced users)

5.9.1. Parameters

5.9.2. QR Payment / QR Platba

5.10. The einvoice FreeMarker directive (for advanced users)

5.10.1. Parameters

5.10.2. Creating a ZUGFeRD / Factur-X invoice

5.11. The qrbill FreeMarker directive (for advanced users)

5.11.1. Parameters

5.11.2. Integrating qrbill in HTML

5.12. The jfreechart FreeMarker directive (for advanced users)

5.12.1. Parameters

5.12.2. Chart types

5.12.2.1. Area charts

5.12.2.1.1. Category area charts

5.12.2.1.2. XY area charts

5.12.2.1.3. Time series area charts

5.12.2.2. Bar charts

5.12.2.2.1. Bar charts

5.12.2.2.2. Stacked bar charts

5.12.2.3. Line charts

5.12.2.3.1. Category line charts

5.12.2.3.2. XY line charts

5.12.2.3.3. Time series line charts

5.12.2.4. Pie charts

5.12.2.4.1. Pie charts

5.12.2.4.2. Ring charts

5.12.3. Chart properties

5.12.3.1. Chart

5.12.3.2. Title and subtitles

5.12.3.3. Legend

5.12.3.4. Plot

5.12.3.5. Renderer

5.12.3.6. Domain axis

5.12.3.7. Range axis

6. Troubleshooting and maintenance

6.1. Installing Fanurio

6.1.1. Requirements

6.1.2. Registering a license key

6.1.3. The cross-platform version

6.1.4. Uninstalling Fanurio

6.2. User data

6.2.1. Location

6.2.2. About repositories

6.2.3. About backups

6.2.4. Transferring data to a new computer

6.2.5. Syncing data between multiple computers

6.2.6. Exporting the log file

6.2.7. Changing settings manually

6.2.8. Translating to other languages

6.2.9. Installing a custom language file

6.2.10. Password encryption

6.3. Known issues

6.3.1. Tray icon

6.3.2. Ubuntu time zone

6.3.3. Ubuntu 13.10 mini timer

6.3.4. White or black window on Windows 7

6.3.5. Email servers with untrusted security certificates

6.4. More help

7. Changelog

7.1. Version 3.4 (April 1, 2024)

7.2. Version 3.3.2 (July 22, 2021)

7.3. Version 3.3.1 (June 22, 2020)

7.4. Version 3.3 (June 1, 2020)

7.5. Version 3.2.2 (February 28, 2019)

7.6. Version 3.2.1 (December 12, 2017)

7.7. Version 3.2 (November 2, 2017)

7.8. Version 3.1.2 (July 12, 2016)

7.9. Version 3.1.1 (September 7, 2015)

7.10. Version 3.1 (March 11, 2015)

7.11. Version 3.0.1 (March 31, 2014)

7.12. Version 3.0 (December 3, 2013)

7.13. Version 2.7 (July 9, 2013)

7.14. Version 2.6.1 (March 29, 2013)

7.15. Version 2.6 (November 6, 2012)

7.16. Version 2.5 (February 28, 2012)

7.17. Version 2.4.3 (November 10, 2011)

7.18. Version 2.4.2 (June 10, 2011)

7.19. Version 2.4 (January 31, 2011)

7.20. Version 2.3 (August 17, 2010)

7.21. Version 2.2 (October 14, 2009)

7.22. Version 2.1.1 (July 22, 2009)

7.23. Version 2.1 (July 9, 2009)

7.24. Version 2.0 (February 26, 2009)

7.25. Version 1.11.3 (October 9, 2008)

7.26. Version 1.11 (July 29, 2008)

7.27. Version 1.10 (April 22, 2008)

7.28. Version 1.9 (February 4, 2008)

7.29. Version 1.8 (November 12, 2007)

7.30. Version 1.7 (September 3, 2007)

7.31. Version 1.6 (July 2, 2007)

7.32. Version 1.5 (May 28, 2007)

7.33. Version 1.4 (April 18, 2007)

7.34. Version 1.3 (March 1, 2007)

7.35. Version 1.2 (February 12, 2007)

7.36. Version 1.1 (January 16, 2007)

7.37. Version 1.0.2 (December 5, 2006)

7.38. Version 1.0.1 (November 24, 2006)

7.39. Version 1.0 (November 10, 2006)