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Fanurio User Guide

1. list Since version 2 0 this placeholder has a new meaning The list contains all items including expense items Previously it contained only services Instead of accessing the entire list of items one can access the services and the expenses separately using the project serviceItems project productItems and the project expenselItems placeholders project serviceltems 2 0 2 7 A list with all the service items of an invoice project To access a service item from the list use the following Freemarker code list project servic s item Items as ite list Note project serviceItems replaces project services which was used up until version 2 6 project expenseltems 1 0 2 7 A list with all the expense items of an invoice project To access an expense item from the list use the following Freemarker code list project expens Items as ite list Note project expenselItems replaces project expenses which was used up until version 2 6 project mileageItems 3 0 117 A list with all the mileage items of an invoice project To access a mileage item from the list use the following Freemarker code Templates guide How to create and edit templates for Fanurio Property Version Meaning list project mileage list project productItems 29920 A list w
2. list invoice expense list Note invoice expenseItems replaces invoice expenses which was used up until version 2 6 invoice mileageItems 3 0 104 A list with all the mileage items of an invoice To access a Items as ite Items as ite Ttems as ite Templates guide How to create and edit templates for Fanurio Property Version Meaning mileage item from the list use the following Freemarker code list invoice mileage list invoice productlItems 2 5 2 7 A list with all the product items of an invoice To access a product item from the list use the following Freemarker code list invoice product list Note invoice productItems replaces invoice products which was used up until version 2 6 invoice projects 1 0 A list with all the projects whose items belong to this invoice The list of projects is useful if you invoice multiple projects To access a project from the list use the following Freemarker code list invoice project list 4 Totals invoice serviceltems Subtotal 2 0 2 7 The total amount of money due for all the service items from the invoice Note invoice serviceltemsSubtotal replaces invoice servicesSubtotal which was used up until version 2 6 invoice expenseltemsSubtotal 1 0 2 7 The total amount of
3. 4 Totals 127 Templates guide How to create and edit templates for Fanurio Property Version Meaning The report can calculate totals for a list of time entries The list of time entries can either be timereport timeEntries all the time entries included in the report or a partial list determined by one of the filter functions timereport calculateElapsedTimeAsHour timeEntries The total elapsed time in hour format for the specified list of time entries timereport calculatePausedTimeA3Mour timeEntries The total pause time in hour format for the specified list of time entries timereport calculateRoundedElapSedTimeAsHour timeEntries The total rounded elapsed time in hour format for the specified list of time entries timereport calculateElapsedTimeAsDecimal timeEntries The total elapsed time in decimal format for the specified list of time entries timereport calculatePausedTimeA3Decimal timeEntries The total pause time in decimal format for the specified list of time entries timereport calculateRoundedElapSedTimeAsDecimal timeEntries The total rounded elapsed time in decimal format for the specified list of time entries 4 8 15 Tasks Report The following table shows the placeholders that can be used to create tasks reports Besides these placeholders you can also use business placeholders to print information about your business in a tasks report Table 4
4. 170 Changelog e New project fields Projects have two new fields called Number and Reference that are meant to complement the existing Name field You can use Number to identify the project internally and Reference to keep the client s project number e Import time from any CSV file Fanurio can now import time from any CSV file The new wizard lets you specify how the columns of a CSV file can be mapped to its own fields The expressions that map the CSV columns can be quite complex so that time is imported accurately in Fanurio See this section for more details e Third party timesheet import Fanurio can now import time from HoursTracker http hourstrackerapp com an iPhone app See the list of all third party applications from which it can import time e New Timesheet columns e Pause shows pause time e Hours shows time in decimal format e Hide and resize table columns Columns from the project timesheet invoices and payments tables can be hidden and resized by right clicking them Fanurio can remember the position and width of a column and whether it is visible or not Search time entries by invoice number The search field from the Timesheet view has a new filter that can find invoiced time entries by their invoice number See this section for more details on all the available search filters Delete tag and move multiple time entries Multiple time entries can now be deleted tagged or moved in the Timesheet
5. 70 Using Fanurio e Deduction According to the iBiz manual this type is applied automatically when a job event is created with a negative rate If you want offer a discount for your services then the best solution is to apply a discount to your tasks For any other deductions you can create a product with a negative price 3 13 2 4 Job event groups Fanurio doesn t have an equivalent for job event groups It s not possible to group tasks expenses trips nor products but you can use tags to organize tasks expenses and trips You can also use categories to organize tasks and expenses However if you used job event groups to define major activities of a project and timed job events as the specific times when you worked on those activities then you can get the same result if you use tasks instead of job event groups and time entries instead of job events For instance if you have a job event group called Brochure with three job events called Day 1 Day 2 and Day 3 then you can create a task called Brochure and add three time entries Day 1 Day 2 and Day 3 3 13 2 5 Custom job events In iBiz custom job events allow you to create job events with the same settings faster In Fanurio you can create tasks faster if you define one or more task categories The list of task categories can be managed from Business My Business Details Projects Tasks Also you can create products faster if you define one or more catalog
6. item price item total list 87 Templates guide How to create and edit templates for Fanurio 4 4 2 4 4 3 Name Quantity Price Total if invoice productltems size 0 Products list invoice productltems as item item name item quantity item price item total list Aif if invoice expenseltems size 0 Expenses list invoice expenseltems as item item name item quantity item price item total list Aif Total invoice total HyperText Markup Language html An HTML template files templates html html invoice html is similar to the plain text template created in the previous section but with specific formatting like header footer page numbering and a table for the invoice items HTML is a very popular file format that s used especially for web pages It s also the default file format for templates used in Fanurio Fanurio can use templates in several file formats but only HTML templates can be used for both viewing and exporting invoices to PDF A comparison of all file formats is available at the end of this guide One easy way to create an HTML template is to use the template editor Another way although not recommended is create it by hand If you prefer to create it manually you may want to use a visual editor like Adobe Dreamweaver http www a
7. 3 Check the fields that you want to be visible and uncheck the ones that you want to hide 4 Click Done Fanurio will update the invoice window to show only the selected fields For instance one of the optional fields is Reference This field only makes sense if you need to record a purchase order reference number 3 10 3 Creating a regular invoice A regular invoice is the most simple invoice you can create in Fanurio In order to create an invoice you need to e Go to Business New Invoice or 52 Using Fanurio e Click the New Invoice button from the toolbar or e Right click a billable client and select New Invoice from the contextual menu Once the New Invoice window is displayed you can start adding regular items to the invoice by clicking the New button If your business sells some items more frequently you can add them to the business catalog that can be found under Business My Business Details Billing Catalog Catalog items make it easier to create regular invoice items For instance as a web designer you could define an item called Hosting that is charged 10 month Then every time you need to bill this item to a client you just create a new regular item based on this catalog item This will save you time from filling in the item fields each time 3 10 4 Creating a project invoice Regular invoices see above can help you bill your clients but they are not helpful if you need to bill your clients by pro
8. If you need to tag multiple tasks go to the Tasks view and select them Then click the Tags button at the bottom of the table Once you have one or more tasks with tags you can then filter them in the Tasks view Just click the small arrow icon from the search field to tell it that you want to search by tags Then type the name of the tag that you want to search for 3 5 13 Searching and filtering tasks To learn more about the tasks you record in Fanurio go to the Tasks view and use the filters above the tasks table The table will display only those tasks that match the selected filters For instance you could use these filters to see all active not completed or overdue tasks Tasks can be filtered by e client status any active not active e project status any finished not finished status any completed not completed overdue due date billing status any billable not billable and invoiced status any invoiced not fully invoiced Please note that since tasks can be billed more than once tasks displayed by the invoiced and not fully invoiced filters may overlap For instance a task that takes two months and was billed once will be both invoiced because it was billed once and not fully invoiced because it has to be billed for the second month 30 Using Fanurio e Invoiced will show all tasks that were invoiced but this doesn t mean some of them cannot be invoiced again e N
9. We are friendly people who want to help you be more productive 149 Chapter 6 Changelog This chapter contains the changes made in each version of Fanurio If you want to be notified about new releases you can always subscribe to the news feed http feeds feedburner com fanuriotimetracking 6 1 Version 3 1 1 September 7 2015 This version contains bug fixes and small improvements for version 3 1 Improvements e Enabled retina font support on OS X e Improved the user interface to look better on HiDPI monitors Windows and OS X Most fonts components and layouts scale correctly now This version doesn t have HiDPI icons and it will not work in HiDPI mode on Linux These improvements are scheduled for another release Bug Fixes e iBiz import Failed to convert some invoices that contained job event groups e The time recorded by the timer was not always rounded down to the nearest minute If the time entry dialog was configured to enter time relatively to start and end both the time recorded by the timer included seconds as well For instance a timer session of 00 06 36 hours was not saved as 6 minutes 0 10 hours but as 6 minutes and 36 seconds 0 11 hours e Time related totals were not updated in the Tasks section of a project if a time entry was edited in the Edit Task dialog Text fields from the New Invoice window collapsed when the window was not wide enough e Catalog items were not removed if delete
10. for an explanation of what rounded elapsed time is 4 8 10 Task The following table shows the fields of a task A task cannot be accessed directly You have to access it from a project service item item task Usually you don t need to work with tasks They are useful only if you need to create a very detailed invoice that includes details not available in a service item eg the task reference number Table 4 13 Task Properties Property Version Meaning 1 General task name 3 0 self explained task reference 3 0 self explained 120 Templates guide How to create and edit templates for Fanurio Property Version Meaning task category task description 3 0 3 0 self explained self explained task notes 3 0 self explained task tags 3 0 self explained 2 Planning task startDate 3 0 self explained task dueDate 3 0 self explained task completedDate 3 0 self explained task completed task overdue 3 0 3 0 Indicates whether the task is completed or not If you want to do something when the task is completed m if task completed if If you want to do something when the task isn t completed if task completed if Indicates whether the task is overdue or not If you want to do something when the task is overdue
11. iBiz can handle two file formats for its templates RTF and HTML Fanurio doesn t support RTF but it supports HTML and many other formats like Microsoft Word and OpenDocument Text LibreOffice OpenOffice Fanurio doesn t migrate iBiz templates but if you are an expert user you can convert them relatively easy The template syntax is similar A list of all placeholders supported by Fanurio or tags in iBiz terminology is documented in this manual To learn more about templates see the templates guide Fanurio comes with a default invoice template that can be configured using the template editor 3 13 2 16 Reports There are two ways you can create reports in Fanurio 1 Since most views are table based you can use the filters above the table from each view to see only certain things For instance in the Timesheet view you can use the Date filter to see what you did last month Then you can click the Export Table button at the bottom of the table to export the table to CSV or Microsoft Excel 2 You can also create template based reports for projects time tasks expenses trips and sales 3 13 2 17 Document Monitor Fanurio doesn t have an equivalent for the iBiz document monitor 3 13 2 18 The workday pane Fanurio doesn t have an equivalent for the workday pane 3 13 2 19 iBank integration Fanurio doesn t integrate with iBank 73 Using Fanurio 3 13 2 20 Applescript and Automator integration Fanurio can t
12. if task overdue if If you want to do something when the task isn t overdue if task overdue if 3 Time tracking task timeEntries 3 0 A list with all the time entries of a task To access a time entry from the list use the following Freemarker code list task timeEntrie list task elapsedTimeAsHour 3 0 The total time recorded in hour format For instance 1 hour and 30 minutes is represented as 1 30 121 s as timeEnt Templates guide How to create and edit templates for Fanurio Property Version Meaning task estimatedTimeAsHour task remainingTimeAsHour 3 0 3 0 The total estimated time in hour format For instance 1 hour and 30 minutes is represented as 1 30 The total remaining time in hour format For instance 1 hour and 30 minutes is represented as 1 30 4 8 11 Expense The following table shows the fields of an expense An expense cannot be accessed directly You have to access it from a project expense item item expense Usually you don t need to work with expenses They are useful only if you need to create a very detailed invoice that includes details not available in an expense item eg the expense reference number Table 4 14 Expense Properties Property Version Meaning expense reference 3 0 self explained
13. timereport groupTasks timeEntri3 0 A list with all the tasks list list timereport groupProjects ti list timereport groupTasks timer timereport groupDatesByDate tir nteOntries A list with the dates when the time entries included in the report were recorded list Use date toDate date to print each date and date toInterval to create an interval for a date list timereport groupDatesByDate timereport groupDatesBy Week t fn6Entries A list with the weeks when the time entries included in the report were recorded list Use week toString yyyy ww to print each week and week toInterval to create an interval for a week list timereport groupDatesByWeek timereport groupDatesB yMonth ttnteEntries A list with the months when the time entries included in the report were recorded list timereport grou list Use month toString MMM yyyy to print each month and month toInterval to create an interval for a month pDatesByMont timereport groupDatesBy Year tinefntries A list with the years when the time entries included in the report were recorded list timereport grou list Use year to print each year and year toInterval to create an interval for an year jppDatesByYear
14. Changelog Bug Fixes e Remember the selected client When a new project was created from the menu or by clicking the toolbar button it wasn t created for the client that was selected in the tree e Create Invoice dialog scrollbar The tree with items to invoice from the Create Invoice dialog didn t show the scrollbar if it had many items 210 Changelog 6 26 Version 1 3 March 1 2007 New Features e Backup Restore support The application can create backup copies of its data and then restore them This new feature will give users more control over their own data since it is very important and valuable The File gt Backup and File gt Restore commands can be used to create and restore backup copies When a backup is created users can give it a name and a description The File gt Show Backups command can be used to go directly to the backup folder and manually delete unwanted backups New Options e Create backup on exit If checked the application will create a backup copy every time it is closed This setting is not enabled by default e Path to backup copies This path is used by the application to determine where backup copies are located Improvements e Enhanced tables The tables used in the application are sortable and the width of their columns is adjustable 211 Changelog 6 27 Version 1 2 February 12 2007 New Features Currency support Money is no longer represented as a plain n
15. Ctrl P Create a new project Ctrl K Create a new task Ctrl T Create a new time entry Ctrl E Create a new expense Ctrl R Create a new trip Ctrl V Create a new invoice Ctrl A Add a new payment Ctrl Shift M Switch between the iTunes like mini timer and the main window Ctrl Shift P Switch to Projects View Ctrl Shift K Switch to Tasks View Ctrl Shift T Switch to Timesheet View Ctrl Shift E Switch to Expenses View Ctrl Shift R Switch to Trips View Ctrl Shift I Switch to Invoices View Ctrl Shift A Switch to Payments View Ctrl Q Quit the application 76 Using Fanurio 77 Chapter 4 Templates guide How to create and edit templates for Fanurio This guide shows you how to create or edit templates that you can use to export documents like invoices 4 1 Getting started 4 1 1 less 4 1 2 This guide shows you how to create a template from scratch but in most cases you won t have to do that Almost any template can be created a lot easier using the template editor Even our support team prefers to use the editor instead of coding templates by hand Fanurio can handle templates in several file formats like HTML Microsoft Word 2007 or OpenDocument Text However HTML is the recommended format for templates in Fanurio The template editor also creates HTML templates You can find a list of all supported file formats with comments on each one of them at the end of this guide If you create templates in
16. Once you enable taxes they will be applied to the invoices you create If some of your clients are tax exempt you can mark them as tax exempt in the Billing section and no tax will be applied to their invoices To quickly define your taxes we recommend that you use the Tax Wizard Only if the wizard doesn t do what you want you should try to build a tax group manually 53 Using Fanurio To deal with a whole range of possible taxes and tax combinations Fanurio uses two concepts the Tax and the Tax Group A Tax has a name and a default rate while a Tax Group contains one or more taxes In order to apply taxes to an invoice you need to group taxes in a tax group Even if you have just one tax 3 10 6 Numbering invoices automatically Automatic invoice numbering is disabled by default but can be enabled from Business My Business Details Billing Invoice numbering To generate an invoice number automatically Fanurio needs a counter and a number format The number format can be something simple like counter on three or more digits eg 001 0001 00001 or something more complex that involves prefixes sufixes and dates Invoices can be numbered sequentially for all clients or separately for each client If you need to number invoices separately for each client Fanurio will use the invoice counter defined at client level The invoice counter of a client is incremented only when an invoice is created for that client Edit a client
17. Start new timer immediately Ctrl Alt Shift Insert Start new timer Ctrl Alt Home Ctrl Alt End Pause Resume timer Stop timer Ctrl Shift F Shows the application window 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 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 Timer You can learn more about the smart timing settings by reading this section Using Fanurio 3 2 Configuring your business 3 2 1 3 2 2 3 2 3 Once you open a repository everything you record in Fanurio is for the same business A business can manage a list of clients a list of projects and so on A business is set up when a repository is created and it can t be deleted you can only change its settings from Business My Business Details The settings of a
18. The list of expense categories can be managed from Business My Business Details Projects Expenses Expense categories can also be specified when an expense is created or edited using the New link button Expenses can be searched or filtered by category in the Expenses view Just click the small arrow icon from the search field to tell it that you want to search by category Then type the name of the category that you want to search for Using tags to organize expenses When creating or editing an expense you can associate one or more tags with it in the Tags field They have to be separated by commas eg tag1 tag2 tag3 If you need to tag multiple expenses go to the Expenses view and select them Then click the Tags button at the bottom of the table Once you have one or more expenses with tags you can then filter them in the Expenses view Just click the small arrow icon from the search field to tell it that you want to search by tags Then type the name of the tag that you want to search for Searching and filtering expenses To learn more about the expenses you record in Fanurio go to the Expenses view and use the filters above the expenses table The table will display only those expenses that match the selected filters Expenses can be filtered by e client status any active not active e project status any finished not finished e invoiced status any invoiced not invoiced e billing status any billable not bi
19. client deposits 3 1 A list with all the deposits of a client To access a deposit from the list use the following Freemarker code list client deposits list client depositsBalance 3 1 How much money the client has in its deposits account The balance increases with each new deposit and decreases with each withdrawal 2 Contact client attention 1 0 self explained client address 1 0 self explained client city 1 0 self explained client state 1 0 self explained client zip 1 0 self explained client country 1 0 self explained client phone 1 0 self explained client fax 1 0 self explained client mobile 2 1 self explained client other 2 1 self explained client email 1 0 self explained client website 1 8 self explained Invoice The following table shows the fields that can be used to include information about the actual invoice Table 4 6 Invoice Properties Property Version Meaning 1 General invoice number 1 0 self explained invoice reference 1 9 2 1 3 1 A reference number like the purchase order number Note This field was known as contract reference before version 3 1 and as contract clientNumber before version 2 1 invoice notes 2 0 self explained 102 as deposit Templates guide How to create and edit templates for Fanurio Property Version Meaning invoice date invoice period 1 0 2 3 Use invoice date date to access the v
20. Property Version Meaning if item regularItem if To access the regular items of an invoice see the invoice regularItems placeholder item serviceltem 2 0 2 7 Indicates whether this item is a service item or not The following code prints a plus character if the item is a service item if item servicelItem if To access the list of service item of an invoice project see the project serviceltems placeholder For an invoice see invoice serviceltems Note item serviceltem replaces item service used before version 2 7 item expenseltem 2 0 2 7 Indicates whether this item is an expense item or not The following code prints a plus character if the item is an expense item if item expenselItem if To access the list of expense items of a project see the project expenseItems placeholder For an invoice see invoice expenseltems Note item expenseItem replaces item expense used before version 2 7 item mileageltem 3 0 110 Indicates whether this item is a mileage item or not The following code prints a plus character if the item is a mileage item if item mileageItem if Templates guide How to create and edit templates for Fanurio Property Version Meaning To access the list of mileage items of a
21. Some features are not supported yet but we re constantly improving Fanurio so if you want to see them implemented in future releases please let us know The more people request a certain feature the more likely it is it will be implemented in a future version 3 13 2 1 Clients iBiz needs Apple Contacts to store the contact details of its clients but Fanurio doesn t Fanurio stores everything in its database However Fanurio allows you to update the contact details of a client stored in Apple Contacts manually Fanurio also has additional fields for its clients that allow you to record 68 Using Fanurio registration information like business number or tax number that you may want to include in your invoices iBiz considers a client inactive if it doesn t have open invoices or outstanding balances on its billing account Fanurio allows you to mark a client as active or inactive Fanurio doesn t have an equivalent for the iBiz client pop up inspector You can find out how much money a client owes you in the Invoices view if you filter invoices by client name Fanurio doesn t have client groups To learn more about how Fanurio deals with clients see the clients section 3 13 2 2 Projects Fanurio projects have the same fields as iBiz projects name number notes start date and due date and a few more such as description reference and tags Fanurio projects don t have a status field but they can be marked as completed If you
22. Using Fanurio e Projects e To Do items as non billable tasks e Global job events Timed Quantity Flat as task categories e Job events Quantity Flat as tasks e Job events Timed as tasks with one time entry The time recorded on the timed job event is added to a task as a time entry with the same time e Job events Mileage as trips e Job events marked as expense as expenses e Invoices e Statements with late fees as regular invoices with one item for the late fee e Payments e Taxes e Preferences if iBiz is installed on the same computer as Fanurio e tax names e whether taxes are compounded e time rounding rule e beginning of fiscal year e invoice due days Fanurio doesn t import the following elements e Timer logs They can t be used to determine the actual time recorded on a timed job event e File references from the File Cabinet e Invoice reminders e Estimates and estimate job events A solution would be to import them as separate projects e Taxes when an invoice uses one tax for some events and another one for the others in other words not all events use the same taxes A solution would be to import such taxes as separate invoice items For more details on how Fanurio is different from iBiz see the following section 3 13 2 How is Fanurio different from iBiz This section contains a detailed analysis of how each iBiz feature is supported by Fanurio and is meant to help iBiz users switch to Fanurio faster
23. different person e Number A number that identifies the invoice Invoice numbers can be generated automatically e Date The date when the invoice was issued e Terms Specifies the date when the invoice is due in days relatively to the invoice date e Reference optional A reference number like the purchase order number Period optional A free text field that contains the invoicing period It can be a date range June 1 June 30 a month June 2000 or something else like Q1 2000 This field is filled in automatically when an actual period is selected in the Add Project Items window Currency The currency used for the invoice If the invoice has items with different currencies than this one they are converted to the invoice currency based on the invoice exchange rates This field is visible only if the application uses two or more currencies e Taxes The tax group used for the items of the invoice If None is selected no taxes are applied This field is visible only if taxes are enabled e Notes Additional notes 3 10 2 Configuring optional fields Because not all invoice fields are relevant to all users you can hide optional fields that you don t use Optional invoice fields are fields that can be hidden in the invoice windows New Invoice or Edit Invoice Here s how you can configure them 1 Create a new invoice New Invoice or edit an existing one Edit Invoice 2 Click the Configure button from the bottom left corner
24. eee ee ceee eee eee ee 37 3 6 7 Importing time from CSV ccceceosesnevetenceccn ee eteeaetccosessesetnonsceon sees 37 3 6 8 Importing time from iCalendar eee eee e cece ee eece cena een eeneeeneees 40 3 6 9 Using tags to organize time entries 0 cece eeeeceee ea eeea cece seen een eees 41 3 6 10 Searching and filtering time entries seeeeseesseeisserrrrrerrerrsrerrerreersree 41 3 60 11 Exporting time Entre 03 secy emacs Soaevenco sade cone sed guspet en des gh See ghee EEES ges 42 356 12 Creating time TEpOrts sar Sinore pee es eens E TER fee age IEEE nT 42 3 7 Workings WIth EXPeMnses sniene eneee e a E mange eddeeteversauneuessens vents 44 3 7 1 About EXPENSES erre E e cassapebtecumaiy eesti peewee soy E EEE EES 44 3 7 2 Configuring optional fields ressis ER RE E 44 3 7 3 Biling expenses n anenee TE a a EE E neta AN EENS 45 3 7 4 Using categories to organize EXPENSES sseeeesseerrereserrrerreresrrerrereeeret 45 3 7 5 Using tags to organize expenses sseesrssserrsresrrrrssrerrsrrerreresrrrrerreeres 45 3 7 6 Searching and filtering expenses eseessssessrerrsrrerrrresrerrerrerrsrrerrereseee 45 3 7 7 Exporting expense Sunn o E aE E OR EEE ADEK ES T 46 3 78 Creatine expenses TEPOMS osiinsa ee E E SE a E aaRS 46 3 8 Working With Ips re e e A E dae data eee R ia Ae eel edn ee 47 338 1 SA DOU tPS sere e e dea ges e tavedeueehiuaeiete tee preps eam ose gueeToys a pS 47
25. expense category 3 0 self explained expense description 3 0 self explained expense notes 3 0 self explained expense date 3 0 self explained expense amount 3 0 self explained 4 8 12 Trip The following table shows the fields of a trip A trip cannot be accessed directly You have to access it from the list of trips of a project item item trips Usually you don t need to work with trips They are useful only if you need to create a very detailed invoice that shows all the trips of each mileage item Table 4 15 Trip Properties Property Version Meaning trip startTime 3 0 Use trip startTime time to access the time when the trip started If you are only interested in the date use trip startTime date trip endTime 3 0 Use trip endTime time to access the time when the trip ended trip durationAsHour 3 0 The duration of the trip in hour format For instance 1 hour and 30 minutes is represented as 1 30 122 Templates guide How to create and edit templates for Fanurio Property Version Meaning trip durationAsDecimal 3 0 The duration of the trip in decimal format For instance 1 hour and 30 minutes is represented as 1 50 trip distance 3 0 The distance recorded by the trip trip distance represents distance as value followed by unit eg 30 km If you need to access each field separately then you should use trip
26. expenses and trips but billable projects can also manage products Products may seem an unnecessary concept but they provide a mechanism to bill anything that cannot be billed using tasks expenses or trips A product could be used to sell a computer a set of icons or the monthly fee for website hosting services Let s consider the following example You are a graphic designer who has created a set of icons You license the icons to some of your clients for a small fee How should you record this in Fanurio e It doesn t make sense to create a task to bill the icons because you are not spending time again to create them Tasks are used to bill work and you re not working this time It doesn t make sense to create an expense because you are not purchasing the icons from someone else Expenses are used to record money that you spend and you re not spending anything this time e This is not a trip So the only solution is to use something else and that is a product 51 Using Fanurio 3 10 Working with invoices 3 10 1 About invoices Invoices allow you to bill goods and services to your clients You can create both regular invoices that bill a client directly and project invoices that bill your projects tasks expenses trips products An invoice has the following properties e Client The client for whom the invoice is created Attention optional Overrides the client attention field if you need to send the invoice to a
27. it uses the project value of a job event and not the invoice value Here s how this error looks like ACME The amount for invoice 001 invoice uuid doesn t match iBiz 100 00 Fa Unfortunately these errors can t be fixed automatically so you need to fix them manually Use the client name ACME in this example and the invoice number 001 in this example to locate the invoice in iBiz and Fanurio and compare them to see what s different To locate an invoice by its number in Fanurio go to the Invoices view and use the search field above the table to search by invoice number You can either fix these differences in iBiz and run another conversion recommended or you can fix them in Fanurio To fix them in iBiz you should compare the invoice with the project and fix any project job events that are different In the above example the invoice would should a job event with a total of 100 but the job event from the project would have a total of 50 The project job event needs to be changed to 100 If you need help with this please contact us 3 13 1 3 Which iBiz elements are imported by Fanurio Fanurio imports the following elements e Clients Contact details are imported from Apple Contacts only if it contains them If you import your iBiz database from a backup file on a different computer that doesn t have your clients in Apple Contacts then Fanurio will not import any contact details it will import only the client s name 67
28. just copy this file files fanurio 14j ini fanurio 14j ini to the folder where Fanurio is installed most likely C Program Files Fanurio If you already have this file open it with a text editor and add the following line Dswing defaultlaf com jgoodies looks plastic PlasticxXPLookAndFeel 5 3 6 Email servers with untrusted security certificates Some email servers use untrusted certificates that haven t been verified by a recognized authority When configuring Fanurio to use such a server it will not send emails because it only works with trusted servers If you know your email server doesn t use trusted identification for a good reason you can configure your computer to trust it To do that please follow these steps 1 Download the application http www fanuriotimetracking com files installcert zip that adds a server s certificate to the list of trusted certificates this is actually the list of certificates that Java uses 2 Unzip the archive and double click runInstallCert to start the application 3 Enter the address of the server e g smtp gmail com 4 Then type the port number e g 465 5 If the server uses an untrusted certificate the application will inform you about it and it will display one or more certificates that it uses 6 If you trust any of the listed certificates type its number and then press enter to add it to the list of trusted certificates 7 Restart Fanurio and try to send an email
29. measure For experts Just in case you want to change the number of backup copies or the time when Fanurio saves the backup copies you need to change the following settings manually This example shows how to create a new backup copy every 5 minutes and keep 20 backup copies When specifying new autosave patterns make sure you test them http www cronmaker com first backup autosave running pattern 0 0 5 backup copies number 20 Creating and restoring backups You can manage backups using the following commands e Go to File New Backup to create a backup e Go to File Restore Backup to restore an existing backup e Go to File Open Backup Folder to open the backup folder You can then delete or copy older backups e Go to File Change Backup Folder to change the location of the backup folder When you change the location of the backup folder old backup copies are copied to the new location Besides being useful in case something wrong happens with your data backup copies can also be used to transfer data between two computers Whether you want to replace your desktop PC with a laptop or you decide to switch from Windows to Mac OS X or Linux you can transfer your data from the old computer to the new computer using backup copies Here s what you need to do Old Computer 1 Start Fanurio on your old computer 2 Go to File New Backup and name the backup migration 3 Go to File Open Backup Fold
30. of an invoice This list is useful if you want to determine the dates when the invoiced time was recorded see invoice groupDatesB yDate invoice groupDatesB yDate timekatties A list with the dates when the specified time entries were recorded list invoice groupDatesByDate in list Use date toDate date to print each date and date toInterval to create an interval for a date invoice filterB yDate timeEntries 3 1 Finds the subset of the specified interval time entries that were recorded in the specified interval their Date field belongs to the interval invoice calculateRoundedElapsedTiimeAsHour timeEntries The total rounded elapsed time in hour format for the specified list of time entries invoice calculateRoundedElapsedTiimeAsDecimal timeEntries The total rounded elapsed time in decimal format for the specified list of time entries invoice calculateElapsedTimeAsPolir timeEntries The total elapsed time in hour format for the specified list of time entries 108 Templates guide How to create and edit templates for Fanurio Property Version Meaning invoice calculateElapsedTimeAsBetimal timeEntries The total elapsed time in decimal format for the specified list of time entries 4 8 4 Item The following table shows the fields of an item from an invoice An item cannot be accessed directly You can either acces
31. this field indicates the discount It can be used to display the actual discount Note item quantityDiscount replaces item unitsDiscount which was used up until version 1 11 item priceDiscounted 1 8 2 0 Indicates if the price of an item is discounted See the item regularPrice field above Note item priceDiscounted replaces item rateDiscounted 113 Templates guide How to create and edit templates for Fanurio Property Version Meaning which was used up until version 1 11 item quantityDiscounted 1 8 2 0 Indicates if the quantity of an item is discounted See the item regularQuantity field above Note item quantityDiscounted replaces item unitsDiscounted which was used up until version 1 11 item discounted 1 8 Indicates if an item is discounted either by rate or number of units See the item regularAmount field above 4 Time The time fields can be used to get more detailed information about the time recorded for a service item item timeEntries 1 5 A list with all the time entries recorded for a service item This list is useful if you want to create a very detailed invoice that shows a breakdown for each invoiced item To access a time entry from the list use the following Freemarker code list item timeEntri list item elapsedTimeAsHour 1 5 The total time recorded for a service item in hour format For inst
32. use File Open Templates Folder Invoices If you are using an HTML template that uses specific fonts and images make sure you also copy those files to the templates folder 78 Templates guide How to create and edit templates for Fanurio 4 1 3 About Freemarker Fanurio uses the FreeMarker template language http freemarker sourceforge net for its templates Freemarker is a powerful and mature template language that can be used to create both simple and complex templates FreeMarker can be used to generate any kind of text HTML XML RTF etc This guide doesn t cover all FreeMarker concepts but only those that are absolutely necessary For a detailed guide on the FreeMarker language go to http freemarker sourceforge net docs dgui html 79 Templates guide How to create and edit templates for Fanurio 4 2 Using the template editor 4 2 1 The template editor is recommended for both beginners and advanced users who want to create an HTML invoice template Our support team prefers to use the editor rather than to code templates by hand The template editor can be used to create new templates or to edit existing ones e Go to File Template Editor to open the template editor e If you ve already created a template go to the Invoices view and click the View button to view an invoice You can then click the Edit link next to the Templates drop down list to edit the currently used template The nice thing a
33. 00 to 10 00 each Monday The next time you will import this event in Fanurio you will have time entries for both the old event and the new event If you need to edit an event in a calendar make sure you edit specific occurrences or only future occurrences so that the past occurrences are not altered Using tags to organize time entries When you record a time entry you need to have a client a project and a task For some people this solution is all they need to organize their time entries but others want more flexibility You can associate one or more tags to a time entry in the Tags field They have to be separated by commas eg tag1 tag2 tag3 Once you have one or more entries with tags you can then filter them in the Timesheet view Just click the small arrow icon from the search field to tell it that you want to search by tags Tags are useful if you want to track time for multiple persons You could use a tag for each person to know who did what 3 6 10 Searching and filtering time entries To learn more about the time you record in Fanurio go to the Timesheet view and use the filters above the time entries table The table will display only those time entries that match the selected filters Time can be filtered by e client status any active not active project status any finished not finished task status any completed not completed invoiced status any invoiced not invoiced billing status any bi
34. 1 2 Global WOtke 8 viccre soris iri ine ae srani epson EEST ESEE 11 313 Bimal a as ees Sa eas teens REE este on eas 12 314 Updates thot r a a a a a a ea E E TE 12 SVD TIMET seire E EE E EEEE EE Uae Te E es EEEE 12 3 2 Configuring your BUS NESS sssri csopor riei an nns esa rE oS Pise ESPERS PNPN PEESO PaT TS 13 3 2 1 Registration and contact seesseeessseersrsrreresrrrrssrerrerrerrsreerrererrrersreet 13 3 22 Currencies pisna cease ssa bee aa i Get esse batters E a E E E EE 13 3 2 3 BINE eoit aa pass dees Seek Ses a E S E EE EEE E 13 324 PLOJECIS eneren ereer eE a OE A EOE ETES senses ESN EEO EEES EE E 14 3 3 Working with chents cineris ee ee e EEEE EEEE EA EE ESEE i 15 37321 About chent S rna a aa E a E E E E EEES 15 3 3 2 Hiding inactive clients 2 0 0 0 eee eee o E e e E 16 3 3 3 Billing Cents e aseeseen renee EE POEA SETE RAA ONTIESE EENEI ORAS PASSES 16 3 3 4 Billing foreign clients 2 0 00 cece cc ence sorires eusoko enhn 16 3 3 5 Importing clients from CSV ccssssessses se siipeen e e aE coed a a E 17 3 3 6 Importing clients from Apple Contacts 2 0 0 0 cece cece cece eee eeee een eene eens 17 3 4 Working With projects is sc ssicsssecsacaessotsagssedeaudsss sce EES Eeo ESE TERO oT EEEE TIFO T ESIE 18 3 4 1 ADOUt Projects ree iere n aE a E SEEE E EE sag EE VAE T 18 3 4 2 Choosing a projects VIEW 20 5 jossseles betas eTe ae e ea E E ESTEE ees 18 3 4 2 1 The projects tree View 2 0 00 esst iero EE EE
35. 13 00 19 00 This is very useful if a computer runs for days without being shut down e Backup integrity Fanurio checks whether the last backup is valid each time it starts It also does this after each automatic backup Audit file An audit file is used to record the latest database operations Depending on how much you use the application it should record at least the last 5 days The audit file can be used to recover data just in case there is no backup copy and the database is corrupted e Clean shutdown on Windows Fanurio exits correctly on Windows if it is running when the user logs out or shuts down the computer This fix addresses an existing issue for the Windows platform It has never been a problem on Mac OS X but it still is on Linux Global hotkeys Global hotkeys are keyboard shortcuts that can be used from within any running application Only the Windows and Linux versions of Fanurio have support for global hotkeys Global hotkeys are very useful if you need to control the timer without clicking the tray icon or making the main window visible Please see the global hotkeys section for the actual list of shortcuts e New settings e Date format The date and time format depends on the region you choose from the Options Preferences dialog The new date format option lets you use an explicit format e Confirm exit Just to make sure you don t close the application accidentally you can now confirm if you want to close it The
36. 15 minutes then you have to create a task and a time entry for the 15 minutes of work In some cases this may be more work because you need to create two objects a task and a time entry but recording time as a separate object also has some advantages especially if you need to round it Fanurio can handle complex time rounding rules like round time to the nearest 15 minutes interval but bill at least 30 minutes When a billable task rounds time it doesn t lose the time recorded on its time entries like iBiz The actual recorded time is different from the billable time We recommend using fewer tasks with multiple time entries For instance if you need to keep track of how much time you spend on the phone with the client for a certain project instead of creating a task each time you talk to him or her you should create a single task and then add time to that task for each call When you invoice a task its time entries can be displayed by the invoice it depends what template you re using so you can show a detailed log of what you did Flat rate According to the iBiz manual this type is used to bill according to a flat fee whether it be for services performed or goods purchased for the project If you need to bill services then you should use tasks billed in units This allows you to track time for yourself If you need to bill other goods then you should use products Quantity According to the iBiz manual this type is used to
37. 18 Tasks Report Properties Property Version Meaning 1 Parameters The date interval used to build the report can be accessed from the template Each interval may or may not have a start date and an end date If a date interval is defined only by its start date then the end date will not be defined and tasksreport dateIntervalEnd will return false The folowing code can be used to cover all situations whether these fields are defined or not if tasksreport dateIntervalStart if tasksreport dateIntervalEnd S tasksreport dateIntervalStart date S tasksreport dateIntervallEnd date else After S tasksreport dateIntervalStart date if else if tasksreport dateIntervalEnd Before S tasksreport dateIntervalEnd date else All dates if if tasksreport dateIntervalStart 3 0 self explained 128 Templates guide How to create and edit templates for Fanurio Property Version Meaning tasksreport dateIntervalEnd 2 Tasks 3 0 self explained The report allows you to obtain a list with all its tasks or partial lists for instance tasks that were recorded for a certain project tasksreport tasks 3 0 A list with all the tasks included in the report This is probably most important placeholder because almost all reports need to use it tasksreport getTimeEntries task 3 0 A list with all the time en
38. 4 Click the Export button below the Invoices table 5 Select a folder where you want to export the invoice if you don t want to use the default one 6 Click Export Fanurio will export the invoice as a PDF file and it will open it You can send the PDF invoice to Aristotle by email as an attachment or print it and send it by mail The invoice is exported using the default template that comes with Fanurio The next lesson will show how you can customize this template to look exactly like you want it to Invoices are explained in more detail in a separate section You ll learn how to number then automatically and how to create invoice reports Tutorials 2 4 How to create an invoice template with your logo and layout To create your first invoice template you only need to follow three easy steps This tutorial is part of a separate guide that explains how to create a template from scratch Chapter 3 Using Fanurio 3 1 Setting your preferences This chapter presents the most important preferences that can be configured at application level e Go to Tools Options to access the preferences on Windows e Go to Fanurio Preferences to access the preferences on Mac e Go to Edit Preferences to access the preferences on Linux 3 1 1 Language 3 1 2 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 official
39. 55 81 4 3 The anatomy of a simple template 0 0 00 0 eeeceeeeeceneeeeeececneeeeaeeeeeeeceaneeeene ees 82 4 3 1 Placeholders or how to access fields ccceeceeeeeeeesceceeeeeeeeeeeceaneeeeees 82 4 3 2 Built ins or how to get more details about a field eee reece 83 4 3 3 Directives or how to perform operations on fields cceeeeeeeceeeeee ees 83 4 4 Creating templates the easy Way cece cece eee n cece eee esana Ene EnEn 87 4 4 1 Using directives in tables important 1 0 0 0 eee cee ce eece teen eeen teen es 87 4 4 2 HyperText Markup Language html 20 000 cece cence reece ee eee eneeee ee 88 4 4 3 Microsoft Word dOCX ccccceceececneeeeee cece ee ee neeece ee eeeeneeeeaeeeensaeeneeeenes 88 4 4 4 OpenDocument Text 0dt 0 0 ce eeeeceec cece eeceeeeeeeceeeeereeeeereeesereeanereees 89 4 4 5 OpenDocument Spreadsheet 0dS eee cece ee ceeeceeeeeeeeeeeseeeeeeeeaees 89 4 5 Creating templates like a professional HTML and CSS cece eee ee teen eeees 90 45 Page formatin Tissa en e este ohesivadebven ce utae edu osk E EERS 90 AD 2 FONTS spss oeek st aa chan stot hse caestapectenSaae on vba leeeyontaae deb ddense asad ceages tenedorg San oben 93 4 6 Creating templates like a professional Plain Text and XML ceeeeeeeeeseeee eee 95 4 6 1 Example Quicken yorey rn E p e E EE E EEPE EE poa 95 4 6 2 Example Scribus DTP perisian a a i AE EE E E i
40. Acknowledgments The application that adds a server s certificate to the list of trusted certificates is a slightly modified version of the application written by Andreas Sterbenz http blogs oracle com gc entry unable_to_find_valid_certification We ve changed it to make it easier to specify the server address and port number 146 Troubleshooting and maintenance 5 4 Installing Java on your computer 5 4 1 5 4 2 5 4 3 Visit the Java website to learn more about the version installed on your computer http java com en download installed jsp Windows You can download the latest Java version from java com http java com en download index jsp Mac OS X There are two versions of Fanurio for OS X e Mac OS X 10 5 and 10 6 The version that runs on Mac OS X 10 5 Leopard and Mac OS X 10 6 Snow Leopard needs Java but you don t have to do anything because Java is already installed on these systems Use the Software Update http support apple com kb HT1338 viewlocale en_US feature available on the Apple menu to check that you have the most up to date version of Java for your Mac If you are using Mac OS X 10 5 you may have Java 5 instead of Java 6 set by default You can change the preferred Java version for applications by using the Java Preferences utility This utility is installed at Applications Utilities 1 Open the Applications Utilities Folder 2 Double Click on Java Preferences 3 In the
41. C Users USER_NAME AppData Roaming Fanurio Default backup folder C Users USER_NAME AppData Roaming Fanurio backup Default templates folder C Program Files Fanurio share templates User translations folder C Users USER_NAME AppData Roaming Fanurio il 8n Table 5 3 Location of user data on Mac OS X Item Location Log Library Logs Fanurio fanurio log Settings Library Preferences Fanurio fanurio properties Default repository folder Default backup folder Library Application Support Fanurio Library Application Support Fanurio backup Default templates folder Applications Fanurio app Contents Resources Java share templates User translations folder Library Application Support Fanurio il 8n Table 5 4 Location of user data on Linux Item Location Log fanurio fanurio log Settings fanurio fanurio properties Default repository folder fanurio Default backup folder fanurio backup Default templates folder share templates usr share fanurio share templates User translations folder fanurio il8n About repositories A repository is a folder on your hard disk where contains Fanurio stores data and files A repository folder e a data subfolder for its database where the actual data clients projects etc is saved and e atemplates subfolder where user defined templates may be installed A repository is crea
42. Click Done Fanurio will update the task window to show only selected fields For instance one of the optional fields is Reference This field only makes sense if tasks recorded in Fanurio are imported from other systems The Reference field allows you to connect a task in Fanurio with a task like object from other systems A similar field is Estimated Time Some people need to work a limited amount of time on a task and in this case the Estimated Time field is very useful because it can be used to determine the remaining time Other people don t have a time limit and they can spend as much time as needed on a task in this case the Estimated Time field is not useful and can be hidden Billing tasks Tasks can be used to manage work but they can also be used to bill it A task can be used to bill three hours of programming or ten pages of Greek text translated to Latin it s up to you how you bill your work Tasks can be billed in units or hours Here s how to specify the billing settings for a task 1 Check the Billable box 2 Choose whether the task is billed in units or in hours e Ifatask is billed in units then you will have to manually enter the quantity in the Billable Quantity field e Ifa task is billed in hours then the billable quantity is calculated automatically from the recorded time You can also use a time rounding rule to indicate how time is converted in hours See the next section for more details 3 Enter a unit of m
43. Details and select the Contact panel Enter your QuickBooks employee name in the Attention field You can get your employee name from the TimerList file Open it with a text editor and get the value of the NAME field from the EMP line 4 Go to Business My Business Details and select the Projects panel Create task categories with the same names as those of the invoice items you have in QB You can get the names of your invoice items from the TimerList file Open it with a text editor and get the values of the NAME field from the INVITEM lines 5 Add one or more clients that have the same name as the ones you have in QuickBooks You can get the names of your clients from the TimerList file Open it with a text editor and get the values of the NAME field from the CUST lines Once you complete the initial setup you can start recording time with Fanurio 3 12 2 Exporting time from Fanurio See this section to learn how to export time to an iif file that can be imported by QuickBooks Pro 60 Using Fanurio 3 12 3 Importing time in QuickBooks Pro Here s how to import time in QuickBooks Pro from an iif file l Make sure QuickBooks is running We strongly recommend backing up your QuickBooks data before doing your first import Go to Timer Utilities Import Timer Activities Find the exported iif file on your computer and select it for import If QuickBooks warns you that the import file was created w
44. Example 3 1 Reminder that the timer is running Let s assume the reminder is set to 10 minutes and the timer is already running for 32 minutes Since I started the timer Fanurio asked me three times at 10 20 and 30 minutes if I want to stop it or if I want to keep it running Each time I just pressed ESC to cancel the reminder dialog and to keep the timer running The fourth time when it asks me at 40 minutes I realize I finished working on my task and I choose to stop the timer I will assign 40 minutes to the task I was working on Tip When the reminder dialog is displayed you can postpone the decision by pressing ESC Example 3 2 Idle time notification Let s assume idle time notification is set to 10 minutes That means Fanurio will notify me if I m away from the computer for more than 10 minutes I start the timer and after 40 minutes I leave the computer for a coffee break When I return after 15 minutes I see a notification dialog where Fanurio asks me what to do with these 15 minutes I decide to discard them The timer will continue to run and to show it s been started 40 minutes ago instead of 55 The 15 minutes I ve been away are considered pause time Besides Discard the idle notification dialog has two other options Transfer and Keep Use Transfer if you ve worked on something else in the meanwhile a client was on the phone for instance and Keep if you ve been working on the same thing but you didn t touch the compute
45. HTML or any other format it s important that you read the template language section and the section on how to use directives in tables Creating an invoice template in 10 minutes or The most recommended way of creating an invoice template is to use the template editor Even power users can do a lot of tweaks just from the editor Here s how to create your first template 1 Go to File Template Editor to open the template editor 2 Go through all the sections of the editor and check the fields you want to include in your template You can configure things like your logo the visible columns the totals or the names of the columns To see how it looks like after you make some changes click Update or press F5 Windows Ctrl R Linux or Cmd R Mac OS X 3 Click Save to save the template to the templates folder when you re done Later when you ll want to export an invoice to HTML you can use this template If you want to make further adjustments to the template use the template editor and click the Open button to open it To learn more about the template editor make sure you read the section that describes 1t If you have problems customizing or creating a template you can always contact us for help Installing a template Installing a template is just a matter of copying one or more files to a certain folder Go to File Open Templates Folder to open the folder where you want to install the template For invoice templates
46. Here s how to create edit or delete a project To create a project go to Business New Project or click the New Project button from the toolbar To edit a project right click it control click on Mac OS X and select Edit Project from the popup menu To delete a project right click it control click on Mac OS X and select Delete Project from the popup menu You can also create a project whenever creating a task an expense or a trip by using the New link next to the Project field Choosing a projects view Fanurio has two project views that allow you to see and manage your projects but only one view can be active at one moment The tree view shows projects grouped by client in a tree and it s the default view This view is recommended to users who don t have to manage many clients and projects The table view shows projects in a table This view is recommended to users who need to manage many projects The projects table can show many project details and it allows projects to be searched 18 Using Fanurio The active project view can be changed from the menu by accessing View View Projects as Tree or View View Projects as Table 3 4 2 1 The projects tree view The tree view is used by default and it s recommended to users who don t have to manage many clients and projects The tree view can be enabled from the menu using View View Projects as Tree This is a rather simple view that shows projects grouped by c
47. Invoice dialog You can now see how an invoice looks like without actually creating it Bug Fixes e Idle time was reported inaccurately on some Macs e Doesn t select all contacts when importing them from Address Book e The Start F5 timer action didn t start the timer for the current item e The link that indicates an item in the Time Entry dialogs doesn t wrap if there isn t enough space e Table columns weren t always sorted correctly e Auto backup is enabled by default 193 Changelog e Clients were not initialized correctly when created from the New Project dialog e Duplicate taxes appeared in tax groups when created but they were discarded once the application was restarted 194 Changelog 6 19 Version 1 10 April 22 2008 This version adds smart timing better Linux integration and many other improvements Here s a list with all the changes New Features e Runs on Linux Fanurio now integrates with and runs on Linux We ve tested the application on Ubuntu 7 10 with Sun Java 1 5 Although a Linux version was available right after we released version 1 9 this release also has a Debian installer and can integrate with the tray You can read more about the Linux version on our blog http ateliersoftware wordpress com 2008 02 19 fanurio runs on linux e Smart Timing Smart timing is how Fanurio figures out what you are doing in order to record time accurately It uses idle time detection and a set of
48. Number invoice number Date invoice date date Total S invoice total Thank you for your business This template is saved in the file text invoice 02 txt files templates txt text invoice 02 txt Extra Another built in that can be used with dates is string The following code displays the date in a user specified format S invoice date string yyyy MM dd where yyyy is the year MM is the month and dd is the day Of course you can change their order however you like 4 3 3 Directives or how to perform operations on fields Placeholders are usually not enough if you want to create an invoice template You will also need to perform various operations on placeholders We call these operations directives Some common directives are e list e if The list directive allows you to access placeholders with multiple values while if lets you make decisions based on the value of a placeholder A list of all directives can be found here http freemarker sourceforge net docs ref_directives html The list directive The placeholders we ve seen so far invoice number invoice total invoice date are single valued but there are placeholders that contain multiple values The values of these placeholders cannot be simply accessed by surrounding them with you have to access them element by element 83 Templates guide How to create and edit templates for Fanurio Let s suppose you want to display all the
49. Options Preferences and then to the Locale section to change the language Improvements User interface e The General and Backup tabs from the Settings Options dialog were replaced by the System and Paths tabs e The New Invoice dialog shows the date of the items in gray This helps distinguishing between items with the same name but different dates e If the application is closed when the timer is running one can now cancel this operation and not just decide whether the time recorded by the timer is saved to a service or not e Remembers the size of the Timer Info window e Warns if a time entry is empty time is zero Timesheet export e Changed the XML file used to export the timesheet to indicate whether a service is billable or not and the category it belongs to e The CSV and Excel files used to export the timesheet display time in hour format instead of displaying the number of seconds e Backup Fanurio creates a backup copy every time it starts and it no longer creates backup copies when it is closed On Windows and Linux the backup copies created when the computer is shut 181 Changelog down are not always complete Fanurio doesn t get enough time from the operating system to finish them If a backup copy is not valid Fanurio lets you skip that copy e Multiple instances If Fanurio is already running and it is started again the current instance is made visible Previous versions displayed a message that Fa
50. Report The following table shows the placeholders that can be used to create sales reports Besides these placeholders you can also use business placeholders to print information about your business in a sales report Here s an example that shows how to calculate totals by month It groups invoices by month and then it calculates the total for each month D assig list D mo mont Us termine the months when invoices where issued nths salesreport groupDatesByMonth salesreport invoices hs sort as month S mon list Prin th t salesreport filterByDate to find invoices issued on a specific month assign monthInvoices salesreport filterByDate salesreport invoices month t t the month and calculate the total for the invoices issued on that oString MMM yyyy salesreport calculateTotal monthInvoices Calculate the total for all the invoices included in the report Total S sa lesreport calculateTotal salesreport invoices 133 Templates guide How to create and edit templates for Fanurio Table 4 21 Sales Report Properties Property Version Meaning 1 Parameters The date and paid date intervals used to build the report can be accessed from the template Each interval may or may not have a start date and an end date If a date interval is defined only by its start date then the end date will not be defined a
51. The report allows you to obtain a list with all its projects and project elements tasks expenses trips self explained 123 End da Templates guide How to create and edit templates for Fanurio Property Version Meaning projectsreport projects 3 1 projectsreport getTimeEntries tasB 1 A list with all the projects included in the report This is probably most important placeholder because almost all reports need to use it A list with all the time entries of a task that belong to the reporting period projectsreport getTasks project 3 1 A list with all the tasks of a project that belong to the reporting period projectsreport getTrips project 3 1 A list with all the trips of a project that belong to the reporting period projectsreport getExpenses proje 8 projectsreport getProducts projeq6 1 A list with all the expenses of a project that belong to the reporting period A list with all the products of a project that belong to the reporting period projectsreport filterWithActivity Projects Finds the subset of the specified projects that have elements tasks time expenses trips or products in the reporting period This filter is useful if you don t want to deal with projects that were active during the reporting period but nothing was recorded on them projectsreport filterB yClient proj cts client Finds the subset of th
52. You ll have quick visual feed back on your options Once you ve decided on a look click Save Template to save the template to the templates folder Later when you ll want to export an invoice to HTML you can use this template Note Previous versions had a New Template dialog that helped to create an invoice template It has been replaced by the more intuitive visual method Improvements e Show the time log for a date range The time log dialog is displayed whenever you click the today date from the status bar In previous versions this dialog only showed the log for a single date This version can also display the time log for a date range You can choose a predefined date range like This Week This Month Last Week Last Month or you can specify a custom date range In addition to that the time log can be exported to HTML CSV and Excel The previous version only exported to HTML e More detailed invoice previews The view invoice dialog has been redone visually to display the invoice contents more intuitively The new view also shows when time has been recorded for each item by date e Export the application log file If the application is not working correctly you can always export its log file to a folder of your choice and then send it to us for further investigation Go to Help gt About Fanurio to display the about dialog and then click the Export Log File button 203 Changelog e Other improvements e New timer
53. a task 1 Go to Business New Time to add time to the currently selected task If no task is selected you will have to specify one This is probably the fastest way to enter time in Fanurio 2 Go to the Timesheet view and use the New button When you use this method and the date filter is set to a specific date time is added by default to that date This method is very useful if you need to enter time for previous dates as it saves you from specifying the date for each time entry 3 Open a project and select the task where you want to add time Then click the New Time button 4 Edit a task and go to the Time section to add time to that task Time fields accept time in both hour and decimal format Here are a few input examples e 2 30 enter the number of hours and minutes e 30 enter the number of minutes e 2 5 or 2 5 enter the number of hours e 5 or 5 enter the number of hours e 2 enter the number of hours The major drawback of manual time recording is that you need to remember the times and duration of each task That s why a better method to track time for your activities is to use a timer Recording time with timers Tracking time is a lot easier when you have a timer Unlike manual time recording a timer will save you the trouble of remembering the exact time when you started stopped or paused a task Fanurio can manage multiple timers but only one can be active all the other timers are paused When a new
54. all important tables e Text areas lose focus when the tab key is pressed e Show Contents is no longer an option in the project popup menu Bug Fixes e Price and cost currency mismatch is no longer checked if cost is not used e Invoices with zero total are marked automatically as paid e Fixed the name of email attachments The following placeholders were not available in templates business other client other business mobile and client mobile Tables that span on multiple pages don t display the bottom border 184 Changelog 6 14 Version 2 1 1 July 22 2009 This is a patch for version 2 1 that contains bug fixes and small improvements Here s a list with all the changes Improvements e Default name for backups to save time e Close the currently opened project when a client is selected It can be confusing sometimes e Toggle buttons from the reminder dialogs are disabled when their section is visible Snooze and Snooze are different Bug Fixes e The application freezes when the idle reminder is triggered e Failed to export date and time objects to CSV e Pause resume timer tooltip doesn t change e The view toggle buttons are not quite visible when selected on Vista e Projects are opened on mouse click instead of mouse pressed 185 Changelog 6 15 Version 2 1 July 9 2009 This version opens up Fanurio for users who speak other languages than English It is now available in German Romanian a
55. and edit templates for Fanurio Servicel 5 x 10 50 Service2 2 x 5 10 Products Product1l 1 x 10 10 Expenses Expensel 1 x 30 30 The template that makes this possible looks like this Services list invoice servicelItems as item S item name S item quantity x S item price S item total list Products list invoice productItems as item S item name S item quantity x S item price S item total list Expenses 1list invoice expenselItems as item S item name S item quantity x item price list S item total As you can see we use not one but three list directives One for the invoice serviceltems placeholder another for the invoice productItems placeholder and the another one for the invoice expenseltems placeholder These three placeholders help us access items by their type service product or expense Let s take this example even further and assume that the list of expense items is empty In that case the invoice is Services Servicel 5 x 10 50 Service2 2 x 5 10 Products Productl 1 x 10 10 Expenses Since there are no expense items you ll probably want to hide the Expenses text too In other words you want to display it only if there is at least one expense item This can be done using the if directive as follows Services list invoice serviceItems as item S item name S item quantity x S item price S item total tlist
56. and filtering can be done in the Invoices View right above the invoices table Improvements e Keyboard actions for the clients tree The clients tree can be controlled using the keyboard Use e INSERT to add a new project e ENTER to edit a client or a project e DELETE to delete a project or a client e Confirm project delete The application will prompt the user when a project is deleted e Log all errors If the application fails to complete any task during execution that error will automatically be logged This helps us identify and fix possible problems faster Bug Fixes e Vista idle time detection Idle time detection is now available for Windows Vista too 205 Changelog e Application settings The application settings are saved while the application is running so that if the operating system quits unexpectedly they are not lost This problem occurs on some Windows machines when the OS is shut down while Fanurio is running Fanurio doesn t have the time to save its settings This is more an OS problem than a Fanurio problem and that s why we are trying to save the settings before it is closed e User guide fixed for Internet Explorer The html pages from the user guide didn t look properly in Internet Explorer 206 Changelog 6 24 Version 1 5 May 28 2007 The most important features of this version are time logging support for project items and more billing options like invoice auto numbering and time rounding H
57. and go to the Billing tab to access its invoice counter Fanurio uses the Freemarker http freemarker sourceforge net syntax for the number format the same syntax used for the templates Here are a few number formats that assume the counter is 1 one and the year is 2020 Table 3 8 Invoice number formats Name Number Format Sample Number Four digit numbers counter string 0000 0001 To use more digits in your format just add more zeros Fixed prefix format ABC counter ABC 0001 string 0000 This format builds on the previous one by adding the ABC prefix Please note that it s important to put the prefix outside Client code prefix format client code counter ACME 0001 string 0000 The invoice number format can use two placeholders that access the code and name client fields Include client code or client name if you need to build a more complex format This format uses the client code placeholder and assumes the client code is set to ACME Date prefix format now string yy 20 0001 counter string 0000 This format uses a variable prefix that changes with the year The date prefix is generated by the expression now string yy If you need to display the whole year 54 Using Fanurio Name Number Format Sample Number use now string yyyy instead The text yyyy represents the date pattern used to format the
58. and it will never be deleted by Fanurio when there are too many backup copies 168 Changelog 6 6 Version 2 6 1 March 29 2013 Bug Fixes Failed to start with Java 5 Failed to start if global hotkeys where enabled in the previous version Time entry descriptions were not available when displaying them grouped by date in the invoice template Linux Using xdg open instead of gnome open to open files folders and urls Windows 8 Run on startup didn t work Windows 8 Fanurio wasn t using the Windows task bar features thumbnails pinning badge icons Windows 8 Fixed the user interface look and feel The template editor failed to save templates that contained Freemarker code The dialog used to create and edit new Timesheet Import configurations is now scrollable so it can fit on any screen Mac OS X The folder chooser didn t work with Java 7 Mac OS X The menu bar and the status bar were not painted correctly on Java 7 The age of an invoice is calculated as the difference between the dates and not the difference between the time stamps If an invoice was created yesterday at 11 00 PM and now it s 8 00 AM then in the old version the invoice was 0 days old while in the new version it s 1 day old 169 Changelog 6 7 Version 2 6 November 6 2012 This version contains new many features improvements and bug fixes Here s a list with all the changes New Features e Multiple timers Fanurio can now manage mu
59. as you type check box 4 Click to clear the Mark grammar as you type check box When adding Freemarker code to a Microsoft Word template you may want to cut the text and paste it back as unformatted text This ensures that the text is inserted as a block and it s not split in multiple invisible fragments OpenDocument Text odt An OpenDocument Text template files templates odt odt invoice odt is similar to the plain text template created in the previous section but with specific formatting like header footer page numbering and a table for the invoice items When adding Freemarker code to a OpenDocument Text template you may want to cut the text and paste it back as unformatted text This ensures that the text is inserted as a block and it s not split in multiple invisible fragments OpenDocument Spreadsheet ods An OpenDocument Spreadsheet template files templates ods ods invoice ods is similar to the plain text template created in the previous section When adding Freemarker code to a OpenDocument Spreadsheet template you may want to cut the text and paste it back as unformatted text This ensures that the text is inserted as a block and it s not split in multiple invisible fragments 89 Templates guide How to create and edit templates for Fanurio 4 5 Creating templates like a professional HTML and CSS 4 5 1 This section only shows what you can do to improve the layout of an HTML document in general You
60. be used to specify the date or period when the services were provided This field is optional but in some countries like Germany this information needs to be displayed on invoices e Filter clients by their status Clients have a new status field that can help to control whether they are active or not To hide inactive clients just click the small arrow icon above the clients tree and select Active Fanurio will display only active clients e Filter invoices by payment date Invoices can also be filtered by payment date if the status filter is set to Paid If you keep track of your business s income using the cash method you can use this filter to see how much money you received during a certain time period If you are using the accrual method you can use the Date filter to see invoices created during a certain time period Third party timesheet import Fanurio can also import time from other applications not just from another instance of Fanurio Now it can import time from iTimeSheet http itimesheet free fr TimeLogger http www costmosoft com Time Tracker http time tracker avh4 net iPhone and BizTracklt http www shrunkenhead biz biztrackit html Blackberry but it can be extended to support other applications as well e Search time entries by description Time entries listed in the Timesheet view can now be searched by their description e New languages Fanurio is now available in Dutch and Portuguese Go to
61. because they allow you to use a template to format data Go to Reports Expenses Report to create a report for your expenses Just like in the Expenses view you can use several filters to specify which expenses should be included in the report e Projects specifies the projects included in the report e Date specifies the date interval when time was recorded Billing specifies whether the report should include billable or non billable expenses e Invoiced specifies whether the report should include invoiced or not invoiced expenses Fanurio comes with one default template e Project Expenses shows the amount of money spent and invoiced for the selected projects in the specified date interval If you need to create your own templates please see this section to learn what placeholders you can use 46 Using Fanurio 3 8 Working with trips 3 8 1 About trips 3 8 2 Trips help you record the distance and time you travel with a vehicle If you need to track taxi fares or similar travel expenses please see the expenses section for more details Here s what you can record with a trip e Project The project where you want to record the trip The project is mandatory as you can only record trips on projects e Date The date when the trip was made Distance The total distance of the trip Fanurio tracks distances in miles mi and kilometers km but we can introduce other distance units if necessary The default distance u
62. but you also have a few clients from the USA When dealing with clients from UK you will be invoicing in GBP while for the American clients the invoices will be in USD By marking a client as being from the USA all its invoices will show numbers dates and currency formatted using American rules 16 Using Fanurio 3 3 5 Importing clients from CSV 3 3 6 If you already have a list of clients Fanurio can import them Go to File Import Import Contacts from CSV to import one or more clients from a CSV comma separated value file Most applications especially e mail applications can export their data to such a format A wizard will assist you along the way to make things easier Importing clients from Apple Contacts Apple Contacts known as Address Book before OS X 10 8 Mountain Lion is widely used on OS X to manage contact details but since Fanurio runs on multiple platforms it can t rely on it to store contact details for its clients To fix this problem you can import contacts from Apple Contacts into Fanurio Fanurio allows you to import contacts stored in Apple Contacts as clients easily Just go to File Import Import Contacts from Apple Contacts to choose the contacts you want to import The import window will not display contacts that have been already imported to prevent you from importing the same contact twice Once you import a client in Fanurio you can keep it in sync with Apple Contacts by ctrl cl
63. c eee ee eee eeneeeneeeneees 61 3 13 Fanurio IGG Software s 1Biz cee ee eese nee eevee eene eens cree seen E TERA 62 3 13 1 How to import an iBiz database 2 2 0 0 cece cece eee cee ee seca seca een eeueeee 62 3 13 1 1 What to do if the conversion fails 00 0 0 cceeeeeeeeceeeeeeeeeceuneeeeees 67 3 13 1 2 What to do if the conversion succeeds with errors eeeeeeeeee 67 3 13 1 3 Which iBiz elements are imported by Fanurio cee 67 3 13 2 How is Fanurio different from iBiZ eee ee cece eeeceeeee teen teen es 68 321392 Nee GHENUSS fs fc stsb heekewe a AEE E o ee cin tense R EA E RA 68 313 22 Projects sve sesh set ess deve The aE veda svony sence dy EE Sunde EEEE 69 3313235 JOD OVENS sissy nied we datsa ed chen Rides Most oh a destined bacon atest uveey 69 3 13 24 JOD CVENt groups 115 lt 2 ess scesee eae cde uades ereeed ada E E RI NE 71 3 13 25 Custom JOB EVENISSE e E E E ees eet eek 71 3 13 26 To Do JMEMS rrien e E E a EE seen E I E RASS 71 A Ee A T AEE E E lake E aoe needs ene ees 71 3 13 28 File Cabinete ae eae eE aE n eiS 72 31329 ESU MAES 4s 0 idscs betel ste cctel vee E ec cata tt E ES 72 3213 2100 INVOICES wnt ses os rmasseptea ges ey stesso ustedes a ste E AE due TSese swans 72 3 13 21 Invoice Reminders snae r vee a eae tees aes ave eS 72 3 13 2127 Statements 513s assed css get dasnnd E eaten sevens aan ape N ESEE SSS 72 Bel S2 13 PARES ct iia Meo a
64. costs can only be tracked using expenses In previous versions costs could also be recorded on service and product items using the Cost field This change allows you to keep a better track of your costs because they can all be found in a single place Here s what s different e Product and service items no longer have a Cost field because all costs are now recorded using expenses To preserve costs recorded on old items we create non billable expenses for them The following placeholders were removed item cost item profit project profit invoice profit 162 Changelog e Since products no longer record costs it doesn t make sense to have non billable product items anymore All product items are now billable and they are used exclusively for billing e Billable projects have a new view only for products For more details on how costs from product and service items are migrated as expenses see the Migration section below Non billable projects In previous versions all projects were billable Now you can mark them as billable or non billable When working with non billable projects all tasks expenses and trips are non billable and you don t have to set any billing attributes to them Also if all your projects are non billable you can hide billing views from the sidebar and billing columns from the tables right click their header to set visible columns to make the interface simpler Non project invoices In previous vers
65. create a report at the end of the year Improvements e Import time from CSV e CSV formats needed to import time in Fanurio can now be exported to and imported from disk It s now easier to share import formats with other users e Added two more separators colon and vertical bar or pipe I e User interface e The status bar and the filters from the main views use a smaller font on OS X e The timer display also shows the client name and the project name Now when the timer is running the timer display shows the client the project and the task name If they are too long they are truncated e Added a Close button to the Edit Timer window Reordered filters used for the projects tree e New timesheet format The timesheet format version is now 3 0 Fanurio can still import files created with the old formats version 1 0 and 2 0 The new format uses tasks instead of service items e Freemarker 2 3 20 Updated Freemarker from version 2 3 8 to version 2 3 20 This update is relevant only to expert users who need to create templates that use features available in versions newer than 2 3 8 e Taxes with three decimals Taxes can now use three decimals instead of two eg 7 275 Bug Fixes e The tax total wasn t calculated for new invoices e Finished projects were available for billing although only unfinished projects should be billed e When invoicing a specific project that project is selected by default in the A
66. e Paid Date specifies when invoices were paid if paid e Status specifies whether invoices are paid or not Fanurio comes with a set of default templates that can be selected from the Template drop down box e Invoices shows the list of invoices sorted by date and displays totals at the bottom This template is useful if you need to create a statement for a client or if you simply need to list invoices chronologically e Client Summary by Month displays totals by client and month This template is useful if you need to analyze sales by client and month 57 Using Fanurio e Client Summary by Year displays totals by client and year This template is useful if you need to analyze sales by client and year e Client Summary displays totals by client This template is useful if you need to analyze sales by client Invoices by Client is similar to Invoices except that it groups invoices by client and displays subtotals for each client This template is useful if you need to analyze sales by client Invoices by Month is similar to Invoices except that it groups invoices by month of billing Date field and displays subtotals for each month This template is useful if you need to analyze sales by month Invoices by Year is similar to Invoices except that it groups invoices by year of billing Date field and displays subtotals for each year This template is useful if you need to analyze sales by year Invoices by Month of Paym
67. events that are imported For recurring events if the period is not bounded for instance it is set to All Dates or it is set to import everything after a certain date Fanurio will use a bounded period nevertheless That s because a recurring event may occur indefinitely and Fanurio can t convert it to an infinite number of time entries If the period is not bounded Fanurio will import all occurrences of a repeating event from when it was started until the time when the import is performed If your calendar file contains recurring events it s probably best that you import them after they occurred otherwise you may import future events that may be cancelled In this case the import period should be a past period like last week or last month Reimporting recurring events with a different occurrence time unlikely If you reimport in Fanurio a recurring event that has a changed start time its new occurrences will be imported along the old ones Although it s unlikely that you import a recurring event in Fanurio and then edit all its occurrences in your calendar application we re documenting this case here just to let you know how Fanurio deals with it 40 Using Fanurio 3 6 9 Let s assume you have a recurring event for Meeting from 9 30 to 10 30 each Monday and you import some of its occurrences in Fanurio For some unknown reason that s why we say this is unlikely you need to change all occurrences of this event to Meeting from 9
68. from Fanurio Since Fanurio already knows the email addresses of your clients you can send invoices directly from the application Read this section for more details Default billing settings Projects now have a billing section where you can specify default billing settings for their items These settings are used when a new service or expense is created for that project For instance you can specify a default hourly rate and a default rule for rounding time Each time a new service item is created it will have the default rate and rounding specified at project level Menu bar icon on Mac OS X Fanurio adds an icon to the menu bar on Macs running Java 6 Mac Intels running Leopard The menu bar icon displays the status of the timer running paused and its menu has actions to control the timer This menu bar icon menu makes it even easier to control the timer than the 1Tunes like mini timer Idle time detection on Linux Idle time detection happens when you start the timer but at some point you must leave the computer This option is not enabled by default and must be configured from Edit gt Preferences gt Timer Until now idle time detection only worked on Mac OS X and Windows Now it is also available on Linux for both 32 bit and 64 bit computers Third party timesheet import Fanurio can also import time from other applications not just from another instance of Fanurio Now it can import time from iTimeSheet http itimesh
69. icons e Renamed Generate to Export The old Generate Invoice command has been renamed to Export as we already use this term in a few other places We want to keep command names consistent across the application e Larger address field The address field has been replaced with a multiline address field Bug Fixes Invoice date filter The date filter was not accurate and invoices created before noon were not displayed e Wrap text in text areas The editable text areas like project description item description etc wrap the text when the line is too long 204 Changelog 6 23 Version 1 6 July 2 2007 The most important features of this version are a new timer that replaces the previous one and support for marking invoices as paid Here s a list with all the changes New Features e New timer This version of the application replaces the old timer with a more usable one The main drawback of the old timer was that it required to select a project item first in order to start it This approach wasn t very intuitive or usable The new timer can be started anytime you don t have to select an item first and from anywhere menu toolbar tray menu shortcut When the timer is stopped the user is asked to specify the item for which the time is recorded If none is available a new item can be created This new timer can also be started or stopped from the tray menu or using the CTRL T shortcut e Mark projects as finished o
70. in the file scribus invoice txt files templates txt scribus invoice txt 97 Templates guide How to create and edit templates for Fanurio 4 7 A comparison of all supported file formats The following table shows all file formats that Fanurio can use as templates Table 4 3 Template file formats supported by Fanurio Template View Print Export Email Editor Example Format HTML html pdf pdf Text editor html html HTML invoice html editor files templates html html invoice html Microsoft docx docx Microsoft word Word 2007 Word invoice docx docx files templates docx word invoice docx OpenDocument odt odt OpenOffice odt Text odt Writer invoice odt LibreOffice files Writer and templates others odt odt http invoice odt en wikipedia org wiki OpenDocument_software OpenDocument ods ods OpenOffice ods Spreadsheet Calc invoice ods ods LibreOffice files Calc and templates others ods ods http invoice ods en wikipedia org wiki OpenDocument_software XML xml xml xml Text editor XML editor Plain Text txt txt Text editors text txt invoice txt files templates txt text invoice txt Quicken qif qif Text editors quicken qif invoice qif files templates qif quicken invoice qif 98 Templates guide How to create and e
71. is loaded faster now This change should be visible especially to users with large databases data recorded over several years with many projects and invoices In some cases the database loading time will be reduced to a quarter of what it used to take e Newer versions of the database The application can now detect whether the database has a newer version than what it can handle If the database version is newer then it will not be opened This situation can happen if you try to restore a backup created with a newer version of the application or if you share the database between multiple computers using Dropbox but not all the computers run the same version of the application e Manage repositories In previous versions it was possible to configure the location of the database and the user defined templates folder independently of each other but to make things easier we decided to group them under a single folder called repository folder The location of the repository folder can now be changed from File Change Repository Folder while the location of the backup folder can be changed from File Change Backup Foldet See this section for more details about repositories e Disable optional modules billing expenses trips products Starting with version 3 0 Fanurio is built around two main modules billing and projects These modules can be used separately from each other or they can be used together e just billing no project
72. longer now but the last date and time when time was recorded for that service This is useful if you enter a lot of time entries manually after a few days or at the end of the week because you don t have to change the date so often from now to a past date User interface improvements e Improved the New Invoice and Create Template dialogs to be less crowded e The mini timer view also shows the service e Items and expenses now have a check box to indicate they are non billable instead of two radio buttons e The drag corner is now displayed on all windows on Mac OS X e Time columns are aligned to the right Others e Renamed contract clientNumber to contract reference A mobile and an other field have been added to both business and clients e Title and meta tags from the head section of the template are converted to document properties when an invoice is exported to PDF Bug Fixes Spelling errors in the Options Preferences dialog The dock icon was updated correctly if the timer was stopped after pause Using Quaqua 5 2 1 to work with Java 6 Date filters weren t updated if the application ran after midnight 187 Changelog e Idle detection works on both 32 and 64 bit computers e The Add Time dialog didn t recognize the start time in some cases on Mac OS X 188 Changelog 6 16 Version 2 0 February 26 2009 This version provides a more intuitive interface to enter services and expenses can handle multip
73. make some settings for the import to go smoothly You can make these settings by hand or you can use a wizard to make them automatically We highly recommend that you use the wizard as it can save you a lot of time In both cases you will need an iif file that has to be exported from QuickBooks Make sure QuickBooks Pro is running and go to Timer Export Lists for Timer TimerList iif to export the file that will be used to configure Fanurio A Automatic setup Go to File Import Import from QuickBooks to launch the wizard It will ask you to locate the TimerList file mentioned above The wizard will help you make all the settings import the customers and items that you want to use from Fanurio Please note that you can run this wizard at any time existing customers and items will not be imported again B Manual setup 1 Go to Tools Options and select the Third Party panel Enable QuickBooks export and enter your QuickBooks company id in the Company Create Time field You can get your company id from the TimerList file Open it with a text editor and get the value of the COMPANYCREATETIME field from the TIMERHDR line 2 Go to Business My Business Details and select the Company panel Enter your QuickBooks company name in the Name field You can get your company name from the TimerList file Open it with a text editor and get the value of the COMPANYNAME field from the TIMERHDR line 3 Go to Business My Business
74. new setting is disabled by default and must be enabled from the Options Preferences dialog e Search invoices by reference New column for the invoices table to display the reference field which usually is the purchase order The search field above the invoices table can now be used to search invoices by their reference number The return of default date for new time entries The default date of a new time entry is today again It was changed in version 2 1 to be the last date when time was added to the service but it didn t prove to be a good idea To enter time for another date than today go to the Timesheet view and use the Date filter to specify a date Then when you ll use the Add Time button from the Timesheet view the default date will be the date specified by the Date filter 183 Changelog Improvements e Template New invoice overdue placeholder to know whether an invoice is overdue or not e Check for updates Fanurio automatically checks for updates even if it is not restarted for many days Previously it only checked when started e Improved mini timer e New minimize button in the mini timer window e New toolbar button that changes the view to the mini timer window e Fixed the bug that maximized the mini timer window in some cases e Renamed the Switch View action to Switch to Mini Timer and Switch to Fanurio Window The old name wasn t that obvious e User interface improvements e The Delete key works on
75. on Mac changes to the Invoices view while Ctrl Shift P Command Shift P on Mac changes to the Projects view Database validation When started Fanurio checks if it can connect to the database to prevent any accidental data loss Logging Fanurio is now configured to keep at most 4MB of logs previously it used only 0 5MB In case anything is going wrong with it we ll have lots of information to investigate and fix the problem Bug Fixes The fanurio Ick file that is used by Fanurio to know if it was already started is no longer created in the user s home folder but in the settings folder Fanurio fails to create this file on some Macs 192 Changelog 6 18 Version 1 11 July 29 2008 This version makes possible to track costs and profits Here s a list with all the changes New Features e Costs and profits Project items can now track both the purchase cost and the selling price rate Tracking costs is very useful especially if you subcontract or resell some of your services By recording the cost you can get accurate reports of your profits e Money reports Project reports can now show both time and money e Start recent The Start Recent list contains the latest items where time has been recorded It can be accessed from the Timer menu the tray menu the toolbar and the iTunes like mini timer By clicking on one of the items the timer is started for that item The recent items are grouped by client and project f
76. one or more time entries to it Fanurio allows you to access its timer from the menu bar the menu bar icon and from the toolbar Unlike iBiz Fanurio doesn t allow multiple timers to run simultaneously There can be only one timer running at a time iBiz works the same way if the Starting a timer stops all other timers setting is enabled from Preferences 71 Using Fanurio In Fanurio time rounding is not a timer feature but a feature available only on billable tasks Fanurio can handle complex time rounding rules like round time to the nearest 15 minutes interval but bill at least 30 minutes Fanurio can detect idle time just like iBiz can but it also has a few other reminders to help you start stop and resume timers To learn more about how you can record time in Fanurio manually or using a timer see the time entries section 3 13 2 8 File Cabinet Fanurio doesn t have an equivalent for File Cabinet 3 13 2 9 Estimates Fanurio doesn t have built in support for estimates but there is something you can do to create one until this feature is implemented 1 Create two projects one for the estimate and the other for the actual work 2 Add one or more products to the estimate project 3 Click the estimate project to display the contextual menu and select New Invoice 4 Add all the products to the invoice 5 Instead of clicking Create to create a new Invoice click Preview This allows you to export the te
77. or more trips with tags you can then filter them in the Trips view Just click the small arrow icon from the search field to tell it that you want to search by tags Then type the name of the tag that you want to search for Searching and filtering trips To learn more about the trips you record in Fanurio go to the Trips view and use the filters above the trips table The table will display only those trips that match the selected filters Trips can be filtered by e client status any active not active e project status any finished not finished e invoiced status any invoiced not invoiced e billing status any billable not billable and e date Once you set these filters the table footer will display the total distance of all visible trips For instance you could use these filters to see how much you ve travelled on a day week or month The table can also be filtered using a search field that can search by e description e tags e rate e client project and e invoice The client project option allows you to filter trips by client or project name If you have a client called Aristotle with a project called Rhetoric just type Aristotle Rhetoric and it will display this exact project If you type Aristotle it will display all trips for this client The semicolon is very important as it helps Fanurio distinguish between fields Exporting trips Fanurio can export trips to CSV and Excel To export them you can
78. reminders to do that Until now Fanurio had only idle time notification and one reminder to start the timer We ve added two more reminders one to resume the timer if it is paused for too long and one to stop it You can read more about smart timing in this section We ve also made the start timer reminder dialog easier to use e New Timer menu We ve added several new timer actions start discard transfer recover and timer info and so we ve decided to create a Timer menu to hold all timer actions The new actions make time tracking more flexible e Start lets you start the timer for a specified project item and attach a description for the task that you are doing When the timer is stopped Fanurio will add time to this item with the specified description The other Start action will simply start the timer without asking where time will be added e Discard lets you discard some of the time recorded by the timer Lets assume the timer is running for 30 minutes but for 10 minutes you ve been on a break This action lets you discard those 10 minutes e Transfer lets you move some of the time recorded by the timer to a project item Lets assume the timer is running for 30 minutes but for 10 minutes you ve been doing something else This action lets you discard those 10 minutes from the timer and move them to the project item you ve been working on e Info shows some information about the timer when it is running It also lets you change
79. report allows you to obtain a list with all its expenses or partial lists for instance expenses that were recorded for a certain project expensesreport expenses 3 1 A list with all the expenses included in the report This is probably most important placeholder because almost all reports need to use it expensesreport filterB yProject expehses Finds the subset of the specified project expenses that belong to the specified project expensesreport filterB yClient exp nses Finds the subset of the specified client expenses that belong to the specified client 3 Grouping Fields like clients or projects can be extracted as separate groups from a list of expenses expensesreport groupClients expkhdes A list with all the clients list expensesreport list expensesreport groupProjects exp rises A list with all the projects list expensesreport list groupClients groupProject 4 Totals 131 Templates guide How to create and edit templates for Fanurio Property Version Meaning The report can calculate totals for a list of expenses The list of expenses can either be expensesreport expenses all the expenses included in the report or a partial list determined by one of the filter functions expensesreport calculateAmount 8xbenses The total amount for the specified list of expenses Amount specifies
80. should read this if you want to change an HTML template manually If you are creating an HTML template we highly recommend that you use the template editor Page formatting If you are using a template to export to PDF there are a few settings that you could add to the template to make the PDF document look nicer These settings are actually CSS 3 page rules http www w3 org TR css3 page This section covers the following settings e page size e header and footer e page numbers e page breaks e background layer e document properties Please note that not all CSS3 page properties are currently supported by Fanurio when converting a document from HTML to PDF Page size The size of a page can be set using the page rule http www w3 org TR css3 page page box page rule page size A4 portrait can also use landscape for orientation Header and footer The page rule can also be used to specify the header and footer The following example shows a document that has a 3 inch header and an 1 inch footer lt html gt lt head gt lt style type text css media all gt page size A4 portrait can use also landscape for orientation margin top 3 0in margin bottom 1 0in bottom center content element footer top center content lement header 90 Templates guide How to create and edit templates for Fanurio page header display block
81. t make sense to make it billable in the first place e New Task for the selected project The New Task action from the menu or from the toolbar creates a task for the selected project if the Projects view is active e Firewall warning on OS X When launching Fanurio on OS X it shows a warning window with the following question Do you want the application Fanurio app to accept incoming network connections Clicking Deny may limit the application s behavior This setting can be changed in the Firewall pane of Security amp Privacy preferences Deny Allow Do you want the application Fanurio app to accept incoming network connections This warning is triggered by the code that checks whether multiple instances of Fanurio are launched This code is no longer used now on OS X when launching Fanurio app but it is used if you launch Fanurio using one of the applescript scripts from the cross platform distribution tar gz We are not making this check on OS X any longer because no matter how many times you are launching Fanurio app OS X will not launch a second instance unless you are a power user who opens a Terminal window and uses open n More details about this special case here http reviews cnet com 8301 13727_7 57564478 263 how to open multiple instances of an application in os x Bug Fixes e Failed to import contacts from Contacts on OS X 10 9 Mavericks e Missing invoice mileage
82. tasks as completed 00 cece cece ceeeceeeee seca cece een eene eens 27 3 5 7 Rounding time for billable tasks 1 0 0 0 cece cece cc ence eee eeeeeeeeeeeeeeeaees 28 3 5 8 Understanding billable time precision 0c cence eee eeeeeeeeeeeeeeees 28 3 5 9 Planning work with tasks 0 0 0 e cece ence eeea ceca cece eeae cena eeneeeneeeneees 29 3 5 10 Tracking progress On tasks cess sss sicesssvenesss ees shessssees ease desngsebeesesaveoseees 30 lil Fanurio User Guide 3 5 11 Using categories to organize tasks 20 0 0 ee cece ee cece cece ee eeeeeeneeeneeeenees 30 3 5 12 Using tags to organize tasks 20 0 0 norane ti cece ce N E aE een eeue eens 30 3 5 13 Searching and filtering tasks 1 0 0 0 ce cece cece ence eee eeceeeeeeeeeeeeeeeeaeeeaes 30 3 94 Exporting Tasks en ense O EEE thd isda EEAS 31 3 313 Creating tasks TEpOrtS csp e ea EE a o SE e ENEEK I p swans 31 3 6 Working with tme entries gente eT na a E E he dad as E EE E N deas 33 3 6 1 Ab t time entries srren a a hess seb NA a RS 33 3 6 2 Configuring optional fields 20 0 0 eee ceeeceee cee ce eece een eeneeeneeeneeeees 33 3 6 3 Recording time manually sses ceres cece cece nistre e esap iih 34 3 6 4 Recording time with timers 2 0 0 0 eee c cee ce ee ceeeceeeeeeeeaeeea seen eeaeeeaes 34 3 6 5 Using reminders to control the active timer smart timing eee 35 3 6 6 Transferring time between multiple computers
83. templates saved in several file formats that can easily be edited using a visual editor like Adobe Dreamweaver Microsoft Word and OpenOffice There s a new template guide section that explains how to create and edit templates It also contains a list of all supported file formats with comments on each one of them Old format ftl Old templates ftl files are still recognized by Fanurio and they will work just fine If you have custom invoice templates you will still be able to use them However they cannot be edited using a visual editor since they were not designed for that Old ftl templates are using the angle bracket syntax for directives while the new html templates use the square bracket syntax http freemarker sourceforge net docs dgui_misc_alternativesyntax html Templates location The default templates location has changed The invoice templates folder templates invoices and the project reports templates folder templates project_reports are now located under the same folder templates See the troubleshooting section to learn where the templates are kept on Windows Linux and Mac OS X Exiting templates are moved automatically by the new version to the new location e Export payments Payments can now be exported just like invoices This is useful if you need to create payment receipts Fanurio comes with a default template that can be used to export payments to HTML or PDF but it can also use templates in other form
84. the project item and the description that will be used to add time when the timer is stopped e Recover lets you recover the last time interval recorded by the timer that wasn t added to a project If you start the timer and at some point you stop it but you don t add the recorded time to a project by mistake you ll be able to recover it Fanurio remembers only the last time interval that wasn t added to a project e View invoiced item Double clicking on an invoiced item shows its description and the time log Previously it wasn t possible to view an invoiced item Improvements e Unicode support All exported invoices HTML or PDF use the UTF 8 character encoding Unicode See this section for more details e Improved Add Time dialog The Add Time dialog is used to add time to a project item Until now you had to select an item and then add time to it The new Add Time dialog makes it possible to specify both time and a project item for that time 195 Changelog You can now use the Business gt Add Time menu action to add time to a project item without opening a project first Copy time Added a new Copy action in the Time section of the New Item and Edit Item dialogs This action lets you duplicate a time entry Replaced the Assign Time dialog The Assign Time dialog that was used to assign time to a project item when the timer was stopped is no longer used We are using the new Add Time dialog instead This approach is be
85. the end date of the billing period e If the billing period is undefined all dates then the completed date is set to now Rounding time for billable tasks Unlike tasks billed in units where the billable quantity must be entered manually by the user the billable quantity of hourly rated tasks is calculated automatically by converting the total billable time to hours Let s suppose you have a billable task with two uninvoiced time entries tl 16 minutes and t2 32 minutes Here s how its billable quantity is calculated in three different cases a Time rounding is not enabled Quantity 0 16 0 32 0 48 0 8 hours b Time is rounded up to 15 minutes for the sum of all the time entries Quantity round 0 16 0 32 round 0 48 1 00 1 0 hours c Time is rounded up to 15 minutes for each time entry Quantity round 0 16 round 0 32 0 30 0 45 1 15 1 25 hours When creating a time rounding rule you can also specify a minimum amount of time to bill By default the minimum field is set to 0 but you can change it to create rules like round time to the nearest 15 minutes interval but bill at least 30 minutes Note Fanurio uses the hour format 1 15 when dealing with time and the decimal format 1 25 when dealing with billable quantities The easiest way to round time for a task is to edit it and click the link next to hourly pricing option However if you use the same rounding rule for all the tasks of a project
86. the sum of all the time entries or for each individual time entry Let s suppose you have a service item with two time entries tl 16 minutes and t2 32 minutes that rounds time up to 15 minutes Here s how time is rounded in both cases e sum of all the time entries round 0 16 0 32 round 0 48 1 00 previous versions e each time entry round 0 16 round 0 32 0 30 0 45 1 15 option added in this version Terms per client You can now specify payment terms at client level not just at business level This means that whenever you create an invoice for a client it will use the terms of that client by default To edit the terms of a client go to the Projects view right click the client in the projects tree and select Edit Client Then go to the Billing tab where you can access the terms in the Terms field New Timesheet columns e Billable indicates whether a time entry is billable or not e Invoiced indicates whether a time entry was invoiced or not e Invoice show the invoice number for an invoiced time entry Optional columns Some of the main tables don t show all the columns by default to keep the interface simple For instance the Timesheet table doesn t show the following columns by default Invoiced Invoice Finish Pause and Hours In order to configure the visible columns of a table right click its header and choose which columns should be visible and which columns should be hidden Improvements Addi
87. the total amount of money spent expensesreport calculateTotal exprnses The total for the specified list of expenses Total specifies the total amount of money billed if the expense is billable 4 8 17 Trips Report The following table shows the placeholders that can be used to create trips reports Besides these placeholders you can also use business placeholders to print information about your business in a trips report Table 4 20 Trips Report Properties Property Version Meaning 1 Parameters The date interval used to build the report can be accessed from the template Each interval may or may not have a start date and an end date If a date interval is defined only by its start date then the end date will not be defined and tripssreport dateIntervalEnd will return false The folowing code can be used to cover all situations whether these fields are defined or not if tripsreport dateIntervalStart if tripsreport dateIntervalEnd S tripsreport dateIntervalStart date tripsreport dateIntervalEnd date else After tripsreport dateIntervalStart date if else if tripsreport dateIntervalEnd Before tripsreport dateIntervalEnd date lse All dates if if tripsreport dateIntervalStart 3 1 self explained tripsreport dateIntervalEnd 3 1 self explained 2 Trips The report allows you to obtain a l
88. timer is started the active one is paused and the new one becomes active This feature is very useful if you start working on something task A and then you get a call from a client that forces you to interrupt what you were doing and work on something else task B In this case you start a timer for task A and then when the client calls you pause the timer interrupt task A and you start a new one for task B When task B is over you stop its timer and save the time Then you can resume the timer for task A Since a timer is an important tool Fanurio provides several ways to access it You can access the timer from e the Timer menu e the toolbar e the tray icon menu e the iTunes like mini timer e the taskbar button s thumbnail toolbar on Windows 7 or e using global hotkeys on Windows and Linux The following actions can be used to control the timers from one of the places mentioned above 34 Using Fanurio e Start New Timer This action starts a new timer If a project is open and a task is selected Fanurio will start a timer for that task If a timer is already active paused or running that timer will be paused and the new one will become active e Start New Timer This action lets you start the timer for a specified task and attach a description to it When the timer will be stopped Fanurio will add time to this task with the specified description If a project is open and a task is selected Fanurio will su
89. to install Sun Java on Ubuntu 11 4 and earlier On Ubuntu 11 4 and earlier Sun Java can be downloaded from Ubuntu repositories 1 On Ubuntu 10 4 Lucid Lynx sudo add apt repository deb http archive canonical com lucid partner On Ubuntu 10 10 Maverick Meerkat sudo add apt repository deb http archive canonical com maverick partner On Ubuntu 11 4 Natty Narwhal sudo add apt repository deb http archive canonical com natty partner On Ubuntu 11 4 Natty Narwhal sudo add apt repository deb http archive canonical com natty partner 2 sudo aptitude update 3 sudo aptitude install sun java6 jdk 5 4 4 Other platforms You can download the latest Java version from java com http java com en download index jsp 148 Troubleshooting and maintenance 5 5 More help Whether you want to ask for help request a feature or simply tell us what you think about Fanurio you can contact our support team at lt support fanuriotimetracking com gt or using the online contact form http www fanuriotimetracking com feedback php You can also subscribe to our blog http www fanuriotimetracking com blog follow us on Twitter http www twitter com fanurio follow us on LinkedIn http www linkedin com company fanurio time tracking fanurio 886021 product like us on Facebook http www facebook com fanurio or circle us on Google https plus google com 100175624114354153179 prsrc 3 to learn what s going on with Fanurio
90. unfinished projects This feature can help you hide active clients that don t have any ongoing projects Up until now the only solution to hide such clients was to mark them as inactive To use this filter click the small gears button and select Active with Unfinished projects Complete tasks when a project is finished If a project is marked as finished and it has tasks that haven t been completed Fanurio will prompt you to decide whether these tasks should be marked as completed or not Billing enhancements Exact precision for billable time Up until this version Fanurio used two decimal precision to calculate billable time but now it can also use exact precision unlimited number of decimals For instance if a billable task was billed at a rate of 60 hour and it had 20 minutes of work then the task was evaluated at 19 80 0 33 hours instead of 20 00 0 333 3 hours 153 Changelog The precision method is configurable and is set to exact for new repositories by default Old repositories will be migrated to use two decimal precision unless Fanurio was configured to use the undocummented decimal time precision system property in which case old repositories will use exact precision See this section for more details about the two methods of precision Deposits Billable clients have a deposits account that can track money paid in advance You can use money from this account to pay client invoices See this section for m
91. ve made a few other changes Here s what s new and how it compares to the old design e Type Items have a new field called type that indicates whether an item is a service or an expense Expenses recorded in previous versions of Fanurio are converted automatically to items of the type expense Attachments from old expenses can now be found in the notes field of new expense items e Billing Any item can now be either billable or non billable Previously only items had this property while expenses were always billable Billable expenses add nothing to the profit of a project while non billable expenses add a negative profit e Measure This notion didn t exist explicitly in previous versions Hourly rated items were measured in hours while flat rate items where measured in units The current version makes measure an explicit property Services can be measured in hours or in units while expenses are always measured in units e Taxes Expenses and services can now be marked as taxable or non taxable tax exempt Until now expenses were non taxable and services were taxable e Category Categories help to create and classify services and expenses easier You can control item categories from Business gt My Business Details gt Services and Rates e User interface Projects have a single section instead of two Items and Expenses The section contains a table that displays both services and expenses Above the table there are a few filters th
92. visible has been placed to the right to make it more obvious The popup contains a new command that highlights which projects have been invoiced 201 Changelog Specify a time entry in different ways Previous versions allowed to specify only the start time and the duration of a time entry This version makes it possible to also define a time entry by its start time and finish time or by duration and finish time Improved idle notifier The idle notifier gives you more choices for handling idle time New time log filter The time log can now show or hide billable time To access the time log click on the today date from the status bar New placeholders Added new placeholders like project notes client code client website business website and invoice taxable New templates extension The template files now have the ftl extension instead of itl The old extension conflicted with iTunes New website field A website field has been added to both business and clients Mac OS X Window menu Added a Window menu for Mac OS X to contain the Minimize Window and Zoom commands The Zoom command changes the main window to the iTunes like mini timer Bug Fixes Crash recovery The time wasn t recovered correctly if the application crashed and the timer was running Same name clients The application failed to start if there were two clients with the same name Time format Time is displayed using locale specific settings In s
93. you have money in a client account you can use it to pay invoices The New Payment window allows you to withdraw money from the deposits account to pay an invoice Just click the apply deposit box and the specified amount will appear as a negative transaction in the deposits account 3 11 3 Searching and filtering payments To learn more about the payments you receive go to the Payments view and use the filters above the payments table The table will display only those payments that match the selected filters Payments can be filtered by e date e invoice e reference or e client Once you set these filters the table footer will display the total of all visible payments For instance you could use these filters to see how much money a client has paid you this year 3 11 4 Exporting payments Fanurio can export payments to CSV and Excel To export them you can either e Go to File Export Export Payments to export all the payments you recorded in Fanurio or e Go to the Payments view and click the Export Table button to export only the payments visible in the payments table 59 Using Fanurio 3 12 Fanurio QuickBooks If you are a QuickBooks user you can track time with Fanurio and then import it in QuickBooks to bill your clients Fanurio can export time to an iif file that can then be imported by QuickBooks Pro 3 12 1 Initial setup Before you can export time from Fanurio for QuickBooks Pro you need to
94. you should set that as a default billing setting for that project If you use the same settings for all your projects then you can define a default time rounding rule under Business My Business Details Projects Tasks that will be applied to all new projects you create after that It will not alter the settings of existing projects or tasks If you want the new rule to also be applied to existing projects and tasks you will have to change them by hand Understanding billable time precision The precision method used to calculate billable time is a business setting that rarely maybe never needs to be changed The current version uses exact precision by default but before version 3 1 the default was set to two decimal precision If you need to change this setting go to Business My Business Details Projects Tasks In order to calculate the value of billable time e g 20 minutes Fanurio converts it to a decimal number To do this it can either use exact precision 0 333 3 unlimited number of decimals or two decimal precision 0 33 two decimals e When using exact precision the total is calculated accurately down to the penny but the number of hours may not always be a two decimal number 0 333 3 If the number of hours has more than two decimals 0 333 3 then it may not be practical to print it on invoices and if the number is 28 Using Fanurio 3 5 9 rounded to two decimals 0 33 it will not be accurate That s wh
95. you worked each day and on which tasks e Task Summary by Week displays time totals by task and week You may want to use this template at the end of the month to see how much time you worked each week and on which tasks e Task Summary by Month displays time totals by task and month You may want to use this template at the end of the year to see how much time you worked each month and on which tasks e Project Timelog shows how much time was spent on each project in detail Time entries are grouped by client project and task e Project Timelog by Date shows how much time was spent on each day by project 42 Using Fanurio This template is a combination of Timelog by Date and Project Timelog For each day it shows time entries grouped by client project and task If you need to create your own templates please see this section to learn what placeholders you can use 43 Using Fanurio 3 7 Working with expenses 3 7 1 About expenses 3 7 2 Expenses help you record money that you spend for a project Here s what you can record with an expense e Project The project where you want to record the expense The project is mandatory as you can only record expenses on projects e Date The date when the expense was made e Amount The amount spent e Description A small description of the expense e Reference optional A reference number like the receipt number Category optional A category that can h
96. 0 this placeholder has a new meaning The list contains all items including products s as payment s item Templates guide How to create and edit templates for Fanurio Property Version Meaning and expenses Previously it contained only services Instead of accessing the entire list of items one can access the service items the mileage items the expense items and the product items separately using the invoice serviceltems invoice expenseltems invoice mileageItems and invoice productItems placeholders invoice regularItems 3 0 3 1 A list with all the regular non project items of an invoice If you don t invoice projects then invoice regularItems is the same as invoice items To access an item from this list use the following Freemarker code list invoice regular list Note replaces invoice nonProjectItems which was used in version 3 0 invoice regularItems invoice serviceltems 2 0 2 7 A list with all the service items of an invoice To access a service item from the list use the following Freemarker code list invoice service list Note invoice serviceItems replaces invoice services which was used up until version 2 6 invoice expenseltems 1 4 2 7 A list with all the expense items of an invoice To access an expense item from the list use the following Freemarker code
97. 3 8 2 Configuring optional fields 2 0 0 0 ee ccee eee eeeece cece eeae een eeneeenneeeees 47 3 8 3 Billing trips mileage 25 2 ccs ed sues e er A E E S A NEEESE 48 3 8 4 Using tags to organize trips essseseesseresreerrrresrrrrssrerrsrrerrrresrrrresreresst 48 3 8 5 Searching and filtering trips 0 ce nnie a E E EEE E pE 49 3 8 6 Exporting tips rosenrot ota Repeal Re ce E eeteeeh POTN oeeete cee ae NERS 49 3 8 7 Creating TPS LEPOLtS unan ea soa dans E meenwagese seve th e EAE ei wees 49 3 9 Working with products ocenienia reetan e EE Slat EE E TEE N EE TR 51 3 9 T About Products ideien ea E E o R SERES Spr 51 3 10 Working With INVOICES pomises ier nerne T ERA EN E E AETI 52 3 TOL ADOUL ADV OICES oi Soret a E A des yaee sees 52 3 10 2 Configuring optional fields 2 0 0 0 eect e cee ee eee ece eee neeeeeeeeeeeeenees 52 3 10 3 Creating a tegtilar INVOICE eno esye e EE E ENEP EE E pe 52 3 10 4 Creating a project INVOICE 0 0 e E E E EE EES 53 310S USMS take S ae a aa e a e S Rea ENEDA 53 3 10 6 Numbering invoices automatically 1 0 0 0 eee cece eee e cee eee eect neeeneeeeees 54 3 10 7 Billing in multiple currencies cece cece cece eee cece cena een eeneeeneeeeees 55 3 10 8 Discounting an INVOICE sosna ee cree cee ce eeceeecaeeeaeeaaeeae eeu eeueeeenees 55 3 10 9 Discounting individual items cece eee ceee ce eeca cece eeae eeu eeneeeneees 55 3 10 10 Cancelling an invoice 2 0 0 eee
98. 5 10 Tracking progress on tasks Fanurio can track progress only if you specify a time estimate The estimated time and the actual recorded time the sum of all time entries are used to calculate the progress and the remaining time Progress related columns like Estimated Time Remaining Time and Progress are not visible by default in the Tasks table If you need to see them just right click the header of one of the table columns and you can choose which columns are visible If the Estimated Time and Remaining Time columns are visible Fanurio also shows their totals at the bottom of the Tasks table 3 5 11 Using categories to organize tasks Tasks can have an optional category eg Design Tech Support etc that can be used to organize them The list of task categories can be managed from Business My Business Details Projects Tasks Task categories can also be specified when a task is created or edited using the New link button Tasks can be searched or filtered by category in the Tasks view Just click the small arrow icon from the search field to tell it that you want to search by category Then type the name of the category that you want to search for 3 5 12 Using tags to organize tasks When creating or editing a task you can associate one or more tags with it in the Tags field that have to be separated by commas eg tag1 tag2 tag3 Tags provide a simple way of recording additional information about a task like milestone name
99. 7 like user interface e Fanurio can be pinned to the taskbar Fanurio displays an overlay icon on the taskbar button when the timer is running to show its status e The taskbar button s thumbnail has a toolbar that can control the timer e New user manual The manual has been rewritten to make it easier for both new and existing users to find what they need e Requires Java 1 5 to run Fanurio no longer works with Java 1 4 This shouldn t be a problem for most people Only Mac OS X 10 3 9 has Java 1 4 The other platforms Mac OS X 10 4 Windows or Linux have Java 1 5 or later See this section for more details on how to install the latest version of Java on your computer e QuickBooks integration Fanurio can export time to an iif file that can be imported by QuickBooks Pro See this section for more details e Tags for time entries When you add a new time entry you can also enter one or more tags that have to be separated by commas eg tag1 tag2 tag3 See this section for more details e TeX LaTeX templates Fanurio recognizes TeX LaTeX tex files as templates e Configurable folders Application folders like the database backups and templates folders can be changed from the application This could be helpful if you want to store data somewhere else than the default locations 178 Changelog Improvements UI Improvements e The services and expenses are ordered by date in the New Invoice dialog e Popup menu fo
100. A Soest Dhaest BEE A ote 3 73 3 13 24 Payments sucess waar sadestuanessenen obeveueedesehtne E EE EEEE EE ES 73 3 13 25 Templates iceecsvicscduviesten tes kee eet aaa eae 73 313 216 IREPOIMS chs has divs eo eiohiacedeanaseretnush eden a a R E Mee Ses 73 3 13 2 17 Document Monitor 2 2 00 eee cece ceeeee ence eeeeeeeeeeeneeeneeeaes 73 3 1 3 2 1 8 The workday pane syen cevet ages evade ste e e eae suslveed edad S soe 73 3 13 2 19 iBank inte Sratlon ei es te kerb cadet coed ote ade od sega cents 73 3 13 2 20 Applescript and Automator integration cece cece eee e eee ee es 74 S EAA Networking cit A ice eed ae et eed a 74 313 222 Platforms vinyes ei doops s aeaeentioee dbs b pene E RAEES 74 3 14 Keyboard shortcuts ono ree r E ace cubis oduded ace EE E S or eees 75 4 Templates guide How to create and edit templates for Fanurio eeesescesserrerrerrrrrerrrreen 78 A Gettin started ihe eE E EE T E R ete Ms belted Ae EES 78 4 1 1 Creating an invoice template in 10 minutes or less 2 0 0 0 ee cece cece eee eens 78 4 12 Installing a templaten nenen a oe he vin Bao mesa Shen debbie thd ade eke 78 41 3 ADOUL Freemank OE miessen oot head een iter s sarge shim au cet borden teden gene dozer vase 79 4 2 Using the template editor sire eo es eect E EEES PECENE rI EE EEN S 80 4 21 Basie seting Seren n Sexes e E T EEE EEE PENOSA 80 4 2 2 Adjust the look and format using CSS for advanced users only
101. Configure button from the bottom left corner 19 Using Fanurio 3 4 4 3 4 5 3 Check the fields that you want to be visible and uncheck the ones that you want to hide 4 Click Done Fanurio will update the project window to show only selected fields For instance one of the optional fields is Reference This field only makes sense if projects recorded in Fanurio are linked to external projects that have their own number Numbering projects automatically Automatic project numbering is disabled by default but can be enabled from Business My Business Details Projects Project numbering To generate a project number automatically Fanurio needs a counter and a number format The number format can be something simple like counter on three or more digits eg 001 0001 00001 or something more complex that involves prefixes sufixes and dates Fanurio uses the Freemarker http freemarker sourceforge net syntax for the number format the same syntax used for the templates Here are a few number formats that assume the counter is 1 one and the year is 2020 Table 3 4 Project number formats Name Number Format Sample Number Four digit numbers counter string 0000 0001 To use more digits in your format just add more zeros Fixed prefix format ABC counter ABC 0001 string 0000 This format builds on the previous one by adding the ABC prefix Please note that it s important to put the prefix outs
102. Customs mileage rates http www hmrc gov uk rates travel htm are used in the UK and they are different for cars motorcycles and bicycles For our example we ll only use the car and bicycle mileage rates e Car 0 45 GBP mile e Bicycle 0 20 GBP mile Let s suppose you recorded the following trips in May last year 1 May 01 20 mi Car 2 May 02 30 mi Car 3 May 03 50 mi Car 4 May 04 4 mi Bicycle 5 May 05 6 mi Bicycle This means you travelled 100 miles by car and 10 miles by bicycle When invoicing these trips Fanurio will group them by rate under two different mileage items Car and Bicycle Each mileage item will have the same name and price as the rate and the quantity set to the total distance recorded on trips billed with that rate In other words your invoice will show like this Table 3 7 Sample mileage invoice Item Quantity UM Price Total Bicycle 10 mi 0 20 GBP 2 GBP Car 100 mi 0 45 GBP 45 GBP Total 47 GBP For each mileage item you can show individual trips if you need to but this is optional Using tags to organize trips When creating or editing a trip you can associate one or more tags with it in the Tags field They have to be separated by commas eg tag1 tag2 tag3 If you need to tag multiple trips go to the Trips view and select them Then click the Tags button at the bottom of the table 48 Using Fanurio 3 8 5 3 8 6 3 8 7 Once you have one
103. Fanurio User Guide Fanurio Time Tracking Fanurio User Guide Fanurio Time Tracking Publication date September 2015 Copyright 2006 2015 Fanurio Time Tracking SRL Table of Contents T ntrOductiOn cis ses shcasssstatvedsecatts E E eine teigees R eestee us sbarek sia E a E E E EE 1 1 1 About Fanuni0 is osc chess ere E eee hase ho cee es eben EEES 1 1 2 What S DEW saccssessseveaigsseatar dss oisng sh ciadessavnte igshitennds ET 3 1 3 Setting up Fanurio for the first time 00 ce cece cece cece ee cenece ence eeeeeeeeeeeaeeeaeeeaes 4 1 4 Importing data from other applications 2 0 0 0 ceeecnee ce eeee cece eeneeeneeeneeennees 5 1 5 Tips for first time USers is secccst cy roa peace css eect castes deste ccsspeb ieee E E e det 6 PAIRTE m Ee E EE E geaieea seuss T sete oddone Se usesh cbse oheed spades cease eevase news bots 7 2 1 How to use projects to manage work and expenses eeeceeeeeceeceeceeeeeeeeeneeaeenes 7 2 2 How to track time for your Wrk sssri reiger pe niora e e a E eean esas 8 2 3 How to create a project INVOICE eee cece ce te cc en cc eeee ences ceeesaeeea esau teen eeaeeeaes 9 2 4 How to create an invoice template with your logo and layout eee 10 3 Using Fanurio xs e ossee aera bobs in echoes eed es ich oes ESAS REEI Mbecwstheedysasieenceet 11 3 1 Setting your preferences ses vatvssysusnse EA otek Es tessa EE E E Pease eS 11 3 1 1 e024 929 ec eee eee 11 3
104. General tab check Java SE 6 and uncheck J2SE 5 0 e Mac OS X 10 7 and later The version that runs on Mac OS X10 7 Lion and later has Java included so you don t have to do anything about it Debian based Linux Ubuntu Ubuntu comes installed with OpenJDK but we recommend using Sun Oracle Java instead Follow these steps to install it after you open a Terminal window How to install Sun Oracle Java on Ubuntu 11 10 and later Starting with Ubuntu 11 10 Sun Oracle Java is no longer available from Ubuntu repositories It must be dowloaded from the Oracle website 1 Download http www oracle com technetwork java javase downloads index html the tar gz file for Linux from Oracle This guide assumes the file is called jdk 7 linux i586 tar gz but depending on which version you decide to download it may have a different name 2 Untar and copy it to usr lib jvm where Java is installed The new Java launcher will be usr ib jvm jdk1 7 0 jre bin java sudo tar zxvf Downloads jdk 7 linux i586 tar gz C usr lib jvm 3 Add the new Java installation to the Java alternative lists sudo update alternatives install usr bin java java usr lib jvm jdk1 7 0 jre bin java 1 147 Troubleshooting and maintenance 4 Make the new Java installation the default one Run the following command and choose the option that points to the new Java installation sudo update alternatives config java 5 Test it java version How
105. If the quantity of an item is discounted this field indicates the quantity before the discount You may want to use this field like this Templates guide How to create and edit templates for Fanurio Property Version Meaning if item quantityDisclounted S item regularQuantity if The regular quantity is accessed only when it is discounted Note item regularQuantity replaces item regular Units which was used up until version 1 11 item regularTotal 1 8 2 0 If an item is discounted this field indicates the total amount for the item before any discount is applied to it You may want to use this field like this if item discounted S item regularTotall if The regular total is accessed only when it is discounted Note item regularTotal replaces item regularAmount which was used up until version 1 11 3 Discount The discount fields can be used to determine the discounts for the price or quantity of an item There are also a few fields that can be used to determine if a discount has been applied to an item or not item priceDiscount 1 8 2 0 If an item is discounted by price this field indicates the discount It can be used to display the actual discount Note item priceDiscount replaces item rateDiscount which was used up until version 1 11 item quantityDiscount 1 8 2 0 If an item is discounted by quantity
106. If you are using an older version of Fanurio you may want to read the changelog to see what s new We always recommend upgrading to the last version as it may contain critical bug fixes and improvements Even if you decide not to upgrade you may still want to read the changelog to be aware of the changes Introduction 1 3 Setting up Fanurio for the first time When you start Fanurio for the first time you will be asked to set it up The setup guide makes the process painless as you only have to answer a few questions First you need to tell it whether you have a license key or you re just trying it out Then you need to select a repository e If you don t have a repository leave the Yes I m a new user and I don t have one option selected Fanurio will help you create a new repository and configure your business Once you create the repository you can change your business settings from Business My Business Details e If you already have a repository select No I already have one This option makes sense if you share the repository through Dropbox so you can use it on multiple computers Once you complete the setup guide you may want to review the default settings timer reminders language etc e Go to Tools Options to access the settings on Windows e Go to Fanurio Preferences to access the settings on Mac e Go to Edit Preferences to access the settings on Linux Introduction 1 4 Importing data from
107. If you need to charge for late fees you need to create a regular non project invoice with one item for the late fee 72 Using Fanurio 3 13 2 13 Taxes iBiz can use up to two taxes on its job events and each job event can have its own taxes iBiz also allows you to configure how taxes are calculated on each job event or on their sum There s also an option of compounding taxes Fanurio can handle taxes as well but it does it a little differently First of all taxes are optional and have to be enabled at business level This saves you from seeing tax information if you re not using taxes But if you need to use taxes Fanurio can use three or more taxes compounded or not In Fanurio taxes are not specified at item level but only at invoice level If you have items that need to be taxed differently you need to create more than one invoice The tax total is calculated by summing up the tax total of each item 3 13 2 14 Payments iBiz allows you to record payments in your clients billing accounts You can also split a payment across several invoices and or payments Fanurio records payments per invoice and they can t be split Also all billable clients have a deposits account You can use this account to record money you receive in advance for your work In order to make Fanurio work like iBiz you should record your payments as deposits Then you can use money from the deposit account to pay the invoices 3 13 2 15 Templates
108. Phone number Other Main phone number Email Work email address or home email address Website Home page address Using Fanurio 3 4 Working with projects 3 4 1 About projects 3 4 2 Fanurio uses projects to help you organize work expenses trips and products you might want to sell to your clients Internal projects can be marked as non billable Projects have a set of properties that you can use to manage them better Client The client for whom the project is created Name The name of the project Description A description of what the project is about Number optional A number that you can use to identify the project Project numbers can be generated automatically Reference optional A reference number that you can use to link your project with an external project Tags optional A list of zero or more tags separated by commas Tags can help you organize projects Start Date The date when the project has been started or will start today by default Due Date optional The date when the project is expected to be finished Finished Whether the project is finished or not Finished Date The date when the project was finished This date can only be set when a project is marked as finished Notes Additional notes Billable Whether the project is billable or not If a project is marked as billable it has a few more fields that define the default billing settings for tasks expenses and trips
109. Products list invoice productItems as item S item name S item quantity x S item price list S item total if invoice expenseItems size 0 Expenses list invoice expenseItems as item 85 Templates guide How to create and edit templates for Fanurio S item name S item quantity x S item price S item total list if The if directive wraps the text that is displayed conditionally The text invoice expenseItems size 0 is the condition that is interpreted as number of expense items is different from zero This condition evaluates to e true if there is at least one expense item In this case the Expenses text together with all expense items are displayed e false if there are no expense items In this case nothing is displayed Notice the size built in It applies to multi value placeholders and retrieves the number of elements This template is saved in the file text invoice 04 txt files templates txt text invoice 04 txt 86 Templates guide How to create and edit templates for Fanurio 4 4 Creating templates the easy way 4 4 1 Once you learn the basic notions of building a template all you have to do is create a document with the right layout The previous section introduced the template language using plain text files However plain text files are just plain They are easier to understand and create but you can t have fancy layouts with headers footers page numberi
110. StEni oere n E E a E E E e AAE REEE EENS 136 5 Troubleshooting and maintenance cece eee cee cece eee ceeeceeecaeeea seca eeanecaeeeueeeneeeenees 137 5 1 Installing Fann 3183 aoe sehoes seers e a hewn done dat pau bdeweae veda ve atvedaes eE 137 Del Requirements s lt c2ybyeceisie eed Raley ved eo ee ised Mate ee RO S 137 5 1 2 Registering a License Keysda pours ence sneuncooedeegber oun desphenedbe E ERE 137 5 1 3 The cross platform Version 2 2 0 0 0 cee eeee eee e ence ence ee ceeeceeeeaeeea sean sean eeuneees 137 Ded User CALA paren hes bes Sew esen thee des e reed Geen saber baum E das ofdee dees Ee es ee eE 138 D2 bs TEQ CANON AGS a idan See E EEE Sos dia headin iec etal ameddle ad E pees 138 9 22 About LEPOSILOLIES noso e seaees ey Sea gee eeehtness panadde se Suanasenten deste ease 139 5 23 About DACKUPS 3 4 ecco eet chet AUR tee ta dead ect S EES sieade ree ees 140 5 2 4 Creating and restoring backups 0e cece ceee eee ence ce eece cena eeneeeeeeeeeeeeees 140 5 2 5 Syncing data between multiple computers cee ceee eee ceeeeeeeeeeeenes 141 5 2 6 Exporting the log files esya e ne seede te teaedes yoo thape teense ESS NEEE eaters 142 5 2 7 Changing settings manually eee ee cece cee eens ce eeeeeeeaeeea seen sean eeaes 142 5 2 8 Translating to other languages 0 2 0 0 ece eee cc eece ence eeceeeceeeeeeeeeeeeaeeeaes 143 5 2 9 Installing a custom language file 1 0 0 0 cec
111. ac OS X 10 4 or Leopard Mac OS X 10 5 Previous versions of Mac OS X don t have a reliable method to detect idle time e Move time entries Time entries can now be moved from one item to another To do it open the edit dialog for the item that contains the time entry go to the Time section and then use the Move button to move it to another item e Filter project items The list of items from a project can be filtered to show invoiced items uninvoiced items or both This feature is useful if your project has many invoiced items and you want to hide them To specify which items should be displayed click on the top right button from the items table and select from the popup menu one of the options All Items Invoiced or Uninvoiced e Purchase order number Every time an invoice is created it is associated with a contract Fanurio lets you specify both your contract number and your client s number The client s number is usually a purchase order number A new set of placeholders can be used to access these values from an invoice template Read this section for more information e Foreign clients Many freelancers work with both domestic and foreign clients When working with foreign clients they may want invoices in their own currency with numbers displayed according to their country rules For instance some countries use comma as decimal separator while others use a dot Dates may also be formatted differently Some countries display the
112. ach invoice you create But you can also number invoices for each client separately If this option is enabled the invoice counter of each client is incremented only when an invoice is created for them You can also define a format for the invoice number that can include besides the counter the client code the client name the year or the date e Added due date for invoices For each invoice one can specify the number of days they are due To make things easier a default value can be specified in the business configuration dialog To set a default value go to Business gt My Business Details gt Billing Improvements e Responsive user interface The application no longer leaves the impression that it freezes on some operations e Same number invoices are not allowed The application doesn t allow to create two invoices with the same number because its purpose is to identify only one invoice e Improved currency display format Money amounts are displayed according to the system settings Swiss francs centimes are displayed as instead of 00 if the amount of money has zero centimes e New placeholders Added a few more placeholders that can help to create better invoice templates e business taxLiable indicates whether taxes are enabled or not It can be used to detect whether the business is registered for taxes or not e invoice dueDays indicates the number of days when an invoice is due 207 Changelog e New placeho
113. ackup copy The following two examples show when this feature is useful Example 3 3 same user multiple computers Many people use two computers for work whether it s a desktop and a laptop or a home computer and an office computer The time recorded on one computer can be exported and then imported in the other computer for billing purposes Example 3 4 multiple users multiple computers If you are part of a team each member could install Fanurio on his or her computer to track time Team members can then export their time and send it to the team leader to prepare invoices for their clients Importing time from CSV Whether you want to switch to Fanurio from some other application or import time from a mobile app GOS Android Blackberry Fanurio has an import wizard that can import time from any CSV file Just go to File Import Import Timesheet and select CSV for source When you select a CSV file for import Fanurio will try to detect its format so it can read its time records If a format is not found it will ask you to create one so that it knows how to map data from the CSV file to its own fields Fanurio has predefined formats for the following applications e iTimeSheet http itimesheet free fr iPhone e TimeLogger http www appideas com node 4 iPhone e HoursTracker http hourstrackerapp com iPhone 37 Using Fanurio e Time Tracker http code google com p time tracker mac OS X e Toggl
114. active timer For instance if you started a timer one hour ago but at some point you took a 15 minutes break you can use this action to discard this time and keep the timer running Once you do that the timer will show it s running for 45 minutes instead of one hour Transfer Time This action discards time from the active timer and saves it to a task For instance if you started a timer one hour ago but at some point you did something else for 15 minutes you can use this action to discard this time and to add it to the task you ve been working on Once you do that the timer will show it s running for 45 minutes instead of one hour The state of the timers is saved regularly on disk just in case there s a power outage and the application is terminated prematurely If this happens the timers will be restored the next time Fanurio will be restarted Although a timer is a major improvement over manual time recording it s worthless if you don t remember to use it When you have lots of work on your head paying extra attention to a timer is the last thing you want to do That s why Fanurio has smart timing an even better method to track time 3 6 5 Using reminders to control the active timer smart timing A timer is useless if you don t remember to use it To solve this problem Fanurio has a few reminders to help you start resume or stop a timer Instead of relying on your memory and attention to control the timer you can use thes
115. age lt span class page number gt of lt span class page count gt lt p gt lt div gt lt div id page content gt lt p gt Page 1 lt p gt lt p style page break after always gt lt p gt Page 2 lt p gt lt div gt lt body gt lt html gt Fonts If you want to use specific fonts for your templates make sure you copy the font files to the same folder where the template is located and then change the template to use them Fanurio can only work with TrueType ttf and OpenType otf fonts If you have other types of fonts you need to convert them to one of these types You should copy the font files only if you use the template to export the document to PDF If you export your documents to HTML it s the job of the browser to render them correctly and you don t have to copy them anymore The following CSS code configures the template to use a specific font body font family AG Buch Condensed BQ replace this with your font If the font doesn t render correctly you also have to specify the character encoding By default Fanurio assumes it is UTF 8 Unicode but this will not work every time The following code configures the template to use a certain character encoding lt head gt lt Replace Cp1252 with your charset gt lt meta http equiv Content Type content application pdf charset Cp1252 gt neads Cp1252 refers to the West European Latin character enc
116. al billable billed for the specified list of tasks How much money is the list of tasks worth in the reporting period 4 8 16 Expenses Report The following table shows the placeholders that can be used to create expenses reports Besides these placeholders you can also use business placeholders to print information about your business in an expenses report 130 Templates guide How to create and edit templates for Fanurio Table 4 19 Expenses Report Properties Property Version Meaning 1 Parameters The date interval used to build the report can be accessed from the template Each interval may or may not have a start date and an end date If a date interval is defined only by its start date then the end date will not be defined and expensesreport dateIntervalEnd will return false The folowing code can be used to cover all situations whether these fields are defined or not if expensesreport dateIntervalStart if expensesreport dateIntervalEnd S expensesreport dateIntervalStart date S expensesreport dateIntervalEnd da else After expensesreport dateIntervalStart date if else if expensesreport dateIntervalEnd Before expensesreport dateIntervalEnd date else All dates if if expensesreport dateIntervalStart 3 1 self explained expensesreport dateIntervalEnd 3 1 self explained 2 Expenses The
117. alue of the invoice date Indicates the date or period when the invoiced services were provided invoice dueDate 1 5 Use invoice dueDate date to access the date when an invoice is due invoice dueDays 1 5 When the invoice must be paid in days since the invoice date invoice overdue 2 Payments Indicates whether an invoice is overdue or not invoice ageInDays 2 0 The number of days since an invoice was created until it was paid invoice balance 2 0 How much money the client has to pay Balance is the difference between the invoice total and payments total invoice paymentsTotal invoice payments 2 0 2 0 self explained A list with all the payments of an invoice To access a payment from the list use the following Freemarker code list invoice payment list invoice paid 2 0 Indicates whether an invoice is paid completely or not invoice paymentDate 2 0 Use invoice paymentDate date to access the value of the date when the invoice was paid completely 3 Contents The contents of an invoice may be accessed either by project or directly by referencing its items invoice items 1 4 2 0 103 A list with all the items of an invoice To access an item from the list use the following Freemarker code list invoice items a list Since version 2
118. ance 1 hour and 30 minutes is represented as 1 30 item elapsedTimeAsDecimal 1 5 The total time recorded for a service item in decimal format For instance 1 hour and 30 minutes is represented as 1 50 item billedTimeAsHour 1 53 1 114 The total billed time for a service item in hour format For instance hour and 30 minutes is represented as 1 30 The billed time may be different than the elapsed time because the time may be rounded for service items Note item billedTimeAsHour replaces item billableTimeAsHour s as timeE nt Templates guide How to create and edit templates for Fanurio Property Version Meaning which was used up until version 3 0 item billedTimeAsDecimal 1 5 3 1 The total time recorded for a service item in decimal format For instance 1 hour and 30 minutes is represented as 1 50 The billed time may be different than the elapsed time because the time may be rounded for service items Note item billedTimeAsDecimal replaces item billableTimeAsDecimal which was used up until version 3 0 5 Trips The trip fields can be used to get more detailed information about the trips recorded for a mileage item item trips 3 0 A list with all the trips recorded for a mileage item This list is useful if you want to create a very detailed invoice that shows a breakdown for each invoiced item To access a trip from the list u
119. aneeeeeeees 159 6 4 Version 3 0 December 3 2013 cccccececceceeneceeeeceeneceeeeeeeneeeeeaeeeeeseeeeeeenes 161 6 5 Version 2 7 Guly 9 2013 svete ett elt eee ote at bie Coat eh 167 6 6 Version 2 6 1 March 29 2013 cccccccececsccecee cece eeeeneaeeeeeeeeeeeeeeaeeeensaneeeeeeaes 169 6 7 Version 2 6 November 6 2012 ccccccececeec eens cece ee eeee eee eeeeeeneeeeaeeeeneeeenenes 170 vi Fanurio User Guide 6 8 Version 2 5 CRebruary 28 2002 sorene Ene op en VREE AE stone cae AaS 173 6 9 Version 2 4 3 November 10 2011 cece ccec ccc eceeeeeeecece ee eeeeeeeeeaeeeensaeeneeeeees 176 6 10 Version 2 4 2 June 10 2011 eeaeee enen ee ee ec en t aaen e e 177 6 11 Version 2 4 January 31 2011 ee ceeceecneeeecaeeeeeeeeeeeaeeeeaeeeeaeeeeaeener 178 612 Version 2 3 Aueust 17 2010 ssf coeds a cece en tee e AR TEE Senda ER EEE RESEN 180 6 13 Version 2 2 October 14 2009 2 0 0 0 ccc ce ceccec eens cece ee eens ence eeeeeeneeeeaeeeeneeeenenes 183 6 14 Version 2 151 J l 22 2009 sevedacca deus e cee tacens eth esas ena dae RE RE EN 185 6 15 Version 2 1 July 9 2009 ae a eae EE r EREE ENTA EEE 186 6 16 Version 2 0 February 26 2009 ccescsesosccesonenevoncnesosecestucsssonesesonsseoneses 189 6 17 Version 1 11 3 October 9 2008 2 0 0 0 ccc cececcec ee ee cece cence cece ee eeneaeceeaeeeeneaeenees 192 6 18 Version 11d 01y 29 2008 vets tae cont yeet nae gene oo
120. at control which items are visible while below the table you can see totals for time cost profit and total e New names Rate was renamed to price and amount was renamed to total 189 Changelog e Item notes Items have a notes field where you can enter anything that cannot be specified using the other fields especially description You can use the notes field to make notes for yourself and the description field to enter client notes e Payments and statements Invoices can now be paid in multiple rounds by using payments Payments can be seen managed and filtered in the Payments view Command Shift A or Ctrl Shift A An invoice is considered paid when its balance is zero Invoice templates can also display a statement of all open invoices of a client To support this the following template placeholders have been added client invoices client balance invoice balance invoice paymentsTotal invoice payments invoice paid invoice paymentDate e Timesheet view Added a new Timesheet view to make it easier to access recorded time In the Timesheet view you can filter time by client project or service item by status invoiced or not invoiced and by date The Timesheet view is very useful if you want to review the time recorded for a service item or project or if you want to review what you ve done at the end of a day Ctrl click the Time column of a service item from a project and you will see its time in the Timesheet view e I
121. ate an item and discount its units hours by 100 The total invoiced value for such an item will be zero Once you have one or more discounted items you can easily see which ones are discounted Discounted items have a red corner in the items table Just move the mouse over them don t click just keep it over to see more details 3 10 10 Cancelling an invoice Sometimes an invoice will never be paid because the client refuses to do so or because it goes out of business To handle cases like these when you know an invoice will never be paid by the client you can just cancel it Please note that only unpaid invoices can be cancelled You can also cancel partially paid invoices Once cancelled you can used the filters above the invoices table to show or hide them Use the Status filter and select Not Paid or Overdue Then you can filter invoices by their Cancelled status 3 10 11 Using templates to view export and email invoices If you want to view export or email an invoice you will need to use an invoice template Templates specify the visual design and content of an invoice document Since most business have different requirements when it comes to the layout of their invoices Fanurio has a very powerful template engine that can handle many file formats HTML Microsoft Word OpenDocument Text XML plain text If you already create your invoices in one of these formats it s very likely that they can be easily transformed into tem
122. ated rows The row that displays the details of an invoice item has to be repeated for each item That s why all PAGEOBJECT elements must be wrapped by a list directive Open the text template find these elements and then surround them as shown below list invoice items as item lt PAGEBOBJECT gt lt PAGEBOBJECT gt list 3 Y coordinates Page objects have absolute coordinates When repeating elements that are used to represent rows their YPOS attribute must be different for each row PAGEBOBJECT elements now look like this list invoice items as item lt PAGEBOBJECT YPOS 270 30 item_index 1 gt lt PAGEBOBJECT gt list where 270 is the Y coordinate for the header row and 30 is the height of the item row Rows below the items rows also have to have a calculated Y coordinate because their position may vary with the number of items of an invoice 96 Templates guide How to create and edit templates for Fanurio list invoice items as item lt PAGEBOBJECT YPOS 270 30 item_index 1 gt lt PAGEBOBJECT gt list lt PAGEBOBJECT YPOS 270 30 invoice items size 1 gt Once you have the template ready install it and then export an invoice Make sure you change the extension manually to sla because it is set by default to txt The text template file based on the Scribus file is
123. ats New item field unit of measure Both services and expenses have a new field to specify the name of the unit of measure This is very useful if you need to specify what you re actually billing on your invoices For instance if you are providing translation services you may want to bill words or pages and not just units New client and business fields The business and the clients have new fields to keep various identification numbers These numbers together with the name are now grouped in a new section called company business number All businesses are assigned a number when they are created This number has different names around the world like Codice Fiscale Italy Business Number Canada Australian Business Number Australia CUI Romania SIRET France tax number Some countries use the business number for tax purposes while others require a different number Use this field only if it s required by the law in your country For instance Italian companies use Codice Fiscale for the business number and Partita IVA for the tax number other number Use this field if your company has other registration numbers You could use this field if your company has a trade register number French companies are registered with 180 Changelog Registre du commerce et des soci t s or RCS while German companies are registered with Handelsregister e New invoice field Invoices have a new field called period This field can
124. ats so they can be printed or e mailed Invoice templates can be created manually with a visual editor Adobe Dreamweaver Microsoft Word or LibreOffice or with the built in template editor e Billable time can be rounded up down or to the nearest specified interval Fanurio supports complex time rounding rules like round time up to 15 minutes for each time entry and bill at least 30 minutes e Discounts can be used to offer introductory rates discounted prices to first time clients or to bill less work if a service takes longer than estimated Discounts can be applied to individual items or to the whole invoice e Fanurio can deal with a whole range of taxes and tax combinations Invoices can use one two or more taxes cummulative or not e Fanurio can work with multiple currencies Fanurio comes with many reports that help you see how much money you ve made or how much time you ve worked Fanurio can import data from other applications It can import time from any CSV file and clients from a CSV file or from Apple Contacts If you need to use data outside Fanurio you can export it to CSV or Excel Introduction Fanurio stores its data on the local hard drive but it can be shared across multiple computers if it s saved in a Dropbox or a similar service folder Fanurio performs automatic backups to ensure the integrity of its data Fanurio can be used in other languages than English Introduction 1 2 What s new
125. be a difference between the two Suppose you have a project worth 1100 and you invoice it with a 100 discount for 1000 The report will tell you the project is worth 1100 but that s not how much you ve asked for it If you need to analyze your invoices then you need to use sales reports 32 Using Fanurio 3 6 Working with time entries 3 6 1 About time entries 3 6 2 A time entry represents the time spent doing something for a task It is defined by a start time elapsed time pause time and a finish time If you work from 09 00 AM until 11 00 AM and you take two 15 minutes breaks the elapsed time will be 1 30 hours and the pause time will be 0 30 hours Time entries have the following properties e Project The project where you want to record the time e Task The task where you want to record the time The task is mandatory as you can only record time on tasks e Date The date when the time entry is recorded e Start The time when the activity started e Time Work time e Pause Break time e Finish The time when the activity ended Finish Start Time Pause e Description A small description of what the time entry is about e Tags optional A list of zero or more tags separated by commas Tags can also help you organize time entries Depending on how you want to enter time Fanurio lets you choose how to do it e Relatively to start You enter the start time and the elapsed time and then Fanurio calc
126. be used with Applescript or Automator 3 13 2 21 Networking Fanurio can t handle multiple users yet A multi user version is currently under development If you are just one user who needs to use Fanurio on multiple computers see this section for a few solutions we recommend solution B Shared folder 3 13 2 22 Platforms iBiz 4 requires Mac OS X 10 5 or higher Fanurio runs on Mac OS X 10 5 or higher Windows and Linux 74 Using Fanurio 3 14 Keyboard shortcuts The following keyboard shortcuts can only be used from within the application For a list of keyboard shortcuts that can be used from within any running application please see the global hotkeys section Table 3 9 Keyboard shortcuts for the Windows version Key Action F1 Open help F4 Edit the active timer F5 Start new timer immediately Shift F5 Start new timer F6 Pause Resume timer immediately Shift F6 Pause Resume timer F7 Stop timer Ctrl C Create a new client Ctrl P Create a new project Ctrl K Create a new task Ctrl T Create a new time entry Ctrl E Create a new expense Ctrl R Create a new trip Ctrl V Create a new invoice Ctrl A Add a new payment Ctrl Shift M Switch between the iTunes like mini timer and the main window Ctrl Shift P Switch to Projects View Ctrl Shift K Switch to Tasks View Ctrl Shift T Switch to Timesheet View Ctrl Shift E Switch to Expe
127. bout opening the template editor from the View Invoice window is that you can adjust the template and see how that specific invoice will look like The editor works with HTML templates but you don t have to know HTML to use it although this might help if you want to adjust even the smallest details The templates created by the template editor should not be edited outside Fanurio unless you don t want to open them again in the template editor Note The template editor can only open templates it created It cannot import old HTML templates or templates created manually If you have an old template it should be relatively easy to recreate it with this editor Basic settings Most template settings can be easily changed by checking some boxes or by typing text in some fields That s how you can specify the page format the logo the columns of the invoice and their names or the totals Headers and footers on the other hand are more complex and they may contain HTML code and placeholders for specific invoice fields Example 1 Changing a simple setting the logo 1 Go to the Page section 2 Check the Logo box 3 Click the link next to the Logo box to specify the logo image 4 Click the Update button to see how it looks like and 5 Optionally adjust the Height and click Update again to see how the look changes Example 2 Using placeholders showing the invoice notes at the bottom of the invoice 1 Go to the Invoice page 2 Scroll down
128. business are organized in four sections and are explained below Registration and contact The name registration and contact details of your business are optional but if present they can be included in reports and invoices On OS X you can update your contact details from Apple Contacts Here s what each registration field means e Business Number The number assigned to your business when it was registered Some users need to display this number on their invoices e Tax Number The tax number assigned by the government to your business In many countries invoices must include the client s VAT number In such cases the tax number is the VAT number e Other Number A generic field that could be used to record the trade register number Currencies Fanurio needs at least one currency if you use it for billing or to track expenses If you don t use Fanurio for billing or to track expenses then you don t need to worry about currencies Usually you don t need to define any currency since Fanurio automatically detects your currency from your computer settings But if it doesn t detect it correctly or if your business bills in multiple currencies this is the place where you can make the changes Billing Billing is optional and can be enabled or disabled at business level but it can t be disabled if you have at least one invoice or product If billing is enabled you can create regular invoices that bill clients directly and project invoic
129. can notice that the total time below the table is 11 07 which represents the time recorded for all tasks 5 Go to View Timesheet to switch the view from Projects to Timesheet The Timesheet view is the place where you can see all time entries You can return to this view whenever you need to get the big picture or to review your time Time entries are explained in more detail in a separate section You ll learn how to move time entries from one task to another and how to create time reports Tutorials 2 3 How to create a project invoice Once you have one or more billable tasks expenses or products in a project you can invoice the client This tutorial continues the previous lessons and shows how to create an invoice It also shows how you can send it to the client 1 Make sure you are in the Projects view If you are not go to View Projects to change the view 2 Click the Rhetoric project in the Projects tree to select it 3 Go to Business New Invoice to create a new invoice Fanurio will display the Add Project Items window to let you choose the project items tasks expenses trips or products for the invoice a The task Proofreading the manuscript and the expense Printing the manuscript are checked by default Click Add to add them to the invoice b Type in the Number field c Click Create Once an invoice is created the view is automatically switched to Invoices in order to display the new invoice
130. category You can now define a category that s billed in units and use it with tasks that are billed in hours e Optional invoice fields The attention reference used to record the purchase order reference number and period fields are optional and can be hidden when creating or editing invoices All these fields are now hidden by default See this section for more details Reports e New reports Added new reports for projects expenses and trips e New Time Report filters The Time Report has two new filters that allow you to filter time entries by their billable and invoiced status These filters are visible only if billing is enabled e New Tasks Report filters The Tasks Report has two new filters that allow you to filter tasks by their billable and invoiced status These filters are visible only if billing is enabled e New Tasks Report placeholders Added two new placeholders that calculate the estimated and the remaining time for a list of tasks tasksreport calculateEstimatedTimeAsHour tasksreport calculateRemainingTimeAsHour e Non HTML report templates You can now use non HTML templates eg Microsoft Word OpenDocument Text etc to export reports but not to view them Only HTML templates can be used to view reports in Fanurio 154 Changelog Rounded elapsed time for time entries If a time entry belongs to a billable task or to a service item that rounds time the rounded time may be different from the actual r
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132. change rates If using multiple currencies the invoice template can display the exchange rates See the invoice exchangeRates placeholder for more details e Exporting data Time payments and invoices can be exported from File Export e Always on top The mini timer view should be on top of all windows on any computer running Java 1 5 or later Until now it worked only on Windows Migration e Project report configurations are lost and must be created again e Existing invoice templates are changed automatically to work with the new version A copy is saved in the same folder e Old expenses are automatically converted to expense items 190 Changelog e A payment is added for each invoiced marked as paid 191 Changelog 6 17 Version 1 11 3 October 9 2008 This is a patch for version 1 11 that contains bug fixes and small improvements Here s a list with all the changes Improvements Edit project Project properties like its name the notes or whether it is finished or not can be edited using the Edit Project action To use this action right click on a project in the projects tree and select Edit Project Copy project items Project items can be duplicated using the Copy action after a project is opened When duplicating an item its time entries are not duplicated New shortcuts Ctrl Shift M Command Shift M on Mac instead of Ctrl M to switch to the iTunes like mini timer Ctrl Shift I Command Shift I
133. ck This will save you the trouble of synchronizing the data because it will always be kept on the stick Download the cross platform version and follow these instructions to install it The nice thing about the cross platform version is that you can install it on a USB stick and then run it from there on any computer whether it uses Windows Linux or Mac OS X Tip Use this method if you have to work on your client s computer and you don t want to install Fanurio there B Shared folder Dropbox If you run Fanurio on two computers that are not in the same network you can share a folder using file synchronization software like Dropbox http www dropbox com Here s how to do this 1 Make sure you have Dropbox http www dropbox com installed on all computers where you want to use Fanurio 2 In your Dropbox folder create a folder called Fanurio with two subfolders repository and backup 3 Start Fanurio on your first computer 4 Change the repository folder from File Change Repository Folder to point to the Dropbox repository folder created at step 2 Make sure you check the Copy files to the new folder box to copy existing files to the new location 5 Change the backup folder from File Change Backup Folder to point to the Dropbox backup folder created at step 2 Make sure you check the Copy files to the new folder box to copy existing files to the new location 6 Close Fanurio on your first computer e U
134. ck the New button Configuring optional fields Because not all trip fields are relevant to all users you can hide optional fields that you don t use Optional trip fields are fields that can be hidden in the trip windows New Trip or Edit Trip Here s how you can configure them 1 Create a new trip New Trip or edit an existing one Edit Trip 47 Using Fanurio 3 8 3 3 8 4 2 Click the Configure button from the bottom left corner 3 Check the fields that you want to be visible and uncheck the ones that you want to hide 4 Click Done Fanurio will update the trip window to show only selected fields For instance two of the optional fields are Start Time and End Time These fields only makes sense if you need to know how long your trips were If so you may also want to make the Duration column visible in the trips table Billing trips mileage When you re billing a trip you are actually billing its distance at a specified rate Trip rates are a key element when it comes to billing trips because you can t specify a price for each trip instead you must define one or more rates that are shared by all billable trips Trip rates can be defined in the New Trip window by using the New link button or under Business My Business Details Projectst Trips You can always define new rates and disable the ones that you ll no longer use Let s consider the following example to understand how trips are billed The HM Revenue amp
135. d from Business My Business Details The first day of week displayed by the date range picker didn t depend upon the selected region The paid flag was not updated when invoices were edited 150 Changelog 6 2 Version 3 1 March 11 2015 This version contains new many features improvements and bug fixes Here s a list with all the changes New Features e New setup guide A setup guide is displayed automatically when Fanurio is started for the first time It helps new users create a new repository and configure their business See this section for more details Refreshed user interface e Views bar The new views bar is located below the toolbar and it allows you to switch between views It replaces the toolbar dropdown box and the sidebar to provide only one method of changing the selected view The place occupied by the toolbar dropdown box is now taken by a new button that closes the application In previous versions the sidebar allowed you to configure which views were visible but now you can disable the features that you don t use e g billing expenses trips or products and their associated views will be hidden e Lighter user interface The status bar is now white instead of dark gray while the divider lines and the filters areas use a lighter gray than before Also all tables have slightly taller rows so that text is more readable e Database related enhancements e Database loading time The database
136. d the total elapsed time for this date ate timereport calculate ntries recorded on a specific Entries date ElapsedTimeAsHour dateTimel Entrie Calculate the total elapsed time for all the tim ntries included in the Total timereport calculateElapsedTimeAsHour timereport timel Table 4 17 Time Report Properties Property 1 Parameters Version 125 Meaning Entries Templates guide How to create and edit templates for Fanurio Property Version Meaning The date interval used to build the report can be accessed from the template Each interval may or may not have a start date and an end date If a date interval is defined only by its start date then the end date will not be defined and timereport dateIntervalEnd will return false The folowing code can be used to cover all situations whether these fields are defined or not else A Fh if else else All dates if if timereport dateIntervalStart if timereport dateIntervalEnd Before timereport dateIntervall if timereport dateIntervalStart if timereport dateIntervalEnd timereport dateIntervalStart date ter S timereport dateIntervalStart date 3 0 timereport dateIntervall End date self explained timereport dateIntervalEnd 3 0 self explained 2 Time entries The r
137. d values on Mac OS X 200 Changelog 6 21 Version 1 8 November 12 2007 The most important feature of this version is the discounts feature Users can discount individual items or the whole invoice Here s a list with all the changes New Features e Discounts With Fanurio you can discount each project item or you can discount the total invoice value In either case invoices can show both the discounted values and the regular ones Discounts can be specified as a percentage or as a fixed value e Time report for projects A time report can be displayed for each project It shows the time recorded for each item and the total time recorded for the whole project There are two ways to display the time report of a project You can either go to the projects section right click on a project and select Show Time Report or you can click the link label under the items table that shows the total recorded time e Export invoices directly to PDF Invoices can now be exported directly to HTML and PDF Previous versions allowed HTML export only Read this section to learn how to customize an invoice template to export nicely to PDF e Drag items to other projects The items of a project can be dragged to a different project in the projects tree Dragging an item can either copy or move it to the new project Invoiced items can only be copied They cannot be moved as that would alter existing invoices A simple mouse drag represents a mo
138. date which uses the Java date format syntax http docs oracle com javase 7 docs api java text SimpleDateFormat html 3 10 7 Billing in multiple currencies Every invoice has a base currency that is specified when the invoice created If the invoice items use a different currency you have to enter exchange rates for each currency different from the base currency Exchange rates can only be entered manually Let s consider the following example to understand when this can be helpful You have a business based in Germany that does business with clients from across the EU and the USA European clients are billed in Euros while American clients are billed in US dollars When working with US clients you still record expenses in Euros but in the end you have to bill them in US dollars 3 10 8 Discounting an invoice With Fanurio you can discount service items or you can discount the total invoice value In either case invoices can show both the discounted values and the regular ones Discounts can be specified as a percentage or as a fixed value Below we ll show you how discounts can be used to create more accurate invoices Note If you want to customize the invoice template to display discount information take a look at the placeholders available for items and invoices Making a discount for the entire invoice is easy When you create an invoice just specify a discount for the total invoice value as a percentage or a
139. dd Project Items window e A client tree node was expanded when its popup menu was displayed 164 Changelog e The elapsed time was not calculated correctly in the New Time window when the both option was used e If Fanurio was configured to confirm the exit and it was closed using the window close button red x button then the confirmation message was displayed twice if the exit was canceled e The mini timer isn t resized correctly on Ubuntu 13 10 running Unity See this note issues ubuntu undecorated window for more details Migration e Services Here s how services are migrated to the current version Project service items are converted to project tasks Invoiced tasks have one service item that bills them Invoiced tasks are marked as completed and their completed date is set to the invoice date Invoiced tasks billed in units have the billable quantity set to 0 zero there s nothing else to bill for these tasks Service catalog items are converted to task categories Task categories can be managed from Business My Business Details Tasks e Expenses Here s how expenses are migrated to the current version New expenses don t have a Name field so their Description contains the Name and the Description of old expenses New expenses don t have a Quantity field so the Amount of a new expense is the Quantity x the Cost of the old expense All invoiced expense items retain their properties quantity and pric
140. distance value and trip distance unit trip startLocation 3 0 self explained trip endLocation 3 0 self explained trip description 3 0 self explained trip tags 3 0 self explained 4 8 13 Projects Report The following table shows the placeholders that can be used to create projects reports Besides these placeholders you can also use business placeholders to print information about your business in a projects report Table 4 16 Projects Report Properties Property Version Meaning 1 Parameters else if else else All dates if if if projectsreport dateIntervalEnd Before S projectsreport dateIntervall The date interval used to build the report can be accessed from the template Each interval may or may not have a start date and an end date If a date interval is defined only by its start date then the end date will not be defined and projectsreport dateIntervalEnd will return false The folowing code can be used to cover all situations whether these fields are defined or not if projectsreport dateIntervalStart if projectsreport dateIntervalEnd S projectsreport dateIntervalStart date After projectsreport dateIntervalStart date End date S projectsreport datelIntervall projectsreport dateIntervalStart 3 1 self explained 2 Projects and products projectsreport dateIntervalEnd 3 1
141. dit templates for Fanurio Template View Print Export Email Editor Example Format QuickBooks lif lif Text editors iif TeX tex tex Text editors Document TeX LaTeX tex editor If you don t know which format is right for you here s a short summary of what each format can do HTML This is the default and recommended format for templates in Fanurio You should use HTML templates if you want to view print or export documents to PDF right from Fanurio The other formats require an additional step to get the same results You have to open them with their editor for viewing or printing We recommend that you use the template editor to edit HTML templates but you can also edit them visually using HTML editors like Adobe Dreamweaver http www adobe com products dreamweaver commercial or KompoZer http www kompozer net free Microsoft Word 2007 Microsoft Word http office microsoft com templates can be easily edited to create complex layouts Use this format if you want to create great looking documents in a short time OpenDocument OpenDocument formats odt and ods help you get the same results as Microsoft Office but on multiple platforms An OpenDocument Text template is a great choice if you are using Fanurio on Linux and you want to create an invoice template fast OpenOffice http www openoffice org and LibreOffice http www libreoffice org are two
142. dobe com products dreamweaver commercial or KompoZer http www kompozer net free We also have a separate section that shows how to fine tune an HTML document Microsoft Word docx A Microsoft Word 2007 template files templates docx word invoice docx is similar to the plain text template created in the previous section but with specific formatting like header footer page numbering and a table for the invoice items Please note that Fanurio can only handle Microsoft Word 2007 docx files Older Microsoft Word formats are not supported Templates created for Microsoft Word are regular files for which you have to disable a few settings 88 Templates guide How to create and edit templates for Fanurio 4 4 4 4 4 5 Disable random numbers grammar and spell check Although this is something you don t see as a user Word adds various details to a document that prevent Fanurio from using it as a template To fix this problem you need to disable a few settings http support microsoft com kb 937422 To Remove RSID not available in the Mac version 1 Click the Microsoft Office Button and then click Word Options 2 Click Trust Center and then click Trust Center Settings 3 Click on Privacy Options 4 Uncheck Store random number to improve combine accuracy To Remove Grammar and Spell check 1 Click the Microsoft Office Button and then click Word Options 2 Click Proofing 3 Click to clear the Check spelling
143. e Expense catalog items are converted to expense categories Expense categories can be managed from Business My Business Details Expenses e Products and services with costs Here s how products and services with costs are migrated to the current version Non billable product items are converted to non billable expenses because all products are now billable Expenses resulted from non billable products have the tags migration non billable product For billable product items with costs their Cost field is not zero we create non billable expenses because products no longer have a Cost field Expenses resulted from billable products with costs have the tags migration product with cost For service items with costs their Cost field is not zero we create non billable expenses because services no longer have a Cost field Expenses resulted from services with costs have the tags migration service with cost Hourly rated service items with costs are harder to migrate and the amount of their expense is zero The Notes field of these expenses contains the value of the Cost field If you want to review expenses resulted from products and services go to the Expenses view and search them by the Tags field e Projects Projects no longer have billing settings for the cost of expenses and their unit of measure The only expense related setting is the one that indicates whether expenses are billable or not by default 165 Cha
144. e all its tasks expenses and trips are changed to non billable If a project is billable you can specify default billing settings for its tasks expenses and trips in the Billing section These settings are used when a new element is created for that project For instance you can specify a default hourly rate and a default rule for rounding time Each time a new task is created it will have the default rate and rounding specified at project level If you decide to change these settings at project level existing tasks will not be altered Copying a project If you need to create a new project that s similar to an old one you can simply create a copy of the old project Just right click the old project control click on Mac OS X and select Copy Project Fanurio will create a new project with the same list of tasks and products Expenses and trips are not copied because it s unlikely that two projects have the same expenses and trips Hiding finished projects Knowing which projects are finished and which aren t can be of great help when you only want to deal with one kind of projects If you want to focus on your current work you can choose to see only unfinished projects But if you want to go over past projects you can choose to see only finished projects To change the finished state of a project right click control click on Mac OS X a project and mark it as finished or unfinished To hide finished projects e Tree view click
145. e Add Time dialog also remembers how users like to enter time by start time by end time by both or none Minimize to tray bar on Windows The Windows version of Fanurio can be configured to minimize to the tray bar from Tools gt Options By default it is minimized to tray if the application window is closed Other options are never on minimize and on minimize or close Higher precision on tax calculation Taxes are calculated using a 4 decimals precision Delete older backups If auto backup is enabled you can also tell Fanurio how many backups to keep The older ones will be automatically deleted To specify how many backups to keep go to Preferences on Mac or Tools gt Options on Windows and enter a number Bug Fixes When exporting invoices to PDF some fonts where not rendered To fix this problem copy the font file to the templates folder This folder can be accessed from the menu File gt Show Templates Fanurio crashed on some Macs because it didn t update the dock icon badge correctly Fanurio failed to display invoices if it was set to use the first template from the list of templates Fanurio failed to start if it used a language only locale Failed to display images when viewing invoices The today date from the status bar and the date filters were not updated if the application ran after midnight The View menu was not synchronized correctly 199 Changelog e Spinners didn t always accept new type
146. e a plain text file to create a Scribus template Example Quicken Quicken http quicken intuit com is a personal finance management tool developed by Intuit Inc Quicken can read and write data to QIF http en wikipedia org wiki Quicken_Interchange_Format Quicken Interchange Format files QIF files have the qif extension and are plain text files This section shows what you need to do to export Fanurio invoices as QIF files Before creating a QIF template make sure you read the section that explains the template language Type Invoice DS invoice date string M dd yy US invoice grandTotal amount TS invoice grandTotal amount NS invoice number PS client name MS invoice notes LBusiness Income AA AS client attention AS client address AS client city S client state S client zip A A f foreach item in invoice items SBusiness Income S item description S item total foreach XEL XES invoice dueDate string M dd yy XRO 0 XTO 00 X foreach item in invoice items N item name X S item quantity 95 Templates guide How to create and edit templates for Fanurio 4 6 2 XS item price XxSS item description oreach The best way to create a template in the QIF format is to create an invoice in Quicken and then export it to QIF Once you do that start replacing its fields with placeholders recognized by Fanurio The QIF template file is in t
147. e by the hour and to know where the time goes even if you don t bill it This tutorial continues the previous lesson and shows how to record time to a task using time entries 1 Make sure the Rhetoric project is open and click the New button to create a task a Enter Administrative work in the Name field b Make sure the Billable box is not checked c Click Create You ll create a non billable task to track the time spent on administrative work things that you do for the project but are not billed to the client Now you have two tasks that can be used to track time Proofreading the manuscript and Administrative work 2 Click Administrative work in the tasks table to select it and then click the New Time button at the bottom of the table to add time to it a Enter a past date in the Date field b Type 10 00 in the Start field c Enter 30 in the Time field d Type Initial meeting in the Description field e Click Create The Time column for this task will be updated and will display 1 30 3 Repeat step 2 and add a new time entry of 45 minutes with the description Final meeting Now the Time column should display 2 15 4 Repeat step 2 this time for the Proofreading the manuscript task and add two time entries One entry for 6 hours that has the description First 100 pages and one entry for 2 52 hours with the description The last 40 pages The Time column for this task should now display 8 52 Once you re done you
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149. e otherwise there s too much overhead to create and restore the backup Exporting the log file If you notice something unusual about Fanurio you can always send us the log file You can either locate it on disk or use the Export Log button from the About dialog When you export the log from the About dialog Fanurio creates a file called fanurio log zip at a location you specify It s recommended that you export it to Desktop so that you can locate it easier Changing settings manually Warning Changing settings manually should be done with care and only if it s absolutely necessary In some situations very very rare maybe never it s the only way Fanurio can be configured The settings are different from the actual data like clients or projects that users enter in the application Settings refer to anything Fanurio must remember between successive runs like the position of the application window or the output folder for exported invoices just to name a few Some settings can be changed from the application but others can only be changed by editing the settings file By doing this we keep the user interface simple to use and learn with only a few options Follow these steps to edit the settings file manually 1 Make sure Fanurio is not running e Use File Exit to close the application on Windows e Use Fanurio Quit to close the application on Mac 142 Troubleshooting and maintenance 5 2 8 e Use File Quit to clo
150. e reminders We call this feature smart timing 35 Using Fanurio Smart timing is not enabled by default You have to enable it from e Tools Options on Windows e Fanurio Preferences on Mac OS X e Edit Preferences on Linux Smart timing is how Fanurio figures out what you are doing in order to record time accurately It uses idle time detection and a set of reminders to do that 1 Reminders If you are working on the computer Fanurio doesn t know what you are doing but if you enable smart timing it will try to learn that from you Fanurio can ask you repeatedly you can specify the frequency what you want to do with the timer e If no timer is running it will ask you if you want to start one or if you want to do it later e If the active timer is paused it will ask you if you want to resume it or if you want to do it later e Ifthe active timer is running it will ask you if you want to stop it or if you want to leave it running 2 Idle time detection One thing Fanurio can figure out without asking is if you leave the computer while the timer is running In this case it will ask you to do something with the time you ve been away As we said smart timing is about figuring out what the user is doing If the timer is stopped Fanurio will try to learn whether it should be started or not The same happens when the timer is paused or if it s running To understand how smart timing works let s see the following examples
151. e specified projects that belong to the specified client 3 Grouping Fields like clients can be extracted as separate groups from a list of projects projectsreport groupClients proj atd A list with all the clients list projectssreport list 4 Totals The report can calculate totals for a list of projects The list of projects can either be projectsreport projects all the projects included in the report or a partial list determined by one of the filter functions proj ectsreport calculateTaskTotal ask The total for the specified task projectsreport calculateElapsedTifn AsHour task The total elapsed time in hour format for the specified task projectsreport calculateElapsedTifn AsHour project The total elapsed time in hour format for the specified project 124 groupClient Templates guide How to create and edit templates for Fanurio Property Version Meaning projectsreport calculateElapsedTifn AsHour projects projectsreport calculateExpenses S niount project The total elapsed time in hour format for the specified list of projects The total expenses amount for the specified project projectsreport calculateExpenses Sniount projects The total expenses amount for the specified list of projects projectsreport calculateTripsDistainde project The total distance for the specified proj
152. e specified list of tasks 129 Templates guide How to create and edit templates for Fanurio Property Version Meaning tasksreport calculateElapsedTimeASHour task tasksreport calculateElapsedTimeA SHour tasks The total elapsed time in hour format for the specified task The total elapsed time in hour format for the specified list of tasks tasksreport calculateBillableTotal task The billable specified task total for the How much money can be invoiced for the task in the reporting period tasksreport calculateBillableTotal IBt bks The billable total for the specified list of tasks How much money can be invoiced for the list of tasks in the reporting period tasksreport calculateBilledTotal t s The billed total for the specified task How much money was invoiced for the task in the reporting period For instance if a task started on January 1st and it was invoiced on February 10th for the whole month of January for 100 then the billed total for January will be 100 tasksreport calculateBilledTotal asQs The billed total for the specified list of tasks How much money was invoiced for the list of tasks in the reporting period tasksreport calculateTotal task 3 0 The total billable billed for the specified task How much money is the task worth in the reporting period tasksreport calculateTotal tasks 3 0 The tot
153. e translated If you choose to share your translation with other users please send it to us so that we can make it public Installing a custom language file Follow these steps to install a language file or to test a translation file that you created 1 Locate the user translations folder e C Users USER_NAME AppData Roaming Fanurio il 8n on Windows Vista or Windows 7 e C Documents and Settings USER_NAME Application Data Fanurio il8n on Windows e fanurio il8n on Linux e Library Application Support Fanurio il8n on Mac OS X 2 Copy the language file to the translations folder It can be the language file created above or any other language file from fanurio i18n zip files fanurio il8n zip 3 Start Fanurio 4 Go to the Options Preferences dialog 5 Go to the Locale section 6 Change the language and press Done 7 Restart Fanurio 5 2 10 Password encryption Fanurio encrypts the email password using your computer s id so that it cannot be decrypted anywhere else In other words if someone our support team for instance has access to the configuration file where your email password is saved they will not be able to decrypt it on other computers unless they know your computer s id Fanurio uses the MAC address http en wikipedia org wiki MAC_address to determine your computer s id 144 Troubleshooting and maintenance 5 3 Known issues 5 3 1 This section contains a list of known issues that may prevent Fanu
154. easure in the field next to the quantity field By default Fanurio uses unit for unit based tasks and hours for hourly rated tasks but you can enter any other unit of measure For instance if you have a task that bills a translation job you may want to use words as the unit of measure 25 Using Fanurio 3 5 4 4 Enter a price in the Price field Another way to specify the billing settings for a task is to use a billable task category If a task uses a billable task category the task will use the billing settings of its category by default The next section explains in detail what happens when a task is invoiced Billing a task multiple times Tasks can be billed once or multiple times If a task is billed multiple times at some point it has both invoiced work and not yet invoiced or billable work To understand this better let s consider the following example Example 1 Let s suppose that in January you started to work on a task called Consulting for one of your clients and this task is going to be finished in March It s February 11 and you ve already worked 10 hours in January and 2 hours this month Since you are billing your clients each month you need to bill her for the 10 hours from January Once you create the invoice for January the task Consulting will have both invoiced work 10 hours and not invoiced work 2 hours In order to help you see all this information Fanurio has several fields e Billable Quantit
155. ecorded time This property is useful in invoices and in time reports where you need to display the rounded billable time and not the actual time For instance if a time entry has 12 minutes of recorded time and it belongs to a billable task that rounds time up to 15 minutes then the rounded elapsed time for this time entry is 15 minutes Fanurio has two additional placeholders that allow you to access this property from invoice templates and time report templates e timeEntry roundedElapsedTimeAsHour e timeEntry roundedElapsedTimeAsDecimal and another two placeholders that can be used in time report templates to calculate the total rounded elapsed time for a list of time entries e timereport calculateRoundedElapsedTimeAsHour e timereport calculateRoundedElapsedTimeAsDecimal Templates created by the invoice template editor File Template Editor now display the rounded time instead of the actual time e Renamed placeholders that indicate invoiced time e invoice billedTimeAsDecimal replaces invoice billableTimeAsDecimal invoice billedTimeAsHour replaces invoice billableTimeAsHour project billedTimeAsDecimal replaces project billableTimeAsDecimal project billedTimeAsHour replaces project billableTimeAsHour item billedTimeAsDecimal replaces item billableTimeAsDecimal item billedTimeAsHour replaces item billableTimeAsHour e New time reporting placeholders for invoices Added new invoice placeholders for invoice templates t
156. ect projectsreport calculateTripsDistpiide projects projectsreport calculateTotal proj ct The total distance for the specified list of projects The total for the specified project projectsreport calculateTotal proj cts The total for the specified list of projects projectsreport calculateTasksTotaB project The tasks subtotal for the specified project projectsreport calculateExpenses Bolal project projectsreport calculateTripsTotdl project The expenses subtotal for the specified project The trips subtotal for the specified project projectsreport calculateProductsT6tal project The products subtotal for the specified project 4 8 14 Time Report The following table shows the placeholders that can be used to create time reports Besides these placeholders you can also use business placeholders to print information about your business in a time report Here s an example that shows how to calculate totals by date It groups time entries by date and then it calculates the total elapsed time for each date Determine th dates when tim was recorded assign dates timereport groupDatesByDate timereport timeEntries list dates sort a Us assign dateTim s date timereport filterByDate to find tim Print the da S date toDate d list Entries timereport filterByDate timereport timel te an
157. eet free fr and TimeLogger http www costmosoft com two iPhone applications but it can be extended to support other applications as well 186 Changelog Improvements The return of move time The Edit Service Item dialog has a Move button that can move a time entry to a different service item Time entries can also be moved to a different service item from the Timesheet view by editing them and changing their service This feature was available in version 1 11 3 The return of toggle project completion Right click on a project from the projects tree and you can toggle its finished state using the Toggle Project Completion action This feature was available in version 1 11 3 under a different name Mark Finished Unfinished Snooze reminders The reminders have been improved to let the user override the snooze interval At the end of the day when you don t want to be reminded to start the timer just override the snooze interval to a big value 300 minutes and it won t bother you to start it Accidental timer stop The timer menu no longer has the Recover Time action that was used to recover time when the timer was stopped by mistake If you stop the timer Fanurio will display the Add Time dialog If you stopped it by mistake just click Cancel and Fanurio will let you resume the timer Default date for new time entries When adding time manually to a service using the Add Time action the default date and time is no
158. eholders were renamed in this release e ISO 8601 date and time format The date and time format used in the timesheet XML file is now ISO 8601 http en wikipedia org wiki ISO_8601 The timesheet format version is now 2 0 Fanurio can still import files created with the old format version 1 0 This change is important if you rely on automated tools to import time from Fanurio e New database migration mechanism The application uses a new database migration mechanism that upgrades databases from older versions of Fanurio to the latest version automatically Bug Fixes e Tax total wasn t calculated correctly when using multiple currencies e Failed to change the Date field in New Time when time was entered relatively to finish after midnight and the start time was in the previous day e Table columns sometimes disappeared and only one of them was visible Migration Invoice templates Invoice templates from the templates folder File Show Templates Invoices are migrated automatically to use the renamed placeholders Before migrating an invoice template Fanurio makes a copy for it with the same name and the timestamp when it was migrated e Database The database is migrated automatically using the new migration mechanism Two backup copies are saved in the backup folder one copy has the fro extension and it can be used to restore the database from File gt Restore Backup while the other copy has the zip extension
159. either e Go to File Export Export Trips to export all the trips you recorded in Fanurio or e Go to the Trips view and click the Export Table button to export only the trips visible in the trips table Creating trips reports The previous section explains how you can filter or search the list of trip so you can get a quick insight about how you much you travelled However if you need to use this information outside Fanurio you can either export the list of trips as a CSV or Excel file or create a trips report Trips reports are more flexible because they allow you to use a template to format data Go to Reports Trips Report to create a report for your trips Just like in the Trips view you can use several filters to specify which trips should be included in the report e Projects specifies the projects included in the report 49 Using Fanurio e Date specifies the date interval when time was recorded e Billing specifies whether the report should include billable or non billable trips e Invoiced specifies whether the report should include invoiced or not invoiced trips Fanurio comes with one default template e Project Trips shows the distance travelled for the selected projects in the specified date interval If you need to create your own templates please see this section to learn what placeholders you can use 50 Using Fanurio 3 9 Working with products 3 9 1 About products Projects can manage tasks
160. elp you organize your expenses e Tags optional A list of zero or more tags separated by commas Tags can also help you organize expenses and they are more flexible than categories e Notes Additional notes that you may need to make in case the description field is not suitable If a project is billable expenses have a few more fields Expenses from non billable projects don t show these fields e Billable When checked it indicates that the expense is billable Billable projects can have both billable and non billable expenses e Total Indicates the how much is charged for the expense The default is to charge the amount spent but you can use the Markup link to bill more There are several ways you can record an expense 1 Go to Business New Expense 2 Go to the Expenses view and use the New button When you use this method and the date filter is set to a specific date expenses are added by default to that date This method is very useful if you need to enter expenses for previous dates as it saves you from specifying the date for each expense 3 Open a project and go to the Expenses section Then click the New button Configuring optional fields Because not all expense fields are relevant to all users you can hide optional fields that you don t use Optional expense fields are fields that can be hidden in the expense windows New Expense or Edit Expense Here s how you can configure them 1 Create a new expense Ne
161. ent is similar to Invoices except that it groups invoices by month of payment Paid Date field and displays subtotals for each month This template is useful if you need to see how much money you ve been paid each month Invoices by Year of Payment is similar to Invoices except that it groups invoices by year of payment Paid Date field and displays subtotals for each year This template is useful if you need to see how much money you ve been paid each year over several years If you need to create your own templates please see this section to learn what placeholders you can use 58 Using Fanurio 3 11 Working with payments 3 11 1 Recording payments for an invoice When you receive payment for an invoice go to the Invoices view and select the invoice Then use the New Payment button to record the payment To see edit or delete payments go to the Payments view 3 11 2 Using deposits All billable clients have a deposits account You can use this account to record money you receive in advance for your work There are several ways to record a deposit from a client 1 Go to Business New Deposit 2 Go to the Projects view and right click a client to display the contextual menu Select New Deposit from the contextual menu 3 Go to the Projects view and right click a client to display the contextual menu Select Edit Client from the contextual menu to edit the client then go to the Deposits tab and click New Once
162. eport allows you to obtain a list with all its time entries or partial lists for instance time entries that were recorded in a certain month timereport timeEntries 3 0 A list with all the time entries included in the report This is probably most important placeholder because almost all reports need to use it End date timereport filterB yDate tim interval eEntrisd Finds the subset of the specified time entries that were recorded in the specified interval their Date field belongs to the interval timereport filterByTask timeEntti d task Finds the subset of the specified time entries that belong to the specified task timereport filterByProject timeEniries project Finds the subset of the specified time entries that belong to the specified project timereport filterB yClient timeEnt i s client Finds the subset of the specified time entries that belong to the specified client 3 Grouping Fields like clients or dates can be extracted as separate groups from a list of time entries timereport groupClients timeEntriz A list with all the clients list timereport grou list pClients tim timereport groupProjects timeEnt i s 126 A list with all the projects Templates guide How to create and edit templates for Fanurio Property Version Meaning list
163. er if you need to use this information outside Fanurio you can either export the list of time entries as a CSV or Excel file or create a time report Time reports are more flexible because they allow you to use a template to format data Go to Reports Time Report to create a report for your time Just like in the Timesheet view you can use several filters to specify which time entries should be included in the report e Projects specifies the projects included in the report e Date specifies the date interval when time was recorded e Billing specifies whether the report should include billable or non billable time entries e Invoiced specifies whether the report should include invoiced or not invoiced time entries Fanurio comes with a set of default templates that can be selected from the Template drop down box e Timelog shows the recorded time in detail and in chronological order You may want to use it at the end of the day to see what you did Please note that you can get a similar result if you go to the Timesheet view and restrict visible time entries to today Timelog by Date shows the recorded time in detail and in chronological order but time entries are grouped by date This template is similar to Timelog except that it groups time entries by date and it displays subtotals for each date e Task Summary by Date displays time totals by task and date You may want to use this template at the end of the week to see how much time
164. er to open the backups folder 4 Copy the file called migration fro to your new computer New Computer 1 Start Fanurio on your new computer 2 Go to File Open Backup Folder to open the backups folder on the new computer 3 Copy the migration fro file to the backups folder on the new computer 140 Troubleshooting and maintenance 5 2 5 4 Go to File Restore Backup and choose migration from the list of backups Once you complete these steps the data from the old computer will be available on the new computer Syncing data between multiple computers If you install Fanurio on two different computers desktop and laptop or two different platforms Windows and Mac OS X it s very likely you will want to keep your data synchronized Here are some common situations e If you do consulting work and you need to travel a lot you may have a laptop and a desktop PC in your office When you get back to the office you may want to sync the desktop with the laptop e You re a big Mac fan but unfortunately you have to do some of your work on Windows You want to use Fanurio to track time while on Windows and then sync this information with the Mac This section explains how to synchronize your data between two computers There are multiple ways to do it each with its advantages and disadvantages A USB stick The first solution is also the easiest Instead of installing Fanurio on two or more computers install it on a USB sti
165. ere s a list with all the changes New Features e Time log for each item Up until this version Fanurio could only remember how much time was recorded for an item It couldn t remember when that time was recorded For instance if I recorded 4 hours for an item during a week Fanurio was only able to say that 4 hours were recorded It wasn t able to say when exact day and time that time was recorded Knowing exactly when time was recorded for an item can be of great help when it comes to creating time reports The first report that we are adding is that of a daily time log This report is useful if you want to have a quick look at what you ve done throughout a day e Time log report The application can display a daily time log with a summary of all the time recoded during a day e Time rounding The time spent on hourly rated items can be rounded for billing purposes To specify a default time rounding rule go to Business gt My Business Details gt Billing All hourly rated items will use this rule when they are created Time can be rounded up down or to the nearest for any time interval For instance you can tell the application to round time to the nearest 15 minutes interval or to round it up to 6 minutes e Invoice auto numbering Fanurio can number invoices automatically This option must be enabled from Business gt My Business Details gt Billing If you use global numbering the invoice counter will be incremented with e
166. es that bill their projects Also if billing is enabled you can configure the following settings e Default terms Terms specify when an invoice is due The default terms specified at business level are used when new clients are created Clients have their own terms that may be different from the business terms e Catalog If your business sells some items more frequently you can add them to the business catalog Catalog items make it easier to create regular invoice items Financial year The start date of the financial year makes it possible to select the current or the last financial year when creating sales reports Reports Sales Report or when filtering invoices and payments The default start date for the financial year is January 1st e Invoice numbering e Taxes If billing is disabled the user interface is updated to remove all billing references e The Invoices and Payments views are removed 13 Using Fanurio 3 2 4 e The menu and toolbar actions related to invoices and payments are removed All billing columns are removed from the projects tasks expenses and trips tables e All billing filters are removed from all views e All clients projects tasks expenses and trips are changed to non billable e Projects can no longer manage products Projects The Projects section contains projects related settings like project numbering Most settings are organized by the type of element a project can manage task
167. ew works just like the other views Timesheet Invoices Payments you 161 Changelog can filter tasks by different properties for instance you can see overdue tasks and you can export them to CSV or Microsoft Excel File Export Export Tasks You can find more details about tasks in their own section For more details on how old project service items are migrated to tasks see the Migration section below Introducing trips The new trips module allows you to record the distance and time you travel with a vehicle whether it s for billing or for tax purposes Up until now the only way to bill mileage was to use expense items but the new trips module allows you to keep accurate records of your journeys whether you need to bill them or not Distances can be tracked in miles kilometers or both You can also define multiple rates for billable trips We ve also added new placeholders to let you access trip information from invoice templates You can access the list of mileage items that bill trips using invoice mileageIltems or project mileageItems while the trips of an item can be accessed using item trips The invoice template editor has been updated to customize the way trips are displayed See the templates placeholders section to learn about the placeholders introduced in this release You can find more details about trips in their own section Redesigned expenses We ve redesigned expenses to allow you to record more details abo
168. example Let s suppose you have a task called Consulting that must be billed using two different rates regular hours are charged at 100 hour and overtime hours are charged at 150 hour Because tasks can only be configured with one rate you enter 100 in the Price field At the end of the month the task has 5 regular hours and 2 overtime hours Here s what you need to do to bill the task in this case 1 Create an invoice 2 Add the task with all its time 7 hours to the invoice Fanurio will create a service item that bills 7 hours at 100 hour 3 Edit the service item and remove the 2 hours of overtime 4 Invoice the task again for the remaining 2 hours Fanurio will create a service item that bills 2 hours at 100 hour 5 Edit the second service item and change its price to 150 Now the invoice has two service items that bill the same task for both regular hours and overtime hours Marking invoiced tasks as completed Tasks can be marked as completed either manually by editing them or automatically when they are invoiced Go to Business My Business Details Projects Tasks to configure whether Fanurio marks invoiced tasks as completed You can choose one of the following values e Automatically If a task is invoiced and its remaining billable quantity is zero in other words there s nothing else to bill then Fanurio will automatically mark it as completed This setting makes sense if you bill your tasks only once Let
169. explained business code 2 3 A short code that identifies your business business businessNumber 2 3 The number assigned to your business when it was created business otherNumber 2 3 A number that could be used as the trade register number business taxNumber 1 4 The tax number assigned by the government to your business In many countries businesses must include their VAT number on their invoices In such cases the tax number is the VAT number 2 Taxes business taxLiable 1 5 Indicates whether the business pays taxes or not A business pays taxes if they are enabled If you want to do something when the business pays taxes if business taxLiabl if If you want to do something when the business doesn t pay taxes if business taxLiabhb if 3 Contact Templates guide How to create and edit templates for Fanurio 4 8 2 Property Version Meaning business attention 1 0 self explained business address 1 0 self explained business city 1 0 self explained business state 1 0 self explained business zip 1 0 self explained business country 1 0 self explained business phone 1 0 self explained business fax 1 0 self explained business mobile 2 1 self explained business other 2 1 self explained business email 1 0 self explained business website 1 8 self explained Client The following
170. for Fanurio Document properties Title and meta tags from the head section are converted to document properties when an HTML document is exported to PDF You can add author subject and keywords meta tags to include additional information in exported PDFs lt title gt PDF Test lt title gt lt meta name author content author gt lt meta name sSubject content subject gt lt meta name keywords content keyword 1 keyword 2 gt Sample document The following document has two A4 pages with portrait orientation and a 0 25 inch margin A black border is drawn around the pages to emphasize the content lt html gt lt head gt lt style type text css media all gt page size A4 portrait can use also landscape for orientation margin 1 0in border thin solid black padding lem bottom center content element footer top center content lement header page header display block position running header page footer display block position running footer page number before content counter page page count before content counter pages lt style gt lt head gt lt body gt lt div id page header gt lt p gt Header text lt p gt lt div gt 92 Templates guide How to create and edit templates for Fanurio 4 5 2 lt div id page footer gt lt p gt Footer text lt p gt lt p gt P
171. for the Project field is displayed below S column Job split 1 Example 3 9 Mapping the date and start fields The date start and time fields are the only fields that require additional formatting So when mapping a column to these fields you need to pay attention to their format For instance if the CSV file contains a Date column that has values like 4 28 2010 then the expression that maps this column to the Date field is displayed below S column Date date M dd yyyy For instance if the CSV file contains a Time In column that has values like 20 21 00 then the expression that maps this column to the Start field is displayed below S column TimeIn time hh mm ss For more details on date and time patterns see this page http docs oracle com javase 6 docs api java text SimpleDateFormat html 39 Using Fanurio 3 6 8 Importing time from iCalendar Fanurio allows users who prefer to organize their work with a calendar application to import calendar events as time entries The recommended way to do this is to create a separate calendar for each project so you can export them as iCalendar files ics iCalendar http en wikipedia org wiki ICalendar is the standard Internet format for exchanging calendar information iCalendar is used and supported by a large number of products including Google Calendar Apple Calendar formerly iCal Microsoft Outlook Yahoo Calendar and the Lightnin
172. g extension for Mozilla Thunderbird Follow these steps to import the events of an iCalendar file ics as time entries in a project 1 Go to the Projects view 2 Right click the project where you want to import the events of an iCalendar file and select Import Time from iCalendar from the popup menu 3 Select an iCalendar file ics 4 Make sure the import period is set correctly By default the import period is set to project start date project due date 5 Click Import to import the events as time entries Fanurio will import new events and update existing ones under some conditions e Invoiced time entries will not be updated if they are reimported to prevent invoices from being altered For instance at some point you import a calendar and invoice the imported time entries After that you go back to your calendar application and edit some of the events that were already imported and you add a few more When you will import the calendar again the changes that you made to the invoiced time entries will not be imported e Only newer time entries will be updated older versions of an event are skipped If you import the events of a calendar regularly for instance at the end of each week only new events are imported and events that you changed in the calendar after the last import Importing recurring events When importing time from an iCalendar file Fanurio allows you to specify an import period that limits the
173. g Fanurio act Folders act Source act iBiz Database wert iBiz to Fanurio Ifthe conversion succeeds the status label next to the Convert button will tell you that it succeeded New Repository Convert iBiz to Fanurio Click Convert to convert the iBiz database to a Fanurio repository When the conversion is over you may want conversion log and the errors so you can review them later If you want to review your business settings go t My Business Details once the new repository is open Conversion not started Log Save Log Errors Save Errors Click Convert to convert the iBiz database Cancel lt Prev Next gt New Repository Convert iBiz to Fanurio Note Please keep in mind that even though Fanurio reports a successful conversion there may be differences that we are not aware of yet We do our best to provide an accurate import module but since iBiz was not developed by us there may be things that we ve missed 66 Using Fanurio To make sure your data is imported correctly you should create reports both in iBiz and Fanurio and compare them For instance you may want to check the total amount of all invoices is the same in both applications In Fanurio you can see this amount in the Invoices view at the bottom of the invoices table Click Finish to close the guide and open the new repository that contains the iBiz data 3 13 1 1 What to do if the conversion fai
174. g to do this Please note that you can t disable billing if you have at least one invoice or if you have projects with at least one product When billing is disabled at business level the following things happen e The Invoices and Payments views are removed e The menu and toolbar actions related to invoices and payments are removed All billing columns are removed from the projects tasks expenses and trips tables All billing filters are removed from all views All clients projects tasks expenses and trips are changed to non billable e Projects can no longer manage products e Disable expenses trips and products Just as you can disable billing you can also disable expenses trips and products Go to Business My Business Details Projects to do this Products can be disabled only if billing is enabled because products can only be used in billable projects When expenses trips or products are disabled at business level the user interface is updated to remove all references to them Search sort and filter projects by various fields In previous versions it was difficult to manage the list of projects if you had many of them because Fanurio could record only a few details about a project name description number reference and status When you manage many projects it s important to be able to search sort and filter them by various fields That s why the following new features are meant to make this task easier e Ne
175. ggest to start the timer for that task If a timer is running and a new one is started in the past the active timer will be paused in the past and the new one will be started from that time Let s suppose you are working on task A and a client calls In the middle of the call you realize that you want to time the conversation so you start anew timer but since you already started the phone conversation 10 minutes ago you want to start the timer in the past 10 minutes ago Doing so will pause the timer for task A 10 minutes ago e Start New Timer gt This action lets you start a new timer for one of the recent tasks e Timers If you started at least one timer this action shows all the timers When you select one of the timers it automatically becomes active and it s resumed Recent timers are at the top of the list The Timers action from the toolbar also shows the number of timers using a badge icon so you can easily see how many timers you have started e Pause Resume Timer This action pauses or resumes the active timer e Pause Resume Timer This action pauses or resumes the active timer in the past e Stop Timer This action stops the active timer and opens a New Time window to save the recorded time e Edit Timer This action lets you change the task and the description of the active timer It also shows the time when it was started the elapsed time and the pause time e Discard Time This action discards time from the
176. has been invoiced you can t change its Pricing attribute you can t bill it once in hours and then in units or make it non billable The first example shows what happens when an hourly rated task is billed Here s a second example that shows what happens when a unit based task is billed Example 2 Let s suppose you have a translation job and you need to translate 100 pages In order to track time for this job and bill it you create a task called Translation and mark it as billable You set the pricing for the job in units and enter 100 in the Billable Quantity field You also set a price and enter pages in the unit of measure field Please note that for unit based tasks the billable quantity 26 Using Fanurio 3 5 5 3 5 6 has to be entered manually as opposed to hourly rated tasks for which billable quantity is calculated automatically When you invoice this task Fanurio will create a service item to bill all 100 pages and it will set Billable Quantity for the task to 0 If you edit the service item to bill less pages for instance 40 pages then Fanurio will update the Billable Quantity for the task to contain the remaining pages in this case 60 pages Billing a task at different rates When you invoice a task Fanurio actually creates a service item with the same billing settings in order to invoice it but this doesn t mean you can t use more than one rate to bill a task To understand this better let s consider the following
177. hat need to group time entries by date e Integration with other applications e Apple Contacts e Replaced the name Address Book with Apple Contacts in all actions Address Book was the name of the application before OS X 10 8 Mountain Lion If you re using an older version of OS X the following actions refer to Address Book Import from Apple Contacts Update from Apple Contacts Show Contact in Apple Contacts and Edit Contact in Apple Contacts e You can now update the contact details of a client imported from Apple Contacts by ctrl clicking it and selecting Update from Apple Contacts from the contextual menu Before version 3 1 Fanurio didn t associate a client with a contact That s why the first time you ll be updating a client imported with an older version Fanurio will ask you to associate it with a contact from Apple Contacts You only need to do this once for each client you imported from Apple Contacts in the past 155 Changelog e You can now access and edit the contact associated with a client by ctrl clicking it and selecting Show Contact in Apple Contacts and Edit Contact in Apple Contacts from the contextual menu e Improved Apple Contacts field mapping to also collect data from home fields if work fields are empty e iCalendar compatible applications Export projects in the iCalendar format Fanurio can export projects in the iCalendar format so you can use them in popular calendar applications like Google Cale
178. he Date field that can hide the time input options Use it to unclutter the dialog if you prefer the same method of adding time e In the New Time dialog the service link was replaced by two fields project and service The new layout makes it easier to select a project and to create new service items e The layout of Start New Timer and Edit Timer dialogs has been changed to resemble that of New Time e Changed the icons used to show the state of the timer on Windows 7 in the task bar e The main window is restored correctly if it was maximized before the application is closed e New Time Start New Timer and Start New Timer use the service item selected in the Projects view by default only when this view is visible e The Add Payment action was renamed to New Payment The New Payment action can also be found in the Business menu and in the Payments view not just in the Invoices view Simpler reminders Changed the timer reminders so they suggest only one action They are simpler now because they suggest only one action Bug Fixes The F6 shortcut that pauses the timer didn t work Global hotkeys didn t work on 64 bit platforms Non ASCII characters weren t saved correctly by the template editor Failed to start when upgrading from version 2 0 or older The Background check box from File gt Template Editor gt Page was always disabled Failed to create a new project when the selected client was inactive PDF documents with
179. he file quicken invoice qif files templates qif quicken invoice qif Example Scribus DTP Scribus http www scribus net is an open source multi platform desktop publishing application that competes with Adobe InDesign and Quark XPress It uses an XML based file format for its files Scribus files have the sla extension This section shows what you need to do to export Fanurio invoices as Scribus files Before creating a Scribus template make sure you read the section that explains the template language Step 1 Create a sample invoice in Scribus Start by creating a sample invoice that includes your business details the contact information of your client the invoice details and a table for the items that you need to invoice Instead of entering actual data you can use placeholders to specify things like your address or the invoice number For a list of all placeholders that you can use in a template please see the reference section Instead of creating a Scribus file from scratch you can use this one files templates txt scribus invoice sla Step 2 Transform the Scribus file into a template There are a few things you need to do to transform a Scribus file into a template 1 File extension Although the Scribus file uses an XML based format it needs to be saved as a plain text file and not as an XML file A Scribus file is not XML valid The first thing you need to do is change the file extension from sla to txt 2 Repe
180. heir totals are displayed at the bottom of the table The tasks table from the New Invoice gt Add Project Items window has configurable columns now It also has a new column for Reference The Completed Tasks table from the New Invoice gt Add Project Items window has configurable columns now It also has a new column for Reference The timesheet table has a new column for task reference This column is not visible by default The invoices table has a new column for invoice profit The invoice profit is calculated as the difference between the invoice total and the total amount of all invoice expenses This column is not visible by default User interface The task window has a new field that displays the total time recorded on the task Next to that field is the New Time link that allows users to add time to the task without having to switch to the Time tab The Period drop down from the New Invoice gt Add Project Items window has two new periods Last Two Weeks and Last Half Month http en wikipedia org wiki Half month Improved editing for numeric fields including money fields Most date pickers are now editable Date columns are aligned to the left instead of the right The tags field is now optional and is hidden by default when time entries are created or edited See this section for more details The clients tree remembers the expanded client nodes when the application is restarted and when the filters Any Active No
181. http www toggl com web e Freckle http letsfreckle com web e BizTracklt http www shrunkenhead biz biztrackit html BlackBerry A CSV format tells Fanurio how to map columns from the CSV file to one of the following fields e Client name of the client e Project name of the project e Task name of the task where time is saved e Date date when the time entry was recorded eg 2012 07 22 e Start start time when the time entry was recorded eg 17 29 59 999 which is almost 5 00 PM e Time total recorded time eg 02 30 00 which means 2 5 hours e Description description associated with the time entry e Tags tags associated with the time entry must be a list of tags separated by commas To map columns from a CSV file to Fanurio it usually means that you have to associate a column from the CSV file with a field in Fanurio For instance if you have a CSV file that has a column called Customer then you may want to map it to the Client field Some fields like the Time field need additional information For instance if your CSV file has a column called Elapsed time minutes then you need to specify this column for the Time field but you also need to select Minutes in the format field so that Fanurio knows how to interpret it Important If you have problems creating a format for your CSV file contact us and we ll create it for you Once you have a format that Fanurio can use to parse the file you can select the ti
182. ice items are used to bill work recorded on tasks Service items are created automatically by Fanurio when a task is billed in the New Invoice gt Add Project Items window By default service items use the billing settings of their tasks but a service item can have different billing settings For instance you can bill some time entries at a certain rate while others at a different rate eg overtime rate You can edit a service item in the New Invoice window e Task planning should now be easier because we added a few more fields e The Date field was renamed to Started Date The new Estimated Time field can help you track the remaining time for a task Fanurio calculates the remaining time by subtracting the time recorded on a task from the estimated time e Tasks can be marked as completed For completed tasks you can also specify the date when they were completed You can also configure Fanurio to mark tasks as completed when they are invoiced e The Due Date field can help you schedule the completion date for a task You can also use task filters to see overdue tasks e The new Tags field can help you organize tasks better e Task categories can be managed from Business My Business Details Tasks e Projects have a new view only for tasks Tasks are no longer managed together with the other project items e The application has a new Tasks view You can use it to manage all the tasks you record for your projects The Tasks vi
183. icking it and selecting Update from Apple Contacts from the contextual menu If a client is imported from Apple Contacts the contextual menu has two more actions Show Contact in Apple Contacts and Edit Contact in Apple Contacts Please note that a client is not updated automatically in Fanurio when its contact is updated in Apple Contacts it must be updated manually All updates are one way only from Apple Contacts to Fanurio If you change the contact details of a client in Fanurio unlikely if you use Apple Contacts they won t be sent to Apple Contacts when you update it using Update from Apple Contacts from the contextual menu The following table shows how Fanurio maps Apple Contacts fields to its own fields As a rule it tries to get the information that it needs from work fields If the work field is empty it will try to use the home field but if that is empty too it will use an empty text Table 3 3 Apple Contacts field mapping to Fanurio Client Field Fanurio Contact Field Apple Contacts Name Company name or contact display name Attention Contact display name Address Work street address or home street address City Work city name or home city name State Work state name or home state name Zip Work zip code or home zip code Country Work country name or home country name Phone Work phone number or home phone numner Fax Work fax number or home fax number Mobile Mobile phone number or i
184. ide Date prefix format now string yy 20 0001 counter string 0000 This format uses a variable prefix that changes with the year The date prefix is generated by the expression now string yy If you need to display the whole year use now string yyyy instead The text yyyy represents the date pattern used to format the date which uses the Java date format syntax http docs oracle com javase 7 docs api java text SimpleDateFormat html Billing projects Projects can be billable or non billable If you don t need to create invoices for a project for instance if it s an internal project you should edit it and mark it as non billable e Ifa project is non billable it can only record non billable elements tasks expenses or trips You can t create invoices for non billable projects 20 Using Fanurio 3 4 6 3 4 7 3 4 8 3 4 9 A non billable project can be changed to billable only if it belongs to a billable client e Ifa project is billable its elements tasks expenses or trips are billable by default but you can mark them as non billable if needed Also billable projects can manage products that you may want to bill to your clients Products can only be added to billable projects A billable project cannot be changed to non billable if it has been invoiced or if it has at least one product If a billable project is changed from billable to non billabl
185. ileage items are project items so it makes sense to bill only trips from the same project Use Start TLS for SMTP servers If you use Fanurio to send invoices by email you can now configure the SMTP server to secure the connection with Start TLS The Edit Outgoing Mail Server SMTP window has a list of settings for popular email services like Comcast Gmail iCloud Outlook com and Yahoo Mail Contextual menus Added contextual menus to all major tables and lists Up until now only clients and projects from the Projects view had contextual menus but now all tables from all views have one Time input Time can be entered easier in the New Time dialog Time Pause and in the New Task dialog Estimated Time The two spinners have been replaced with a text field that accepts time in both hour and decimal format Here are a few input examples e 2 30 enter the number of hours and minutes e 30 enter the number of minutes e 2 5 or 2 5 enter the number of hours e 5 or 5 enter the number of hours 156 Changelog 2 enter the number of hours A time input field also has two links hh and mm that allow you to enter time using the mouse More columns The project tasks table has two new columns Description and Notes These columns are not visible by default The project tasks table and the tasks view table have two new columns Billable Time and Billed Time These columns are not visible by default When visible t
186. ion is to make this choice irrelevant by rounding time to 6 15 or 30 minutes so that billable time always converts to a number of hours with two decimals Planning work with tasks Although Fanurio has tasks like other project management applications it doesn t have features like task dependencies task hierarchies or Gantt charts This helps us keep things simple and manageable We are also counting on the fact that our users work on less complex projects that can be managed without such features Tasks have the following fields that can help you plan your work e Start Date The date when the task has been started or will start e Due Date The date when the task is expected to be completed e Completed Whether the task is completed or not e Completed Date The date when the task was completed Except for the Start Date field the other fields are not visible by default in the Tasks table We re assuming most projects created in Fanurio are simple projects that don t actually require any planning If you need to see them just right click the header of one of the table columns and you can choose which columns are visible The Tasks table has two filters that can help you plan your work better The Status filter allows you to see completed not completed or overdue tasks while the Due Date filter allows you to see tasks by their due date For instance you could use it to see all tasks that are due this week 29 Using Fanurio 3
187. ions Fanurio was able to create only project invoices invoices for clients with billable projects This works most of the time but restricting invoices to projects prevents users who don t use projects from billing their clients That s why you can now create invoices without having to deal with projects When creating an invoice using the New Invoice window you can now use e the New button to add new product items not related to a project and e the Add Project Items to add project items We ve also added the invoice nonProjectItems placeholder to let you access the non project items of an invoice in an invoice template Older invoice templates will have to be updated to use this placeholder if you need to create invoices with non project items Redesigned invoice items Items are now used strictly for billing they can no longer be marked as billable or non billable There are four types of items e service items bill tasks e expenses items bill expenses e mileage items bill trips and e product items bill anything at project level or directly at invoice level Items no longer have date and notes fields The item date placeholder is now deprecated and it has the following meaning e for service items it returns the start date of the task e for expense items it returns the date when the expense was made e for mileage items it returns the date of the invoice e for product items it returns the date of the invoice The item no
188. ist with all its trips or partial lists for instance trips that were recorded for a certain project tripsreport trips 3 1 A list with all the trips included in the report This is probably most important 132 Templates guide How to create and edit templates for Fanurio Property Version Meaning placeholder because almost all reports need to use it tripsreport filterByProject trips 3 1 Finds the subset of the specified project trips that belong to the specified project tripsreport filterByClient trips 3 1 Finds the subset of the specified client trips that belong to the specified client 3 Grouping Fields like clients or projects can be extracted as separate groups from a list of trips tripsreport groupClients trips 3 1 A list with all the clients tripsreport groupProjects trips 3 1 A list with all the projects list tripsreport groupClients tr list list tripsreport groupProjects t list 4 Totals The report can calculate totals for a list of trips The list of trips can either be tripsreport trips all the trips included in the report or a partial list determined by one of the filter functions tripsreport calculateDistance trips3 1 The total distance for the specified list of trips tripsreport calculateTotal trips 3 1 The total for the specified list of trips 4 8 18 Sales
189. items The list of catalog items can be managed from Business My Business Details Billing Catalog 3 13 2 6 To Do items iBiz uses To Do items to track activities that don t need to be tracked as job events Compared to job events To Do items have some specific fields like due date priority and they can be marked as completed To Do items can also be synced with iCal To track the same type of activities in Fanurio you should use non billable tasks Tasks allow you to set a due date and they can be marked as completed when they re done Just like iBiz shows completed To Do items in gray so does Fanurio If you need to see your tasks in Apple Reminders you can export your projects to the iCalendar format 3 13 2 7 Timers iBiz has two types of timers job event timers and quick timers A job event timer can only be started for an existing timed job event and its time is added to the job event as the timer is running A quick timer on the other hand doesn t require a job event and time is added to a job event when the timer is stopped Fanurio has only one type of timers which is similar to the iBiz quick timers When you start a timer in Fanurio you can start it for a specific task or for no specific task When the timer is stopped Fanurio creates a time entry and adds it to the task Time entries are similar to iBiz timer logs except that they can also be added manually to a task They only way you can record time on a task is by adding
190. items of an invoice like this INVOICE Number INV 23 Date Jan 01 2001 Servicel 5 x 10 50 Service2 2 x 5 10 Product1 1 x 10 10 Expensel 1 x 40 30 Total USD 100 Thank you for your business where each emphasized line represents an item as name quantity x unit price total The following template shows how you can use the list directive to display each invoice item on a separate line INVOICE Number invoice number Date S invoice date date list invoice items as item item name item quantity x item price item total 1list Total S invoice total Thank you for your business The invoice items placeholder contains a list with all the items of an invoice To access each item from this list you need to use the list directive The list directive is always of the form list multi value placeholder as element access th lement list In our example the multi value placeholder is invoice items This template is saved in the file text invoice 03 txt files templates txt text invoice 03 txt The if directive Suppose that instead of displaying all items together you want to group them by their type One group for service items one for product items and the another for expense items The previous list Servicel 5 x 10 50 Service2 2 x 5 10 Expensel 1 x 10 10 Expensel 1 x 30 30 becomes Services 84 Templates guide How to create
191. ith all the product items of an invoice project To access a product item from the list use the following Freemarker code list project product list Note project productItems replaces project products which was used up until version 2 6 3 Totals project serviceltemsSubtotal 2 0 2 7 The total amount of money due for all the service items from this project Note project serviceltemsSubtotal replaces project servicesSubtotal which was used up until version 2 6 project expenselItemsSubtotal 1 0 2 7 The total amount of money due for all the expense items from this project Note project expenseItemsSubtotal replaces project expensesSubtotal which was used up until version 2 6 project mileageItemsSubtotal 3 0 The total amount of money due for all the mileage items from this project project productItemsSubtotal 2 5 2 7 The total amount of money due for all the product items from this project Note project productItemsSubtotal replaces project productsSubtotal which was used up until version 2 6 project total 1 0 The total project amount of money no taxes included 4 Time project billedTimeAsHour 1 5 3 1 The total time invoiced for 118 a project in hour format For Items as ite Items as ite Templates guide How to create and edit templates for Fanurio Property Version Meaning instance h
192. ith an older version click OK Fanurio can t guess which version of QuickBooks you are running A small timer window will open showing the results of the import Click View Report to verify your time data was imported correctly Close the status window and you are done 61 Using Fanurio 3 13 Fanurio IGG Software s iBiz IGG Software http www iggsoftware com have announced http www iggsoftware com blog 2013 10 the story of ibiz and saying goodbye that they are officially ceasing the development of iBiz their time tracking and billing application To help iBiz users move to a new solution and keep their old iBiz data we ve created an import module that converts an iBiz 4 1 4 and older database to a Fanurio repository This guide tells you everything you need to know to migrate from iBiz to Fanurio how to migrate an iBiz database what to do if conversion errors occur how iBiz data is imported in Fanurio and finally a detailed analysis of how each iBiz feature is supported by Fanurio 3 13 1 How to import an iBiz database You can import an iBiz database when you re setting up Fanurio for the first time or when you re creating a new repository File New Repository The steps are the same but the following screenshots are taken from the New Repository setup guide First you need to select the Create a repository from an iBiz database option when you reach the Select Source step 62 Using Fanu
193. ject A project invoice is a regular invoice that bills one or more projects it s not a different type of invoice You can create a project invoice for a client if it has at least one billable project with one or more billable elements tasks expenses trips or products In order to create an invoice you need to e Go to Business New Invoice or e Click the New Invoice button from the toolbar or e Right click a billable client and select New Invoice from the contextual menu this will select all its projects by default or e Right click a billable project and select New Invoice from the contextual menu Once the New Invoice window is displayed Fanurio will display the Add Project Items window to let you choose the project elements tasks expenses trips and products that you want to add to the invoice Click the Add button and Fanurio will add a project item to the invoice for each selected element e Tasks are billed as service items e Expenses are billed as expense items e Trips are billed as mileage items and e Products are billed as product items If you add a project item to an invoice but then change your mind you can always delete it When you delete a project item the project element that it bills can be billed again For instance when you delete an expense item the expense can be billed again 3 10 5 Using taxes Taxes are disabled by default but can be enabled from Business My Business Details Billing Taxes
194. k oge aon teeegaeeeeeeb teense N REA 193 6 19 Version 1 10 April 22 2008 irre e i E a E ii 195 6 20 Version 1 9 February 4 2008 oeoa ainin a n E a E e e a 198 6 21 Version 1 8 November 12 2007 s sssssssseeesssssssssseserrsrereresrsesesseseserrerereree 201 6 22 Version 1 7 September 3 2007 zeron a a EE a AEE EAN 203 6 23 Version 1 6 July 2 2007 rrea E E E A EE ARET R EEEE E Ea 205 6 24 Version 1 3 May 282007 rrea a TE EAE A NEE R E EN 207 6 25 Version 1 4 April 18 2007 2 00 0 i a i aE E E E E a ENEE 209 6 26 Version 1 3 March 1 2007 era ea a E EE aaa 211 6 27 Version 1 2 February 12 2007 morresi n i e En EEN R 212 6 28 Version 1 1 January 16 2007 perii e RE e Eea ERa 213 6 29 Version 1 0 2 December 5 2006 ccc ceccec ec ceceee eens cece eeeeeeeeceeaeeeeneeeeneeeeees 214 6 30 Version 1 0 1 November 24 2006 cccccecceceeeeene ec ee eens sense eeeeneaeeneeeenes 215 6 31 Version 1 0 November 10 2006 ccccccccecece eens eeceee cess sence ee eeeeeneneaeeeens 216 Vil Chapter 1 Introduction 1 1 About Fanurio If you are new to Fanurio this section provides a quick introduction to what it does and its main features Fanurio provides freelancers with the right tools to track time manage projects and invoice their clients so they can get paid for their work Fanurio is a cross platform desktop application that runs on Windows Mac OS X Linux and other flav
195. kup folder use File Change Backup Foldet settings file This file keeps application specific settings like the position and size of the Fanurio window e log file This file is used by Fanurio to log messages and errors related to its execution Fanurio keeps at most two log files depending on the volume of errors and warnings The size of a log file is no larger than 2 MB e user translations folder The folder where users can add their unofficial translations of the application Table 5 1 Location of user data on Windows XP 2000 Item Location Log C Documents and Settings USER_NAME Application Data Fanurio fanurio log Settings C Documents and _ Settings USER_NAME Application Data Fanurio fanurio properties Default repository folder C Documents and _ Settings USER_NAME Application Data Fanurio Default backup folder C Documents and Settings USER_NAME Application Data Fanurio backup Default templates folder C Program Files Fanurio share templates User translations folder C Documents and _ Settings USER_NAME Application Data Fanurio i18n Table 5 2 Location of user data on Windows Vista 7 Item Location Log C Users USER_NAME AppData Roaming Fanurio fanurio log 138 Troubleshooting and maintenance 5 2 2 Item Location Settings Default repository folder C Users USER_NAME AppData Roaming Fanurio fanurio properties
196. lItems and invoice mileageItemsSubtotal placeholders e Failed to set a filter configuration for tasks Failed to upgrade to 3 0 when an item and its catalog item were of different types e g product item that used an expense catalog item e Fixed a memory leak that occured when a project was opened and then closed 159 Changelog Windows 8 1 Fanurio wasn t using the Windows task bar features thumbnails pinning badge icons and the right user interface look and feel New Task fields are reset when selecting a project for the first time Updates the unit of measure for tasks and projects when Pricing changes Saves time entries that are edited when an invoice is created Time is not rounded correctly for service items that have time entries with no time When exporting time entries expenses trips and payments to CSV or Microsoft Excel the Invoice column contained an internal identifier instead of the actual invoice number Failed to update the time total from the Tasks view when time was added removed or updated The cursor jumped to the next field when entering time using the enter time relative to finish option Distance was not sorted correctly 160 Changelog 6 4 Version 3 0 December 3 2013 This version changes the way projects are organized so that they can be used for more than just billing Projects manage four lists of different elements tasks expenses trips and products instead of just o
197. lders to indicate total time Added a few more placeholders that can help to create better invoice templates by reporting the total time spent on an item a project or an invoice You can use the following placeholders to get the total recorded time in decimal format For instance 1 hour and 30 minutes is represented as 1 50 e invoice billableTimeAsDecimal indicates the total time recorded for an invoice e project billableTimeAsDecimal indicates the total time recorded for a project e item billableTimeAsDecimal indicates the total time recorded for an item You can use the following placeholders to get the total recorded time in hour format For instance 1 hour and 30 minutes is represented as 1 30 e invoice elapsedTimeAsHour indicates the total time recorded for an invoice e project elapsedTimeAsHour indicates the total time recorded for a project e item elapsedTimeAsHour indicates the total time recorded for an item e Total time displayed for each project When a project is opened you can see its total time displayed in the lower left corner e Total time displayed for each invoice When an invoice is viewed from the application it shows its total time and the total time spent on each project Bug Fixes e Sorted invoices All the columns from the invoices table are now sorted correctly e Sorted items in invoice The items and expenses displayed in an invoice are kept sorted by the date they have been created Previously their orde
198. le payments for an invoice and can import time from other users New Features e Merged items with expenses This is an important change in Fanurio Please read the entire explanation to understand why we ve done this and why it s useful Up until this version Fanurio used items to represent services and expenses to represent billable reimbursable expenses Services were billable by the hour or using a flat rate but one could also mark them as non billable The distinction between items and expenses was also made in the user interface where a project had two sections one for items and the other for expenses This design has worked quite well since version 1 0 but it has some limitations Here s a list with the most important limitations of the old design e Language The term item was misleading because it actually meant a service item e Project totals There was no way to see the total value of a project because the project was split in two items and expenses e Non billable expenses There was no way to mark certain expenses as non billable e Item dialog The dialog used to create or edit items required an extra mouse click to change the billing details These details were not visible right away e Taxes Items were taxable but expenses were not This is a real problem in certain countries Australia Sweden UK etc where both services and expenses are taxable To address these limitations we ve merged items with expenses and we
199. lets you see all projects from all clients The clients list displays the contact name under the client name and the number of ongoing not finished projects on the right The gears button below the clients list allows you to configure which clients are displayed in the clients list You can filter clients by their status any active active with unfinished projects not active The active with unfinished projects filter shows only active clients that have ongoing unfinished projects This filter can be very helpful if you have many active clients but only a few ongoing projects The projects table is what makes this view very useful to people who need to see many details about their projects The table can display all the fields of a project name number start date etc and totals time distance expenses billable total etc Not all columns are visible by default so you may want to right click the table header to choose the ones that make sense to you See this section to learn how you can search and filter projects from the projects table Configuring optional fields Because projects have many fields and because not all fields are relevant to all users you can hide optional fields that you don t use Optional project fields are fields that can be hidden in the project windows New Project or Edit Project Here s how you can configure them 1 Create a new project New Project or edit an existing one Edit Project 2 Click the
200. lient deposits placeholder deposit invoiceNumber 3 1 See deposit invoiceDeposit 4 8 7 Tax The following table shows the fields of a tax from an invoice A tax cannot be accessed directly You can only access it from the list of taxes of an invoice invoice taxes Table 4 10 Tax Properties Property Version Meaning tax name 1 4 self explained 4 8 8 Invoice Project The following table shows the fields of an invoice project A project cannot be accessed directly You have to access it from the list of projects of an invoice invoice projects Usually you don t need to work with invoice projects They are useful only if the invoice is for multiple projects Table 4 11 Project Properties Property Version Meaning 1 General project name 1 0 self explained project number 2 6 self explained project reference 2 6 self explained project description 2 5 self explained project notes 1 8 self explained 2 Contents 116 Templates guide How to create and edit templates for Fanurio Property Version Meaning An invoice project contains items that can be service expense following fields let you access them mileage or product items The project items 1 0 2 0 A list with all the items of an invoice project To access an item from the list use the following Freemarker code list project items a
201. lient in a tree on the left while on the right it shows the contents of the selected project To help you distinguish between active and inactive clients but also between finished and unfinished projects Fanurio paints inactive clients and finished projects in gray The gears button below the projects tree allows you to configure which clients and projects are displayed in the projects tree You can use the following filters e client status any active active with unfinished projects not active and e project status any finished not finished The active with unfinished projects filter shows only active clients that have ongoing unfinished projects This filter can be very helpful if you have many active clients but only a few ongoing projects 3 4 2 2 The projects table view 3 4 3 The table view is more complex than the tree view and it shows more details about both clients and projects The table view can be enabled from the menu using View View Projects as Table This view has three areas e The clients list is displayed on the left The projects table is displayed on the right at the top and The contents of the current project is displayed on the right at the bottom When a client is selected in the clients list its projects are displayed on the right in the projects table Then when a project is selected in the projects table it is displayed at the bottom The clients list has an entry for All Clients that
202. ll be opened automatically and you should see an empty Tasks table on the right This table displays the tasks of the project 3 Click the New button placed under the tasks table to create a task a Enter Proofreading the manuscript in the Name field b Make sure the Billable box is checked c Click unit based in the Pricing field d Enter 40 in the Billable Quantity field e Enter pages in the Unit of Measure field f Enter 6 in the Price field g Click Create You ll be charging Aristotle 6 USD or whatever currency you are using per page for proofreading a manuscript of 140 pages 4 Switch the project view to Expenses 5 Click the New button placed under the expenses table to create an expense a Enter 60 in the Amount field b Enter Printing the manuscript in the Description field c Check the Billable box d Click Create After proofreading the manuscript you also have to print three copies You can t print them yourself so you have to pay someone else to do it They ask you 20 USD or whatever currency you are using for each copy which will cost 60 USD This is a reimbursable expense that s why it s marked as billable If you want to know more about tasks there s a section that explains their properties and how they work Expenses are explained in more detail in a separate section Tutorials 2 2 How to track time for your work You may want to track time for two reasons to bill your customers if you charg
203. ll display totals for all visible projects The table can also be filtered using a search field that can search by e name number e reference e description e tags and e notes 3 4 10 Exporting projects in the iCalendar format iCalendar http en wikipedia org wiki ICalendar is the standard Internet format for exchanging calendar information iCalendar is used and supported by a large number of products including Google Calendar Apple Calendar and Reminders formerly iCal Microsoft Outlook Yahoo Calendar and the Lightning extension for Mozilla Thunderbird Follow these steps to export a project as an iCalendar file ics 1 Go to the Projects view 2 Right click the project that you want to export and select Export Project to iCalendar from the popup menu The exported calendar contains to dos VTODO items created from tasks and events VEVENT items created from time entries However not all applications are able to import both types of items because not all of them are 100 compatible with the iCalendar format Most applications can import events but only some of them can import to dos Table 3 5 iCalendar compatibile products Product VEVENT time entries VTODO tasks Lightning extension for Mozilla Yes Yes Thunderbird Apple Reminders No Yes Apple Calendar Yes No Google Calendar Yes No Microsoft Outlook Yes No Yahoo Calendar Yes No Here are two scenarios whe
204. llable and e date Once you set these filters the table footer will display the total amount of all visible expenses For instance you could use these filters to see how much you ve spent on a date week or month The table can also be filtered using a search field that can search by 45 Using Fanurio 3 7 7 3 7 8 e category e description e reference e tags client project and e invoice The client project option allows you to filter expenses by client or project name If you have a client called Aristotle with a project called Rhetoric just type Aristotle Rhetoric and it will display this exact project If you type Aristotle it will display all expenses for this client The semicolon is very important as it helps Fanurio distinguish between fields Exporting expenses Fanurio can export expenses to CSV and Excel To export them you can either e Go to File Export Export Expenses to export all the expenses you recorded in Fanurio or e Go to the Expenses view and click the Export Table button to export only the expenses visible in the expenses table Creating expenses reports The previous section explains how you can filter or search the list of expenses so you can get a quick insight about how you spent your money However if you need to use this information outside Fanurio you can either export the list of expenses as a CSV or Excel file or create an expenses report Expenses reports are more flexible
205. llable not billable and e date Once you set these filters the table footer will display the total of all visible time entries For instance you could use these filters to see how much time you ve recorded on a date week or month The table can also be filtered using a search field that can search by e description tag e client project task and e invoice The client project task option allows you to filter time entries by client project or task name If you have a client called Aristotle with a project called Rhetoric and a task called Proofreading the manuscript just type Aristotle Rhetoric Proofreading the manuscript and it will display this exact task If you type Aristotle it will display all time entries for this client whereas if you type Rhetoric it will display all time entries for the project The semicolon is very important as it helps Fanurio distinguish between fields 41 Using Fanurio 3 6 11 Exporting time entries Fanurio can export time to CSV Excel QuickBooks iif and XML To export time you can either e Go to File Export Export Timesheet to export all the time entries you recorded in Fanurio or e Go to the Timesheet view and click the Export Table button to export only the time entries visible in the timesheet table 3 6 12 Creating time reports The previous section explains how you can filter or search the list of time entries so you can get a quick insight about your time Howev
206. ls If the conversion fails click the Save Log button to save the conversion log then send it to us We ll analyze the error and send you instructions on how to fix it 3 13 1 2 What to do if the conversion succeeds with errors Sometimes even if the conversion succeeds you may see conversion errors displayed in the Errors area In these cases you should click the Save Errors button to save the errors and then click Finish to open the repository You will then have to open the errors file to see the errors that have to be fixed From what we know so far these errors are caused by invoiced projects that were moved to other clients or by invoiced job events that were changed after they were invoiced Moved invoiced projects If you invoiced a project and moved it to another client then Fanurio will not be able to import the invoice for that project In such cases you need to use iBiz to move the project to its original client and run the import wizard again Altered invoiced job events If you have a 100 job event and you invoice it the invoice total will be 100 But once you create the invoice you can change the job event to 50 and the invoice will remain unchanged Because iBiz doesn t lock a job event once it s invoiced this may lead to conflicting situations where a project job event has a different value 50 than the invoice job event 100 although they are the same job event When Fanurio imports an invoice from iBiz
207. lters the table footer will display totals for e balance how much money you must receive e total how much money the invoices are before taxes and e taxes total tax money charged to your clients if you use taxes For instance you could use these filters to see all overdue invoices issued this year for a certain client The table footer will help you see how much money the client owes you 3 10 15 Exporting invoices Fanurio can export invoices to CSV and Excel To export them you can either e Go to File Export Export Invoices to export all the invoices you recorded in Fanurio or e Go to the Invoices view and click the Export Table button to export only the invoices visible in the invoices table 3 10 16 Creating sales reports The previous section explains how you can filter or search the list of invoices so you can get a quick insight about your sales However if you need to use this information outside Fanurio you can either export the list of invoices as a CSV or Excel file or create a sales report Sales reports are more flexible because they allow you to use a template to format data Go to Reports Sales Report to create a report for your invoices Just like in the Invoices view you can use several filters to specify which invoices should be included in the report e Client indicates if you create the report for a specific client or for all clients e Date specifies the date interval when invoices were issued
208. ltiple timers not just one This feature is very useful if you start working on something service A and then you get a call from a client that forces you to interrupt what you were doing and work on something else service B In this case you start a timer for service A and then when the client calls you pause the timer interrupt service A and you start a new one for service B When service B is over you stop its timer and save the time Then you can resume the timer for service A When you start a timer you can use Start New Timer F5 to start it immediately or you can use Start New Timer Shift F5 to start it a few minutes in the past just in case you forgot to do it You can pause and resume a timer as many times as you need to Previous versions allowed only one timer This new version makes it possible to pause the active timer and start a new one In fact if you have an active timer and start a new one the active timer is paused and the new timer becomes active You can have only one active timer but an unlimited number of paused timers e Starting a new timer The Start New Timer action starts a new timer If a timer is running it is paused and the new timer replaces it and becomes active Each new timer is added to the list of timers If at least one timer was started the Timers icon has a badge that shows the total number of timers e Start New Timer The Start New Timer Shift F5 action allows you to start the timer e
209. ly in the following languages e Czech e Dutch e English e French e German e Italian e Portuguese e Romanian e 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 e Chinese e Danish e Finnish e 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 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 Using Fanurio 3 1 3 3 1 4 3 1 5 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
210. me entries that you want to import Before importing them you can adjust the client project and task names by double clicking their table cells You can also tag all selected time entries by using the Tag button If the clients projects and tasks do not exist they will be created automatically by Fanurio The following examples show to handle various mapping scenarios A CSV format is actually a set of mapping expressions one for each field Fanurio uses Freemarker for these expressions the same language that it uses for invoice templates Example 3 5 Mapping a field to a column In order to connect a field from Fanurio to a column from the CSV file you must select the column from the drop down box associated with that field That box also shows the value from the first row for that column so that you can know what you are importing If you have a column called Customer then the expression that maps this column to the Client field is displayed below S column Customer 38 Using Fanurio Example 3 6 Mapping a field to a fixed text The CSV file may not have columns for each field For instance some applications save time directly on the project instead of saving it on tasks like Fanurio does In that case you can t map a certain column to the Task field If your file doesn t have a column that can be mapped to the Task field then you should enter some text in the text box of that field eg Activity Task Job or any other
211. mething when the invoice has taxes if invoice taxable if If you want to do something when the invoice doesn t have taxes if invoice taxable if invoice taxes 1 4 106 A list with all the taxes of an invoice To access a tax from the list use the following Freemarker code list invoice taxes a m s tax Templates guide How to create and edit templates for Fanurio Property Version Meaning list invoice taxTotal tax 1 4 This is a function that gives you the total amount for a certain tax The most common situation when this function is used is at the end of the invoice to display the total for each tax of the invoice If the invoice has more than one tax invoice taxesTotal 1 4 The taxes due for the invoice 6 Discounts invoice regularTotal 1 8 If the total of an invoice is discounted this field indicates the total before the discount You may want to use this field like this if item totalDiscoun S item regularTotal if The regular total is accessed only when the total is discounted ted 1 invoice rawTotal 1 8 If an invoice has discounts for both its items and its total value this field represents the value of the invoice without any discount It s how much you would make if no discoun
212. money due for all the expense items from the invoice Note invoice expenseltemsSubtotal replaces invoice expensesSubtotal which was used up until version 2 6 invoice mileageItemsSubtotal 3 0 The total amount of money due for all the mileage items from the invoice 105 Items as ite Ttems as ite S as project Templates guide How to create and edit templates for Fanurio Property Version Meaning invoice productItemsSubtotal 2D 2s The total amount of money due for all the product items from the invoice Note invoice productItemsSubtotal replaces invoice productsSubtotal which was used up until version 2 6 invoice total 1 0 The total amount of money no taxes included invoice grandTotal 1 4 The total amount of money all taxes included invoice profit 3 1 The invoice profit is calculated as the difference between the invoice total and the total amount of all invoice expenses invoice exchangeRates 2 0 A list with all the exchange rates of an invoice if it uses multiple currencies To access exchange rates from the list use the following Freemarker code list invoice exchang S exchangeRate source exchangeRate target S exchangeRate rate wn list eRates as ex 5 Taxes invoice taxable 1 8 Indicates whether the invoice has taxes or not If you want to do so
213. month first while others display the day of month Fanurio lets you specify if a client is domestic or foreign If clients are foreign you can also specify the client s country so that when invoices will be created for them numbers dates and currency will be formatted correctly 198 Changelog Let s say that you are from Scotland and most of your clients are from the UK but you also have a few clients from the USA When dealing with clients from UK you will be invoicing in GBP while for the American clients the invoices will be in USD By marking a client as being from the USA all invoices created for him or her will show numbers dates and currency formatted using American rules Here s how to mark a client as foreign 1 Go to the projects view 2 Select the client from the projects tree 3 Edit the client right click on the tree node and select Edit or double click on the node 4 Go to the Billing tab check the This is a foreign client option and then select a locale to indicate the country Improvements Preview Invoice Invoices are displayed like they will appear on paper if printed A black border is used to show the page limits Add time to item You can now add time to an item by specifying only the total time Select the none option from the Add Time dialog and you will not be asked to specify when the activity started or ended This is useful if you are not interested when you ve worked during a day Th
214. mporary invoice and use it as an estimate You will also need a slightly modified invoice template that says Estimate instead of Invoice to export this invoice 3 13 2 10 Invoices Fanurio can create project invoices like iBiz but it can also create regular non project invoices Project invoices can bill one or more projects and they can include project elements from a specific date range Fanurio can export invoices to HTML PDF Microsoft Word 2007 OpenDocument and other formats so they can be printed or e mailed Invoice templates can be created manually with a visual editor Adobe Dreamweaver Microsoft Word or LibreOffice or with the built in template editor Fanurio doesn t post the due date of an invoice to iCal Overdue invoices are displayed in red in the Invoices view 3 13 2 11 Invoice Reminders Fanurio doesn t have invoice reminders Overdue invoices are displayed in red in the Invoices view You can export an invoice again at any time if you need to resend it to your client 3 13 2 12 Statements iBiz uses statements to show the details of a billing account invoices sent payments received and any remaining balance due Statements can also have late fees flat or percentage based associated with them Fanurio doesn t have a separate concept for statements but you can include one with every invoice that you send to your customers The invoice template editor allows you to show a statement at the bottom of any invoice
215. mport timesheet Fanurio can help you manage time recorded on multiple computers You can export time recorded in one instance of Fanurio running on a certain computer and then import it in another instance of Fanurio running on a different computer Read this section for more details e Invoice age The invoices table has a new column that indicates the age of an invoice in days For unpaid invoices the age represents the time since it has been created For paid invoices the age represents the time between when it was created and when it was paid in full e Invoice notes Invoices now have a notes field where you can enter additional notes about the invoice You can even display these notes on the invoice for the client to see them Improvements Invoice Templates The File Create Template dialog has lots of options to configure the default invoice template You can specify which columns and subtotals are visible whether the template uses a logo or page numbering and many other options This is useful for new users who want to create their first invoice template e Locale There s a new section called Locale in the Options Preferences window for region and language Future versions will support other languages than English e Project reports The projects report dialog has been updated to support the new item properties Items can now be filtered by type Service or Expense billing billable or not and status invoiced or not e Ex
216. multiple pages displayed the background layer only on the last page Changed the New Time Entry shortcut from Ctrl M Cmd M to Ctrl T Cmd T This shortcut conflicted with the minimize action on Mac OS X The Notes field from the New Invoice dialog didn t wrap its text The main window was undocked from the maximized state when a new time entry was created The elapsed time was calculated incorrectly when the timer was running for more than 24 hours 172 Changelog 6 8 Version 2 5 February 28 2012 This version introduces product items for billing goods and adds a new template editor Here s a list with all the changes New Features e Introducing products Although you can use service items to bill both work and materials it doesn t feel right to create a service item to bill goods For instance if you have a small IT shop and you need to charge a client for 2 computers creating a service item is a little strange because selling 2 computers is not actually a service You can now use services to bill work performed for the client and products to bill materials equipment or anything else that doesn t involve actual work Use products when you want to sell or resell goods e Business catalog A business catalog is a list of all products and services offered by a business The catalog can be found under Business My Business Details Catalog and can contain one or more catalog items Catalog items make it easier to create
217. name All the time entries will be imported to tasks with that name The Task field accepts any text but other fields accept only text formatted in a certain way e Client any text All the time entries will be imported to the same client e Project any text All the projects will have the same name e Task any text All the tasks will have the same name e Date text formatted as yyyy MM dd eg 2012 07 22 e Start text formatted as hh mm ss SSS eg 17 29 59 999 e Time text formatted as hh mm ss eg 02 30 00 e Description any text e Tags a list of comma separated tags Example 3 7 Not mapping a field to a column The Description and Tags fields may not have a column where they can be mapped In that case you shouldn t select a column for them and leave their text box empty Example 3 8 Splitting columns Some applications only have projects and the only way you can record both the client name and the project name in the same field is to use some separator For instance if you recorded your time on a project called Aristotle Rhetoric that contains both the client name and the project name then you can split it and extract the first part for the client name and the second part for the project name If you have a column called Job that contains both the client name and the project name separated by a minus then the expression for the Client field is displayed below column Job split 0 The expression
218. nd Spanish but it can be translated to any language Other than that it has many improvements that make it more usable Here s a list with all the changes New Features New setting language There s a new setting in the Locale section of the Options Preferences dialog that lets you specify the language of the user interface of the application The current version can be used in English German Romanian and Spanish Support for other languages will be added in future releases We also have partial translations for French Italian Dutch Danish and Swedish but they will not be distributed officially until they are completed If you are interested in using Fanurio in any other language than the official ones just let us know New setting time format The date and time format depends on the region you choose from the Options Preferences dialog The new time format option lets you use an explicit format For instance if your region is English US then time is formatted using the 12 hour format The new option lets you override it and use a 24 hour format Printing support Invoices can be printed directly from the View invoice dialog To print an invoice double click it in the Invoices table then click the Print button at the top Instead of printing an invoice directly from Fanurio you may want to export it to PDF and then print it Read this section for more details Email support Invoices can be emailed as PDF attachments directly
219. nd salesreport dateIntervalEnd will return false The folowing code can be used to cover all situations whether these fields are defined or not if salesreport dateIntervals if salesreport dateIntervall S salesreport dateIntervalStar tart End t date S salesreport dateInterval else After S salesreport dateIntervalStart date if else if salesreport dateIntervalEnd Before salesreport dateIntervalEnd date else All dates if if salesreport dateIntervalStart 3 0 self explained salesreport dateIntervalEnd 3 0 self explained salesreport paidDateIntervalStart 3 0 self explained salesreport paidDateIntervalEnd 2 Invoices 3 0 self explained The report allows you to obtain a list with all its invoices or partial lists for instance invoices that were issued in a certain month salesreport invoices 3 0 A list with all the invoices included in the report This is probably most important placeholder because almost all reports need to use it salesreport paidInvoices 3 0 A list with all the paid invoices included in the report salesreport filterB yDate invoices 3 0 interval Finds the subset of the specified invoices that were issued in the specified interval their Date field belongs to the interval salesreport filterByPaidDate inv interval BcOs Finds the subset of the s
220. ndar Apple Calendar and Reminders formerly iCal Microsoft Outlook Yahoo Calendar or the Lightning extension for Mozilla Thunderbird See this section for more details e Import time from iCalendar Fanurio can import events from popular calendar applications as time entries Fanurio is compatible with any calendar application that can export its events as an iCalendar file eg Google Calendar Apple Calendar formerly iCal Yahoo Calendar or the Lightning extension for Mozilla Thunderbird See this section for more details e Migrate from iBiz IGG Software have announced that they are officially ceasing the development of iBiz their time tracking and billing application To help iBiz users move to a new solution and keep their old iBiz data we ve created an import module that converts an iBiz 4 1 4 and older database to a Fanurio repository See this guide to learn how to migrate from iBiz to Fanurio and how Fanurio is different from iBiz Runs on Java 6 and later Fanurio now requires Java 6 or later to run As a result Mac OS X 10 4 is no longer supported but all other platforms Mac OS X 10 5 Windows or Linux are supported See this section for more details on how to install the latest version of Java on your computer Improvements Mileage items In the previous version a mileage item could group trips with the same rate from multiple projects Now it can only bill trips with the same rate from the same project M
221. ne items Each element can record specific information for instance tasks can have due dates while trips can record distances Items were not capable of this because they were designed to handle only billing As a result of this change new features like date range invoices or non billable projects are now possible Here s a list with all the changes New Features e Introducing tasks Tasks replace service items at project level In fact tasks extend service items to provide more functionality and to make billing easier Here s what s different e Unlike service items tasks can be billed more than once You don t have to create a service item for each billing period you only have to create one task and then bill it multiple times This is one of the main reasons we decided to replace service items with tasks If you don t need to bill a task multiple times then you don t need to worry it works just like before Since tasks can be billed multiple times they have a billing history that shows when they were invoiced and how much time or quantity was invoiced The tasks tables have multiple columns for quantity billed billable and total billed billable Not all of them are visible by default Although service items were replaced by tasks at project level service items are still used at invoice level Fanurio creates a service item for a task whenever it is billed In other words tasks are used to manage work at project level while serv
222. need to track other project statuses you can use tags Overdue projects are displayed in red and completed projects are displayed in gray In iBiz all projects are billable but in Fanurio billing is optional you can have both billable and non billable projects If a project is billable you can specify a default billing rate for its tasks Fanurio has two project views a tree view and a table view The table view is similar to the projects view available in iBiz and is recommended for former iBiz users Fanurio doesn t sync projects automatically with iCal but it can import time from an iCalendar file and it can export projects to an iCalendar file To learn more about how Fanurio deals with projects see the projects section 3 13 2 3 Job events iBiz uses a list of job events to record various things on a project like hourly rated or flat fee activities expenses items bought or sold and mileage logged on a vehicle Unlike iBiz Fanurio doesn t use a single list of job events of different types but different lists for each type of element tasks expenses trips and products Using multiple lists instead of just one list allows you to record specific information for each type of element for instance tasks can have due dates while trips can record distances In iBiz all types of job events have almost the same fields name type rate taxes notes except for the quantity field which has a different name depending on the type of the j
223. ness New Task Go to the Tasks view and use the New button Open a project and go to the Tasks section Then click the New button When you create a time entry or when you start the timer you can also create a new task Just click the New link button 24 Using Fanurio Tip Although you can create as many tasks as you want you shouldn t create one each time you are working on something Instead create tasks only for the major activities of the project Then add one or more time entries to each task to keep track when you ve done that kind of work Let s say that you need to keep track of how much time you spend on the phone with the client for a certain project Instead of creating a task each time you talk to him or her you should create a single task and then add time to that task for each call By doing this your project will contain several manageable tasks that have complete time logs 3 5 2 Configuring optional fields 3 5 3 Because tasks have many fields and because not all fields are relevant to all users you can hide optional fields that you don t use Optional task fields are fields that can be hidden in the task windows New Task or Edit Task Here s how you can configure them 1 Create a new task New Task or edit an existing one Edit Task 2 Click the Configure button from the bottom left corner 3 Check the fields that you want to be visible and uncheck the ones that you want to hide 4
224. new project items since they contain almost all billing information except for the quantity See the business section for more details This is not a new feature in Fanurio but a new name for an old feature The old catalog could be found under Business My Business Details Services and Rates and its elements were called item categories As a result of this change some templates may not work because the item itemCategory placeholder was renamed to item catalogItem Catalog items have three new fields code description and cost These fields make it easier to create project items e Markup calculator The price of a service item or product item can be calculated easier using the markup calculator Just click the Markup link next to the Cost field to enter the markup and the price will be calculated automatically This feature only works if you enter a non zero amount in the Cost field first e Cancelled Invoices If you have unpaid invoices for which you don t expect the client to pay you can now mark them as cancelled See the invoice section for more details e New Timesheet filters Added new filters to the Timesheet view that make it possible to display time entries by client project and service item status For instance it s now possible to display time entries from active clients with unfinished projects and uninvoiced service items The search field can also search by service items If you have a client called Aristotle with a pr
225. ng and the like One easy way to do this is to use a visual editor like Adobe Dreamweaver Microsoft Word or LibreOffice Writer This section shows how to use placeholders built ins and directives with HTML Microsoft Word or OpenDocument Text documents Before you read any further please make sure you read the first section as it tells how to use directives in tables Using directives in tables important If you read the section on directives you probably noticed that directives start and end on separate lines Since HTML Microsoft Word or OpenDocument Text documents allow other elements than just paragraphs of text this translates differently if you use tables Let s use a table to represent the services products and expenses of an invoice Table 4 1 Invoice items in a table Name Quantity Price Total Services Service 1 5 10 50 Service2 2 5 10 Products Product1 1 10 10 Expenses Expense1 1 30 30 Total 100 The template that produces this table looks as follows Please observe that the start and end of a directive are emphasized and placed on separate lines You can also color these lines in gray to distinguish them easier They will be removed by Fanurio when it processes the template Table 4 2 Template code for invoice items in a table Name Quantity Price Total Services list invoice serviceltems as item item name item quantity
226. ng items to an invoice The New Invoice and Edit Invoice windows have an Add button that opens the Add Project Items window This window lets you add billable items from the projects to the invoice Adding project items to an invoice is now easier because items can be selected by project or by type service expense or product 167 Changelog e New Time service items are sorted alphabetically Service items from the New Time dialog are sorted alphabetically Previously they were sorted by the date of their latest time entry e Tax exempt text in invoice template The template editor can now configure the text that is displayed when an item is exempt from taxes By default it shows 0 This setting can be changed from File Template Editor box Invoice gt Items gt Tax Exempt This setting works only if box Invoice gt Columns gt Tax is checked e Table totals for visible columns All views display totals at the bottom of their tables For instance the Timesheet view displays totals for the Time and Hours columns if these columns are visible If a column is hidden its total is no longer displayed at the bottom of the table In previous versions totals where displayed all the time regardless of the visibility state of their columns e Renamed item related placeholders Renamed some item related placeholders in order to make it clear that they are referring to items See the templates placeholders section to learn which plac
227. ngelog Also all projects are now billable by default If some of your projects are non billable you need to edit them To edit a project go to the Projects view right click it in the Projects tree and select Edit Project e Items Items no longer have the date and notes fields 166 Changelog 6 5 Version 2 7 July 9 2013 This version contains bug fixes small improvements and new features for version 2 7 New Features Sidebar The sidebar is displayed on the left of the main window and allows you to change the current view You can change the visibility of the sidebar from the menu View Hide Show Sidebar using the Ctrl Shift S Cmd Shift S shortcut or from the toolbar by clicking the button next to the views drop down box If you don t need all the views you can simply customize the sidebar to display only the views that you use From the main menu select View Customize Sidebar or click the button located at the bottom of the sidebar This can be useful if you don t use Fanurio for billing and you want to hide the Invoices and Payments views If you used an older version the view buttons from the toolbar were replaced by a drop down box This solution allows us to introduce more views in the future without crowding the toolbar Rounding time for each time entry In previous versions time rounding applied to the sum of all the time entries of a service item Now you can choose whether time is rounded for
228. nit is defined under Business My Business Details Projects Trips e Description A small description of the trip e Start Time optional The time when the trip started e End Time optional The time when the trip ended e Start Location optional The location where the trip started End Location optional The location where the trip ended e Tags optional A list of zero or more tags separated by commas Tags can help you organize trips and record additional information like the vehicle name If a project is billable trips have a few more fields Trips from non billable projects don t show these fields e Billable When checked it indicates that the distance recorded by the trip is billed at the specified rate explained below Billable projects can have both billable and non billable trips e Rate Indicates how much is charged for each unit mile or kilometer Trip rates can either be defined in the New Trip window by using the New link button or under Business My Business Details Projects Trips There are several ways you can record a trip 1 Go to Business New Trip 2 Go to the Trips view and use the New button When you use this method and the date filter is set to a specific date trips are added by default to that date This method is very useful if you need to enter trips for previous dates as it saves you from specifying the date for each trip 3 Open a project and go to the Trips section Then cli
229. ns Category optional A category that can help you organize your tasks Tags optional A list of zero or more tags separated by commas Tags can also help you organize tasks and they are more flexible than categories Estimated Time optional How much time the task is expected to take Start Date The date when the task has been started or will start today by default Due Date optional The date when the task is expected to be completed Completed Whether the task is completed or not Completed Date The date when the task was completed Notes Additional notes If a project is billable tasks have a few more fields Tasks from non billable projects don t show these fields Billable When checked it indicates that the task is billable Billable projects can have both billable and non billable tasks Pricing Specifies how the task is billed in units or in hours If a task is billed in units then Billable Quantity must be entered manually but if a task is billed by the hour the Billable Quantity is determined automatically from the billable time entries If a task is billed by the hour you can also specify how time is rounded to determine the Billable Quantity Billable Quantity Indicates the quantity that can be billed for a task Billable quantity can be discounted Price The price per unit of whatever the task bills Price can be discounted There are several ways you can create a task 1 2 Go to Busi
230. nses View Ctrl Shift R Switch to Trips View Ctrl Shift I Switch to Invoices View Ctrl Shift A Switch to Payments View Table 3 10 Keyboard shortcuts for the Mac OS X version Key Action F4 Edit the active timer F5 Start new timer immediately Shift F5 Start new timer F6 Pause Resume timer F7 Stop timer Command C Create a new client Command P Create a new project Command K Create a new task Command T Create a new time entry 75 Using Fanurio Key Action Command E Command R Create a new expense Create a new trip Command V Create a new invoice Command A Add a new payment Command M Command Q Minimize window Quit the application Command Shift M Switch between the iTunes like mini timer and the main window Command Shift P Switch to Projects View Command Shift K Command Shift T Switch to Tasks View Switch to Timesheet View Command Shift E Switch to Expenses View Command Shift R Switch to Trips View Command Shift I Command Shift A Switch to Invoices View Switch to Payments View Table 3 11 Keyboard shortcuts for the Linux version Key Action F1 Open help F4 Edit the active timer F5 Start new timer immediately Shift F5 Start new timer F6 Pause Resume timer F7 Stop timer Ctrl C Create a new client
231. nts for version 2 4 Bug Fixes e Tax groups are sorted by name in the New Invoice dialog The default tax group is now the first one lexicographically e Fanurio didn t delete older backup copies as documented in the manual e Time rounding didn t work for new category based service items e Can t open folders on Mac OS X e Fixed the user interface for Mac OS X Snow Leopard and Lion e Some dialogs occupy the whole screen when running Fanurio using Open JDK on Linux e The application icon is no longer blurry in Ubuntu s Unity launcher e The deb package now depends on Open JDK or Sun Java Ubuntu 11 10 cannot install the deb package if it depends only on Sun Java 176 Changelog 6 10 Version 2 4 2 June 10 2011 This version contains bug fixes and small improvements for version 2 4 Improvements Fanurio didn t close gracefully on Windows and Linux Gnome sometimes resulting in corrupted databases or messages that the database is in use by other instances of Fanurio Bug Fixes Drop down lists were not visible on Mac OS X when using the mini timer When creating new service items from the Select Service dialog the new item doesn t use the project billing settings DBus library wasn t loaded on 64 bit Linux systems This prevented Fanurio to close gracefully on these systems Couldn t open files with spaces in their paths on systems running Java 5 Can t create a service item for a new client from the Selec
232. nurio was already running Bug Fixes e Global hotkeys are not working on 64 bit computers running Linux e Files and folders are not opened on Linux computers using KDE e Idle time was no longer detected on Mac OS X Snow Leopard e Couldn t send emails on non SSL connections e Select the project in the projects tree when adding time to a service item 182 Changelog 6 13 Version 2 2 October 14 2009 This version focuses on making the backup process more reliable Backup copies are now checked for integrity to prevent corruption and they are created automatically even when the application is running An additional audit file is used to save the data entered recently Here s a list with all the changes New Features e More reliable backups e Mandatory backups Backups are no longer an option they are mandatory We removed the two options that controlled this behavior whether they are enabled and the maximum allowed number of backup copies Fanurio keeps at most 25 backup copies now e Writable backup folder Fanurio checks on startup and when the backup folder is changed if it is writable This prevents situations when the backup folder is not writable For instance if the backup folder is located on a USB stick that s not plugged in e Automatic backups Fanurio created a backup copy when it was closed but now it also does this when the application is running Automatic backup copies are made every six hours 1 00 7 00
233. oE ETES EESE eS 19 3 4 2 2 The projects table View 3 sss 2ssecesedsscc0s aehsosesgssecvsassseseessseouasdseess 19 3 4 3 Configuring optional fields 20 0 0 eee ec eee cee ce eeceeeae eens eeneeeneeeeees 19 3 4 4 Numbering projects automatically 2 0 0 0 cece cence cece eeeeneeeneeeneeeeeees 20 3 45 Billing projects e sets cSoeosteis ays evi see ese ks even ene en ceased aes Ree tase 20 3 4 6 Copying A PLOJECte issis irissen sa veansssadeacseseuscabecsseessoseesgesdesusesvetes ges 21 3 4 7 Hiding finished projects 2 0 0 0 cece eee ceeceeeceeeeeeca ceca cece eeae een eeneeeeeeeeees 21 3 4 8 Using tags to organize projects table view only cece eee eeeee eee reece 21 3 4 9 Searching and filtering projects table view only cee ceee cece ener eee ee ee 21 3 4 10 Exporting projects in the iCalendar format cc ece eee eeeeeeeeeeeeee eee 22 3 4 11 Creating projects reports 2 0 0 eee cee cece cence eeea kenere EEE saes iE 23 3 5 Working with tasks is s00s sersem nietas ontsees esata E EE onesie banda seb 24 3 5 13 About tas KSes e E EEE EE se 24 3 5 2 Configuring optional fields ccs scssecssssvecsendsavetss ioe o Es TE orses sa s odes 25 3 53 Billing tasks cisternes ioen E E EEEE RE Me etn eee 25 3 5 4 Billing a task multiple times iieii esiri ence ep Ene 26 3 5 5 Billing a task at different rates cece ee ects cc ee ceeece neces eeeeeeeeenees 27 3 5 6 Marking invoiced
234. ob event time quantity mileage Prior to version 3 0 Fanurio used a single list model as well but this model has some limitations and we decided to replace it with a multiple list model You can read more about this decision in the release notes Here s how each type of job event can be represented in Fanurio using tasks expenses trips and products Timed According to the iBiz manual this type is used to bill according to an hourly rate and that time can be entered manually or logged automatically with timers An iBiz timed job event has a Time field that contains its total time and two fields To and From that record the start and finish dates of the job event The total time is not always the difference between From and To and can be changed manually to an arbitrary value A timed job event could be used to record a single working session for instance replied to email 15 minutes or multiple working sessions for instance wrote text for brochure 6 hours in 3 days iBiz can also round time but once it rounds it the actual recorded time is lost and replaced with the rounded value In order to replace timed job events you need to use tasks and time entries in Fanurio Fanurio uses tasks to help you manage and bill work for your projects A task has one or more time entries that 69 Using Fanurio represent the time spent working on it For instance if you have a service called Phone support and you need to bill
235. oding Other encodings are e Cp1250 East European Latin e Cp1251 Cyrillic e Cp1252 West European Latin e Cp1253 Greek e Cp1254 Turkish e Cp1255 Hebrew e Cp1256 Arabic e Cp1257 Baltic 93 Templates guide How to create and edit templates for Fanurio e Cp1258 Vietnamese 94 Templates guide How to create and edit templates for Fanurio 4 6 Creating templates like a professional Plain Text and XML 4 6 1 The one thing that all template file formats supported by Fanurio have in common is that they all are text based formats Technically Fanurio can handle any text based format through its Freemarker http freemarker sourceforge net template engine Fanurio handles two types of text formats e standard HTML Microsoft Word 2007 OpenDocument Text and OpenDocument Spreadsheet e generic plain text and XML All standard formats are explained in previous sections This section is about the generic formats When scanning for templates Fanurio will also include txt and xml files on the list You can create a text based template and save it as txt or xml and place it in the templates folder Templates saved as xml files are also checked to make sure they are valid XML files A generic text template can be used to implement any text based format For instance you could use it to generate RTF Rich Text Format documents if you know the RTF syntax The following section shows how to us
236. oject called Rhetoric and a service item called Proofreading the manuscript just type Aristotle Rhetoric Proofreading the manuscript and it will display this exact service item If you type Aristotle it will display all time entries for this client whereas if you type Rhetoric it will display all time entries for the project The semicolon is very important as it helps Fanurio distinguish between fields e Save Timesheet filters The new filters allow you to see time entries for active clients with unfinished projects and uninvoiced service items but you could also set the filters to display time for last month or this month Switching between any of these filter configurations means that you have to adjust each filter individually To make things easier you can now save filters and give the configuration a name Just click the small cog icon from the filters area on the right to save them or use one of previously saved configurations e Persistent date filters Date filters from the Timesheet Invoices and Payments views are now saved when the application is closed 173 Changelog You can now set the Date in the Timesheet view to Today or This Week and you won t have to set it again when the application is restarted Previously removed features e Clients can be marked as tax exempt e Invoices can now be exported and emailed from the View Invoice window New icons Changed most of the icons to make the actions they repre
237. om the popup menu You can also create a client whenever you re creating a project by using the New link next to the Client field 15 Using Fanurio 3 3 2 Hiding inactive clients 3 3 3 3 3 4 If you don t work anymore with a client you should not delete it Instead edit it and mark it as inactive Inactive clients are displayed in gray instead of black Then click the small gears button below the clients list and select Active Fanurio will display only active clients and hide inactive ones Billing clients Clients can be billable or non billable If you don t need to create invoices for a client you should edit it and mark it as non billable e Ifa client is non billable it can only manage non billable projects You can t create invoices for non billable clients A non billable client can always be changed to billable e If a client is billable its projects are billable by default but you can mark them as non billable if needed A billable client cannot be changed to non billable if it has been invoiced or if it has billable projects with at least one product If a billable client is changed from billable to non billable all its projects tasks expenses and trips are changed to non billable If aclient is billable you can specify default billing settings for its invoices and projects These settings are used by default when a new invoice or project is created for that client Let s suppose you have two clien
238. ome countries it is displayed as 02 30 PM while in others as 14 30 View invoice The view invoice operation failed when one of the invoice fields contained invalid XHTML characters like amp lt or gt The bug fix escapes such characters so that any invoice field can contain any characters Mac OS X bugs e The application hanged on some computers when the timer was started due to a font problem e The main window didn t move correctly The time field editor didn t validate the values correctly due to a focus problem UI bugs e No mnemonics or accelerators in the clients tree popups e In the project view moved the project toolbar under the project title If the project title was too long the main application window didn t resize properly e The tree node editor was enabled when clicking on a node from the clients tree The editor should start only when pressing F2 on a node e Deleting all time entries of an existing item didn t reset its time to zero e Time was not updated in the items table when the timer was stopped 202 Changelog 6 22 Version 1 7 September 3 2007 This version brings Mac OS X integration and an improved timer To make time tracking easier we ve added a pause button and an iTunes like mini timer The mini timer is a small window that lets you control the timer easier Here s a list with all the changes New Features e Runs on Mac OS X Fanurio now integrates with and runs on Mac OS X We
239. or easier access e Payment date for invoices You can now specify the date when an invoice is marked as paid e Check for Updates Fanurio can now check automatically for updates This option is enabled by default and can be disabled from the Preferences dialog Improvements e Money totals The items table footer displayed the total time recorded for the project but now it also displays the total money earned profit for that project To easily track profits and taxes the invoices table footer displays totals too e Reports location and format Fanurio now remembers where reports have been exported and the format used to export them This can save you a few clicks every time a report is exported e Report configurations If you use project reports frequently then you can create your own report configurations These configurations will remember the report period and the other settings so that you don t have to specify them again each time e Expand collapse clients tree nodes The clients tree nodes are now collapsed by default You can expand or collapse them from the popup menu at the top of the clients tree e Suspend auto numbering If auto numbering is enabled it can be disabled when an invoice is created This is helpful if you create and delete an invoice several times in a row You may not want the counter to be increment since you are creating the same invoice e Preview invoices Invoices can be previewed right in the Create
240. ore details Also added new template placeholders client deposits and client depositsBalance to allow you to access deposits related information from invoice templates See the templates placeholders section for more details Default client billing settings Clients have new billing settings for their tasks These settings are used when new projects are created to set their default settings for billing tasks For instance you can specify a default hourly rate and a default rule for rounding time for each client Each time a new project is created it will have the default rate and rounding specified at client level See this section for more details Financial year Added a new setting for the start date of the financial year under Business My Business Details Billing This makes it possible to select the current or the last financial year when creating sales reports Reports Sales Report or when filtering invoices and payments The default start date for the financial year is January 1st If your financial year starts on a different date you should change it from Business My Business Details Billing e Task category billing In the previous version when a billable task used a billable category the pricing of the task couldn t be changed It was fixed to whatever the category had if the task category was billed in hours so was the task The billing settings of a task are no longer limited to the billing settings of its
241. ors of Linux Fanurio uses billable projects to organize tasks expenses trips and products that must be sold to clients Internal projects can be marked as non billable Here are some of the things projects can record e Work can be planned managed and billed using tasks A task can be used to bill three hours of programming or ten pages of Greek text translated to Latin it s up to you how you bill your work Tasks can be billed in units or hours e The time spent working on tasks can be recorded manually or with a timer To make time tracking more accurate Fanurio can detect if you leave the computer and forget the timer running idle time Fanurio has a few reminders to help you start resume or stop a timer Instead of relying on your memory and attention to control the timer you can use these reminders e Expenses record money spent for a project Billable expenses can be billed at their actual cost or marked up e Trips record the distance and time travelled with a vehicle whether it s for billing or for tax purposes Distances can be tracked in miles kilometers or both e Products can be used to bill something to a client that is neither a task nor an expense A product could be a computer a set of icons or a monthly fee for website hosting services When it comes to billing Fanurio has many features that can help freelancers get paid e Fanurio can export invoices to HTML PDF Microsoft Word 2007 OpenDocument and other form
242. ot fully invoiced will show all tasks that may be invoiced but this doesn t mean they weren t already invoiced By may be invoiced we mean new billable tasks or billable tasks with a billable quantity different from zero i e they have something to bill Once you set these filters the table footer will display totals for all visible tasks The table can also be filtered using a search field that can search by e name e description e category e tags and e client project The client project option allows you to filter tasks by client or project name If you have a client called Aristotle with a project called Rhetoric just type Aristotle Rhetoric and it will display this exact project If you type Aristotle it will display all tasks for this client The semicolon is very important as it helps Fanurio distinguish between fields 3 5 14 Exporting tasks Fanurio can export tasks to CSV and Excel To export them you can either e Go to File Export Export Tasks to export all the tasks you recorded in Fanurio or e Go to the Tasks view and click the Export Table button to export only the tasks visible in the tasks table 3 5 15 Creating tasks reports The previous section explains how you can filter or search the list of tasks so you can get a quick insight about your activities However if you need to use this information outside Fanurio you can either export the list of tasks as a CSV or Excel file or create a tasks repo
243. other applications Fanurio can import the following data to help you get started faster e Clients from a CSV file and from Apple Contacts e Time from a CSV file from iCalendar files and from QuickBooks e An iBiz database If you need to import something that Fanurio can t handle please contact us and we ll try to help you get your data into Fanurio Introduction 1 5 Tips for first time users As a first time user you should go through all the tutorials to learn the basics Then you can browse the manual to learn about other features not covered by the tutorials If you have any questions you can always contact us to help you out or go to the troubleshooting section to find answers to common questions Chapter 2 Tutorials The following tutorials are meant to help you get started with Fanurio Complete all of them and you should learn how to use the important features of the application 2 1 How to use projects to manage work and expenses Fanurio uses projects to organize work and expenses This tutorial shows how to create a fictional project for proofreading and printing a manuscript 1 Go to Business New Client to create a client Enter Aristotle in the Name field and click Create The client will be displayed in the projects tree 2 Go to Business New Project to create a project Enter Rhetoric in the Name field and click Create The project will be displayed under the client in the projects tree It wi
244. our and 30 minutes is represented as 1 30 Note project billedTimeAsHour replaces project billableTimeAsHour which was used up until version 3 0 project billedTimeAsDecimal 1 5 3 1 The total time invoiced for a project in decimal format For instance hour and 30 minutes is represented as 1 50 Note project billedTimeAsDecimal replaces project billableTimeAsDecimal which was used up until version 3 0 4 8 9 Time Entry The following table shows the fields of a time entry A time entry cannot be accessed directly You have to access it from the list of time entries of a project item item timeEntries Usually you don t need to work with time entries They are useful only if you need to create a very detailed invoice that breaks down the time spent on each item Table 4 12 Time Entry Properties Property Version Meaning timeEntry date 1 5 Use timeEntry date time to access the exact time when time has been recorded for the item timeEntry endDate 1 5 Use timeEntry endDate time to access the exact time recording has stopped timeEntry description 1 5 self explained timeEntry elapsedTimeAsHour 1 5 The total time recorded in hour format For instance 1 hour and 30 minutes is represented as 1 30 timeEntry elapsedTimeAsDecimal 5 The total time recorded in decimal format For instance 1 hour and 30 minutes is represented as 1 50 timeEntry pausedTimeA
245. pecified invoices that were paid in the specified interval their Paid Date field belongs to the interval salesreport filterB yClient invoic s 0 client Finds the subset of the specified invoices that belong to the specified client 3 Grouping 134 End date Templates guide How to create and edit templates for Fanurio Property Version Meaning Fields like clients or dates can be extracted as separate groups from a list of invoices Dates can be grouped by month or year salesreport groupClients invoice 0 A list with all the invoiced clients list salesreport gro list upClients sa salesreport groupDatesB yMonth inVoices A list with the months when the invoices included in the report were issued list salesreport gro list Use month toString MMM yyyy to print each month and month toInterval to create an interval for a month upDatesByMon salesreport groupDatesBy Year in8dices A list with the years when the invoices included in the report were issued list salesreport gro list Use year to print each year and year toInterval to create an interval for an year juapDatesByYea salesreport groupPaidDatesB yMoaif invoices salesreport groupPaidDatesBy Y x nvoices A list with the months when the invoice
246. placeholders help you access fields like invoice number or invoice total e built ins can give more details about certain fields like the text representation for a date field and e directives which allow you to perform operations on fields like deciding what to do if an invoice has or doesn t have expenses Although templates can be used for several types of documents we ll only focus on invoices here We ll build an invoice template step by step to show all the concepts The final template is in the file text invoice txt files templates txt text invoice txt Placeholders or how to access fields Let s suppose you create an invoice that has the number INV 23 and a total of USD 100 A possible layout for the invoice document could be INVOICE Number INV 23 Total USD 100 Thank you for your business The number and total are emphasized to show that they are different for each invoice Fanurio can help you create invoices that have the same layout but it needs to know which parts of the document change and which don t It does this with the help of a template Here s how the template for the above invoice looks like It is similar to the actual invoice but the changing parts INV 23 and USD 100 have been replaced by invoice number and invoice total INVOICE Number invoice number Total invoice total Thank you for your business When Fanurio exports an invoice using a template it identifies all texts of the fo
247. plates for Fanurio We ve created a separate guide just for templates To get started you only need to read the introduction 3 10 12 Exporting an invoice Fanurio can export invoices to various formats depending on what type of template you are using By default Fanurio comes with an html template that can be used to export invoices to html and pdf To export an invoice go to the Invoices view select the invoice you want to export and then click the Export button 3 10 13 Sending invoices by email You can send invoices by email to your clients right from Fanurio Just go to the Invoices view select the invoice you want to email and then click the Email button You can send invoices by email if the following conditions are met 1 The email feature is enabled and configured correctly 2 You entered your email address in the Contact section from Business My Business Details You need to do this so that the email is sent on your behalf 3 You entered an email address for the client 3 10 14 Searching and filtering invoices To learn more about your invoices go to the Invoices view and use the filters above the table The table will display only those invoices that match the selected filters Invoices can be filtered by 56 Using Fanurio e status paid unpaid or overdue e cancelled yes or no e date creation e date paid e reference purchase order e number or e client Once you set these fi
248. popular free applications that can handle OpenDocument formats A list of applications that support the OpenDocument format http en wikipedia org wiki OpenDocument_software is available on Wikipedia XML Use this format if you want to export data to XML and then import it in other applications Plain Text The text format is not very practical unless you need to export your documents as plain text files We are using plain text templates to explain the template language syntax One could also use this format to export documents to any text based format For instance you could use it to generate RTF Rich Text Format documents if you know the RTF syntax Quicken The QIF format is in fact a plain text format Use this format if you need to keep your invoices in Quicken 99 Templates guide How to create and edit templates for Fanurio 4 8 Placeholders reference 4 8 1 100 This is a reference section that shows all the fields that can be used in an invoice template These fields can be used to include information about e your business e your client s business e the actual invoice content Some fields contain an additional description to properly describe their meaning Business The following table shows the fields that can be used to include information about your business in an invoice Table 4 4 Business Properties Property Version Meaning 1 General business name 1 0 self
249. position running header page footer display block position running footer lt style gt lt head gt lt body gt lt div id page header gt lt p gt Header text lt p gt lt div gt lt div id page footer gt lt p gt Footer text lt p gt lt div gt lt div id page content gt lt p gt Body text lt p gt lt div gt lt body gt lt html gt Page numbers Use span tags to insert the current page number and the number of total pages lt p gt Page lt span class page number gt of lt span class page count gt lt p gt The span tags must be styled to contain the actual values page number before content counter page page count before content counter pages Page breaks There are several page break properties http www w3 org TR css3 page page breaks To enter a page break just use the page break after property as shown in the following example lt p style page break after always gt Background layer Fanurio can add a background layer when exporting an HTML document to PDF To instruct it to do this you have to add a link tag in the head section as shown in the following example lt link rel stylesheet type application pdf href letterhead pdf gt The background layer is useful if you have a letterhead and you want to print the contents of the document over it 91 Templates guide How to create and edit templates
250. project see the project mileageItems placeholder For an invoice see invoice mileageltems item productItem 2 5 2 7 Indicates whether this item is a product item or not The following code prints a plus character if the item is a product item if item productItem if To access the list of product items of a project see the project productItems placeholder For an invoice see invoice productItems Note item productItem replaces item product used before version 2 7 2 Billing The billing fields are used to show billing information price quantity total about the item If an item is discounted you may also want to use the fields that show the regular before any discount is applied values More information about discounts and when they are available is provided in the discount section below item taxExempt 2 0 Indicates whether this item is exempt from taxes or not The following code prints a plus character if the item is exempt from taxes if item taxExempt if Items can be marked as exempt from taxes only if taxes are enabled for your business item price item quantity 1 0 2 0 1 0 2 0 111 The price used to bill the item If the item is discounted it indicates the price after the discount Note item price replaces item rate which was used up until version 1 11 The quantity u
251. r Tip To tell Fanurio that you want to keep the time and leave the timer running you can also press ESC or ENTER 36 Using Fanurio 3 6 6 3 6 7 Best practices e Adjust the idle time interval if you take shorter breaks It is set to 15 minutes by default e Make sure the reminders are not too frequent as they may become annoying If you usually do long tasks you don t want to be reminded each 10 minutes that the timer is running You could set the reminder to 20 or 30 minutes e Use only those reminders that you find useful You don t have to enable all the reminders Transferring time between multiple computers Fanurio can help you manage time recorded on multiple computers You can export time recorded in one instance of Fanurio running on a certain computer and then import it in another instance of Fanurio running on a different computer Here s how to do this e Export time Go to the Timesheet view and use the filters above the table to specify the time that must be exported Then click the Export Table button to export the timesheet to an XML file e Import time For the moment Fanurio can only import time exported from another instance of Fanurio Go to File Import Import Timesheet to import a timesheet from an XML file Note A backup copy will be created before time is actually imported so that you can always revert to the data before the import Go to File Restore from Backup to restore a b
252. r advanced users only The template editor has a CSS field in the Style section where users can enter custom CSS code to adjust the look and format of the final document This feature is meant to be used only by people who know CSS Here are a few snippets that you can use to customize the invoice template Snippet 1 Display totals only on the last page table tfoot display table row group If the invoice has multiple pages totals are displayed on each page This code changes the table to display the totals only on the last page Snippet 2 Force the invoice table to a certain height table height 12cm The invoice table height is variable and depends on what s in the table This code forces it to have a specific height Snippet 3 Paint a line above the table footer totals table tfoot tr first child td border top 1px solid black Use this code if you want to separate the totals from the rest of the table by drawing a line 81 Templates guide How to create and edit templates for Fanurio 4 3 The anatomy of a simple template 4 3 1 This section introduces all the concepts you must know to create or edit templates You can use the ideas presented here to build any type of templates Microsoft Word 2007 OpenDocument HTML XML etc To keep things simple the templates from this section are plain text files When dealing with templates there are three important concepts you need to know e
253. r is restarted This problem is fixed in Java 7 and it only occurs when using Java 6 You can use Ctrl Shift F to bring the main window to front if the tray icon disappears and you can t access it anymore This shortcut only works if you have Global hotkeys enabled in Tools gt Options You can also just relaunch Fanurio and the main window of the application will become visible 5 3 3 Ubuntu time zone Fanurio Java may not read time correctly on certain Ubuntu installations You can notice this problem if you are trying to add time to a project item using Business New Time The Start time is different than what your computer says If you notice this problem please use this solution https bugs launchpad net ubuntu source sun java6 bug 49068 comments 13 to fix it 145 Troubleshooting and maintenance 5 3 4 Ubuntu 13 10 mini timer On Ubuntu 13 10 running Unity the mini timer is larger than it should be This problem doesn t occur on GNOME 3 Here s what you can do to fix it 1 Switch from the main window to the mini timer 2 Click somewhere on the Desktop outside the mini timer 3 Click the mini timer The mini timer should now be resized to its default size 5 3 5 White or black window on Windows 7 On Windows 7 the main window is all black or white and the user interface is not visible anymore This is a known Java bug http bugs sun com bugdatabase view_bug do bug_id 6429812 To fix this problem
254. r text components Right click a text component to access actions like Cut Copy and Paste e The background color for gray table rows paid invoices invoiced items invoiced time entries is now gray instead of blue to help figure out the status of the entry Global hotkeys The list of global hotkeys can now be changed from the Options Settings dialog Bug Fixes Cannot add item categories in Services and Rates from Business My Business Details Failed to select dates correctly when using a Wacom pen The Preferences menu action was no longer available after upgrading to Java 1 6 0_22 Java for Mac OS X 10 6 Update 3 The reminders are dismissed if the timer changes its state Previously if a reminder was displayed to announce that the timer wasn t started lately and then the timer was started from the tray icon menu the reminder wasn t dismissed 179 Changelog 6 12 Version 2 3 August 17 2010 This version has a redesigned templates module that can handle template files in several formats HTML Microsoft Word 2007 OpenOffice OpenDocument and others Templates can now be edited using well known visual editors like Adobe Dreamweaver Microsoft Word or OpenOffice It s recommended that you uninstall the previous version before upgrading to remove old default template files Here s a list with all the changes New Features e Redesigned templates module New file formats html docx odt Fanurio can now process
255. r unfinished Knowing which projects are finished and which aren t can be of great help when you only want to deal with one kind of projects If you want to focus on your current work you can choose to see only unfinished projects But if you want to go over past projects you can choose to see only finished projects To change the finished state of a project right click on a project node from the tree and mark it as finished or unfinished Please note that finished projects cannot be modified they are read only This means that you cannot create an invoice add edit delete an item add edit delete an expense or record time manually or using the timer To choose what projects are displayed in the clients tree click on the Clients label right above the tree e Mark invoices as paid Invoices can be marked as paid or unpaid Unpaid invoices are displayed as overdue if they are not paid on time To help you differentiate between different kinds of invoices Fanurio paints paid unpaid and overdue invoices in distinct colors You can also use a filter to see only one kind of invoices e Invoice search and filtering This feature is really helpful when there are many invoices and you want to see only some of them To do that you can display invoices from a certain date range you can search them by number or client name and you can also filter them by their paid status The paid filter makes it easy to see unpaid and overdue invoices Searching
256. r was random 208 Changelog 6 25 Version 1 4 April 18 2007 This version contains some important features and improvements that it almost deserves to be a 2 0 release Tax support is perhaps the most important feature because it helps to create invoices with tax information Here s a list with all the changes New Features e Tax support Fanurio can create complete invoices with tax information Tax support is not enabled by default you have to enable it from Business gt My Business Details After you enable it you can e define one or more taxes that you need to use for your invoices e specify a tax number for your business this is especially useful if you need to include a tax number on an invoice e specify a tax number for a client e specify if a client is exempt from taxes or not To quickly define your taxes we highly recommend you to use the Tax Wizard that is available from the Business gt My Business Details gt Taxes section e Manual Starting with this version Fanurio has a manual that covers all its functionality The quick start guide from previous versions has been expanded to a full blown tutorial e Import clients from CSV The application can import clients from an external CSV file If you keep your contacts in an e mail application you can first export them to a CSV file most such applications can do it and then use the import wizard to add them to Fanurio Go to File gt Import to import
257. re exporting a project as an iCalendar file might be helpful Scenario 1 Share a project with a client using Apple Calendar and Reminders OS X 10 8 and later has two applications that can import iCalendar files Calendar and Reminders formerly iCal Apple Calendar imports only events time entries while Apple Reminders imports only to dos tasks 22 Using Fanurio Once you import an iCalendar file in Apple Calendar http support apple com kb PH 11524 you can visualize your time entries using the calendar views of the application If you store your calendars in iCloud you can also share them with a client who needs to know what you did When you import an iCalendar file in Apple Reminders http support apple com kb PH1 1835 you can see which tasks are done which ones are in progress and when they are due If you store your reminders list in iCloud you can access it from iPhone or share it with a client Scenario 2 View your work using Google Calendar Google Calendar can import events from iCalendar files https support google com calendar answer 37118 This means that you can import in Google Calendar the time entries recorded on a project so you can have a better look at what you did You can also share a calendar with other people who need to know what you did 3 4 11 Creating projects reports A projects report is an easy way to analyze the activity of one or more projects For instance if you need to see what yo
258. rio act Folders ect Source act iBiz Database wert iBiz to Fanurio New Repository Select Source _ Create an empty repository Create a repository from an iBiz database Learn more Cancel lt Prev New Repository Select Source Click Next to go to the next step Select iBiz Database This is where you specify the iBiz folder and a few more settings Note Usually you don t have to select a folder because Fanurio will detect it automatically but if you re installing Fanurio on a new computer that doesn t have iBiz you will have to create an iBiz folder from an iBiz backup file To do this you need a backup file let s suppose you 63 Using Fanurio have one called backup ibizbackup that s saved on your Desktop Rename it to backup zip and then double click it to extract the iBiz folder from the archive to your Desktop You can now click the Browse button to select it as your iBiz folder iBiz doesn t have explicit values for currency and distance unit so you need to make sure Fanurio detects them correctly Fanurio can handle multiple currencies and it can track distances in both miles and kilometers Besides currency and distance unit Fanurio needs a few more settings like the tax names and whether they are compounded or not to import the iBiz database These settings are read from the iBiz preferences file If Fanurio doesn t find the preferences file you must set them manually Of all these set
259. rio from running as expected Usually they are quirks of the underlying operating system Each issue documents the problem and shows a possible solution if there is one Printing If you want to print an invoice from Fanurio you have two choices 1 Directly View the invoice then use the Print button 2 Indirectly Export the invoice to PDF then print it Indirect printing PDF gives slightly better results but if you are not interested in having perfect alignment for all pixels this shouldn t matter 5 3 2 Tray icon Linux Notes The tray icon is not enabled by default on Linux since the tray implementation is not that good as the Windows one We believe it s good enough to be part of Fanurio and we provide it because the advantages outweigh the disadvantages e If you do not see the tray icon the notification area is probably disabled You can enable it by right clicking the GNOME panel and selecting Add to Panel gt Utility gt Notification Area e Make sure the panel size is gt 26 pixels for the tray icon to align nicely To change the panel size right click on the GNOME panel and select Properties e The tray icon background is gray due to a Java bug To fix this problem you can change the panel color to match the tray icon background color Right click on the GNOME panel select Properties and change the color to Solid Color with approximately 90 opacity Windows Notes The tray icon disappears if Windows Explore
260. rm as changing parts and replaces them with actual values If the invoice number is a changing part you use invoice number inside The text invoice number is a placeholder for the actual invoice number Just like invoice number there are many other placeholders for the fields of an invoice your business and your client s business The complete list of placeholders can be found here This template is saved in the file text invoice 01 txt files templates txt text invoice 01 txt Extra You may also want to try other placeholders like your business contact details Supplier business name Address business address 82 Templates guide How to create and edit templates for Fanurio 4 3 2 INVOICE Number invoice number Total S invoice total Thank you for your business Built ins or how to get more details about a field Usually when you want to get the value of a placeholder you put it inside For some placeholders you can also use built ins to get additional details A list of all built ins can be found here http freemarker sourceforge net docs ref_builtins html For instance date placeholders can use the date built in to display them using the default format The invoice date placeholder represents the date when the invoice was issued To access its value you should use invoice date date If we want to display the invoice date the previous template changes to INVOICE
261. rom starting 197 Changelog 6 20 Version 1 9 February 4 2008 This version adds many features and improvements that make Fanurio even more easier to use Here s a list with all the changes New Features e More project reports The current project reports have been improved and others have been added Project reports can be accessed from the Reports menu Users can now see project time by date project week month or year e Import Address Book contacts on Mac OS X Fanurio can import contacts from Address Book Go to File gt Import gt Address Book Contacts to choose which contacts should be imported as clients in Fanurio You can also synchronize your Fanurio business contact information with that from Address Book Go to Business gt My Business Details gt Contact and click the Import from Address Book button Your Address Book contact information will be copied to Fanurio Fanurio can now import contacts from Address Book and from a CSV comma separated values file All major applications especially e mail applications that keep a list of contacts can export them to CSV e Detect idle time on Mac OS X Idle time detection happens when you start the timer but at some point you must leave the computer This option is not enabled by default and must be configured from Preferences gt Timer Until now idle time detection only worked on Windows Now it is also available for Intel and Power PC Macs that run Tiger M
262. rt Tasks reports are more flexible because they allow you to use a template to format data Tasks reports also allow you to see time and money details for a specific period of time something that is not possible in the Tasks view For instance if a task starts in January and ends in March a tasks report can show what happened on that task in terms of time and money in January and hide information from the other months Go to Reports Tasks Report to create a report for your tasks You can use the following filters to specify which tasks should be included in the report e Projects specifies the projects included in the report e Date specifies the date interval when tasks where active A task is active since it starts Start Date until it ends Completed Date e Billing specifies whether the report should include billable or non billable tasks Invoiced specifies whether the report should include invoiced or not fully invoiced tasks See this section for more details on how this filter works 31 Using Fanurio Fanurio comes with one default template e Project Tasks shows the time and money earned by each task from the selected projects in the specified date interval If you need to create your own templates please see this section to learn what placeholders you can use Note Tasks reports evaluate how much your tasks are worth They don t tell how much money you ve made from invoicing your clients Sometimes there can
263. s Action Old Shortcut New Shortcut Start CTRL D F5 Pause Resume CTRL T F6 Stop CTRL D F7 Items table sorting The items table can remember the sorted column between successive launches of the application Changed Window menu on Mac Moved the Zoom action from Window gt Zoom to View gt Switch View for two reasons First it wasn t obvious that Zoom switches to the iTunes like mini timer although that s where iTunes puts it and second the Zoom action should do something else for a Mac application New invoice date field The date of the invoice can be specified when an invoice is created Until now Fanurio created an invoice only for the current date New item name In the New Item dialog one can double click the name field to select the name of one of the other project items for the new item Use this feature if you want to create a new item with a name similar to the other items Default service You can define a service as default in the Services and Rates section from Business My Business Details 196 Changelog e Create similar project You can create a project similar to an existing one if you right click on it in the projects tree and select New Similar Project from the popup menu When you create a similar project Fanurio will copy all the items without their time log Bug Fixes e Not displayed correctly when using multiple screens e Fixed Mac OS X 10 5 bug that prevented Fanurio f
264. s create regular non project invoices e just projects no billing work on non billable projects e both billing and projects work on billable projects and create invoices for them 151 Changelog Version 3 0 doesn t allow you to specify whether a module is active or not both modules are active all the time This can be a problem if don t need to use both modules For instance if you don t need to bill your clients you should be able to just turn billing off and never see anything related to billing like prices or invoices in the user interface This version allows you to disable billing and certain project features such as expenses and trips that are not used frequently Here s what has changed Business settings Reorganized the tabs from Business My Business Details so that the Projects tab contains all the project related settings while the Billing tab contains all the billing related settings The Tasks Expenses and Trips tabs are now sections in the Projects tab while Catalog and Taxes are sections in the Billing tab Non billable clients In previous versions all clients were billable Now you can mark them as billable or non billable All the projects of a non billable client are non billable You can now mark clients projects tasks expenses and trips as non billable Disable billing If you don t need to bill your clients then you can disable billing at business level Go to Business My Business Details Billin
265. s expenses trips and products The Tasks section allows you to manage the list of task categories that you can use to organize tasks If billing is enabled you can also e tell Fanurio whether tasks should be marked as completed when they are invoiced e set a default time rounding rule for your billable tasks and e enable or disable not recommened exact precision for billable time e Expenses are optional and can be enabled or disabled at business level If expenses are enabled you can also manage the list of expense categories that you can use to organize your expenses e Trips are optional and can be enabled or disabled at business level If trips are enabled and billing is enabled you can also manage the list of trip rates that you can use to bill your trips Also if trips are enabled the Trips section allows you to specify the default distance unit kilometer or mile for your trips e Products are optional and can be enabled or disabled at business level but only if billing is enabled If billing is not enabled products are not available for projects Using Fanurio 3 3 Working with clients 3 3 1 About clients You need clients to record everything you do for them billable or not Clients have the following properties Name The name of the client Registration e Business Number The number assigned to the business when it was registered Some users need to display this number on their invoices e Ta
266. s 96 Fanurio User Guide 4 7 A comparison of all supported file formats cece eee cece eee ceeee eee eeneeeneeennees 98 4 3 Placeholders reterence i ruiny not r fi hse athe ste ae Mh bee a atta 100 4S1 BUSINESS n edt a ones ah wed E E tou ctes niuv aces teeta Moun stet 100 A332 EA TE a wie test prec cB ct ecuie ngdstadeicetin ptenttal deve Gisedeta eitetiai coe T 101 AS 32 INVOICE 5 canis a a vss SeeeTagees A E gosh Samece baad ese NE TRR aes gees 102 ASA TRO wide s8 este ah sinas dada o A E A essay Musee Aer E E N 109 485 5 PAYMENT ee caceseatensvett seston bucwnechehen doebenenesvedd de tebsacees ES 115 A 8 6 De posit sic ii ote ce a seabed Tis AE ae Sa eA gah fo tie Sau Si 115 48T TAX iie sevaton puedes euden ERA N R ges Woe i oeepe sen dse uveea eben RES 116 4 3 8 INVOICE PLOJECL 40 Sessa sseles ed k ince hes Ua ge apie ade ae eae eevee eae 116 A889 Time Entry sretne cosegasn se weagaeanw estes eodaas NEE A E EE S 119 ASLO EE A E N E N S E T 120 ASD EXPENSE Sorose an n e E EE E aE E E E ENA AN 122 4812 THp aria rn i E T E E E E A N ee 122 48 13 Proj cts Report sosie ores E R A a EE eats E REA TaN 123 4 314 Time SSE 0 0 a AEEA E E A 125 4 8 15 Tasks Reportan siyono e a I ened EEE TENNE 128 4 8 16 Expenses Report ni eon oE eis Fos cas anes E N ees E le 130 48 17 TAPS REPOM aene edera dane e a headin E A dese N aa S Sosa e 132 4 8 18 Sales Report eiei o ea re se a E phic hia gina Ea E N EE EEA 133 4 819 SY
267. s a fixed sum Let s say that the total invoice value before taxes is 1 330 00 and you want to round it to 1 300 00 In this case you apply a fixed discount of 30 00 and the invoiced value will be 1 300 00 The discount is not taxed if taxes apply to the invoice 3 10 9 Discounting individual items The total invoice discount makes sense when you need to discount the entire invoice but not if you want to discount only certain items You may want to lower your rate or you may want to bill less work hours or units Let s see a few discount examples and how they can help you Example 3 10 Bill using a lower rate You may want to offer introductory rates to first time clients Let s say that you charge 100 for a service but this time you want to charge 80 When you create an item to record work for that service just discount its rate using a fixed discount of 20 You could also use a percentage discount of 20 to get the same result Example 3 11 Bill less work If you agreed to 10 hours for a service but it took you 12 5 hours then you can discount them to match the initial agreement Just apply a fixed discount of 2 5 hours and you ll only bill 10 hours On the invoice you can show that it took you 12 5 hours but you only billed 10 hours 55 Using Fanurio Example 3 12 Don t bill work Another situation is when you are offering a service that should be included on the invoice but should not be charged In this case cre
268. s and expenses tables can be sorted using mouse clicks e The application remembers its window location and position e The idle timer is now optional e Minimize the application to tray using the ESC key Bug Fixes e A gray window appeared if the application was minimized to tray and an action was triggered from the Quick Start Guide window e Failed to save new invoices 213 Changelog 6 29 Version 1 0 2 December 5 2006 This version fixes a few bugs most of them related to the CSV export of the application data Here s a list with all the changes Using comma as the delimiter for CSV export instead of semicolon Exporting all the fields of a project item to CSV Using double quote instead of single quote when exporting to CSV Ask if file should be overwritten when exporting to CSV Project name is saved when the application is closed The running project item wasn t displayed correctly if the project was closed and reopened The timer s state wasn t updated correctly if an item was invoiced or it s invoice was deleted 214 Changelog 6 30 Version 1 0 1 November 24 2006 This version fixes a database bug that prevented the application from creating more project items that used the same service 215 Changelog 6 31 Version 1 0 November 10 2006 Initial release 216
269. s consider the following example You start working on a task When you re done you create an invoice to bill it and Fanurio automatically marks it as completed e Prompt me If a task is invoiced and its remaining billable quantity is zero in other words there s nothing else to bill then Fanurio will ask if you want to mark it as completed This setting makes sense if you bill your tasks more than once Let s consider the following example In January you start working on a task that will end in February At the end of the first month you bill this task and Fanurio asks you if you want to close it but because it s not done yet you don t mark it as completed The next month the same thing happens but this time you mark it as completed e Never Nothing happens when a task is invoiced It s up to you to mark tasks as completed when they re done This is the default value Fanurio uses the following algorithm to calculate the completed date when configured to use the Automatically or Prompt me modes 27 Using Fanurio 3 5 7 3 5 8 If the task has at least one time entry it will use the end date of the last time entry Time entries represent working sessions for a particular task so it makes sense to use the date of the last time entry to determine when the task ended If there are no new time entries then the date of the last time entry is the date when the task ended e Ifa task doesn t have any time entries then it will use
270. s included in the report were paid A list with the years when the invoices included in the report were paid 4 Totals The report can calculate totals for a list of invoices The list of invoices can either be salesreport invoices all the invoices included in the report or a partial list determined by one of the filter functions salesreport calculateBalance inv BcOs The balance for the specified list of invoices salesreport calculateTotal invoice3 0 The total for the specified list of invoices salesreport calculateGrandTotal ifv ices The grand total for the specified list of invoices salesreport calculateTaxesTotal i IBvOices The taxes total for the specified list of invoices 135 Templates guide How to create and edit templates for Fanurio 4 8 19 System The following table shows the fields and methods that can be used to get information about the system Table 4 22 System Properties Property Version Meaning currentTime 2 2 Returns the current system time as a date object It can be formatted using the date and time built ins See this section for more details on built ins Use currentTime date to display the system date or currentTime time to display the system time 136 Chapter 5 Troubleshooting and maintenance 5 1 Installing Fanurio 5 1 1 Requirements 5 1 2 5 1 3 Fanurio r
271. s it from the list of items of an invoice invoice items or invoice serviceItems invoice productItems and invoice expenselItems or from the list of items of an invoice project project items or project serviceItems project productItems and project expenseItems Table 4 7 Item Properties Property Version Meaning 1 General The general fields are used to describe an item item name 1 0 self explained item description 1 0 self explained item date 2 0 3 0 This placeholder is deprecated starting with version 3 0 Items don t actually have a date field e for service items the date represents the start date of the task e for expense items the date represents the date when the expense was made e for mileage items the date represents the invoice date e for product items the date represents the invoice date Use item date date to access the value of the item date item catalogItem 1 0 2 0 2 5 self explained S item catalogItem Note item catalogItem replaces item itemCategory introduced in version 2 0 and item service used before version 2 0 item regularltem 3 1 Indicates whether this item is a regular item or not All items that are added directly to an invoice i e they don t invoice a project are regular items The following code prints a plus character if the item is a regular item 109 Templates guide How to create and edit templates for Fanurio
272. sHour 1 8 timeEntry pausedTimeAsDecimall 8 119 The pause associated with this time entry in hour format For instance hour and 30 minutes is represented as 1 30 The pause associated with this time entry in decimal format For Templates guide How to create and edit templates for Fanurio Property Version Meaning instance hour and 30 minutes is represented as 1 50 timeEntry roundedElapsedTimeA3Hour The total rounded time recorded in hour format For instance 1 hour and 30 minutes is represented as 1 30 Rounded elapsed time definition If a time entry belongs to a billable task or to a service item that rounds time the rounded time may be different from the actual recorded time For instance if a time entry has 12 minutes of recorded time and it belongs to a billable task that rounds time up to 15 minutes then the rounded elapsed time for this time entry is 15 minutes This property makes sense if you need to create reports that show the rounded billable time and not the actual time The timereport calculateRoundedE and timereport calculateRoundedE placeholders can be used in time reports to calculate totals for multiple time entries lapsedTimeAsHo lapsedTimeAsDe timeEntry roundedElapsedTimeA3Decimal The total rounded time recorded in decimal format For instance 1 hour and 30 minutes is represented as 1 50 timeEntrySewundedElapsed TimeAsHour
273. se the following Freemarker code list item trips as t list rip 4 8 5 Payment 4 8 6 The following table shows the fields of a payment made to an invoice A payment cannot be accessed directly You can only access it from the list of payments of an invoice invoice payments Table 4 8 Payment Properties Property Version Meaning payment date 2 0 self explained payment notes 2 0 self explained payment amount 2 0 self explained payment reference 2 0 self explained Deposit The following table shows the fields of a deposit transaction A deposit cannot be accessed directly You can only access it from the list of deposits of a client client deposits 115 Templates guide How to create and edit templates for Fanurio Table 4 9 Deposit Properties Property Version Meaning deposit date 3 1 self explained deposit notes 3 1 self explained deposit amount 3 1 The amount deposited in or withdrawn from the deposits account Positive amounts are deposited while negative amounts are withdrawn deposit reference 3 1 self explained deposit invoiceDeposit 3 1 Indicates whether this deposit was used to pay an invoice The following code prints the number of the invoice paid by this deposit if deposit invoiceDeposit S deposit invoiceNumber if To access the list of deposits of a client see the c
274. se File Exit to close the application on Windows e Use Fanurio Quit to close the application on Mac e Use File Quit to close the application on Linux 141 Troubleshooting and maintenance 5 2 6 5 2 7 7 Start Fanurio on your second computer and repeat steps 4 and 5 without checking the Copy files to the new folder box There are already some files in there so you don t need to copy them again from the second computer 8 Now both computers will keep their data in the Dropbox folder Dropbox will make sure that whenever you work on one computer data will be synchronized on the second computer Just remember not to run Fanurio on both computers at the same time as it cannot merge changes made at the same time Important If you share the database folder between two computers make sure you don t use it at the same time on both computers The database doesn t support concurrent access Tip Use this method if you can share a folder between two computers or two platforms Windows Mac OS X Linux C Backup transfer The last solution and probably the less practical one is to create a backup on one computer and then restore it on the other The main disadvantage is that you have to do this manually every time you switch computers otherwise they will be out of sync Read this section for more details on how to create and restore a backup Tip Use this method only if you need to use a second computer from time to tim
275. se the application on Linux 2 Find the file fanurio properties in e C Documents and Settings USER_NAME Application Data Fanurio on Windows e C Users USER_NAME AppData Roaming Fanurio on Vista e Library Preferences Fanurio on Mac OS X e fanurio on Linux 3 Open it with a text editor 4 Add edit or remove the lines that contain the settings that you want to edit 5 Save the file and close the editor 6 Restart Fanurio Example 5 1 Mini timer size and coordinates Fanurio uses the ui window mini bounds setting to remember the size and location of the iTunes like mini timer If you want to reset this setting you have to follow the above steps and delete the line that starts with ui window mini bounds Translating to other languages Fanurio keeps all translations in an archive called fanurio i18n zip You need this even if you create a brand new translation The file fanurio_il8n properties is the main file that contains the English translation of the application The others contain translations of other languages and have a suffix of the form _ll CC where ll is the language code and CC is the country code For instance fanurio_il8n_fr_CA properties represents the French translation for Canada while fanurio_il8n_en_CA properties represents the English translation for Canada 1 Download fanurio i18n zip files fanurio i18n zip 2 Extract the contents of the zip archive somewhere on your computer e g Desktop 3 Download h
276. sed by the application to load the templates that are used to export HTML invoices Users can change this path if they want another location than the default one This is also useful because users can quickly find out where the templates are located and add their own Improvements Improved project editing Projects are easier to edit because they can be opened using a single mouse click instead of two The application will also display only one project at a time Tabs are not used anymore to represent multiple open projects Improved client editing Clients can be edited by double clicking on them New Business menu The business menu contains data related actions It is from this menu that users can create new clients projects start the timer or describe their business Export expenses to Excel When exporting the application data File gt Export the Excel file has two sheets one contains all the items and the other all the expenses Bug Fixes Failed to save invoices sometimes 212 Changelog 6 28 Version 1 1 January 16 2007 This version adds capability to export application data to Excel Users have now the possibility to export data to both CSV and Excel Here s a list with all the changes New Features e Application data can be exported to Excel e Added a View Invoice action invoices can now be viewed from the application e Added a Check for Updates action in the Help menu Improvements e The item
277. sed to bill the item If the item is discounted it Templates guide How to create and edit templates for Fanurio Property Version Meaning item quantityType 2 0 indicates the quantity after the discount If the item is billed in hours this field indicates the number of hours in decimal format Otherwise it indicates the number of units Note item quantity replaces item units which was used up until version 1 11 Indicates whether a service item is billed in units or hours Expense and product items are always billed in units units if hours if if item quantityType i if item quantityType 1i item unitOfMeasure 2 3 self explained item total 1 0 2 0 The amount of money that is charged for the item If the item is discounted it indicates the amount after all discounts Note item total replaces item amount which was used up until version 1 11 item regularPrice 1 8 2 0 If the price of an item is discounted this field indicates the price before the discount You may want to use this field like this if item priceDiscoun S item regularPric if The regular price is accessed only when the price is discounted Note item regularPrice replaces item regularRate which was used up until version 1 11 ted e item regularQuantity 1 8 2 0 112
278. sent more recognizable New icons for the button that switches between the main window and the mini timer window Third party timesheet import Fanurio can now import time from Togg http www toggl com and Freckle http letsfreckle com See the list of all third party applications from which it can import time New project field Projects have a new field called Description that is meant to complement the existing Notes field Wizard for three taxes The tax wizard can now create three taxes Italian users can now use it to define the three taxes Rivalsa previdenziale 4 IVA 21 and Ritenuta d acconto 20 New templates editor The templates editor has been redesigned so that it can also edit templates See this section for more details on how to use it New languages Fanurio is now available in Czech Italian and French Improvements Time entry e Changed the order of the fields in the time entry dialog The start and finish times of a time entry can be specified partially by entering only the hour If the minute is not specified it will assume it s 0 zero If time uses the AM PM format and the field is not entered it will assume AM In other words entering 11 will result in 11 00 AM Selecting earlier from Start Timer Shift F5 will display a time field to enter the actual time when the timer should be started instead of specifying the start time relatively in minutes e Renamed the Add Time action to Ne
279. sk in Windows Explorer on Windows or in Finder on OS X The user interface displays consistently when a high contrast theme is used on Windows Improved Spanish translation Bug Fixes The width was not always saved for hidden table columns that were made visible and then resized On OS X the application can be installed in any folder not just in Applications If installed in subfolders that had a space in their name the default templates and the user guide were not found Invoiced filters also showed non billable elements For instance if both billable and non billable expenses were recorded when the Not Invoiced filter was selected in the Expenses view non billable expenses where still visible If a client had two or more projects with the same name and one of them was clicked the first project was selected instead of the one that was clicked Failed to delete clients with invoices 158 Changelog 6 3 Version 3 0 1 March 31 2014 This version contains bug fixes and small improvements for version 3 0 Improvements e Not Fully Invoiced shows new billable tasks Changed the Not Fully Invoiced tasks filter to also include new billable tasks with no billable quantity If this filter is set and you create a new billable task the task will be visible in the tasks table now The idea behind this change is that even though a new billable task has no billable quantity it will probably have otherwise it doesn
280. splayed in gray in the projects table For old finished projects the finished date is calculated automatically Fanurio uses the last date when something was recorded on a finished project to determine its finished date It compares the completed date of the last task the date of the last expense and the date of the last trip to determine the finished date e Due date You can also specify a due date for your projects This helps you prioritize projects by due date but also see overdue projects Overdue projects are displayed in red in the projects table e Tags Use tags to record the project type status or anything else that can help you manage projects easier See this section for more details Optional project fields The number reference due date and tags fields are optional and can be hidden when creating or editing projects Only the Number field is visible by default See this section for more details Automatic project numbering Project numbers can be now generated automatically This feature allows you to generate a unique number for your projects so you can find them easier To enable this feature go to Business My Business Details Projects By default Fanurio generates numbers using four digits but you can define your own format New clients filter show only clients with unfinished projects The clients tree projects tree view and the clients list projects table view have a new filter that only shows clients with
281. t Active Clients and Any Finished Not Finished Projects change Actions from File Export now export all records for instance File Export Export Expenses exports all expenses recorded in the application To export only the records visible in the table from the Expenses view use the new Export Table button below that table Improved the New Invoice window to display totals at the bottom of the items table The Notes field was moved to a separate tab Using a standard file chooser to open or save a backup copy You can now save and open backups from anywhere not just from the backup folder Using a standard file chooser to export invoices and payments The Start New Timer dialog allows you to specify the start time relatively in minutes e g 13 minutes ago 157 Changelog The timer reminders are now focused on the action that they should trigger For instance the Start New Timer reminder allows you to specify when the timer should be started now or in the past The template editor can now specify the character encoding so that templates don t have to be changed manually This setting is useful to people who use custom TrueType ttf or OpenType otf fonts that don t render correctly when the document is exported to PDF Clients have a new tab that groups company registration fields business number tax number other number and code When exporting invoices you can tell Fanurio to show you the file on di
282. t Service dialog New email server settings were used only upon restart Failed to start on Ubuntu 11 04 Windows are minimized using Cmd M and closed using Cmd W on Mac OS X The Shift F5 shortcut also works for the mini timer The folder chooser was slow when displayed for the first time on Windows Didn t shutdown gracefully when running on Windows using 64 bit Java The warning that the database is already open is displayed if the database is accessed from two different IP addresses Sometimes crashed at shutdown on Windows creating files called hs_err_pidxxxx log in the installation folder No data was lost but the message was annoying 177 Changelog 6 11 Version 2 4 January 31 2011 This version has an improved user interface that is optimized for Mac OS X and Windows 7 It can also integrate with QuickBooks Pro Here s a list with all the changes New Features e User interface All e New toolbar icons e The timer display has been moved from the status bar to the toolbar The toolbar has an info button that can be used when the timer is running to attach a description e Each view now has the buttons on the left and the totals on the right e The project and client filters can now be accessed using the button placed below the tree e Mac OS X 10 4 e New Mac OS X like user interface e New Preferences pane e The timer can be accessed from the dock icon menu besides the menu bar icon e Windows 7 e New Windows
283. t is applied invoice totalDiscount 1 8 If the total value of an invoice is discounted this field indicates the discount It can be used to display the actual discount invoice totalDiscounted 1 8 Indicates if the total of an invoice is discounted See the item regularPrice field above 7 Time invoice billedTimeAsHour 1 5 3 1 The total invoiced time in hour format For instance hour and 30 minutes is represented as 1 30 Note invoice billedTimeAsHour replaces invoice billableTimeAsHour which was used up until version 3 0 invoice billedTimeAsDecimal 1 5 3 1 107 The total invoiced time in decimal format For instance Templates guide How to create and edit templates for Fanurio Property Version Meaning 1 hour and 30 minutes is represented as 1 50 Note invoice billedTimeAsDecimal replaces invoice billableTimeAsDecimal which was used up until version 3 0 8 Time Reporting The following placeholders are useful if you need to create invoice templates that group time entries by date These placeholders are used by the invoice template editor File Template Editor if time is displayed and time entris are grouped by date It uses invoice groupDatesB yDate item timeEntries to determine the dates when time was recorded for a service item invoice timeEntries 3 1 A list with all the time entries that belong to the service items
284. table because it allows multiple time entries to be selected e Edit tax groups The name and status of a tax group can now be edited Business gt My Business Details gt Taxes This can be helpful if your taxes eg VAT changed and you need to hide the old tax group so it doesn t appear in the New Invoice window e Edit invoices Invoices can now be edited In previous versions if something was wrong with the invoice or some of its items it had to be deleted and then recreated To edit an invoice go to the Invoices view select the invoice you want to edit and the click the Edit button below the invoices table Important Editing an invoice is not recommended once it was sent to a client because that would alter an official document The New Invoice window was also redesigned to make it easier to edit the items of an invoice The table from the New Edit Invoice window shows more information about the items that belong to the invoice e Minimum time when rounding time for billing Time rounding rules can now have a minimum amount This helps create rules like round time to the nearest 15 minutes interval but bill at least 30 minutes Improvements e User interface e The service and product dialogs now show the discount links all the time e The time rounding link from the service dialogs is now next to the hourly radio button instead of the Quantity field 171 Changelog e The New Time dialog has a small button next to t
285. table shows the fields that can be used to include information about your client s business in an invoice Table 4 5 Client Properties Property Version Meaning 1 General client name 1 0 self explained client code 1 5 The client code is especially useful if you want to number invoices automatically and to include the client code in the invoice number client businessNumber 2 3 The number assigned to the business when it was created client otherNumber 2 3 A number that could be used as the trade register number client tax Number 1 4 The tax number assigned by the government to your client s business In many countries invoices must include the client s VAT number In such cases the tax number is the VAT number client invoices client balance 2 0 2 0 101 A list with all the invoices of a client This is useful if you want to create a statement To access an invoice from the list use the following Freemarker code list client invoices list How much money the client has to pay for all open as invoice Templates guide How to create and edit templates for Fanurio 4 8 3 Property Version Meaning unpaid invoices Balance is the difference between the total of all invoices and the total of all payments
286. te It s important to start Fanurio using the local scripts The other scripts without local in their name will start Fanurio but will not keep the data on the stick 137 Troubleshooting and maintenance 5 2 User data 5 2 1 Location The location of data and settings depends on the operating system Fanurio does this to integrate smoothly with each platform it runs on As a rule it stores them somewhere in the user s home folder Knowing the location can be helpful if you want to backup the settings and data by hand By data and settings we mean e repository folder This is the folder where Fanurio keeps the database and templates To change the location of the repository folder use File Change Repository Folder e data subfolder This folder contains the user entered data like clients projects and invoices e audit file This file is used by Fanurio to log database actions so that data can be recovered if something goes wrong with the database or the backup copies Fanurio keeps at most three audit files The size of an audit file is no larger than 2 MB e templates subfolder This folder contains subfolders with user defined templates You can open these folders by using commands from File Open Templates Folder Fanurio also has some default templates files templates zip backup folder This folder contains backups made by Fanurio You can open it from File Open Backup Folder To change the location of the bac
287. ted when Fanurio is set up for the first time but other repositories may be created from File New Repository especially if you need to manage multiple repositories Besides creating a new repository you can also e Open a different repository Go to File Change Repository Folder to select the new repository e Move the current repository Go to File Chai nge Repository Folder to select the new location and check the Copy files to the new folder box Fanurio will copy the current repository to the new location and then open it 139 Troubleshooting and maintenance 5 2 3 5 2 4 Fanurio can manage only one repository at a time The current repository is opened automatically when you start the application About backups We know data is a very important asset That s why Fanurio creates backup copies every six hours 1 00 7 00 13 00 19 00 when it is running and another copy when it is started A backup copy is also created when a new version is installed Fanurio keeps at most 25 backup copies An additional security measure is the audit file that contains the latest database operations The audit file can be at most 6MB in size and that should be enough to record the data entered during the last week The audit file can be used to recover data just in case there is no backup copy and the database is corrupted We don t imagine how both these things could happen and that s why this is an additional
288. tes placeholder was removed Older invoice templates that use this placeholder will have to be updated The business catalog accessible from Business My Business Details Catalog only manages catalog items for products Service items and expense items no longer have a catalog item You can now use task categories to organize tasks and expense categories to organize expenses 163 Changelog e Date range invoices The Add Project Items window has a new field that allows you to specify the billing period The Period field is very helpful if you need to bill a specific period like last month because it automatically selects the matching tasks expenses and trips Tasks that contain time entries outside the billing period will be billed partially something that wasn t possible in previous versions You can now create a single task Consulting and bill it multiple times instead of creating multiple service items one for each billing period Consulting January Consulting February etc When you specify a period in the Add Project Items window Fanurio fills in the Period field from the New Invoice window automatically Time tasks and sales reports Project reports were replaced by time tasks and sales reports We ve also added a new set of placeholders that you can use to create your own templates You can now create sales reports for your invoices whether you need to send a client statement analyze your billing history by month or
289. the small gears button below the projects tree and select Unfinished e Table view use the Status filter above the projects table and select Unfinished Please note that you cannot invoice finished projects and you cannot record time manually or using the timer for its tasks Using tags to organize projects table view only When creating or editing a project you can associate one or more tags with it in the Tags field that have to be separated by commas eg tag1 tag2 tag3 Tags provide a simple way of recording additional information about a project like type or status to help you organize your projects Please note that Tags is an optional field that you have to enable Once you have one or more projects with tags you can then filter them in the table view Just click the small arrow icon from the search field to tell it that you want to search by tags Then type the name of the tag that you want to search for The tree view doesn t show project tags Searching and filtering projects table view only The projects table available in the table view has a set of filters at the top that allow you to choose which projects are visible For instance you can use the filters to see overdue projects that were started last year Projects can be filtered by 21 Using Fanurio e start date e status any finished not finished overdue and e billing status any billable not billable Once you set these filters the table footer wi
290. tings the setting that indicates whether taxes are compounded is very important because if it s not set correctly the invoice totals will not be calculated correctly by Fanurio 64 Using Fanurio act Folders act Source ect iBiz Database vert iBiz to Fanurio Select iBiz Database Database Folder Currency Distance Unit Tax 1 Tax 2 Invoices due after Beginning of fiscal year M Time rounding New Repository Users user Library Application Support IGG Software iBiz Make sure the following settings are correct because iBiz doesn t have explicit value and distance unit USD Mile mi _ Kilometer km The following settings must be set manually because Fanurio couldn t locate the iBi file to read them Tax 1 Tax 2 _ Compound Taxes 30 3 days January 01 4 15 minutes Cancel lt Prev Next gt New Repository Select iBiz Database Click Next to go to the next step Convert iBiz to Fanurio This is where the iBiz database is converted to a Fanurio repository Just click Convert to start the conversion Once the conversion starts Fanurio will display what it does in the Log area Conversion errors if any will also be displayed in the Error area e If the conversion fails the status label next to the Convert button will tell you that it failed see below for instructions in case the conversion fails or if it succeeds with errors 65 Usin
291. to the Footer text area 3 Type or paste the following text invoice notes 4 Click the Update button to see the notes at the bottom of the invoice You need to use invoice notes in order to access the notes of the invoice Just like invoice notes there are many other placeholders for the fields of an invoice your business and your client s business 80 Templates guide How to create and edit templates for Fanurio The complete list of placeholders can be found here If you want to know more about placeholders we have a separate section that explains them Example 3 Using HTML to do simple formatting showing a thank you note at the bottom of the invoice 1 Go to the Invoice page 2 Scroll down to the Footer text area 3 Type or paste the following text lt p gt invoice notes lt p gt lt br gt lt p gt lt center gt Thank you for your business lt center gt lt p gt 4 Click the Update button to see the notes at the bottom of the invoice This footer contains HTML code to format the text The text between lt p gt and lt p gt represents a paragraph lt br gt represents a line break while the text between lt center gt and lt center gt will be displayed centered Another tag that you may want to use to format text as bold is lt b gt lt b gt See this guide http www w3schools com html html_intro asp if you want to learn HTML at basic level 4 2 2 Adjust the look and format using CSS fo
292. track sales of goods and bill on a per item basis Fanurio uses products to record the same information If your projects don t have a products list go to Business My Business Details Projects to enable them Mileage According to the iBiz manual this type is used to track distance traveled in a vehicle and bill on a per mile kilometer basis Fanurio uses trips to record and bill the distance you travel with a vehicle If your projects don t have a trips list go to Business My Business Details Projects to enable them Expense According to the iBiz manual this type indicates that the job event represents a cost that you paid on behalf of the client which you are passing on to the client as part of their bill Fanurio uses expenses to record money that you spend for a project If your projects don t have an expenses list go to Business My Business Details Projects to enable them Fanurio also allows you to mark up an expense Non billable According to the iBiz manual this type indicates that the job event should not be included on estimates and invoices if you want to track expenses without passing them on to the client or for logging extra time that is not meant to be billed Tasks expenses and trips can be marked as non billable in Fanurio Products are always billable and can t be marked as non billable If a project is not billable you can mark it as non billable and all its elements will be non billable
293. tries of task that belong to the reporting period tasksreport filterWithTimeOrMoreM tasks Finds the subset of the specified tasks that have time or money in the reporting period This filter is useful if you don t want to deal with tasks that were active during the reporting period but nothing was recorded on them tasksreport filterB yProject tasks 3 0 project Finds the subset of the specified tasks that belong to the specified project tasksreport filterByClient tasks client Finds the subset of the specified tasks that belong to the specified client 3 Grouping Fields like clients or projects can be extracted as separate groups from a list of tasks tasksreport groupClients tasks 3 0 A list with all the clients list tasksreport groupClients ta list tasksreport groupProjects tasks 3 0 A list with all the projects list tasksreport gro list uupProjects t 4 Totals The report can calculate totals for a list of tasks The list of tasks can either be tasksreport tasks all the tasks included in the report or a partial list determined by one of the filter functions tasksreport calculateEstimatedTimeW sHour tasks The total estimated time in hour format for the specified list of tasks tasksreport calculateRemainingTif AsHour tasks The total remaining time in hour format for th
294. ts client A and client B Client A s work is quick and easy but client B s work is unclear and it takes many emails to determine what they are looking for That s why for client A you don t need to round time while for client B you need to round it up to 15 minutes to cover for the overhead Once you make these billing settings at client level all the projects you create for the client will use the same settings If you decide to change these settings at client level existing projects will not be altered Billing foreign clients Some businesses work with both domestic and foreign clients Foreign clients may want invoices in their own currency with numbers displayed according to the rules of their country For instance some countries use comma as decimal separator while others use a dot Dates may also be formatted differently Some countries display the month first while others display the day of month Fanurio lets you specify if a client is domestic or foreign If clients are foreign you can also specify the client s country so that when invoices will be created for them numbers dates and currency will be formatted correctly Here s how to mark a client as foreign 1 Go to the Projects view 2 Right click the client and select Edit Client 3 Go to the Billing tab check the This is a foreign client option and then select a locale to indicate the country Let s say that you are from Scotland and most of your clients are from the UK
295. tter for two reasons 1 we are using the same dialog to assign time whether it is manually or if the timer is stopped and 2 the new Add Time dialog makes it possible to assign time to new items projects or clients Redesigned the idle notification dialog The idle notification dialog had too many options so we ve made it simpler If you are away from the computer for a while and it becomes idle Fanurio will ask you what you ve been doing while away You have three options 1 You ve been on a break coffee for instance In this case you should tell Fanurio to discard the away time This means the idle time will be considered pause time and it will be discarded from the timer 2 You ve been working on the same thing but not on the computer In this case you should tell Fanurio to keep the away time 3 You ve been working on something else a client called and you had to suspend what you ve been doing for instance In this case you should tell Fanurio to transfer the away time to some other project item Timer keyboard shortcuts The start pause resume and stop timer actions no longer have the same keyboard shortcuts The following table shows the new shortcuts for the timer actions The new shortcuts will hopefully be easier to remember since F5 is usually used to start something see Microsoft Powerpoint For more details about the keyboard shortcuts available in Fanurio please read this section Table 6 1 Timer Keyboard Shortcut
296. ttp www fanuriotimetracking com files prbeditor 0 9 7_2 zip PRBEditor and start it from your computer PRBEditor http java net projects prbeditor is an application that can help you translate Fanurio easier Just in case you are wondering what PRB stands for it means Property Resource Bundle and is a technical term that Java uses when dealing with properties files like the ones found in fanurio il8n zip A properties file can also be edited using a plain text editor but it s a lot more work 4 Once PRBEditor starts select Open resource file from the Welcome Form 5 Locate fanurio_il8n properties in the folder created at step 2 6 Check the languages that you want to see in the Select Locales to Open dialog If you want to translate to a language that s not displayed there don t select anything 7 Select Locale gt New Locale from the menu to add a new language 143 Troubleshooting and maintenance 5 2 9 You don t have to do this if the language you want to translate to already exists When adding anew locale make sure you select one that includes both the language and the country Greek Greece for instance and not just Greek 8 Click on a cell from your language column and type the translation to translate a key 9 When you re done go to File gt Save It will save the language file in the folder created at step 2 While using PRBEditor you can press F4 to display the Statistics Form It shows how many keys ar
297. u did last month a project report will show you everything tasks time expenses trips and products you recorded on your projects during that time Go to Reports Projects Report to create a report for your projects You can use the following filters to specify which project elements tasks expenses trips and products should be included in the report e Projects specifies the projects included in the report e Date specifies the date interval that is analyzed e Billing specifies whether the report should include billable or non billable elements e Invoiced specifies whether the report should include invoiced or not invoiced elements Fanurio comes with one default template e Projects shows the activity on the selected projects in the specified date interval If you need to create your own templates please see this section to learn what placeholders you can use 23 Using Fanurio 3 5 Working with tasks 3 5 1 About tasks A task is an activity that needs to be accomplished within a defined period of time Fanurio uses tasks to help you manage work for your projects Here s what you can record with a task Project The project where you want to record the task The project is mandatory as you can only record tasks on projects Name The name of the task Description A small description of what the task is about Reference optional A reference number that you can use if your tasks are imported from other applicatio
298. ulates the end time by adding the elapsed time to the start time Relatively to finish You enter the elapsed time and the finish time and then Fanurio calculates the start time by subtracting the elapsed time from the end time e Both You enter the start and finish times and then Fanurio calculates the elapsed time by subtracting the start time from the finish time Configuring optional fields Because time entries have many fields and because not all fields are relevant to all users you can hide optional fields that you don t use Optional time entry fields are fields that can be hidden in the time entry windows New Time or Edit Time Here s how you can configure them 1 Create a new time entry New Time or edit an existing one Edit Time 2 Click the Configure button from the bottom left corner 3 Check the fields that you want to be visible and uncheck the ones that you want to hide 4 Click Done Fanurio will update the time entry window to show only selected fields At this moment the only optional field is Tags This field only makes sense if you need to organize your time entries using tags 33 Using Fanurio 3 6 3 3 6 4 Recording time manually Whether you forget to record time or you are not in the front of the computer most of the day you can always record time manually Please note that you can only add time to a task and not directly to a client or a project There several ways you can add time to
299. umber but as a number plus currency Usually this is not a problem for people working with a single currency but it is helpful for those who have to deal with multiple currencies When invoicing a project with multiple currencies users can specify an invoice currency and exchange rates to this currency To manage the currencies that you can use go to Business gt My Business Details and click on the Currency tab New application data folder The application no longer keeps its data in the installation folder but in each user s profile folder Users can find the data created by the application in Documents and Settings lt UserName gt Application Data Fanurio When the new version is started it asks if old data should be copied to the new location New date field Added a date field for both items and expenses Users can specify when a project item has been started and when an expense has occurred New Options Run on startup If checked the application will be started automatically when the computer is started This option is not enabled by default When started automatically the application doesn t display the splash screen and it is minimized in the tray bar On idle action If the timer is running and users leave the computer the application can decide what to do if the computer becomes idle It can either stop the timer directly or ask the user if the idle period should be discarded Path to invoice templates This path is u
300. uns on Windows including Windows 8 1 Mac OS X 10 5 or later including Mavericks Linux and other flavors of Unix To run it you need to have Java 6 or higher Read the next section to learn if you have the right version of Java installed and how to install it if you don t have it Registering a license key Here s what you need to do to register a license key 1 Save the license file you received by email license dat on your Desktop IMPORTANT Don t try to open the license file as there is nothing meaningful there Just save it on your computer Fanurio knows how to read its contents 2 Make sure Fanurio is running If it isn t start it 3 If it asks you for a valid license file click the Enter License button at the bottom If it doesn t go to Help Enter License to enter it Once you click Enter License Fanurio will display the License Registration dialog 4 Click the Browse button to locate the license file on your Desktop 5 Enter the email address where you received the license file in the Email field 6 Click OK to register the license key The cross platform version To install and run Fanurio from a USB stick please follow these instructions 1 Get the cross platform version tar gz 2 Install it on the USB stick by unzipping it 3 Start Fanurio from the stick by running e fanuriolocal applescript on Mac OS X e fanuriolocal exe on Windows e fanuriolocal sh on Linux and other flavors of Unix No
301. ut the money that you spend Here s what s different The new Tags and Reference fields can help you organize expenses better e Expenses now record the total amount and not the price of individual items This means that you can no longer say things like this expense is for two tablets each costing 500 instead you will record it as this expense is for two tablets that cost 1000 Notice that the amount is for the whole expense This also means that whenever you will bill an expense the billable quantity will always be 1 If you need to bill individual items quantity is different from 1 then you need to use products e Expense categories can be managed from Business My Business Details Expenses e Expenses can now be billed with a markup e Projects have a new view only for expenses Expenses are no longer managed together with the other project items e The application has a new Expenses view You can use it to manage all the expenses you record for your projects The Expenses view works just like the other views Timesheet Invoices Payments you can filter expenses by different properties for instance you can see only non billable expenses and you can export them to CSV or Microsoft Excel File Export Export Expenses You can find more details about expenses in their own section For more details on how old expenses are migrated to new expenses see the Migration section below Track costs using expenses only All
302. ve operation To copy an item you have to press the control key on Windows or the option key on Mac and then drag the mouse e Export the list of invoices and expenses The list of invoices can be exported to Excel and CSV Just click on the top right button from the invoices table and it will show a popup menu that allows to make this export This operation is useful if you want to create tax reports outside Fanurio e Use custom template to view invoices If you have a custom invoice template you can use it to both export and view an invoice This makes it easier to view an invoice before it is exported to HTML or PDF The previous version restricted invoice viewing to a predefined template only e Reminder to start the timer There s a new option available that let s you configure Fanurio to remind you to start the timer if it wasn t started lately This option is not enabled by default e Region setting to indicate format for numbers currency and time The new region setting allows you to specify how data should be formated in Fanurio Fanurio detects your region automatically from your computer settings but in some cases this information is not available If Fanurio doesn t display numbers currency or time in your format make sure you change its region setting Improvements e Projects popup The section that contains the clients and projects tree has been renamed from Clients to Projects The popup that controls which projects are
303. ve tested the application on Mac OS X 10 3 9 with Java 1 4 but it should also work with later versions too Fanurio has many integration features to make it look and feel like a Mac application but one that you will notice is the badged dock icon The dock icon is badged to show the elapsed time down to the minute when the timer is running or it is paused Mini timer The mini timer window gives quick access to the timer controls and you can also see how much time has elapsed since it was started You can switch to the mini timer using the View gt Switch View command from the menu bar On Windows you can also switch the view from the tray icon menu New pause button The pause button can be of great help when you start working on something and must take frequent breaks When the timer is paused the mini timer display blinks On Windows the tray icon blinks too while on Mac it is the dock icon badge that blinks Build the invoice template visually When it comes to invoice templates you could create them yourself or you could ask us to create them for you In case you want to create them yourself we ve just made things easier Just go to the invoices view and click to view an invoice Once it is displayed you can configure its appearance by specifying the information you want to be included Click the Configure Template button to see what options are available make your choices and then click Apply Settings to see how the invoice looks
304. ven if a service item is not specified This change makes the action more flexible e Resume timer on crash Just in case the application crashes it saves the state of the timer every minute so that on the next restart it will ask you to resume it Edit Timer The Timer Info action was renamed to Edit Timer e New Project field for item dialogs Item dialogs have a new field that shows the project to which they belong to New items services products or expenses can now be created from the menu just go to Business New Item and select New Service Item New Product Item New Expense Item or click one of the catalog items to create an item based on a catalog item This feature helps you create a new item without opening a project You can still create project items by opening a project and clicking the New button at the bottom of the project table Note Items can no longer be moved to a different project by dragging from the project table to a project from the projects tree The same can be done now by editing the item and changing its project e Disable reminders The timer reminders can now be disabled temporary If you enabled the reminder for starting the timer and at some point you no longer want to be reminded to do it in the near future you can simply disable the reminder temporarily by unchecking the box from the reminder window This will disable the reminder until the timer is started or until the application is restarted
305. w Expense or edit an existing one Edit Expense 2 Click the Configure button from the bottom left corner 3 Check the fields that you want to be visible and uncheck the ones that you want to hide 4 Click Done Fanurio will update the expense window to show only selected fields 44 Using Fanurio 3 7 3 3 7 4 3 7 5 3 7 6 For instance one of the optional fields is Reference This field only makes sense if you need to record a receipt number or some other number that identifies your payment Billing expenses If an expense is marked as billable you can specify its total By default the total is the same as its amount but that can be changed You can also specify the total by using a markup When a billable expense is added to an invoice Fanurio creates an expense item for it so that it can be invoiced Expense items have the same name as the expense category If an expense doesn t have a category then the expense item has the generic name Expense Expense items have Quantity equal to 1 which means that you will resell everything If you are buying goods and you need to resell a certain amount Quantity is not 1 then you should record your purchase as a non billable expense and bill it using a product item Product items allow you to specify both the quantity and the price for each individual product Using categories to organize expenses Expenses can have an optional category that can be used to organize them
306. w Time and changed its shortcut from Ctrl T to Ctrl M The action is also available from the toolbar User interface e The timer tooltip from the main window and from the mini timer shows the client project and service item name Projects and clients from the Projects Report widow can now be filtered by their status This makes it easier to select which projects should be included in the report e The names of attachments can be changed when emailing invoices e When exporting invoices payments or the timesheet and the file format is changed the name of the file remains unchanged and the extension changes Bug Fixes The Start Timer tray menu is enabled only if the timer is stopped Previously it was also enabled if the timer was paused 174 Changelog MAC address was not detected correctly on Linux Fixed a memory leak introduced by Apple in Java 1 6 0_29 running on Mac OS X 10 7 and 10 6 Fixed several memory leaks that slowed down the application if used for a long time Memory leaks occured when a project was opened the timer was stopped or an invoice was exported Also improved it to use memory more efficiently Idle time was notified without any indication when the inactivity duration started which was confusing if multiple notifications were made Also the idle duration changed after it was notified 175 Changelog 6 9 Version 2 4 3 November 10 2011 This version contains bug fixes and small improveme
307. w projects table view The tree view displays projects grouped by client and shows only the name and the status of a project finished or not finished It can t be searched or sorted and it can t display detailed information about a project To fix these problems we added a new projects view The new table view shows projects in a table that can display as many project fields as you need right click the table header to choose the visible columns It also allows you to sort and search projects by any field For instance you can choose to see the total time recorded on a project or its total value 152 Changelog The table view is not visible by default but it can be enabled from the View menu using View View Projects as Table New project fields The list of projects can be managed easier now because we added several new fields Start date You can now track when a project was started This allows you to go back and see past projects for instance projects you did last year For old projects the start date is calculated automatically Fanurio uses the first date when something was recorded on a project to determine its start date It compares the date of the first task the date of the first expense the date of the first trip and the date when the project was created to determine the start date Finished date Besides being able to mark a project as finished you can now set the date when it was finished Finished projects are di
308. x Number The tax number assigned by the government to your client s business In many countries invoices must include the client s VAT number In such cases the tax number is the VAT number e Other Number A generic field that could be used to record the trade register number e Code A code that is useful if you want to number invoices automatically and to include it in the invoice number For instance if your client name is Acme Corporation and their code is ACME then their invoices could be numbered like this ACME 001 ACME 002 etc e Contact e Attention e Address City State Zip e Phone Fax Mobile Other e Email Website e Notes Additional notes e Active Whether the client is active or not Billable Whether the client is billable or not If a client is marked as billable it has a few more fields that define the default billing settings e Terms Payment terms used by default for invoices created for the client e Tax exempt Whether taxes are applied to invoices created for the client e Region Needed if the client is foreign Clients can be managed in the Projects view Here s how to create edit or delete a client e Tocreate a new client go to Business New Client or click the New Client button from the toolbar e To edit a client right click it control click on Mac OS X and select Edit Client from the popup menu e To delete a client right click it control click on Mac OS X and select Delete Client fr
309. y Shows the billable quantity or the quantity that can be invoiced and hasn t been invoiced yet For the Consulting task Billable Quantity is 12 hours before the task is invoiced and 2 hours after it is invoiced When everything is invoiced for a task this field is O zero e Billed Quantity Shows the invoiced quantity or the sum of all invoiced quantities for that task For the Consulting task Billed Quantity is 0 hours before the task is invoiced and 10 hours after it is invoiced When everything is invoiced for a task this field shows the sum of all invoiced quantities Quantity Billed Quantity Billable Quantity e Billable Total Price x Billable Quantity When everything is invoiced for a task this field is 0 zero because Billable Quantity will then be 0 Billed Total Shows the total value of everything that was invoiced for the task When everything is invoiced for a task this field is equal to Total because Billable Total will be 0 e Total Billed Total Billable Total Except for the Billable Quantity Billable Total and Total fields the other fields are not visible by default in the Tasks table If you need to see them just right click the header of one of the table columns and you can choose which columns are visible If you need to see the billing history of a task all you have to do is edit it and go to the Billing History tab This tab is displayed only when a task has been invoiced at least once Also if a task
310. y when using exact precision time should be printed in hour format 00 20 and not in decimal format 0 333 3 e When using two decimal precision the number of hours is guaranteed to be a two decimal number all the time 0 33 This type of precision is recommended if you need to print time on your invoices in decimal format Since the number of hours is rounded to two decimals the total will be larger or smaller depending on whether rounding is done up or down Let s see how the two precision methods influence the value of billable time for a task billed at a rate of 60 hour Table 3 6 Differences between exact precision and two decimal precision when calculating billable time Example Rate Billable Time Hours Total Hours Total Difference exact two decimal exact two decimal 1 60 hour 00 15 0 25 15 00 0 25 15 00 0 00 2 60 hour 00 20 0 333 3 0 33 19 80 0 20 20 00 3 60 hour 00 30 0 50 30 00 0 50 30 00 0 00 4 60 hour 00 40 0 666 6 0 67 40 20 0 20 40 00 Examples 1 and 3 show that if billable time converts to a number of hours with two decimals 0 25 0 50 the two methods yield the same results so it s irrelvant which one is used Examples 2 and 4 show the rounding differences between the two methods Choosing between the two methods may sound complicated and if it does just go with the default option exact precision However the best solut
311. your clients to Fanurio e Expense attachment Each expense can have a file attached to it This is helpful especially if you have the bills scanned as files and you want to associate them with an expense To open the file attached to an expense or to locate it on disk right click on the expense to show a popup menu Improvements e Improved templates support Creating or customizing invoice templates is not an easy thing to do To help you with it we ve added a few actions and some documentation Go to Invoice gt Show Templates if you want to quickly access all invoice templates Go to Invoice gt New Template if you want to create a template by just checking some options This is the fastest way to create a template Read the template guide to learn how to create a template from scratch e Improved clients tree Projects and clients are kept sorted in the tree to locate them faster Their names can be edited by pressing the F2 key on the tree node e Nicer user interface Each section clients projects invoices has its own title For instance there is a Clients title above the clients tree e Improved new item button The new item button displays a popup so that you can quickly specify what kind of service will be used when the new item is created e Autoresize table columns Almost all tables have a button in the top right corner that displays a table popup menu You can use it to autoresize the columns of the table 209

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