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Fanurio User Guide

1. 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 S Hide or show the sidebar 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 Table 3 5 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 49 Using Fanurio Key Action Command T Command E Create a new time entry Create a new expense Command R Create a new trip Command V Create a new invoice Command A Command M Add a new payment Minimize window
2. 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 83 Templates guide How to create and edit templates for Fanurio Property Version Meaning if item taxExempt if Items can be marked as exempt from taxes only if taxes are enabled for your business item price 1 0 2 0 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 item quantity 1 0 2 0 The quantity used to bill the item If the item is discounted it 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
3. 72 Templates guide How to create and edit templates for Fanurio 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 OpenOffice OpenOffice formats odt and ods help you get the same results as Microsoft Word 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 can be downloaded for free and can save its documents in PDF 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
4. 64 Templates guide How to create and edit templates for Fanurio page header display block 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 a
5. 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 adobe 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 f
6. 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 The settings you make at business level are important especially when billing your customers To change these settings go to Business My Business Details If you will not use Fanurio to create invoices you can skip this section 3 2 1 About your business You can enter id and contact information about your business in the Company and Contact sections You need to fi
7. The expression for the Project field is displayed below S column Job split 1 30 Using Fanurio 3 6 7 3 6 8 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 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 tag 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
8. 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 38 Using Fanurio 3 8 5 Once you have one 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 If you need to do extra calculations on the list of trips you can also export it to CSV or Excel from File Export Export Trips The table can also be filtered using a search field that can search by e description
9. project billableTimeAsDecimal 1 5 The total time invoiced for a project in decimal format For instance hour and 30 minutes is represented as 1 50 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 90 Templates guide How to create and edit templates for Fanurio Property Version Meaning 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 pausedTimeAsHour The pause associated with this time entry in hour format For instance hour and 30 minutes is represented as 1 30 4 8 10 Task The following
10. 3 12 2 Exporting time from Fanurio Here s how to export time from Fanurio to an iif file that can be imported by QuickBooks Pro 47 Using Fanurio 3 4 Make sure Fanurio is running Go to the Timesheet view and use the filters above the table to specify which time entries you want to see Go to File Export Export Timesheet and check QuickBooks before exporting time entries Click Export 3 12 3 Importing time in QuickBooks Pro Here s how to import time in QuickBooks Pro from an iif file 1 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 with 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 48 Using Fanurio 3 13 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 sec Table 3 4 Keyboard shortcuts for the Windows version
11. 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 3 5 9 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 10 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 cate
12. 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 Start new timer immediately
13. e New placeholders 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 Previo
14. 3S TA bout trips eiea a Ee i E E Mie R E A O es 37 3 8 2 Configuring optional fields 2 0 0 0 eee eare E a E 37 3 8 3 Billing trips mileage aeoaea a N TE R EE E EA T 38 3 8 4 Using tags to Organize tripS ssc oors ene enp Ee E TER ES E EEEE 38 3 8 5 Searching and filtering trips 00 cece ce cece ence ence ence eee eeeeeeeeeeaeeeaes 39 319 Working with products eyssens aeea gee eacs E A cogeuuederguneddaraivenens 40 379 1 ADOUE Products isefstebei heel tht cane A esis ed RAEI edie eee 40 3 9 2 Creating a list of frequently sold products 20 0 0 cee eceeeceeeeeeeeeceeneeeeuneeeeees 40 3 1 0 Working with INVOICES sei a ia les Seis r Sah as od te dae doen eagle re pe AS cee 41 3 LOD Creating ani MVOC Emene a cade gheuedacgeuuedes E NEn a 41 3 10 2 Numbering invoices automatically 0 0 cece eee ee eee eceeeeeneeeeeeeeees 41 3 10 3 Billing in multiple currencies 1 0 0 0 cece cece cece nee cece a eene een eeneeeneeeees 41 3 10 4 Discounting an INVOICE 20 0 cece cece eee eee E E E EENS 41 3 10 5 Discounting individual items eee ceeeceee ce eeca cece eeae eeu eeneeennees 42 3 10 6 Cancelling an invoice eee cecc nec e ence ence eeceeeceeeeaeseaeceu sean sean eeaes 42 3 10 7 Using templates to view export and email invoices eee 42 3 10 8 EXpOrting INVOICES sia Vedi Ss os ae Eada Ge ae ce de a a ates Le 43 3 10 9 Sending invoices by email eee eee enirn seieren si 43 3 10 10
15. Open the Applications Utilities Folder 2 Double Click on Java Preferences 3 In the General tab check Java SE 6 and uncheck J2SE 5 0 If you are using Mac OS X 10 4 you may have Java 1 4 instead of Java 5 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 Java J2SE 5 0 1 Open the Applications Utilities Java J2SE 5 0 Folder 2 Double Click on Java Preferences 3 Go to the General tab 4 In the Java Application Runtime Settings section drag J2SE 5 0 from the second position to the top first position 5 Click on the Save button 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 111 Troubleshooting and maintenance p 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 dependin
16. Property Version Meaning 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 calculateElapsedTim A Hour task The total elapsed time in hour format for the specified task tasksreport calculateElapsedTimeA SHour tasks tasksreport calculateBillableTotal task The total elapsed time in hour format for the specified list of tasks The billable specified task total for the How much money can be invoiced for the task in the reporting period tasksreport calculateBillableTotal tasks The billable total specified list of tasks for the How much money can be invoiced for the list of tasks in the reporting period tasksreport calculateBilledTotal tash 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 asWs The billed total for the specified list of tasks How much money was invoi
17. This field can 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 P
18. This path is used 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 168 Changelog 6 27 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 Improveme
19. content application pdf charset Cp1252 gt neads Cp1252 refers to the West European Latin character encoding 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 67 Templates guide How to create and edit templates for Fanurio e Cp1258 Vietnamese 68 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
20. e New Windows 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 134 Changelog Improvements UI Improvements e The services and expenses are ordered by date in the New Invoice dialog
21. http itimesheet free fr and TimeLogger http www costmosoft com two iPhone applications but it can be extended to support other applications as well 142 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 dat
22. 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 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 create 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 6 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 7 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 Si
23. 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 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 Bu
24. 64 Version 2 7 July 9 2013 osc ae a ae seb AEE eet ibergentades RE S 123 6 5 Version 2 6 1 March 29 2013 cccccccececncc eens cee ee eens ance eeeeneeeeeeaeeeeneaeeeeeeaes 125 6 6 Version 2 6 November 6 2012 ccccccececneceeeecee ee eeee eee eeeeneeeeeneeeeneanenenes 126 6 7 Version 2 5 February 28 2012 20 0 cece ccee cece ii a EE E E aE 129 Fanurio User Guide 6 8 Version 2 4 3 November 10 2011 0 0 0 cece ceccec ce cec nec eenecece ee eeeeeeeeeaeeeeeaeeeeeeenes 132 6 9 Version 2 4 2 June 10 2011 enrera e e E E a E N 133 6 10 Version 2 4 January 31 201 Lerins naaa e aae S en 134 6 11 Version 2 3 August 17 2010 meierei Ee ER EE E TEE 136 6 12 Version 2 2 October 14 2009 sssesesesseseeesssesessssesesesreresessseresseseseseeeeree 139 6 13 Version 2 1 1 July 22 2009 cainii E TENA E S E E 141 6 14 Version 2 1 July 9 2009 riasin a a ee e a en na 142 6 15 Version 2 0 February 26 2009 0 ceceeeeeceeceeeeeeeeeeeecereecereeasereeaereeaenes 145 6 16 Version 1 11 3 October 9 2008 2 0 0 c ccc cececcec ee ee cece ee eeneeeeeeeeeneaeeeeeeneneeeeaees 148 6 17 Version LII Quly 29 2008 aeaa a eeued oueley ov bbe ecesb usb ee tein tees 149 6 18 Version 1 10 April 22 2008 sco caesar ees acs e a E E E E NE dn ueaas dee 151 6 19 Version 1 9 February 4 2008 0 ceeeceececceeceeeeeceeeeeeaeeeeeeeeeeaeeeeaeeeeaeenes 154 6 20 Version 1 8 November 12 200
25. Command Shift I 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 148 Changelog 6 17 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 clie
26. In previous versions 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 invoi
27. Job or any other 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
28. PADUNE ses serds Ses geh E a han deseadas aaah dasa teehaent aut E NE R heaa seb dacet sens 109 3 3 2 Tray COM asks echs th tactin Sie hide ected eect eh ie eah avec uate sect sh Sheen Siresas 109 53 3 U DUNC tme Zone sienes peor seeds sew assay con dhe Ea AEE stone NEEESE ESS 109 53 4 Ubuntu 13 10 mini timers e arae eE OE E E R eed 110 5 3 5 White or black window on Windows 7 sssessessessseserssessreeresreererrerreeesreee 110 5 3 6 Email servers with untrusted security certificates 1 0 0 0 ceee eee eee ee 110 5 4 Installing Java on your computer ee cece tec e ee ce ence eeceeeceeeeaeeea essa eeaneeaes 111 SAk WINdOWS co05 se oh a dsvs ed heb sn daded meee R SEE N E E Wola dele eee bee 111 DADs MacOS X ven sscanveat ee deun een e yankee a bony Sey aboee souk Masao ead bas wed haz tee soes 111 5 4 3 Debian based Linux Ubuntu cece ccc ccc ec ee ec eeeeeeeeceeeeeeensaseeeeenes 111 5 44 Other platforms e e ynna nvoe bie ty seeedesbates rape eseaeen RNE ES ake 112 5 52 More help areta r fas tas eh ees pods lee eden Mea ates oad kee des E E 113 6 Chan GElOG eienen e odou shoe E sees feud ash dukes dav vied aa a a a aaa 114 6 1 Version 3 0 2 March 2 2015 oo r cece eee E R EEE N E EERST 114 6 2 Version 3 0 1 March 31 2014 0 0 0 cee cece cence cece eens cece eeeeneneeeeeeeeeneaneneeeeees 115 6 3 Version 3 0 December 3 2013 cccccececcecneneceee cence eceeeeeeeneaeeneeeeeenseeeeeneenes 117
29. 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 2 107 Troubleshooting and maintenance 5 2 9 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 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 are translated If you choose to share your translation with other users please send it to us so that w
30. Searching and filtering invoices 20 20 00 cee eeeeeceeeeeceeececeeeeeneeeeeeeceauereenees 43 3 10 4 Creating Sales TEpOrts yesen ea a eR E T E ea Ee 44 3 11 Working with payment ierst iri e t e E hoe de Sst EEE E EE EIN 46 3 11 1 Recording payments for an invoice 20 0 0 eee ee cece eee eeeaeeea tenn een eees 46 3 11 2 Searching and filtering payments 0 eee cece eee ceeeceeeeeeeen teen es 46 3 12 Famurio QuickBooks cccccceceeeetecceceenscsceecsceececsecsseenecsceeseceresteentseees 47 3 12 1y Initial Setup ron hna ee sede uence deh osecaigheacudusnsedee nea TETS 47 3 12 2 Exporting time from Fanurio ccseeeceeececneeeeeeceeeeeceuneeeeeceaneeeenees 47 3 12 3 Importing time in QuickBooks Pro 2 0 00 eee cee cence en ee ceca eeneeeneeeeeees 48 3 13 Keyboard SHOLtCuts oore ense dus oss penazeh eR E E Sea geste wot oes S T ENNE ey eats 49 4 Templates guide How to create and edit templates for Fanurio sseeeeeeeeeneeeeeneeeees 52 4 1 Getting Started ws seguscosceduus banda necaens seins sep auetaant uentacedaeuc dense oR deruseblacPoendtheougee tony 52 4 1 1 Creating an invoice template in 10 minutes or less eect eect eee eens 52 4 1 2 Installing a template ss cscseevausesesenrtotere suede peter E EE ENNE 52 4 1 3 About Freemarker iroko yt eae Se ies We esse ne ees ad 53 4 2 Using th template editor 5 x ecuc secre obthes E ede E E de ve dawg ela ase Meee RE
31. accept new typed values on Mac OS X 156 Changelog 6 20 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
32. an item from an invoice An item cannot be accessed directly You can either access 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 8 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 81 Templates guide How to create and edit templates for Fanurio Property Version Meaning 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 serviceltem 2 0 2 7 Indicates whether this item is a service item or not The following co
33. and CSS 4 5 1 This section only shows what you can do to improve the layout of an HTML document in general You 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
34. 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 We are friendly people who want to help you be more productive 113 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 0 2 March 2 2015 This version contains bug fixes and small improvements for version 3 0 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 Mileage 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 se
35. button next to the 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 PD
36. can now process 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 templat
37. 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 53 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 about 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 shoul
38. default in the Add Project Items window e A client tree node was expanded when its popup menu was displayed 120 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
39. e Popup menu for 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 135 Changelog 6 11 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
40. 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 39 Using Fanurio 3 9 Working with products 3 9 1 About products 3 9 2 A product is something that you bill to a client A product could be a computer a set of icons or a monthly fee for website hosting services You should use a product whenever you want to bill something to a client that is neither a task nor an expense You can add a product to a project and bill it later or add it directly to an invoice in the New Invoice window Creating a list of frequently sold products Go to Business My Business Details Catalog to create a list of the products sold by your business Catalog items make it easier to create new products For instance if you are a web designer you could define a product called Hosting that is charged 10 month If you create a new product based on Hosting that product is automatically configured to by billed at a rate of 10 month 40 Using Fanurio 3 10 Working with invoices 3 10 1 Creating an invoice In order to create an invoice go to Business New Invoice and select
41. een iee Ee iE 15 3 5 Working with tasks sic sssotte naea Ta E stots bea baneb geadatteebatwaens atta 17 3 5 1 About tasks ioa aisha TAL E A Ra oe E SE ES 17 3 5 2 Configuring optional fields 2 3 c0csccusesvcossgssescs ess svesssdgevossss ences E OSEE p SPS 18 3 5 3 Billing tasks eian ches ead Sal shcdesiavecess sede cdsig weg sand eeeges EE EEE E EEES 18 3 5 4 Billing a task multiple times 00 n ensi E ge 19 3 5 5 Billing a task at different rates 2 0 0 0 cece cece cece ee ceeece eee eeeeeeeeeeeeees 20 3 5 6 Marking invoiced tasks as completed 00 cee cece cece ceece cece cece een eeneens 20 3 5 7 Rounding time for billable tasks 1 0 0 0 cece eee ce ence eece eect eeeeeeeeeeeaees 21 3 5 8 Planning work With taSks i 03 nissesseseiasds east sat borvanieedieas os bee sade inei 21 3 5 9 Tracking progress ON tasks 0 cece cece eee nee cece ce eeee cena een eeneeeneeeeeeeees 22 3 5 10 Using categories to organize tasks 20 0 0 cece cence ee cee een eeneeeneeeneees 22 3 5 11 Using tags to organize tasks 20 0 0 eee ceeceeeceeeceeecaeeeueena een eeueeees 22 3 5 12 Searching and filtering tasks zis niie i a E e E R a 22 3 5 13 Creating tasks reports 22 0 0 cece cece ence ence ie e sean sean eeaes 23 3 6 Working with time entries 2 255 363 ssch5 secs saestbtes sce n EEEE SPE SIERE p seater dae Teaesas sere 25 3 6 1 About time entries seise isyeri bee beste och dei eteedons EEE I bec EEE 25 3 6 2 Recor
42. expenses and we 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
43. few filters that 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 145 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 Timeshe
44. from the Select 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 133 Changelog 6 10 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
45. 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 Go to Business New Task 2 Go to the Tasks view and use the New button 3 Open a project and go to the Tasks section Then click the New button 17 Using Fanurio 4 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 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 y
46. 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 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 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 32 Using Fanurio If you need to create your own templates please see this section to learn what placeholders you can use 33 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 recor
47. indicates the number of units Note item quantity replaces item units which was used up until version 1 11 item quantityType 2 0 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 i item unitOfMeasure item total 2 3 1 0 2 0 self explained 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 84 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 Templates guide How to create and edit templates for Fanurio Property Version Meaning item regularQuantity 1 8 2 0 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 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 if item quantityDisc S item regularQuan if Th
48. 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 89 The total amount of money due for all the service items from this project Note project serviceltemsSubtotal replaces Items as ite Items as ite Templates guide How to create and edit templates for Fanurio Property Version Meaning 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 billableTimeAsHour 1 5 The total time invoiced for a project in hour format For instance hour and 30 minutes is represented as 1 30
49. item in decimal format For instance 1 hour and 30 minutes is represented as 1 50 item billableTimeAsHour 1 5 The total billed time for a project item in hour format For instance hour and 30 minutes is represented as 1 30 The billed time may be slightly different than the elapsed time because of the time rounding that is applied to hourly rated items item billableTimeAsDecimal 1 5 The total time recorded for a project item in decimal format For instance 1 hour and 30 minutes is represented as 1 50 The billed time may be slightly different than the elapsed time because of the time rounding that is applied to hourly rated items 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 use the following Freemarker code list item trips as t list rip 4 8 6 Payment 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 9 Payment Properties Property Version Meaning payment date 2 0 self expla
50. learn which placeholders 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 th
51. lets you change 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 151 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 Thi
52. level while service 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 proje
53. message that Fanurio 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 138 Changelog 6 12 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 hou
54. more details about 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 e
55. of all visible payments For instance you could use these filters to see how much money a client has paid you this year If you need to do extra calculations on the list of payments you can also export it to CSV or Excel from File Export 46 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 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 Op
56. represents a move 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 wh
57. 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 measure in the field next to the quantity field 18 Using Fanurio 3 5 4 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 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 Februa
58. 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 can notice that the total time b
59. 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 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 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 3 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
60. use it to generate RTF Rich Text Format documents if you know the RTF syntax The following section shows how to use 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 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 69 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 O
61. yyyy ww to print each week and week toInterval to create an interval for a week jppDatesByWeek 94 Templates guide How to create and edit templates for Fanurio Property Version Meaning timereport groupDatesBy Month t nfe Entries A list with the months when the time entries included in the report were recorded list Use month toString MMM yyyy to print each month and month toInterval to create an interval for a month list timereport groupDatesByMont 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 4 Totals of the filter functions 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 timereport calculateElapsedTime AdHour timeEntries The total elapsed time in hour format for the specified list of time entries timereport calculatePausedTimeA3Hour timeEntries The total pause time in hour format for the specified list of time entries timereport calculateElapsedTime AdDecimal timeEntries T
62. 7 2 0 0 0 cccccccceceecece ec eeneceeeeeeeeeeeeeeeeeeeeeenegeeeens 157 6 21 Version 1 7 September 3 2007 eecsceeecnceeecneeeeeeeeeeeeeeeecaeeeeaeeneeaeeeeeaees 159 6 22 Version 1 6 July 25 2007 oa cottncwes eetdandes cadens contd asgaedean EA O N a a 161 6 23 Version 1 5 May 28 2007 cccceeceeeneceeeneceeeeeeeeeecaeeeecaeeneeaeeteeaeeneraeeneees 163 6 24 Version 1 4 April 18 2007 mcer cece na e E aa e 165 6 25 Version 1 3 March 1 2007 ccccccccececc cence cece ee a e E EE 167 6 26 Version 1 2 February 12 2007 irmis ennen dae dan cance a a de neeneedy ete don da weamenes 168 6 27 Version 1 1 January 16 2007 roerei a e o E E E ER 169 6 28 Version 1 0 2 December 5 2006 nsesessssesesrsrereersrsrerssesesesrerereresesereesesese 170 6 29 Version 1 0 1 November 24 2006 cccccccceceee ee ee ec ee eens eceeaeeeeneaeeeeeenes 171 6 30 Version 1 0 November 10 2006 ccccceceeceee ec eeeeceeeeeeeeeeeeneeeeneeeeneneeeens 172 vi 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 flavors of Linux Fanurio uses billa
63. Address business address 56 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 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
64. Command Q Quit the application Command Shift M Switch between the iTunes like mini timer and the main window Command Shift S Command Shift P Hide or show the sidebar Switch to Projects View Command Shift K Switch to Tasks View Command Shift T Switch to Timesheet View Command Shift E Command Shift R Switch to Expenses View Switch to Trips View Command Shift I Switch to Invoices View Command Shift A Switch to Payments View Table 3 6 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 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 S Hide or show the sidebar 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 50 Using Fanurio Key Action Ctrl Shift I Switch to Invoices View Ctrl Shift A Switch to Payments View Ctrl Q Quit the applicati
65. EE A ETON 98 4 8 16 Systemi isee aeei o EE n E E E E vhs ASE AEAN 100 5 Troubleshooting and maintenance 0 cece cee cee ce ee ceeeceeeea seca eeeaeeae eeu eeueeeneeeenees 101 5 1 Installing Fann of o285 ao se hoes seers e a deen donedat pau E veda valved aes outs 101 Dll Requirements s c2yb eceisie eed A edhe see ised Mate ee RO S 101 5 1 2 Registering a license Keyser pours ence sneuncooedee bers tun desphunedbe E RSE 101 5 1 3 The cross platform Version seis epe nee eena e a Ra aai 101 Ded User data erena e e e e donc eeoa e NEE E e E E REE SEE 102 X 2k Location me n R r EEE KE E TE EA ada R ede 102 5 2 2 Conti suring folders y en aee E e E NE E 104 S23 ADOUL bac k pse inae re o RE A N O E E AERA 104 5 2 4 Creating and restoring backups essssseessesrssrerrsrererererrerrsrrerrsrrerreresre 105 5 2 5 Syncing data between multiple computers sssessseesisseesrerrsreerrsreerrereer 105 5 2 6 Exporting the log Aleesya e n y a A r ES EEEE 106 5 2 7 Changing settings manually 2 0 0 0 eee cece eeceeeceeeeeeeea seen seen eeneeeaes 106 5 2 8 Translating to other languages 0 0 0 0 0c eee cess ce eece ence eeceeeceeeceeeeeeeeaeeeaes 107 5 2 9 Installing a custom language file 1 0 0 0 eect cece cence cece ne eeneeeneeeneees 108 52 10 Password encryption sssrshons sn Sen dess semester nedei aa gy Seagbebetwae ss cansdeshy 108 5 33 KNOW ISSUES iania sek R dean ee tabled NAS Ue eat ee baie doen steers 109 53Ls
66. End date tasksreport dateIntervalStart 3 0 self explained tasksreport dateIntervalEnd 3 0 self explained 2 Tasks 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 tasksreport getTimeEntries task 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 A list with all the time entries 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 Finds the subset of the specified project tasks that belong to the specified project tasksreport filterByClient tasks 3 0 Finds the subset of the specified client 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 96 A list with all the clients list tasksreport gro upClients ta Templates guide How to create and edit templates for Fanurio
67. F documents with 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 128 Changelog 6 7 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
68. Fanurio User Guide Fanurio Time Tracking Fanurio User Guide Fanurio Time Tracking Publication date March 2015 Copyright 2006 2015 Fanurio Time Tracking SRL Table of Contents T IntrOductOn cis ses i E E eine ieigees R sestee us abate sia E E E E EE 1 1 1 About Fanuni0 orse ere E eee ava cee es eet eh eaten 1 1 2 What S DEW oere ora ects odiskoniag fh aa E idsb tienes speed EOE E EEEE EEA SITES REITSES EEDS 3 1 3 Tips for first time Users sesiet rese oenina KE EEEE EREE EEO EE KESESER S 4 2 Tutori l Sgen tessa cottons eats a E E E T a e E tag ES 5 2 1 How to setup Fanurio for the first time seesssseesuserssrerrsrrsrrererrrrrsrreresrrerreresrere 5 2 2 How to use projects to manage work and expenses sssesreseesrssrerreresrreresrerrereee 6 2 3 How to track time for your Work ssssesssessrsseesrerrsrrerrsrrrrrererrrrrerrerrsrrerrereseere 7 2 4 How to create a project INVOICE 20 0 ee nsi ieke E E a EE AT E EE 8 2 5 How to create an invoice template with your logo and layout ceesneeceeeeereeereeee 9 3 Using FanUrio sisses casei gsods acs oi vans gos EEEE SE dos adesh oes PEI AEE E EPESA SPERT Erai TO 10 3 1 Setting your preferences lt 5 ssc cess eee ccdenrecedug eves coe KEE EEE EEEE EEE EEEE eeecvsabeecees 10 3 1 l Language sorrise a e easig E devia yet E E seh pane ees E bar E 10 3 2 Global hotkeys sinners an i n E E EE EEE R S 10 3 1 3 Em il ipee ee eer oen es e
69. S 54 4 2l Basie Setting Sinear a cin on AT E N E E E a E aA ERN ES 54 4 2 2 Adjust the look and format using CSS for advanced users only 55 4 3 The anatomy of a simple template 0 c eee cc ee ceeeeeeeea essa esau eenneeaes 56 4 3 1 Placeholders or how to access fields 0 eeee cece eee eeceeeeeneeeneeeeeeeeeees 56 4 3 2 Built ins or how to get more details about a field eee eeeee 57 4 3 3 Directives or how to perform operations on fields seeeeeeseeereseerrerreeee 57 4 4 Creating templates the easy Way cece cece cece ence cece cece ae ceneeeneeeeeeeeeeeeseeeeaees 61 4 4 1 Using directives in tables important 0 0 0 0 ee cece eects ce eeeeeeea teen es 61 4 4 2 HyperText Markup Language html 20 000 cece cence eee eeeeeeeeeeeees 62 4 4 3 Microsoft Word dOCX ccccccceecec cence cece ee eens sec eeeeeeeeeeaeeeeneaeeeeneenes 62 4 4 4 OpenOffice Writer odt cee ceeec cece cece eeceeece cece eeceeeae eee eeeeeeeeereeeeeees 63 4 4 5 OpenOffice Spreadsheet 0dS ceeeeeceeececneeceeeeeeeeceaeeeeeueeeeneeeene sees 63 4 5 Creating templates like a professional HTML and CSS 0 eee cece ee teens 64 4D l Page formatting e yine oae oe E EE E E AE ASEN NEE ENIES 64 4922 FONTS E e e E a E a E N We A AE R AR See 67 Fanurio User Guide 4 6 Creating templates like a professional Plain Text and XML cece ee eeee e
70. 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 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 e project status any finished not finished task status any completed not completed e invoiced status any invoiced not invoiced billing status any billable 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 If you need to do extra calculations on the list of time entries you can also export it to CSV or Excel from File Export Export Timesheet Fanurio can also export a time report to the QuickBooks iif format discussed in a separate section and to xml The table can also be filtered using a search field that can search by e description e tag 31 Using Fanurio 3 6 9 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 Pro
71. Time action to New 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 130 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 131 Changelog 6 8 Version 2 4 3 November 10 2011 This version contains bug fixes an
72. 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 Using Fanurio 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 click the small button below the projects tree 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 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 task
73. a task is selected Fanurio will suggest 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 a new 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 Start New Timer gt This action lets you start a new timer for one of the recent tasks 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 Pause Resume Timer This action pauses or resumes the active timer Pause Resume Timer This action pauses or resumes the active timer in the past Stop Timer This action stops the active timer and opens a New Time window to save the recorded time 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 Discard Time This action di
74. 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 billable 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 If you need to do extra calculations on the list of expenses you can also export it to CSV or Excel from File Export Export Expenses 35 Using Fanurio The table can also be filtered using a search field that can search by e category e description e reference e tags e 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 36 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 se
75. ac OS X Toggl http www toggl com web Freckle http letsfreckle com web BizTrackIt 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
76. al 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 timereport dateIntervalStart date timereport dateIntervall lse After timereport dateIntervalStart date if else if timereport dateIntervalEnd Before timereport dateIntervalEnd date else All dates if if timereport dateIntervalStart 3 0 self explained timereport dateIntervalEnd 3 0 self explained 2 Time entries The report 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 interval 3 0 timereport filterB yDate timeEntri d 93 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 Finds the subset of the specified time entries that were recorded in the specified interval their in the End date Templates guide How to create and edit templates for Fanurio Property Version Meaning Date field belongs to the interval timereport filterB yTask timeEntt task ied Fin
77. alled 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 104 Troubleshooting and maintenance 5 2 4 5 2 5 is corrupted We don t imagine how both these things could happen and that s why this is an additional measure Creating and restoring backups You can manage backups using the following commands e Go to File Backup to create a backup e Go to File Restore to restore an existing backup e Go to File Show Backups to open the folder with backups You can then delete or copy older backups 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 Backup and name the backup migration 3 Go to File Show Backups to open the backups folder 4 Copy the file called migration fro to your new computer New Computer 1 Start Fanurio on your new c
78. an handle multiple 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
79. 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 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 setup Fanurio for the first time Before starting to use Fanurio you should follow these instructions to configure it 1 Go to Business My Business Details to configure your business e Enter the details of your business in the Company section Do this if you want to bill your clients and if you want to display this information on your invoices e Enter your contact details in the Contact section Do this if you want to bill your clients and if you want to display this information on your invoices e Configure the currencies that you ll be using in the Currency tab Fanurio uses your c
80. an 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 click 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 37 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
81. antity 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 The list of expense categories can be managed from Business My Business Details Expense 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
82. ate 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 77 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 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
83. ble 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 staple tfoot tr first child td border top lpx solid black Use this code if you want to separate the totals from the rest of the table by drawing a line 55 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 OpenOffice 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 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 s
84. ble 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 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 OpenOffice OpenDocument and other formats so they can be prin
85. bus file is not XML valid The first thing you need to do is change the file extension from sla to txt 2 Repeated 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 70 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 ex
86. by subtracting the elapsed time from the end time 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 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 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 act
87. c settings In some 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 158 Changelog 6 21 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
88. can now manage multiple 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
89. can select the time 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 29 Using Fanurio 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 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
90. ce The item notes 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 119 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 hi
91. ced 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 total billable billed for 97 the specified list of tasks Templates guide How to create and edit templates for Fanurio Property Version Meaning How much money is the list of tasks worth in the reporting period 4 8 15 Sales 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 Det assig D rmine the months when invoices where issued mo list mont Us nths salesreport groupDatesByMonth salesreport invoices hs sort as month list Prin 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 S month toString MMM yyyy S salesreport calculateTotal monthInvoices Calculate the total for all the
92. chments directly 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
93. covered 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 settings file This file keeps application specific settings like the position and size of the Fanurio window e user translations folder The folder where users can add their unofficial translations of the application e data folder This folder contains the user entered data like clients projects and invoices backup folder This folder contains backups made by Fanurio templates folder This folder contains subfolders with user defined templates You can open these folders by using commands from File Show Templates Fanurio also has some default templates 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 Audit C Documents and Settings USER_NAME Application Data Fanurio fanurio audit log Settings C Documents and Settings USER_NAME Application Data Fanurio fanurio properties Data folder C Documents and Settings USER_NAME Application Data Fanurio data Backup folder C Documents and Settings USER_NAME Application Data Fanurio backup Templates folder C Documents and _ Settings USER_NAME Application Data Fanurio templates Default templates folder C Program Files Fanurio share templates User translations folder C Docume
94. 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 57 Templates guide How to create and edit templates for Fanurio Let s suppose you want to display all the 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 inv
95. cremented 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 For instance if you have to create five invoices for two clients ABC and XYZ and the invoice number format is client code counter here s how they would be numbered 1 global numbering ABCO01 ABC002 XYZ003 ABC004 XYZO005 2 per client numbering ABCO01 ABCO02 XYZ001 ABC003 XYZ002 3 10 3 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 4 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 discount
96. cremented with each 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 163 Changelog
97. ction 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 unit is defined under Business My Business Details Trips e Description A small description of the trip 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 Trips There are several ways you c
98. ctions they represent 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
99. cts The Tasks view works just like the other views Timesheet Invoices Payments you 117 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
100. d 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 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 54 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 sim
101. d 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 can create a folder that is accessible from all computers you could configure Fanurio to keep its data there instead of the default location Read this section to learn how to change the location of the database folder the backup folder and the templates folders 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 time otherwise there s too much overhead to create and restore the backup Exporting the log file If yo
102. d small improvements 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 132 Changelog 6 9 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
103. d 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 help 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 th
104. de prints a plus character if the item is a service item m if item serviceItem if To access the list of service item of an invoice project see the project serviceItems placeholder For an invoice see invoice serviceltems Note item serviceItem replaces item service used before version 2 7 item expenseltem 2 0 2 7 82 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 Templates guide How to create and edit templates for Fanurio Property Version Meaning 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 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 To access the list of mileage items of a project see the project mileageItems placeholder For an invoice see invoice mileagelItems item productItem 255261 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
105. ding time manually nssite cscri i Ep 25 3 6 3 Recording time with timers essesesseerrsresreressrerrrrrerrsrrerreresrrrrerrerrert 25 3 6 4 Using reminders to control the active timer smart timing eseesrecrerrees 27 3 6 5 Transferring time between multiple computers oe ee eeeeeee eee ees 28 3 6 6 Importing time from CSV ee ceeeeeeecneecneceeeeneeenereen eran seensonsvonsennees 29 3 6 7 Using tags to organize time entries 2 eee cece cece eec ee eeeaeeee een eene eens 31 3 6 8 Searching and filtering time entries 00 eee cece ceeeceeeceeeeeeeeeeeenees 31 lil Fanurio User Guide 3 0 9 Creating tme TEPOS aesae osecoeesanae sees ee EEE ph wer RE RS SEPIE EEE 32 3 7 Working with EXpensEsS d orae r ce fos ea en a EEE S EEA EE AE SOEN 34 3 7 1 ADOUt EXPENSES aens enee e oaa a AEE A N a E NEE ARES 34 3 7 2 Configuring optional fields 2 0 0 0 eee cece cece ce eeca cece eeae een eeneeeneeeeees 34 3 735 BINS EXPENSES aoe sea esses tenghese weds a e Sunes E sede sete sesyen Tet e 35 3 7 4 Using categories to organize EXPENSES eee cece ee cere ce eece eee eeeeeeee ees 35 3 7 5 Using tags to Organize EXPENSES 20 2 0 eee ee cee eee ee cece eeae cena eeneeeneeennees 35 3 7 6 Searching and filtering expenses 2 2 0 0 cece cece ce ee ce eece ence eeeeeeeeeeeaeeenes 35 3 8 Working With trips is scssics padencey postevepstue dos ghous EE R EE E oun dsspbeecsbeh EAREN 37
106. ds the subset of the specified time entries that belong to the specified task timereport filterByProject timeEnirkes project Finds the subset of the specified time entries that belong to the specified project timereport filterB yClient timeEnt i6s 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 groupProjects timeEnt i s A list with all the projects list timereport groupTasks timeEntri3 0 A list with all the tasks list list timereport groupClients tim list timereport groupProjects ti list timereport groupTasks timer timereport groupDatesByDate tir nteWntries 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 timereport grou list Use week toString
107. e 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 100 Chapter 5 Troubleshooting and maintenance 5 1 Installing Fanurio 5 1 1 Requirements 5 1 2 5 1 3 Fanurio runs on Windows including Windows 8 1 Mac OS X 10 4 or later including Mavericks Linux and other flavors of Unix To run it you need to have Java 1 5 or higher We recommend using Java 6 or higher in order to access it from the tray icon menu bar icon on Mac OS X 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 t
108. e zip extension and it will never be deleted by Fanurio when there are too many backup copies 124 Changelog 6 5 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 125 Changelog 6 6 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
109. e 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 New 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 34 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 Qu
110. e and time is no 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 143 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 144 Changelog 6 15 Version 2 0 February 26 2009 This version provides a more intuitive interface to enter services and expenses c
111. e 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 il8n 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 108 Troubleshooting and maintenance 5 3 Known issues 5 3 1 5 3 2 This section contains a list of known issues that may prevent Fanurio from running as expected Usually they are quirks of the underlying operating system Eac
112. e invoice looks 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 159 Changelog e Other improveme
113. e regular quantity is accessed only when it is discounted Note item regularQuantity replaces item regular Units which was used up until version 1 11 ted e ounted tity 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 item regularTota 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 Templates guide How to create and edit templates for Fanurio Property Version Meaning 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 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
114. e table 165 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 166 Changelog 6 25 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 167 Changelog 6 26 Version 1 2 February 12 2007 New Features Currency support Money is no longer represen
115. easier to create 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 Ari
116. ee 69 4 6 1 Example Quicken voiir ipe kine a tata aed a he Lace E aed 69 4 627 Examples Scribus DTP prs oee i a n ddan ndnee deans daeateoseetesuelaas tes 70 4 7 A comparison of all supported file formats sseneseesnesesseesesserresresreseesrerreseeees 72 4 8 Pl cebolders T ferentE nosne a a N E a Seadoo A OIN N e 74 48l BUSINESS A ia a a E E EAN 74 458 22 Cente sacar atdoscgubhactee R ss wet dass Qeedasene we Sandee der steed heae a l 75 48 3 OOS 11E TE Wate sires hh Rise E eee A Bier de 76 ASA INVOICE proe n voy E E soaete Se nuedss gees dabapsmedssanteds 76 AS Dy tem o sed ie cess as oa Seen baa aut oe ec NL Sa asa 81 43 05 Payment e desc anee ste iee deen a eae e a veh oh dau a E R eens dius atest tens 87 AIS 7e Tak oe seca she coke esp E eh heel See ET 88 43 8 INVOICE PLOJECE oss cores svndss ve den ene tans phwed Wey Som desl a EE dete se dees bees NEE 88 4 8 9 Time ENY sot syessteor sedi ca ssessae ote conde seh as eta a eR ae e EER 90 48 10 Task i siseceewded deg dnonsecetd gee esdenee wet ode teudaoesteel dae seu e a de sebdaensycethees 91 A Sal Ue SX POUse sy sissies Se stele ete teh ele the Sau Ne ee St Leet ae Sao ee 91 A812 TAP tovees ster suede dvds iobss nwedeSey sea E ngyite tehet eae Ea a a T vedas 92 4813 Tame Report vise acts cs eda eeate det wed a anche ace ve A E E Pade tue 92 ASA Tasks REDOT eiris cenare eaaa e Munda oa a e a dagen ettoateeeld secs aS 95 4 815 Sales Report ame aia E A EEE EE
117. elow 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 4 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 4 Click the Export button belo
118. es Searching 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 161 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 162 Changelog 6 23 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
119. es 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 e status paid unpaid or overdue e cancelled yes or no date creation e date paid reference purchase order e number or e client Once you set these filters 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 If you need to do extra calculations on the list of invoices you can also export it to CSV or Excel from File Export Export Invoices 43 Using Fanurio 3 10 11 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 inv
120. es in other formats 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 136 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
121. et view e Import 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
122. ete key works on 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 140 Changelog 6 13 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 141 Changelog 6 14 Version 2 1 July 9 2009 This version opens up Fanurio for users who speak other languages than English It is now available in Ge
123. eyboard Shortcuts 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 152 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 pre
124. f an invoice To access a Items as ite Items as ite Templates guide How to create and edit templates for Fanurio Property Version Meaning invoice projects 1 0 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 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 servicelItemsSubtotal 2 0 2 7 The total amount of money due for all the service items from the invoice Note invoice serviceItemsSubtotal replaces invoice servicesSubtotal which was used up until version 2 6 invoice expenseltemsSubtotal 1 0 2 7 The total amount of money due for all the expense items from the invoice Note invoice expenseItemsSubtotal 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 invoice productItemsSubtotal 2 5 2 7 79 The total amount of money due for all the product items from the invoice Note invoice productItemsSubtotal replaces invoice prod
125. f explained client website 1 8 self explained The following table shows the fields that can be used to include information about the contract which is invoiced Every time an invoice is created it is associated with a contract The following placeholders identify the contract from both the client s view and yours Table 4 6 Contract Properties Property Version Meaning contract number 1 9 The number you associate with the contract contract reference 1 9 2 1 The number the client associates with the contract In most cases this number is a purchase order number Note contract reference replaces contract clientNumber since version 2 1 Invoice The following table shows the fields that can be used to include information about the actual invoice Table 4 7 Invoice Properties Property Version Meaning 1 General invoice number 1 0 self explained invoice notes 2 0 self explained 76 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 value 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 d
126. for Fanurio Property Version Meaning 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 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 distance value and trip distance unit trip startLocation 3 0 self explained trip endLocation 3 0 self explained trip descr
127. g invoice mileagelItems 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 115 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 116 Changelog 6 3 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 i
128. g 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 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 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 112 Troubleshooting and maintenance 5 5 More help Whether you want to
129. gories can be managed from Business My Business Details Task 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 11 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 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 12 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 22 Using Fanu
130. h 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 4 Go to the Billing tab check the This is a foreign client option and then select a locale to indicate the country Importing clients from CSV 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 13 Using Fanurio 3 3 5 Importing clients from Apple s Address Book On Mac OS X you can import your Address Book contacts as clients from the File Import Import Contacts from Address Book Using Fanurio 3 4 Working with projects 3 4 1 About projects 3 4 2 3 4 3 3 4 4 Fanurio uses projects to help you organize work expenses trips and products you might want to sell to your clients Projects can be managed in the Projects tree from the Projects view Projects are grouped by client and they are displayed in alphabetical order Here s ho
131. h 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 Tray icon Fanurio s tray icon is available only on computers running Java 6 or higher 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 Explorer is restarted This p
132. hat run Tiger Mac 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 countr
133. he 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 75 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 Contract 4 8 4 Property Version Meaning unpaid invoices Balance is the difference between the total of all invoices and the total of all payments 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 sel
134. he 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 Note 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 101 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 Some of these folders can be changed from the application By data and settings we mean 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 audit file This file is used by Fanurio to log database actions so that data can be re
135. he 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 4 8 14 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 17 Tasks Report Properties Property Version Meaning 1 Parameters The date interval used to build the report can be accessed from the template 95 Templates guide How to create and edit templates for Fanurio Property Version Meaning 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 dateIntervals if tasksreport datelInte rvall S tasksreport dateIntervalStar else After S tasksreport dateIntervalStart date if else if tasksreport datelInte rvall End tart End t date Before S tasksreport dateIntervalEnd date lse All dates if if S tasksreport dateInterval
136. ich projects are 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 157 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 specifi
137. ies 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 154 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 dur
138. in the Timesheet 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 127 Changelog e The New Time dialog has a small
139. ined payment notes 2 0 self explained payment amount 2 0 self explained payment reference 2 0 self explained 87 Templates guide How to create and edit templates for Fanurio 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 Vesin Meaning 1 General project name 1 0 self explained project number 2 6 self explained project reference he fselfexpl ind project description 2 5 self explained project notes 1 8 self explained 2 Contents An invoice project contains items that can be service expense mileage or product items The following fields let you access them 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 as item list Since versi
140. ing a day The 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 155 Changelog e Spinners didn t always
141. invoices included in the report Total salesreport calculateTotal salesreport invoices Table 4 18 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 and salesreport dateIntervalEnd will return false The folowing code can be used to cover all situations whether these fields are defined or not if salesreport dateIntervalStart if salesreport dateIntervalEnd S salesreport dateIntervalStart date S salesreport dateIntervallEnd date else After S salesreport dateIntervalStart date if else if salesreport dateIntervalEnd Before salesreport dateIntervalEnd date lse All dates if if salesreport dateIntervalStart 3 0 self explained salesreport dateIntervalEnd 3 0 self explained salesreport paidDateIntervalStart 3 0 self explained 98 Templates guide How to create and edit templates for Fanurio Property Version Meaning 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 mo
142. ion and a set of 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
143. ion to control the timer you can use these reminders We call this feature smart timing 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 fol
144. iption 3 0 self explained trip tags 3 0 self explained 4 8 13 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 92 Templates guide How to create and edit templates for Fanurio 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 Entries timereport filterByDate timereport timel Print the da list Calculate the total elapsed time for all the tim ntries included calculateElapsedTimeAsHour timereport time Total timereport Table 4 16 Time Report Properties te and the total elapsed time for this date S date toDate date S timereport calculate ntries recorded on a specific Entries date ElapsedTimeAsHour dateTimeEntrie Entries Property Version Meaning 1 Parameters if timereport dateIntervalStart if timereport dateIntervalEnd The date interv
145. 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 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 Entri list item tim list item elapsedTimeAsHour 1 5 86 The total time recorded for a project item in hour format For s as timeE nt Templates guide How to create and edit templates for Fanurio Property Version Meaning instance hour and 30 minutes is represented as 1 30 item elapsedTimeAsDecimal 1 5 The total time recorded for a project
146. ive all the other timers are paused When a new 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 25 Using Fanurio the Timer menu the toolbar the tray icon menu the iTunes like mini timer the taskbar button s thumbnail toolbar on Windows 7 or using global hotkeys on Windows and Linux The following actions can be used to control the timers from one of the places mentioned above 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 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
147. k 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 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 ro
148. ll in these fields if you create invoices The Other Number field can be used to enter any other registration number like the Trade Register number On Mac OS X you can import your contact details from Apple s Address Book 3 2 2 Defining currencies Go to the Currency section to define the currencies you want to use in Fanurio and to make one of them the default one 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 3 2 3 Defining taxes Go to the Taxes section if you need to use taxes for your invoices Taxes are not enabled by default 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 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 by hand Using Fanurio 3 3 Working with clients 3 3 1 Managing your list of clients 3 3 2 3 3 3 3 3 4 You can see your clients in the Projects tree from the Projects view Clients are displayed in alphabetical o
149. lon is very important as it helps Fanurio distinguish between fields Note If you need to do extra calculations on the list of tasks you can also export it to CSV or Excel from File Export Export Tasks 3 5 13 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 report 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 23 Using Fanurio e Date specifies the date interval when tasks where active A task is active since it starts Start Date until it ends Completed Date Fanurio comes with one default template e Project Tasks shows the time and money earned by each task from the selected projects in the s
150. lowing examples 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 27 Using Fanurio 3 6 5 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 wo
151. lt 121 Changelog 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 122 Changelog 6 4 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 ti
152. lumns 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 Show Templates to open the folder where you want to install the template For invoice templates use File Show Templates 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 52 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
153. me is rounded for 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 Imp
154. mport to import 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 th
155. 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 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 t
156. nari re EEEE CEEI RAE EEEE EE EE TEEPE eters 11 SLAs Updates ine oeren ien erp E EEEE E EEEE p EEEE AE e SVS TEY 11 3 1 9 TIMET oeri e ee a e E EEE E E NE 11 3 2 Configuring your DUSINESS s eseeseeersserrseerrrrerrreresrrerrsresrrrrerreressreersrrerreresrt 12 3 2 1 Abo0ut yo r DUSINESS 25 035 5555 vas setacess siptengseesee ede sees sassedsesssesean debe ESEE eee 12 3 2 2 Defining Currencies esie cdsas conn cs bb eces EEE EEr vege EEEN ESEE EEE E aroni 12 3 2 3 Defining faxes iera ie aa ET e E V EE E EEE DE EEES 12 3 3 Working with clients i 2s0 255 fe seh eet ne e rE eae EEEE E EEE E he 13 3 3 1 Managing your list of Clients 1 0 0 0 ee cece eee cence eeeeeeeeeeeeeeeeeeeeeeaees 13 3 3 2 Hiding inactive clients 2 0 00 cee eeeceeeeeeeca seca cece eeae eens e ra SE 13 3 3 3 Handling foreign Clients issectae endian EE ede dab ETE 13 3 3 4 Importing clients from CSV 00 00 eee cece cc ee ce eeceeeceeeeaeeeaeeea eens sean eees 13 3 3 5 Importing clients from Apple s Address Book cecceeceeeceeeee teen eeenes 14 3 4 Working With projects 2 00 ce cece tea EEEE seen esa eeaneegs 15 3 4 1 ADOUt Projects iiir aisaen eenaa iE ets aatsass nat Sete E E ates 15 3 4 2 Billing projects csse o soo heces epee ea Er cob E O A 15 3 4 3 Copying A PLOJEC ssc cos coas es ce saesseviasdssedsansaseeseadeesseogsegesessges Tacs sseveas sees 15 3 4 4 Hiding finished projects 1 0 0 0 cece eee ceeeceee ce eeca ceca eeee
157. nce 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 42 Using Fanurio 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 templates for Fanurio We ve created a separate guide just for templates To get started you only need to read the introduction 3 10 8 Exporting invoices 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 9 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 10 Searching and filtering invoices To learn more about your invoic
158. nce you do that start replacing its fields with placeholders recognized by Fanurio The QIF template file is in the 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 Scri
159. nd edit templates for Fanurio 4 5 2 lt div id page footer gt lt p gt Footer text lt p gt lt p gt Page 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
160. nd you want to print the contents of the document over it 65 Templates guide How to create and edit templates 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 66 Templates guide How to create a
161. ns folder Library Application Support Fanurio il 8n Go to Fanurio Preferences Folders to change these folders Table 5 4 Location of user data on Linux Item Location Log fanurio fanurio log Audit fanurio fanurio audit log Settings fanurio fanurio properties Data folder fanurio data Backup folder fanurio backup Templates folder fanurio templates Default templates folder share templates usr share fanurio share templates User translations folder fanurio i 18n 103 Troubleshooting and maintenance 5 2 2 5 2 3 Go to Edit Preferences Folders to change these folders Configuring folders Some of the folders database backups and templates can be configured from the application just in case you need to keep them somewhere else e Go to Tools Options Folders on Windows e Go to Fanurio Preferences Folders on Mac e Go to Edit Preferences Folders on Linux One situation when you may want to do this is if you want to keep your data synchronized with your Dropbox http www dropbox com account 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 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 Dro
162. nstead of just one 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
163. nt and project for 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 righ
164. nth 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 specified 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 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 salesreport groupDatesB yMonth inVoices A list with all the invoiced clients list salesreport gro list 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 upClients sa upDatesByMon salesreport gro
165. nts e The items 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 169 Changelog 6 28 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 170 Changelog 6 29 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 171 Changelog 6 30 Version 1 0 November 10 2006 Initial release 172
166. nts e New timer 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 160 Changelog 6 22 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 projec
167. nts and _ Settings USER_NAME Application Data Fanurio il 8n Go to Tools Options Folders to change these folders 102 Troubleshooting and maintenance Table 5 2 Location of user data on Windows Vista 7 Item Location Log C Users USER_NAME AppData Roaming Fanurio fanurio log Audit C Users USER_NAME AppData Roaming Fanurio fanurio audit log Settings C Users USER_NAME AppData Roaming Fanurio fanurio properties Data folder C Users USER_NAME AppData Roaming Fanurio data Backup folder Templates folder C Users USER_NAME AppData Roaming Fanurio backup C Users USER_NAME AppData Roaming Fanurio templates Default templates folder C Program Files Fanurio share templates User translations folder C Users USER_NAME AppData Roaming Fanurio il 8n Go to Tools Options Folders to change these folders Table 5 3 Location of user data on Mac OS X Item Location Log Library Logs Fanurio fanurio log Audit Library Logs Fanurio fanurio audit log Settings Library Preferences Fanurio fanurio properties Data folder Library Application Support Fanurio data Backup folder Library Application Support Fanurio backup Templates folder Default templates folder Library Application Support Fanurio templates Applications Fanurio app Contents Resources Java share templates User translatio
168. 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 nonProjectItems 3 0 A list with all the non project items of an invoice To access an item from this list use the following Freemarker code list invoice nonProj list lectItems as 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 Items as ite 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 list invoice expense list Note invoice expenseItems replaces invoice expenses which was used up until version 2 6 invoice mileageItems 3 0 A list with all the mileage items of an invoice To access a mileage item from the list use the following Freemarker code list invoice mileage list invoice productItems 2 5 2 7 78 A list with all the product items o
169. of the invoice If the invoice has more than one tax invoice taxesTotal 1 4 The taxes due for the invoice 80 Templates guide How to create and edit templates for Fanurio 4 8 5 Property Version Meaning 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 discount 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 7 Time Indicates if the total of an invoice is discounted See the item regularPrice field above invoice billableTimeAsHour The total invoiced time in hour format For instance hour and 30 minutes is represented as 1 30 invoice billableTimeAsDecimal The total invoiced time in decimal format For instance 1 hour and 30 minutes is represented as 1 50 Item The following table shows the fields of
170. ofreading 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 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 However 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 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
171. oice 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 58 Templates guide How to create 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
172. oices 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 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 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 invoice
173. omputer 2 Go to File Show Backups to open the backups folder on the new computer 3 Copy the migration fro file to the backups folder on the new computer 4 Go to File Restore 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 stick This will save you the trouble of synchronizing the data because it will always be kept on the stick 105 Troubleshooting and maintenance 5 2 6 5 2 7 Download the cross platform version an
174. omputer settings to add a default currency that may not be the one that you use You can learn more about the other settings that you can make for your business in a separate section 2 Go to the Locale section from Preferences to configure the language of the application and your region 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 You can learn more about the other settings that you can make for the application in a separate section 3 Import data from other applications e Clients Fanurio can import clients from a CSV file and from Apple s Address Book e Time Read this section to learn how to import time from other applications QuickBooks Read this section to learn how to make Fanurio work with QuickBooks Tutorials 2 2 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 will be opened automatically and
175. on 51 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 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 co
176. on 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 serviceltems project productItems and the project expenselItems placeholders 88 Templates guide How to create and edit templates for Fanurio Property Version Meaning 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 Items as ite list project servic 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 A list with all the mileage items of an invoice project To access a mileage item from the list use the following Freemarker code list project mileage list project productItems 23 2T A list with all the product items of an
177. on Mac OS X We 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 th
178. 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 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 59 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 a
179. or not e Exchange 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 146 Changelog e A payment is added for each invoiced marked as paid 147 Changelog 6 16 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
180. or which you have to disable a few settings 62 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 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 as you type check box 4 Click to clear the Mark grammar as you type check box OpenOffice Writer odt An OpenOffice Writer 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 OpenOffice Spreadsheet ods An OpenOffice Spreadsheet template files templates ods ods invoice ods is similar to the plain text template created in the previous section 63 Templates guide How to create and edit templates for Fanurio 4 5 Creating templates like a professional HTML
181. ortuguese Go to 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 137 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
182. otal 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 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 Using Fanurio 3 5 5 3 5 6 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 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
183. ou 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 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
184. pbox folder create a folder called Fanurio with three subfolders database backup and templates 3 Start Fanurio on your first computer and change the location of the database backup and templates folders to point to the new Dropbox folders Make sure you check the Copy files to the new folders box to copy existing files to the new locations e Go to Tools Options Folders on Windows e Go to Fanurio Preferences Folders on Mac e Go to Edit Preferences Folders on Linux 4 Close Fanurio on your first computer e Use 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 5 Start Fanurio on your second computer and repeat step 3 without checking the Copy files to the new folders box There are already some files in there so you don t need to copy them again from the second computer 6 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 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 inst
185. pecified 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 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 24 Using Fanurio 3 6 Working with time entries 3 6 1 About time entries 3 6 2 3 6 3 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 Depending on how you want to enter time Fanurio lets you choose how to do it e Absolutely You enter the start and finish times and then Fanurio calculates the elapsed time by subtracting the start time from the finish time Relatively to start You enter the start time and the elapsed time and then Fanurio calculates 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
186. ple 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 for 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 ta
187. pplication 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 Il 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 il 8n zip files fanurio i18n zip 2 Extract the contents of the zip archive somewhere on your computer e g Desktop 3 Download http www fanuriotimetracking com files prbeditor 0 9 7_2 zip PRBEditor and start it from your computer
188. quantity and price 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 defau
189. ragraphs 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 item price item total list 61 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
190. rder 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 from the popup menu Hiding inactive clients 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 button below the projects tree and select Active Fanurio will display only active clients and hide inactive ones Handling 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 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 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 wit
191. rio project status any finished not finished status any completed not completed overdue due date billing status any billable not billable and e 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 e Invoiced will show all tasks that were invoiced but this doesn t mean some of them cannot be invoiced again e Not 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 semico
192. rking on the same thing but you didn t touch the computer Tip To tell Fanurio that you want to keep the time and leave the timer running you can also press ESC or ENTER 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 Go to File Export Export Timesheet 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 Back
193. rman Romanian and 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 atta
194. roblem is fixed in Java 7 expected to be released http openjdk java net projects jdk7 in July 2011 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 109 Troubleshooting and maintenance If you notice this problem please use this solution https bugs launchpad net ubuntu source sun java6 bug 49068 comments 13 to fix it 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 bugda
195. rovements Adding 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 123 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
196. rs 1 00 7 00 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
197. rver 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 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 114 Changelog 6 2 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 o
198. ry 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 Quantity 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 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 Total Billed Total Billable Total Except for the Billable Quantity Billable Total and T
199. s 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 applications 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
200. s approach is better 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 K
201. s 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 Payment 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 44 Using Fanurio If you need to create your own templates please see this section to learn what placeholders you can use 45 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 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
202. s can be used to create more accurate invoices 41 Using Fanurio 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 as 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 5 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
203. scards time from the 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 26 Using Fanurio 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 4 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 attent
204. siness My Business Details 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 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 20 Using Fanurio 3 5 7 3 5 8 Fanurio uses the following algorithm to calculate the completed date when configured to use the Automatically or Prompt me modes e If the tas
205. start the timer even 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 applica
206. story by month or 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
207. stotle with a project 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 129 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 a
208. t in the Create 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 149 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 150 Changelog 6 18 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 detect
209. t 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 60 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 numbering and the like One easy way to do this is to use a visual editor like Adobe Dreamweaver Microsoft Word or OpenOffice Writer This section shows how to use placeholders built ins and directives with HTML Microsoft Word or OpenOffice Writer 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 OpenOffice Writer documents allow other elements than just pa
210. tabase view_bug do bug_id 6429812 To fix this problem 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 cer
211. 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 4 8 11 timeEntry pausedTimeAsDecimall 8 The pause associated with this time entry in decimal format For instance hour and 30 minutes is represented as 1 50 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 task name 3 0 self explained task reference 3 0 self explained task category 3 0 self explained task description 3 0 self explained task notes 3 0 self explained task startDate 3 0 self explained task dueDate 3 0 self explained task completedDate 3 0 self explained 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 expense category 3 0 self explained 91 Templates guide How to create and edit templates
212. ted as a plain number 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
213. ted or e mailed Invoice templates can be created manually with a visual editor Adobe Dreamweaver Microsoft Word or OpenOffice 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 s Address Book 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 If you are using
214. tension manually to sla because it is set by default to txt The text template file based on the Scribus file is in the file scribus invoice txt files templates txt scribus invoice txt 71 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 files templates odt odt invoice odt OpenDocument ods ods OpenOffice ods Spreadsheet Calc invoice ods ods files templates ods ods invoice ods 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 gqif files templates qif quicken invoice qif QuickBooks lif lif Text editors iif TeX tex tex Text editors Document TeX LaTeX tex editor
215. the client for whom you want to create the invoice If a client is already selected in the Projects view the New Invoice window will have that client selected by default Once you select a client you can start adding items to the invoice by using the New button This is recommended if you don t need to create project invoices By project invoice we mean an invoice that bills a project If a client has billable projects Fanurio will display the Add Project Items window to let you choose the project items tasks expenses trips and products that you want to add to the invoice You can use the Add Project Items and Delete buttons to manage the list of project items that belong to the invoice When you delete a project item from an invoice it is only removed from the invoice it is not deleted from the project 3 10 2 Numbering invoices automatically Having to type a number for each invoice you create can be a very annoying experience not only because you have to type it but because you have to look for the number of the previous invoice Fanurio automates this task by offering automatic invoice numbering Go to the Business My Business Details Billing to enable it Invoices can be numbered globally or per client If you use global numbering the invoice counter will be incremented with each invoice that you create But you can also number invoices for each client separately If this option is enabled the invoice counter of each client is in
216. therwise it doesn 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 Missin
217. tificates 7 Restart Fanurio and try to send an email 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 110 Troubleshooting and maintenance 5 4 Installing Java on your computer Visit the Java website to learn more about the version installed on your computer http java com en download installed jsp 5 4 1 Windows You can download the latest Java version from java com http java com en download index jsp 5 4 2 Mac OS X 5 4 3 There are two versions of Fanurio for OS X e Mac OS X 10 4 Mac OS X 10 5 and 10 6 The version that runs on Mac OS X 10 4 Tiger 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 HT 1338 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
218. time rounding Here 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 in
219. tion is restarted 126 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
220. tions 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 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 Task 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
221. to close it The 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 139 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 Del
222. ts as finished or 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 invoic
223. u 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 106 Troubleshooting and maintenance 5 2 8 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 e Use File Quit to close the application on Linux 2 Find the file fanurio properties in e C Documents and Settings USER_NAME A
224. uctsSubtotal Items as ite S as project Templates guide How to create and edit templates for Fanurio Property Version Meaning 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 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 something 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 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 list s tax 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
225. und 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 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 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 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 21 Using Fanurio e Completed Whether the task is completed or not
226. up to restore a backup 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 28 Using Fanurio 3 6 6 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 timesheet free fr iPhone e TimeLogger http www appideas com node 4 iPhone e HoursTracker http hourstrackerapp com iPhone e Time Tracker http code google com p time tracker m
227. upDatesBy Year inSdices 99 A list with the years when the invoices included in the report were issued list salesreport gro list jupDatesByYea Templates guide How to create and edit templates for Fanurio Property Version Meaning Use year to print each year and year toInterval to create an interval for an year salesreport groupPaidDatesB yMoaii invoices A list with the months when the invoices included in the report were paid salesreport groupPaidDatesBy Y x nvoices 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 invoic s The balance for the specified list of invoices salesreport calculateTotal invoice3 0 The total for the specified list of invoices salesreport calculateGrandTotal iBvoices The grand total for the specified list of invoices salesreport calculateTaxesTotal iSvOices The taxes total for the specified list of invoices 4 8 16 System The following table shows the fields and methods that can be used to get information about the system Table 4 19 System Properties Property Version Meaning currentTim
228. uppose 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 form 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
229. usly their order was random 164 Changelog 6 24 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 I
230. vented Fanurio from starting 153 Changelog 6 19 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 t
231. w 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 5 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 officially in the following languages
232. w to create edit or delete a project e To create a project go to Business New Project or click the New Project button from the toolbar e To edit a project right click it control click on Mac OS X and select Edit Project from the popup menu e 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 Billing projects Not all projects are billable for instance internal projects so in order to keep things simple you can mark them as non billable e Ifa project is non billable it can only record non billable elements tasks expenses or trips e If a project is billable its elements tasks expenses or trips can be marked as billable Also for billable projects you can record 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 billable elements or products A billable project can be changed to non billable only if it has non billable elements 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
233. xpenses only All 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 118 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
234. 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 73 Templates guide How to create and edit templates for Fanurio 4 8 Placeholders reference 4 8 1 74 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 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
235. 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 3 How to track time for your work You may want to track time for two reasons to bill your customers if you charge by the hour and to know where

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