Fanurio User Guide v3.5-rc

Chapter 3. Using Fanurio

Table of Contents

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. Catalog
3.2.6. 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. Using colors to identify projects
3.4.10. Searching and filtering projects (table view only)
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. 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 quotes
3.10.1. About quotes
3.10.2. Configuring quotes
3.10.3. Creating a quote
3.10.4. Exporting a quote
3.10.5. Converting a quote into an invoice
3.10.6. Managing quote invoices
3.11. Working with invoices
3.11.1. About invoices
3.11.2. Configuring optional fields
3.11.3. Creating a regular invoice
3.11.4. Creating a project invoice
3.11.5. Rounding tax totals
3.11.6. Adding taxes to invoices
3.11.7. Numbering invoices automatically
3.11.8. Billing in multiple currencies
3.11.9. Discounting an invoice
3.11.10. Discounting individual items
3.11.11. Cancelling an invoice
3.11.12. Using templates to view, export and email invoices
3.11.13. Exporting invoices with a template
3.11.14. Sending invoices by email
3.11.15. Searching and filtering invoices
3.11.16. Creating sales reports
3.12. Working with payments
3.12.1. Recording payments for an invoice
3.12.2. Using deposits
3.12.3. Searching and filtering payments
3.13. Working with recurring invoices
3.13.1. About recurring invoices
3.13.2. Creating a recurring invoice
3.13.3. Changing the schedule
3.13.4. Generating a new invoice
3.13.5. Viewing generated invoices
3.14. Keyboard shortcuts