Fanurio User Guide
December 2017
Website: http://www.fanuriotimetracking.com
Copyright © 2006-2017 Fanurio Time Tracking SRL
Table of Contents
- 1. Introduction
- 2. Tutorials
- 3. Using Fanurio
-
- 3.1. Setting your preferences
- 3.2. Configuring your business
- 3.3. Working with clients
- 3.4. Working with projects
-
- 3.4.1. About projects
- 3.4.2. Choosing a projects 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. 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. Recording time to the second
- 3.6.7. Recording quantifiable activities
- 3.6.8. Billing time
- 3.6.9. Importing time from CSV
- 3.6.10. Importing time from iCalendar
- 3.6.11. Using tags to organize time entries
- 3.6.12. Searching and filtering time entries
- 3.6.13. Exporting time entries
- 3.6.14. Creating time reports
- 3.7. Working with expenses
- 3.8. Working with trips
- 3.9. Working with 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
- 3.12. Fanurio + QuickBooks
- 3.13. Fanurio + IGG Software's iBiz
-
- 3.13.1. How to import an iBiz database
- 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
- 4.2. Using the template editor
- 4.3. The anatomy of a simple template
- 4.4. Charts (for advanced users)
- 4.5. Creating templates the easy way
- 4.6. Creating templates like a professional (HTML and CSS)
- 4.7. Creating templates like a professional (Plain Text and XML)
- 4.8. A comparison of all supported file formats
- 4.9. Placeholders reference
-
- 4.9.1. Business
- 4.9.2. Client
- 4.9.3. Invoice
- 4.9.4. Item
- 4.9.5. Payment
- 4.9.6. Deposit
- 4.9.7. Tax
- 4.9.8. Invoice Project
- 4.9.9. Time Entry
- 4.9.10. Task
- 4.9.11. Expense
- 4.9.12. Trip
- 4.9.13. Person
- 4.9.14. Projects Report
- 4.9.15. Time Report
- 4.9.16. Tasks Report
- 4.9.17. Expenses Report
- 4.9.18. Trips Report
- 4.9.19. Sales Report
- 5. Troubleshooting and maintenance
-
- 5.1. Installing Fanurio
-
- 5.1.1. Requirements
- 5.1.2. Setting up Fanurio for the first time
- 5.1.3. Upgrading from the standalone version to the server version
- 5.1.4. Running Fanurio over SSL (HTTPS)
- 5.1.5. Whitelisting trusted IPs
- 5.1.6. How synchronization works in client mode
- 5.1.7. Changing the server address in client mode
- 5.1.8. Changing the password
- 5.1.9. Permissions
- 5.1.10. Registering a license key
- 5.1.11. Importing data from other applications
- 5.1.12. Installing Fanurio on a USB stick
- 5.1.13. Uninstalling Fanurio
- 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. How single users can sync 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
- 5.4. More help
- 6. Changelog
-
- 6.1. Version 4.0-beta3 (December 12, 2017)
- 6.2. Version 3.2.1 (December 12, 2017)
- 6.3. Version 3.2 (November 2, 2017)
- 6.4. Version 3.1.2 (July 12, 2016)
- 6.5. Version 3.1.1 (September 7, 2015)
- 6.6. Version 3.1 (March 11, 2015)
- 6.7. Version 3.0.1 (March 31, 2014)
- 6.8. Version 3.0 (December 3, 2013)
- 6.9. Version 2.7 (July 9, 2013)
- 6.10. Version 2.6.1 (March 29, 2013)
- 6.11. Version 2.6 (November 6, 2012)
- 6.12. Version 2.5 (February 28, 2012)
- 6.13. Version 2.4.3 (November 10, 2011)
- 6.14. Version 2.4.2 (June 10, 2011)
- 6.15. Version 2.4 (January 31, 2011)
- 6.16. Version 2.3 (August 17, 2010)
- 6.17. Version 2.2 (October 14, 2009)
- 6.18. Version 2.1.1 (July 22, 2009)
- 6.19. Version 2.1 (July 9, 2009)
- 6.20. Version 2.0 (February 26, 2009)
- 6.21. Version 1.11.3 (October 9, 2008)
- 6.22. Version 1.11 (July 29, 2008)
- 6.23. Version 1.10 (April 22, 2008)
- 6.24. Version 1.9 (February 4, 2008)
- 6.25. Version 1.8 (November 12, 2007)
- 6.26. Version 1.7 (September 3, 2007)
- 6.27. Version 1.6 (July 2, 2007)
- 6.28. Version 1.5 (May 28, 2007)
- 6.29. Version 1.4 (April 18, 2007)
- 6.30. Version 1.3 (March 1, 2007)
- 6.31. Version 1.2 (February 12, 2007)
- 6.32. Version 1.1 (January 16, 2007)
- 6.33. Version 1.0.2 (December 5, 2006)
- 6.34. Version 1.0.1 (November 24, 2006)
- 6.35. Version 1.0 (November 10, 2006)
Copyright © 2006-2017 Fanurio Time Tracking SRL |