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Fanurio User Guide

1. Table 4 10 Tax Properties Property Version Meaning tax name 1 4 self explained 4 8 8 Invoice Project The following table shows the fields of an invoice project A project cannot be accessed directly You have to access it from the list of projects of an invoice invoice projects Usually you don t need to work with invoice projects They are useful only if the invoice is for multiple projects Table 4 11 Project Properties Property Version Meaning 1 General project name 1 0 self explained project number 2 6 self explained project reference 2 6 self explained project description 2 5 self explained project notes 1 8 self explained 2 Contents An invoice project contains items that can be service product or expense 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 version 2 0 this placeholder has a new meaning The list contains all items including expense items Previously it contained only services Instead of accessing the entire list of items one can access the services and the expenses separately using the project serviceltems project productItems and the project expenselItems placeholders 72 Templates guide How to cre
2. Using Fanurio Table 3 3 Project report by date Project Monday Tuesday Wednesday Thursday Total My Project 1 12 3 24 2 00 1 06 7 42 120 340 200 110 770 This is a pretty simple example where time is easily translated to money But let s see what happens when time rounding or discounts are used Example 2 Time and money reporting with time rounding Now suppose that all time is added to the same service item which rounds time up to 30 minutes In this case the 7 42 hours become 8 00 after rounding meaning that the project is worth 800 Let s see how the report shows time and money over time Table 3 4 Project report by date on Thursday Project Monday Tuesday Wednesday Thursday Total My Project 1 12 3 24 2 00 1 06 7 42 125 353 208 114 800 The 1 12 hours from Monday are not worth only 120 because time rounding is used now If 7 42 hours are rounded to 8 00 then 1 12 hours are evaluated to 1 15 hours 1 25 in decimal format But what if you work 18 more minutes on Friday The total recorded time will be 8 00 hours and the project report now looks like this Table 3 5 Project report by date on Friday Project Monday Tuesday Wednesday Thursday _ Friday Total My Project 1 12 3 24 2 00 1 06 0 18 8 00 120 340 200 110 30 800 Important Please note the differences between the two reports As time is added to a service
3. 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 table height 12cm The invoice table height is variable and depends on what s in the table This code forces it to have a specific h
4. Version Meaning 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 Indicates if the total of an invoice is discounted See the item regularPrice field above 7 Time invoice billableTimeAsHour The total invoiced time in hour format For instance 1 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 4 8 5 Item The following table shows the fields of 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 item date 2 0 Use item date date to access the value of the item date item notes 2 0 self explained item catalogItem 1 0 2 0 2 5 self explained S item catalo
5. Changelog Let s say that you are from Scotland and most of your clients are from the UK but you also have a few clients from the USA When dealing with clients from UK you will be invoicing in GBP while for the American clients the invoices will be in USD By marking a client as being from the USA all invoices created for him or her will show numbers dates and currency formatted using American rules Here s how to mark a client as foreign 1 Go to the projects view 2 Select the client from the projects tree 3 Edit the client right click on the tree node and select Edit or double click on the node 4 Go to the Billing tab check the This is a foreign client option and then select a locale to indicate the country Improvements Preview Invoice Invoices are displayed like they will appear on paper if printed A black border is used to show the page limits Add time to item You can now add time to an item by specifying only the total time Select the none option from the Add Time dialog and you will not be asked to specify when the activity started or ended This is useful if you are not interested when you ve worked during a day 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 applicat
6. Version 1 11 3 October 9 2008 cece cececccc ee ee cece ee eeeeceeneeeeeeeeceeaeeeeeeeeaees 116 6 15 Version 1 11 July 29 2008 ceo onr an cde devs wecusues cv leeoude EE E 117 6 16 Version 110 CA pril 22522008 sac vetacons Soe des gus reaenteeet hea cee s dentures E E a aa 119 6 17 Version 1 9 February 4 2008 2 0 2 0 ceeeeececceeceeeeeceeeecaeeeeaeeeeaeeeeaeeeeea senor 122 6 18 Version 1 8 November 12 2007 2 0 0 0 cc cecccccccecece ec eeeeceeeeeeeneaeeeeeeeneeeenegeeeens 125 6 19 Version 1 7 September 3 2007 cecsceeecscceecneeeeeeeeeeeeeeeeaeeecaeeneeaeeneeaees 127 6 20 Version L 6 July 23 2007 mrn aiene a A es ian hee ae ea eee es 129 6 21 Version 1 5 May 28 2007 iee iiir e a Eea E araa RE AEE EERE EASRA 131 6 22 Version T4 April 182007 enai a a aE E E E ATSE 133 6 23 Version 1 3 March 1 2007 srera E E E E e 135 6 24 Version 1 2 February 12 2007 sirni nen a a E E AE a 136 6 25 Version 1 1 January 16 2007 esseseseenesssesessssesesssrereseresssresesrerereseresseresese 137 6 26 Version 1 0 2 December 5 2006 nsesessssesesrsrereersrsesersesesrererereeesrsereesesesee 138 6 27 Version 1 0 1 November 24 2006 cccccecceceec cence cece eeeeeeeeeaeeeeneeeeneeeenes 139 6 28 Version 1 0 November 10 2006 ccccceccecece ec eeeece ee ee eee eaeeeeeeeeeaeeeeneeeens 140 Chapter 1 Introduction 1 1 About Fanurio Fanurio helps freelancer
7. and Edit Timer dialogs has been changed to resemble that of New Time e Changed the icons used to show the state of the timer on Windows 7 in the task bar e The main window is restored correctly if it was maximized before the application is closed e New Time Start New Timer and Start New Timer use the service item selected in the Projects view by default only when this view is visible e The Add Payment action was renamed to New Payment The New Payment action can also be found in the Business menu and in the Payments view not just in the Invoices view Simpler reminders Changed the timer reminders so they suggest only one action They are simpler now because they suggest only one action Bug Fixes The F6 shortcut that pauses the timer didn t work Global hotkeys didn t work on 64 bit platforms Non ASCII characters weren t saved correctly by the template editor Failed to start when upgrading from version 2 0 or older The Background check box from File gt Template Editor gt Page was always disabled Failed to create a new project when the selected client was inactive PDF documents with 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
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9. 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 48 Templates guide How to create and edit templates for Fanurio 4 5 Creating templates like a professional HTML and CSS 4 5 1 This section only shows what you can do to improve the layout of an HTML document in general You should read this if
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11. Projects have a new field called Description that is meant to complement the existing Notes field Wizard for three taxes The tax wizard can now create three taxes Italian users can now use it to define the three taxes Rivalsa previdenziale 4 IVA 21 and Ritenuta d acconto 20 New templates editor The templates editor has been redesigned so that it can also edit templates See this section for more details on how to use it New languages Fanurio is now available in Czech Italian and French Improvements Time entry e Changed the order of the fields in the time entry dialog The start and finish times of a time entry can be specified partially by entering only the hour If the minute is not specified it will assume it s 0 zero If time uses the AM PM format and the field is not entered it will assume AM In other words entering 11 will result in 11 00 AM Selecting earlier from Start Timer Shift F5 will display a time field to enter the actual time when the timer should be started instead of specifying the start time relatively in minutes e Renamed the Add Time action to 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 ea
12. Resume timer Stop timer Ctrl Shift F Shows the application window Email Fanurio can send invoices by email as attachments Before you do this make sure you have a valid email address for your business and the outgoing email server is configured correctly Go to the Email section to enable the email feature and to configure the outgoing email server SMTP You can test your settings by clicking the Test button Note Read this section to learn how Fanurio encrypts passwords If you specify a server that uses untrusted certificates you will need to configure Fanurio to be aware of them Updates Whether we implement new features or improve existing ones you will be notified automatically when a new version is available Go to the Update section to uncheck this option if you don t want to be notified automatically Timer You can learn more about the smart timing settings by reading this section Using Fanurio 3 2 Configuring your business 3 2 1 3 2 2 3 2 3 3 2 4 3 2 5 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 About your business You can enter id and contact information about your business in the Company and Contact sections You need to fill in these fields if you create invoices The O
13. 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 120 Changelog e Create similar project You can create a project similar to an existing one if you right click on it in the projects tree and select New Similar Project from the popup menu When you create a similar project Fanurio will copy all the items without their time log Bug Fixes e Not displayed correctly when using multiple screens e Fixed Mac OS X 10 5 bug that prevented Fanurio from starting 121 Changelog 6 17 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 an
14. You can use the notes field to make notes for yourself and the description field to enter client notes e Payments and statements Invoices can now be paid in multiple rounds by using payments Payments can be seen managed and filtered in the Payments view Command Shift A or Ctrl Shift A An invoice is considered paid when its balance is zero Invoice templates can also display a statement of all open invoices of a client To support this the following template placeholders have been added client invoices client balance invoice balance invoice paymentsTotal invoice payments invoice paid invoice paymentDate e Timesheet view Added a new Timesheet view to make it easier to access recorded time In the Timesheet view you can filter time by client project or service item by status invoiced or not invoiced and by date The Timesheet view is very useful if you want to review the time recorded for a service item or project or if you want to review what you ve done at the end of a day Ctrl click the Time column of a service item from a project and you will see its time in the Timesheet view e 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 indic
15. 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 129 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 130 Changelog 6 21 Version 1 5 May 28 2007 The most important features of this version are time logging support for project items and more billing options like invoice auto numbering and time rounding 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 o
16. 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 104 Changelog Registre du commerce et des soci t s or RCS while German companies are registered with Handelsregister e New invoice field Invoices have a new field called period This field can 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 th
17. 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 80 Troubleshooting and maintenance 5 2 6 5 2 7 Download the cross platform version and follow these instructions to install it The nice thing about the cross platform version is that you can install it on a USB stick and then run it from there on any computer whether it uses Windows Linux or Mac OS X Tip Use this method if you have to work on your client s computer and you d
18. com and Yahoo Mail 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 Bug Fixes The tax total wasn t calculated for new invoices Finished projects were available for billing although only unfinished projects should be billed When invoicing a specific project that project is selected by default in the Add Project Items window A client tree node was expanded when its popup menu was displayed The elapsed time was not calculated correctly in the New Time window when the both option was used 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 The mini timer isn t resized correctly on Ubuntu 13 10 running Unity See this note issues ubuntu undecorated window for more details Failed to import contacts from Contacts on OS X 10 9 Mavericks Fixed a memory leak that occured when a project was opened and then closed Windows 8 1 Fanurio wasn t using the Windows task bar features thumbnails pinning badge icons and the right user interface look and feel 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 90 Changelog 6 2 Version 2 7 Jul
19. for item dialogs Item dialogs have a new field that shows the project to which they belong to New items services products or expenses can now be created from the menu just go to Business New Item and select New Service Item New Product Item New Expense Item or click one of the catalog items to create an item based on a catalog item This feature helps you create a new item without opening a project You can still create project items by opening a project and clicking the New button at the bottom of the project table Note Items can no longer be moved to a different project by dragging from the project table to a project from the projects tree The same can be done now by editing the item and changing its project e Disable reminders The timer reminders can now be disabled temporary If you enabled the reminder for starting the timer and at some point you no longer want to be reminded to do it in the near future you can simply disable the reminder temporarily by unchecking the box from the reminder window This will disable the reminder until the timer is started or until the application is restarted 94 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
20. 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 Managing the projects of a client 3 4 2 3 4 3 3 4 4 3 4 5 You can see projects in the Projects tree from the Projects view Projects are grouped by client and they are displayed in alphabetical order 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 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 Hiding finished projects Knowing which projects are finished and which aren t can be of great help when you only want to deal with one kind of projects If you want to focus on your current work you can choose to see only unfinished projects But if you want to go over past projects you can choose to see only finished projects To change the finished state o
21. 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 28 Using Fanurio 3 8 Working with payments 3 8 1 Recording payments for an invoice 3 8 2 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 Creating payment reports To learn more about the payments you receive go to the Payments view and use the filters above the payments table The table will display only those payments that match the selected filters Payments can be filtered by e date e invoice e reference or e client Once you set these filters the table footer will display the total of all visible payments For instance you could use these filters to see how much money a client has paid you this year If you need to do extra calculations on the list of payments you can also export it to CSV or Excel from File Export 29 Using Fanurio 3 9 Using timers 3 9 1 About timers Tracking time is a lot easier when you have a timer Un
22. 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 93 Changelog 6 4 Version 2 6 November 6 2012 This version contains new many features improvements and bug fixes Here s a list with all the changes New Features e Multiple timers Fanurio can now manage 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
23. included in the report You can specify items by Using Fanurio 3 4 6 e type services products or expenses e billing billable or not and e status invoiced or not Finally you need to specify the template used to display the report Fanurio comes with a set of default templates to help you see both time and money in various useful formats e Timelog shows the recorded time by date in chronological order You should use this template if you want to review what you ve done on a certain date You may want to use it at the end of the day to see where you spent your time Please note that you can get the same result if you go to the Timesheet view and restrict visible time entries to today e Project Timelog shows how much time was spent on each project in detail e Project Time and Money does the same thing as Project Timelog but it also shows the money earned for each project Time and Money by Date shows how much time you ve recorded and how much money your work is worth by date You could use this template if you want to see how you are doing during a certain week or month For instance you could create a report at the end of the week to see how much time you ve worked each day from Monday until Friday e Time and Money by Week Month and Year do the same thing as Time and Money by Date but instead of showing time and money totals by date they show totals by week month and year If you use project reports frequentl
24. 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 97 Changelog You can now set the Date in the Timesheet view to Today or This Week and you won t have to set it again when the application is restarted Previously removed features e Clients can be marked as tax exempt e Invoices can now be exported and emailed from the View Invoice window New icons Changed most of the icons to make the actions they 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
25. 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 117 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 118 Changelog 6 16 Version 1 10 April 22 2008 This version adds smart timing better Linux integration and many other improvements Here s a list with all the changes New Features e Runs on Linux Fanurio now integrates with and runs on Linux We ve tested the application on Ubuntu 7 10 with Sun Java 1 5 Although a Linux version was available right after we released version 1 9 this release also has a Debian installer and can integrate with the tray You can read more about the Linux version on our blog http ateliersoftware wordpress com 2008 02 19 fanurio runs on linux e Smart Timing Smart timing is how Fanurio figures out what you are doing in order to record time accurately It uses idle time detection and a set of 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 s
26. item billed in hours that uses time rounding its value changes in time This is not an error but rather a recalculation that displays the real value as work progresses The same thing happens if a service billed in hours has a fixed discount Using Fanurio 3 5 Working with project items 3 5 1 About items 3 5 2 A project contains one or more items that specify what is billed to the client There are three types of items in Fanurio services products and expenses e Service A service bills work performed for the client and it usually contains one or more time entries to account for the time spent working on it Services can be billed in units or hours Even if the service is not billed in hours it may still be useful to track time to know how much it took to complete A service could be three hours of programming or ten pages of Greek text translated to Latin e Product A product bills materials equipment or anything else that doesn t involve actual work Use products when you want to sell or resell goods A product could be a computer or a set of icons e Expense An expense is something that you don t do for a profit and is usually reimbursed by the client You can record travel expenses CDs printing and anything else that you don t mark up If you want to apply a mark up use a product instead Items can also be marked as billable or non billable but only billable ones can be invoiced to your clients Non billable ser
27. 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 43 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 one but three list directives One for the invoice serviceltems placeholder another for the invoice productItems placeholder and the anothe
28. multiple computers seseesseesserrsrrerrsrrrrrrrerrerrereee 80 5 2 0 Exporting the Jog file spd ene e eee a E ey AR E a Ee 81 5 2 7 Changing settings manually 0 cece cece E cece cena een EE 81 5 2 8 Translating to other languages eee eee cee ce eeceeeceeeeeeeea seca sean eeue eens 82 5 2 9 Installing a custom language file 0 eee cee cc ne ce ence neces eeeeeeeeeaees 83 9 2 10 Password encryption secre ern eeaw sop yee debe EE EE ES Ep 83 5 3 KNOWN ISSUES onein no E E Sek EEEE E E E EEE EE seeds 84 Ja ly PADINE an e e a E NE E sue Ee a E E AE N E 84 5 3 2 Tray CON y a e E N rece E E E N teal EER tals 84 5 3 32 Ubunt me Zon a e E E aE a E AE ea oi 84 5 3 4 Ubuntu 13 10 mini timer 2 0 0 0 cec cece cece cence cece eens eceeaeeeeneaneneneeeens 85 5 3 5 White or black window on Windows 7 0cccceceeceeeeeeeeeceeaeeeeeeeeeneeeenes 85 5 3 6 Email servers with untrusted security certificates cceeeeeeeeeeeeceeeeeeees 85 5 4 Installing Java on your Computer 0 cece cece cece ce cece nece nsec eeeeeeeeeeeeeeeeeeeaees 86 S401 WINdOWS 5c ri n ea cdia Wetec eed sewed dea ences acd eh EE E EEEE ERES 86 34 2 Mav OS X oee cen ed elke Sheee tact ltd awa a hea E EA EEE 86 5 4 3 Debian based Linux Ubuntu ccc ceccccec cece cece ee eeeece ee eeeeneeeeaeeeeneaes 86 5 44 Other platforms vos e erene dae th Somes se Sen trenp a esd abays Sates deter tees wes 87 5 gt
29. 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 Fanurio will not import time to invoiced service items because that would alter existing invoices Instead it will create new non billable services and it will save the time there Missing clients projects or service items will be automatically created 21 Using Fanurio 3 6 4 Note A backup copy will be created before time is actually imported so that you can always revert to the data before the import Go to File Restore from Backup to restore a backup copy The following two examples show when this feature is useful Example 3 4 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 c
30. net docs dgui html 38 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 should be relatively easy to recreate it with this editor Basic settings Most template settings can be easily changed by checking some box
31. 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 107 Changelog Improvements e Template New invoice overdue placeholder to know whether an invoice is overdue or not e Check for updates Fanurio automatically checks for updates even if it is not restarted for many days Previously it only checked when started e Improved mini timer e New minimize button in the mini timer window e New toolbar button that changes the view to the mini timer window e Fixed the bug that maximized the mini timer window in some cases e Renamed the Switch View action to Switch to Mini Timer and Switch to Fanurio Window The old name wasn t that obvious e User interface improvements e The Delete key works on 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 follo
32. only finished projects To change the finished state of a project right click on a project node from the tree and mark it as finished or unfinished Please note that finished projects cannot be modified they are read only This means that you cannot create an invoice add edit delete an item add edit delete an expense or record time manually or using the timer To choose what projects are displayed in the clients tree click on the Clients label right above the tree e Mark invoices as paid Invoices can be marked as paid or unpaid Unpaid invoices are displayed as overdue if they are not paid on time To help you differentiate between different kinds of invoices Fanurio paints paid unpaid and overdue invoices in distinct colors You can also use a filter to see only one kind of invoices e Invoice search and filtering This feature is really helpful when there are many invoices and you want to see only some of them To do that you can display invoices from a certain date range you can search them by number or client name and you can also filter them by their paid status The paid filter makes it easy to see unpaid and overdue invoices Searching 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
33. option 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 J Deny L 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 89 Changelog Use Start TLS for SMTP servers If you use Fanurio to send invoices by email you can now configure the SMTP server to secure the connection with Start TLS The Edit Outgoing Mail Server SMTP window has a list of settings for popular email services like Comcast Gmail iCloud Outlook
34. service A and you start a new one for service B When service B is over you stop its timer and save the time Then you can resume the timer for service A When you start a timer you can use Start New Timer F5 to start it immediately or you can use Start New Timer Shift F5 to start it a few minutes in the past just in case you forgot to do it You can pause and resume a timer as many times as you need to Previous versions allowed only one timer This new version makes it possible to pause the active timer and start a new one In fact if you have an active timer and start a new one the active timer is paused and the new timer becomes active You can have only one active timer but an unlimited number of paused timers e Starting a new timer The Start New Timer action starts a new timer If a timer is running it is paused and the new timer replaces it and becomes active Each new timer is added to the list of timers If at least one timer was started the Timers icon has a badge that shows the total number of timers e Start New Timer The Start New Timer Shift F5 action allows you to start the timer 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
35. 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 invoice taxesTotal 1 4 This is a function that gives you the total amount for a certain tax The most common situation when this function is used is at the end of the invoice to display the total for each tax of the invoice If the invoice has more than one tax The taxes due for the invoice 6 Discounts invoice regularTotal 1 8 If the total of an invoice is discounted this field indicates the total before the discount You may want to use this field like this if item totalDiscoun S item regularTotal if The regular total is accessed only when the total is discounted ted 1 invoice rawTotal 1 8 65 If an invoice has discounts for both its items and its total value this field represents the value of the invoice without any discount Templates guide How to create and edit templates for Fanurio Property
36. 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 by subtracting the elapsed time from the end time Adding 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 service item and not directly to a client or a project There several ways you can add time to a service item 1 Go to Business New Time to add time to the currently selected service item If no service item 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 service item where you want to add time Then click the New Time button 4 Edit a service item and go to the Time section to add time to that item 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 Transferring time between
37. to be exported from QuickBooks Make sure QuickBooks Pro is running and go to Timer Export Lists for Timer TimerList iif to export the file that will be used to configure Fanurio A Automatic setup Go to File Import Import from QuickBooks to launch the wizard It will ask you to locate the TimerList file mentioned above The wizard will help you make all the settings import the customers and items that you want to use from Fanurio Please note that you can run this wizard at any time existing customers and items will not be imported again B Manual setup 1 Go to Tools Options and select the Third Party panel Enable QuickBooks export and enter your QuickBooks company id in the Company Create Time field You can get your company id from the TimerList file Open it with a text editor and get the value of the COMPANYCREATETIME field from the TIMERHDR line 2 Go to Business My Business Details and select the Company panel Enter your QuickBooks company name in the Name field You can get your company name from the TimerList file Open it with a text editor and get the value of the COMPANYNAME field from the TIMERHDR line 3 Go to Business My Business 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 Bus
38. 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 127 Changelog e Other improvements 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 a
39. totals The items table footer displayed the total time recorded for the project but now it also displays the total money earned profit for that project To easily track profits and taxes the invoices table footer displays totals too e Reports location and format Fanurio now remembers where reports have been exported and the format used to export them This can save you a few clicks every time a report is exported e Report configurations If you use project reports frequently then you can create your own report configurations These configurations will remember the report period and the other settings so that you don t have to specify them again each time e Expand collapse clients tree nodes The clients tree nodes are now collapsed by default You can expand or collapse them from the popup menu at the top of the clients tree e Suspend auto numbering If auto numbering is enabled it can be disabled when an invoice is created This is helpful if you create and delete an invoice several times in a row You may not want the counter to be increment since you are creating the same invoice e Preview invoices Invoices can be previewed right in the Create 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
40. 1 Changelog e New Time service items are sorted alphabetically Service items from the New Time dialog are sorted alphabetically Previously they were sorted by the date of their latest time entry e Tax exempt text in invoice template The template editor can now configure the text that is displayed when an item is exempt from taxes By default it shows 0 This setting can be changed from File Template Editor box Invoice gt Items gt Tax Exempt This setting works only if box Invoice gt Columns gt Tax is checked e Table totals for visible columns All views display totals at the bottom of their tables For instance the Timesheet view displays totals for the Time and Hours columns if these columns are visible If a column is hidden its total is no longer displayed at the bottom of the table In previous versions totals where displayed all the time regardless of the visibility state of their columns e Renamed item related placeholders Renamed some item related placeholders in order to make it clear that they are referring to items See the templates placeholders section to learn which 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 y
41. 3 4 1 Managing the projects of a client 1 0 00 cece cence ce eeea seca eeea eens eene eens 15 3 4 2 Copying a Project sic fa an eseman s ra eoa dante su E T D TE a os 15 3 4 3 Hiding finished projects 2 0 0 0 cece eee ceeeceeeceeeca ceca cece eeae eeu eeneeeeeeeeees 15 3 4 4 Configuring the default billing settings eee cee ce eee eeeee teenies 15 3 4 5 Creating project reports 20 0 eee yr EEn EEEE Ea ETERRA EEE REEE 15 3 4 6 Example Project Reporting ssie n ortin E en e 16 3 5 Working with project 1teMS 2 0 0 0 cece aior oe o a E E EE eS 18 3 5 1 About items sne er aa ooer as E EEEa dts ESE IE PRENESIE REESS 18 3 5 2 Managing the items of a project sssesesseesssersrerresrerrsrrerrsrrsrreresrereereet 18 3 5 3 Rounding time for hourly service items sseeseeeesseererrerrererrrrrerrrrreree 19 3 5 4 Entering costs for service items subcontracting seseesserrereerrereerrrresre 19 3 5 5 DISCOUNUNE servi e HEMS sissies r rios Ers Eo na PAIS NE SEEPS cheeoseses sevens 19 3 6 Working with time entries esesseeseserererersrreerrrererererrrresrreresrterrrreserererreeese 21 3 6 1 About ime CNIS ociera a E a E E E 21 3 6 2 Adding time manually 0 00 0 cece cece necee seca eeca ceca eeae cena eeueeenneeneees 21 3 6 3 Transferring time between multiple computers occ eee eee eee 21 3 6 4 Importing time from CSV 0 0 ee cee cece eee caeeea cece eeae eens een eeneeeeees 22 3
42. 6 5 Using tags to organize time entries cee cece eee ceeeea cena een eene eens 24 3 6 6 Creating time reports sec 2s6s esd Sota ecedecte ee IEEE EEEE SEEE EIEE 24 3 7 Working With INVOICES os isscissess sedeess fects andess soengseeosases sucess ssbebeesasereansgaedeaeas esos 26 3 71 Creating an INVOICE 55h S55 te sece deta cee cov ag recast KEE EEr Vege desenevenuuean ceeds ag eudevest 26 3 7 2 Billing in multiple currencies 1 0 0 0 cee e cece ence isisi a e 26 3 7 3 Disc unting AN INVOICE scrissi cee cece cece eee cece ace ea ere ins 26 3 7 4 Cancelling am INVOICE sssi ero seduces rE eS eet E iane aE I PETEK Tp SETIS Eos 26 iii Fanurio User Guide 3 7 5 Using templates to view export and email invoices cece eeeeeeeees 27 8 76 EXPOrtin ge INVOICES ee Si sie secu deel eee einai ses Badd ash a TE R E INS 27 3 7 7 Sending INVOICES DY email jasc cts ciegs vadenayceedes eE E ES des ccuettes 27 3 7 8 Creating Invoice TEPOTtS ee e nE cree ee eeca cece eeae cena eens eeneeeeeeeeees 27 3 8 Working with payments essere cumecevenavescey n e deaadepeewaecs gone lavens Seaas eng n Epee 29 3 8 1 Recording payments for an iNVOICE ee cece ee ee cee ce eect cence eeeee ees 29 3 8 2 Creating payment reports 2 0 0 cece cece eee e eee ce nsec a a a e t 29 3 9 SING TIMES recdesbtse im Sy eed E tS ENG ae Shae re Ne Sete Ie 30 3 921 ABOU TIMELS porsona e ySex sbopetwedea gs ER EN EEIE E EEEE 30 3 9 2 T
43. 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 ntrOductOn cis ses ii E E eine ieigees R E us shares ea E E E E poate atae ates 1 1 1 About Fanuni0 orse ere E eee ave cee es eee eaten 1 1 2 What S DEW seee oa ects odes koncag fh ao Er AR SEE TE E EOE E EEEE EEA SITES REITSES EIOS 2 1 3 Tips for first time Users siestis rese eenia KE EEEE EEEE EESO EE KESESER aS 3 2 Tutori l Sengen r E saath aaa bonis E E a e E aaa E a YN 4 2 1 How to setup Fanurio for the first time cece ceeeeeeecceeeeeeeeeeeeeeereeenereeeneneees 4 2 2 How to record work and expenses ioris ssiiossi rrei pes es EEDE a e eTa SPESIE EEr tepa E PTGS 5 2 3 How to track time for your Work ssseesssesssssessreresrrerrsrrrrrererrrrrsrreresrrerrereerere 6 2A HOW tO Create an INVOICE ocrssiererneni esie gaa i a a EE E E Ea E bos E e TS 7 2 5 How to create an invoice template with your logo and layout eseeseeeeseeerseereeee 8 3 Using Famurio sis sages sect sectnage ss one te EEE bese sv E R OEE TE OS PON NESE SE EASE TETEP ESNE 9 3 1 Setting your preferences 05 cos scccccsis Suen cod resne eesi KEE EEE ba eecnvsbaege dbase SETTET EKES ETE 9 SV Lam Sua BE o25s33 Sansa e p E E ada yaa Dae a tet ga OMA E A 9 3 1 2 Global hotkeys ccc sesso ecss Fb e n r E Sanat E A eee Soa erga debe 9
44. ICE 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 Address business address 41 Templates guide How to create and edit templates for Fanurio 4 3 2 INVOICE Number i
45. 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 95 Changelog e The New Time dialog has a small 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
46. NTAE a e a e E E a E AE E ia 61 ASA INVOICE pene in cute cadvest ies seadest E e site I E E A sSueaeeys ste seen weds 61 ALS Dy TEC iss dys veste tech va dayt nee Aebinde bebbesieet len atau at besser ieee Se 66 4 8 6 PAYMENT sae e En cashed edehiaenee rssh Gaeebades sewed bode Sy caer saree ESENE San 71 A o TA K D AEEA T OE N E N A Sle a Mahe 72 4 3 8 INVOICE Project 5 5 dscasenoueessghesdessseswaassphiee dheh een esenbee obey E E EEES 72 4 8 9 Time Enty fics sigs Weicce fae ose E e te ear ez bad Ca ee E 74 48 10 Systemi 5 2 453 saccades des eeu hoot peace ast dos edna fea tang dee aes OOR ae Mave REEE EEE E 75 5 Troubleshooting and maintenance s ss ssessseressrerrsrrsrrrrerrrressreresrrerrrrrsrrererrerrerreeert 76 51e Installing Pann 6 e e e a r e E e See thems E EET ste NE E 76 SL Req irementS anara a E E ee E E E E A 76 5 12 Registering a license Key rinn ea a aE E S ns 76 5 1 3 The cross platform version ssssesssessrssesrreresrrerrsrrerrrrerrerrsrrerrsereereees 76 52 User dataen OER EE NAE E EI E EO EEE TEETE SS ES 77 D621 TO CAMO as ee e a voce ea see sae bibs te des aaah eeaetanee aed ances rae 77 Fanurio User Guide 5 2 2 Configuring folders 25 5 seer wecses e sae v ben etes ves asugh tease EAEE ERE 79 523 ADOULE backups vitesse AN ek wae ey es EE aed eee Ts ae cane des 79 5 2 4 Creating and restoring backups ssssseesseeesseresrerrrreserrrerreresrrerrrreseeee 80 5 2 5 Syncing data between
47. 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 translations 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 fanur
48. a service item 106 Changelog 6 10 Version 2 2 October 14 2009 This version focuses on making the backup process more reliable Backup copies are now checked for integrity to prevent corruption and they are created automatically even when the application is running An additional audit file is used to save the data entered recently Here s a list with all the changes New Features e More reliable backups e Mandatory backups Backups are no longer an option they are mandatory We removed the two options that controlled this behavior whether they are enabled and the maximum allowed number of backup copies Fanurio keeps at most 25 backup copies now e Writable backup folder Fanurio checks on startup and when the backup folder is changed if it is writable This prevents situations when the backup folder is not writable For instance if the backup folder is located on a USB stick that s not plugged in e Automatic backups Fanurio created a backup copy when it was closed but now it also does this when the application is running Automatic backup copies are made every six hours 1 00 7 00 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 applicatio
49. active timer and opens a New Time window to save the recorded time e Edit Timer This action lets you change the service item 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 discards 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 save to a service item 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 project item you ve been working on Once you do that the timer will show it s running for 45 minutes instead of one hour The state of the timers is saved regularly on disk just in case there s a power outage and the application is terminated prematurely If this happens the timers will be restored the next time Fanurio will be restarted Although a timer is a major improvement over manual time recording it s worthless if you don t remember to use it When you have lots of work on your head paying extra attention to a timer is the last thing you want to do That s why Fanurio has smart timing an even better metho
50. ader page footer display block position running footer lt style gt lt head gt lt body gt lt div id page header gt lt p gt Header text lt p gt lt div gt lt div id page footer gt lt p gt Footer text lt p gt lt div gt lt div id page content gt lt p gt Body text lt p gt lt div gt lt body gt lt html gt Page numbers Use span tags to insert the current page number and the number of total pages lt p gt Page lt span class page number gt of lt span class page count gt lt p gt The span tags must be styled to contain the actual values page number before content counter page page count before content counter pages Page breaks There are several page break properties http www w3 org TR css3 page page breaks To enter a page break just use the page break after property as shown in the following example lt p style page break after always gt Background layer Fanurio can add a background layer when exporting an HTML document to PDF To instruct it to do this you have to add a link tag in the head section as shown in the following example lt link rel stylesheet type application pdf href letterhead pdf gt The background layer is useful if you have a letterhead and you want to print the contents of the document over it 50 Templates guide How to create and edit templates for Fanurio Doc
51. age number gt of lt span class page count gt lt p gt lt div gt lt div id page content gt lt p gt Page 1 lt p gt lt p style page break after always gt lt p gt Page 2 lt p gt lt div gt lt body gt lt html gt Fonts If you want to use specific fonts for your templates make sure you copy the font files to the same folder where the template is located and then change the template to use them Fanurio can only work with TrueType ttf and OpenType otf fonts If you have other types of fonts you need to convert them to one of these types You should copy the font files only if you use the template to export the document to PDF If you export your documents to HTML it s the job of the browser to render them correctly and you don t have to copy them anymore The following CSS code configures the template to use a specific font body font family AG Buch Condensed BQ replace this with your font If the font doesn t render correctly you also have to specify the character encoding By default Fanurio assumes it is UTF 8 Unicode but this will not work every time The following code configures the template to use a certain character encoding lt head gt lt Replace Cp1252 with your charset gt lt meta http equiv Content Type content application pdf charset Cp1252 gt neads Cp1252 refers to the West European Latin character encoding Other encoding
52. aking advantage of Smart Timing eeseeeeseeeeseeereesrrerrrsererrreerreerrreree 31 3 10 Fanurio QuICKBOOKS rii eranen e ee ee eee eee e ae aaaea assis 33 321 Od InitialsSQtup so 325 a ec ct E wees te E e cdbta E E O E seed 33 3 10 2 Exporting time from Fanurio sssesssesesseeseersrrrrrrerrrerererererrrerererresee 33 3 10 3 Importing time in QuickBooks Pro sseessssseessessrssrssrerrsrrerrsresrerrerreerere 34 311 KReyboard SHOrtCUtS sensies en e a E S E ANER 35 4 Templates guide How to create and edit templates for Fanurio cseeeeeeeeeneeeeeeeeeees 37 41 Gettin se started op a nN E EE a de RN E E ESNY 37 4 1 1 Creating an invoice template in 10 minutes or less ee eee cece ee eee eee 37 4 1 25 Installing a templates is ccde ssacrasoasace ds ee spel mean begtee trees SEN 37 41 3 About Preemarker inc Aeris e a e E hae E A E a E aae iS 38 4 2 Using the template editor ssr soose seee e r secede eel E e tage ont REEE SEER E E 39 4 21 B sic setting seenen or iced a vase E A A E N TENOS 39 4 2 2 Adjust the look and format using CSS for advanced users only 40 4 3 The anatomy of a simple template 0 eee eee eee ce eeceeeceeeeaeeea essa sean eeaes 41 4 3 1 Placeholders or how to access fields ecceeeesseeceeececeeceeeeeeneeceaneeeeees 41 4 3 2 Built ins or how to get more details about a field eee eeeeeeeeeeceeeeee eee 42 4 3 3 Directives o
53. 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 XYZ005 2 per client numbering ABCO01 ABC002 XYZ001 ABCO03 XYZ002 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 order 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
54. anian 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 Ctrl Alt Shift Insert Start new timer Ctrl Alt Home Ctrl Alt End Pause
55. anslations of the application e data folder This folder contains the user entered data like clients projects and invoices e backup folder This folder contains backups made by Fanurio templates folder This folder contains subfolders with user defined templates for invoices and projects reports You can open these folders by using commands from File Show Templates Fanurio also has some default invoice and project reports 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 Documents and _ Settings USER_NAME Application Data Fanurio i18n Go to Tools Options Folders to change these folders 77 Troubleshooting and maintenance Table 5 2 Location of user data on Windows Vista 7 Item Location Log C Users USER_NAME AppData
56. anurio 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 34 Using Fanurio 3 11 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 6 Keyboard shortcuts for the Windows version Key Action F1 Open help F4 Edit the active timer F5 Start new timer immediately Shift F5 Start new timer F6 Pause Resume timer immediately Shift F6 Pause Resume timer F7 Stop timer Ctrl C Create a new client Ctrl P Create a new project Ctrl T Create a new time entry 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 T Switch to Timesheet View Ctrl Shift I Switch to Invoices View Ctrl Shift A Switch to Payments View Table 3 7 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 Cre
57. ate 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 list project servic Items as ite list Note project serviceItems replaces project services which was used up until version 2 6 project productItems 2 5 2 7 A list with all the product items of an invoice project To access a product item from the list use the following Freemarker code list project product list Note project productItems replaces project products which was used up until version 2 6 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 Items as ite list Note project expenselItems replaces project expenses which was used up until version 2 6 3 Totals project serviceltemsSubtotal 2 0 2 7 The total amount of money due for all the service items from this project Note project serviceItemsSubtotal replaces project servicesSubtotal which was used up until version 2 6 project productItemsSubtotal 2 5 26 73 The total amount of money due for all the p
58. ate a new client Command P Create a new project Command T Create a new time entry Command V Create a new invoice Command A Add a new payment Command M Minimize window Command Q Quit the application Command Shift M Switch between the iTunes like mini timer and the main window 35 Using Fanurio Key Action Command Shift S Command Shift P Hide or show the sidebar Switch to Projects View Command Shift T Switch to Timesheet View Command Shift I Switch to Invoices View Command Shift A Switch to Payments View Table 3 8 Keyboard shortcuts for the Linux version Key Action Fl 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 T Create a new time entry 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 T Switch to Timesheet View Ctrl Shift I Switch to Invoices View Ctrl Shift A Switch to Payments View Ctrl Q Quit the application 36 Chapter 4 Templates guide How to create and edit templates for Fanurio This guide shows you how to create or edit
59. ates the age of an invoice in days For unpaid invoices the age represents the time since it has been created For paid invoices the age represents the time between when it was created and when it was paid in full e Invoice notes Invoices now have a notes field where you can enter additional notes about the invoice You can even display these notes on the invoice for the client to see them Improvements Invoice Templates The File Create Template dialog has lots of options to configure the default invoice template You can specify which columns and subtotals are visible whether the template uses a logo or page numbering and many other options This is useful for new users who want to create their first invoice template e Locale There s a new section called Locale in the Options Preferences window for region and language Future versions will support other languages than English e Project reports The projects report dialog has been updated to support the new item properties Items can now be filtered by type Service or Expense billing billable or not and status invoiced or not e 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
60. ation We ve changed it to make it easier to specify the server address and port number 85 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 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 usi
61. cates 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 the client code in the invoice number client businessNumber 2 3 The number assigned to the business when it was created
62. ce 5 1 Installing Fanurio 5 1 1 Requirements 5 1 2 5 1 3 Fanurio runs on Windows including Vista and 7 Mac OS X 10 4 or later including Lion Linux and other flavors of Unix To run it you need to have Java 1 5 or higher We recommend using Java 6 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 the license file on your Desktop 5 Enter the email address where you received the license file in the Email field 6 Click OK to register the license key The cross platform version To install and run Fanurio from a USB stick please follow these instructions 1 Get the cross platform version tar gz 2 Install it on the USB stick by unzipping i
63. ce dialog didn t show the scrollbar if it had many items 134 Changelog 6 23 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 135 Changelog 6 24 Version 1 2 February 12 2007 New Features Currency support Money is no longer represented 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 th
64. 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 60 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 self explained client website 1 8 self explained The following table shows the fields that can be used to include information about
65. 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 for which you have to disable a few settings 47 Templates guide How to create and edit templates for Fanurio 4 4 4 4 4 5
66. d others have been added Project reports can be accessed from the Reports menu Users can now see project time by date project week month or year e Import Address Book contacts on Mac OS X Fanurio can import contacts from Address Book Go to File gt Import gt Address Book Contacts to choose which contacts should be imported as clients in Fanurio You can also synchronize your Fanurio business contact information with that from Address Book Go to Business gt My Business Details gt Contact and click the Import from Address Book button Your Address Book contact information will be copied to Fanurio Fanurio can now import contacts from Address Book and from a CSV comma separated values file All major applications especially e mail applications that keep a list of contacts can export them to CSV e Detect idle time on Mac OS X Idle time detection happens when you start the timer but at some point you must leave the computer This option is not enabled by default and must be configured from Preferences gt Timer Until now idle time detection only worked on Windows Now it is also available for Intel and Power PC Macs that run Tiger 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 sectio
67. d service items do not exist they will be created automatically by Fanurio The default settings for new service items are e if the new service item has the same name as one of the catalog items it uses its settings e if no item is found in the catalog it uses the default project settings e if the project has no settings the new service item is created with no billing settings price is zero no rounding etc The following examples show to handle various mapping scenarios A CSV format is actually a set of mapping expressions one for each field Fanurio uses Freemarker for these expressions the same language that it uses for invoice templates Example 3 6 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 out 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 7 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 or services like Fanurio does In that case you can t map a certain column to the Service field If your file doesn t have a column that can be mapped to the Serv
68. d 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 81 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 Application Data Fanurio on Windows e C Users USER_NAME AppData Roaming Fanurio on Vista e Library Preferences Fanurio on Mac OS X e fanurio on Linux 3 Open it with a text editor 4 Add edit or remove the lines that contain the settings that you want to edit 5 Save the file and close the
69. d to track time Taking advantage of Smart Timing A timer is useless if you don t remember to use it To solve this problem Fanurio has a few reminders to help you start resume or stop a timer Instead of relying on your memory and attention to control the timer you can use 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 Ifthe 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 f
70. data just in case there is no backup copy and the database 79 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 computer 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
71. ddress 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 128 Changelog 6 20 Version 1 6 July 2 2007 The most important features of this version are a new timer that replaces the previous one and support for marking invoices as paid Here s a list with all the changes New Features e New timer This version of the application replaces the old timer with a more usable one The main drawback of the old timer was that it required to select a project item first in order to start it This approach wasn t very intuitive or usable The new timer can be started anytime you don t have to select an item first and from anywhere menu toolbar tray menu shortcut When the timer is stopped the user is asked to specify the item for which the time is recorded If none is available a new item can be created This new timer can also be started or stopped from the tray menu or using the CTRL T shortcut e Mark projects as finished 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
72. defaultlaf com jgoodies looks plastic PlasticxXPLookAndFeel 5 3 6 Email servers with untrusted security certificates Some email servers use untrusted certificates that haven t been verified by a recognized authority When configuring Fanurio to use such a server it will not send emails because it only works with trusted servers If you know your email server doesn t use trusted identification for a good reason you can configure your computer to trust it To do that please follow these steps 1 Download the application http www fanuriotimetracking com files installcert zip that adds a server s certificate to the list of trusted certificates this is actually the list of certificates that Java uses 2 Unzip the archive and double click runInstallCert to start the application 3 Enter the address of the server e g smtp gmail com 4 Then type the port number e g 465 5 If the server uses an untrusted certificate the application will inform you about it and it will display one or more certificates that it uses 6 If you trust any of the listed certificates type its number and then press enter to add it to the list of trusted certificates 7 Restart Fanurio and try to send an email 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_certific
73. 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 55 Templates guide How to create and edit templates for Fanurio list invoice items as item lt PAGEBOBJECT YPOS 270 30 item_index 1 gt lt PAGEBOBJECT gt list lt PAGEBOBJECT YPOS 270 30 invoice items size 1 gt Once you have the template ready install it and then export an invoice Make sure you change the extension manually to sla because it is set by default to txt The text template file based on the Scribus file is in the file scribus inv
74. e 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 84 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 bugdatabase 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
75. e s a list with all the changes New Features e Tax support Fanurio can create complete invoices with tax information Tax support is not enabled by default you have to enable it from Business gt My Business Details After you enable it you can e define one or more taxes that you need to use for your invoices e specify a tax number for your business this is especially useful if you need to include a tax number on an invoice e specify a tax number for a client e specify if a client is exempt from taxes or not To quickly define your taxes we highly recommend you to use the Tax Wizard that is available from the Business gt My Business Details gt Taxes section e Manual Starting with this version Fanurio has a manual that covers all its functionality The quick start guide from previous versions has been expanded to a full blown tutorial e Import clients from CSV The application can import clients from an external CSV file If you keep your contacts in an e mail application you can first export them to a CSV file most such applications can do it and then use the import wizard to add them to Fanurio Go to File gt Import to import 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 ex
76. e small arrow icon above the clients tree and select Active Fanurio will display only active clients e Filter invoices by payment date Invoices can also be filtered by payment date if the status filter is set to Paid If you keep track of your business s income using the cash method you can use this filter to see how much money you received during a certain time period If you are using the accrual method you can use the Date filter to see invoices created during a certain time period Third party timesheet import Fanurio can also import time from other applications not just from another instance of Fanurio Now it can import time from iTimeSheet http itimesheet free fr TimeLogger http www costmosoft com Time Tracker http time tracker avh4 net iPhone and BizTracklt http www shrunkenhead biz biztrackit html Blackberry but it can be extended to support other applications as well e Search time entries by description Time entries listed in the Timesheet view can now be searched by their description e New languages Fanurio is now available in Dutch and Portuguese Go to 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 d
77. ed 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 136 Changelog 6 25 Version 1 1 January 16 2007 This version adds capability to export application data to Excel Users have now the possibility to export data to both CSV and Excel Here s a list with all the changes New Features e Application data can be exported to Excel e Added a View Invoice action invoices can now be viewed from the application e Added a Check for Updates action in the Help menu Improvements e The 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 a
78. 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 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 fanu
79. eight 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 40 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 suppose you create an invoice that has the number INV 23 and a total of USD 100 A possible layout for the invoice document could be INVO
80. ers 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 installed Fanurio keeps at most 25 backup copies An additional security measure is the audit file that contains the latest database operations The audit file can be at most 6MB in size and that should be enough to record the data entered during the last week The audit file can be used to recover
81. es 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 39 Templates guide How to create and edit templates for Fanurio The complete list of placeholders can be found here If you want to know more about placeholders we have a separate section that explains them Example 3 Using HTML to do simple formatting showing a thank you note at the bottom of the invoice 1 Go to the Invoice page 2 Scroll down to the Footer text area
82. ets you start the timer for a specified service item and attach a description to it When the timer will be stopped Fanurio will add time to this item with the specified description If a project is open and an item is selected Fanurio will suggest to start the timer for that service item 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 e Start New Timer gt This action lets you start a new timer for one of the recent service items e Timers If you started at least one timer this action shows all the timers When you select one of the timers it automatically becomes active and it s resumed Recent timers are at the top of the list The Timers action from the toolbar also shows the number of timers using a badge icon so you can easily see how many timers you have started e Pause Resume Timer This action pauses or resumes the active timer e Pause Resume Timer This action pauses or resumes the active timer in the past 30 Using Fanurio 3 9 2 e Stop Timer This action stops the
83. f 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 service items Configuring the default billing settings In the Billing section of a project you can specify default billing settings for its items These settings are used when a new service item or expense item 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 If you decide to change these settings at project level existing items will not be altered Creating project reports When using Fanurio you only get to see one project at a time You can see its items and how much time and money was recorded But if you need to see time and money information for more projects you need to use project reports Depending on what you need there are two ways to display such a report 1 Go to Report Projects or 2 Open a project and click the link under the items table A project report contains information about one or more projects during a specified period To create one first specify the projects and the time period Then specify what kind of items will be
84. f 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 62 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 of accessing the entire list of items one can access the services the products and the expenses separately using the invoice servicelte
85. file The new wizard lets you specify how the columns of a CSV file can be mapped to its own fields The expressions that map the CSV columns can be quite complex so that time is imported accurately in Fanurio See this section for more details e Third party timesheet import Fanurio can now import time from HoursTracker http hourstrackerapp com an iPhone app See the list of all third party applications from which it can import time e New Timesheet columns e Pause shows pause time e Hours shows time in decimal format e Hide and resize table columns Columns from the project timesheet invoices and payments tables can be hidden and resized by right clicking them Fanurio can remember the position and width of a column and whether it is visible or not Search time entries by invoice number The search field from the Timesheet view has a new filter that can find invoiced time entries by their invoice number See this section for more details on all the available search filters Delete tag and move multiple time entries Multiple time entries can now be deleted tagged or moved in the Timesheet 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
86. g com blog follow us on Twitter http www twitter com fanurio 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 88 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 2 7 1 March 2 2015 This version contains bug fixes and small improvements for version 2 7 Improvements e Added the Date column from the New Invoice table back but it s hidden by default Also the services table from Add Project Items has a Date column 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 service name If they are too long they are truncated e Added a Close button to the Edit Timer window e 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 e The cursor jumped to the next field when entering time using the enter time relative to finish
87. g 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 101 Changelog 6 8 Version 2 4 January 31 2011 This version has an improved user interface that is optimized for Mac OS X and Windows 7 It can also integrate with QuickBooks Pro Here s a list with all the changes New Features e User interface All e New toolbar icons e The timer display has been moved from the status bar to the toolbar The toolbar has an info button that can be used when the timer is running to attach a description e Each view now has the buttons on the left and the totals on the right e The project and client filters can now be accessed using the button placed below the tree e Mac OS X 10 4 e New Mac OS X like user interface e New Preferences pane e The timer can be accessed from the dock icon menu besides the menu bar icon e Windows 7 e New Windows 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
88. gItem 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 66 a service item or not The following code prints a plus character if the item is a service item if item servicelItem Templates guide How to create and edit templates for Fanurio Property Version Meaning if To access the list of service item of an invoice project see the project serviceltems placeholder For an invoice see invoice serviceltems Note item serviceltem replaces item service used before version 2 7 item productItem 256257 Indicates whether this item is a product item or not The following code prints a plus character if the item is a product item if item productItem if To access the list of product items of a project see the project productItems placeholder For an invoice see invoice productItems Note item productItem replaces item product used before version 2 7 item expenseltem 2 0 2 7 Indicates whether this item is an expense item or not The following code prints a plus character if the item is an expense item if item expenselItem if To access the list of expense items of a project see the project expenseltems placeholder For an invoice see in
89. gs 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 they 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 83 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 Each issue documents the problem and shows a possible solution if there is one Printing If you want to print an invoice from Fanurio you have two choices 1 Directly View the invoice then use the Print button 2 Indirectly Export the invoice to PDF then print it Indirect printing PDF gi
90. hat 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 e QuickBooks Read this section to learn how to make Fanurio work with QuickBooks Tutorials 2 2 How to record work and expenses Fanurio uses projects to organize work and expenses Work is recorded using service items while expenses are recorded using expense items 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 you should see an empty table on the right This table dis
91. he exact time when time has been recorded for the item timeEntry endDate 1 5 Use timeEntry endDate time to access the exact time recording has stopped timeEntry description 1 5 self explained timeEntry elapsedTimeAsHour 1 5 timeEntry elapsedTimeAsDecimal 5 The total time recorded in hour format For instance 1 hour and 30 minutes is represented as 1 30 The total time recorded in decimal format For instance 1 hour and 30 minutes is represented as 1 50 74 Templates guide How to create and edit templates for Fanurio Property Version Meaning timeEntry pausedTimeAsHour 1 8 The pause associated with this time entry in hour format For instance hour and 30 minutes is represented as 1 30 timeEntry pausedTimeAsDecimall 8 The pause associated with this time entry in decimal format For instance hour and 30 minutes is represented as 1 50 4 8 10 System The following table shows the fields and methods that can be used to get information about the system Table 4 13 System Properties Property Version Meaning currentTime 22 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 75 Chapter 5 Troubleshooting and maintenan
92. he 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 100 Changelog 6 7 Version 2 4 2 June 10 2011 This version contains bug fixes and small improvements for version 2 4 Improvements Fanurio didn t close gracefully on Windows and Linux Gnome sometimes resulting in corrupted databases or messages that the database is in use by other instances of Fanurio Bug Fixes Drop down lists were not visible on Mac OS X when using the mini timer When creating new service items from the Select Service dialog the new item doesn t use the project billing settings DBus library wasn t loaded on 64 bit Linux systems This prevented Fanurio to close gracefully on these systems Couldn t open files with spaces in their paths on systems running Java 5 Can t create a service item for a new client from the 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 runnin
93. ice field then you should enter some text in the text box of that field eg Activity Service Job or any other name All the time entries will be imported to service items with that name The Service 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 Service any text All the service items will have the same name Billable true or false Use this if you want to make all your service items billable or non billable 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 23 Using Fanurio 3 6 5 3 6 6 Example 3 8 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 9 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 clie
94. ies As a result of this change some templates may not work because the item itemCategory placeholder was renamed to item catalogItem Catalog items have three new fields code description and cost These fields make it easier to create project items e Markup calculator The price of a service item or product item can be calculated easier using the markup calculator Just click the Markup link next to the Cost field to enter the markup and the price will be calculated automatically This feature only works if you enter a non zero amount in the Cost field first e Cancelled Invoices If you have unpaid invoices for which you don t expect the client to pay you can now mark them as cancelled See the invoice section for more details e New Timesheet filters Added new filters to the Timesheet view that make it possible to display time entries by client project and service item status For instance it s now possible to display time entries from active clients with unfinished projects and uninvoiced service items The search field can also search by service items If you have a client called Aristotle with a 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
95. ifferent 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 105 Changelog down are not always complete Fanurio doesn t get enough time from the operating system to finish them If a backup copy is not valid Fanurio lets you skip that copy e Multiple instances If Fanurio is already running and it is started again the current instance is made visible Previous versions displayed a message that 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
96. iguring 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 31 Using Fanurio To understand how smart timing works let s see the following examples Example 3 11 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 project item I was working on Tip When the reminder dialog is displayed you can postpone the decision by pressing ESC Example 3 12 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 con
97. iltered using a search field that can search by e description tag e client project service and e invoice The client project service option allows you to filter time entries by client project or service item name If you have a client called Aristotle 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 25 Using Fanurio 3 7 Working with invoices 3 7 1 Creating an invoice 3 7 2 3 7 3 3 7 4 Fanurio can create invoices for one or more projects of a client that have at least one billable item To create an invoice just select the project or client in the Projects tree and then go to Business New Invoice If a client or project is selected in the projects tree the new invoice will include all the billable items of that client or project You can use the Add and Remove buttons to manage the list of items that belong to the invoice When you remove an item it is only removed from the invoice it is not deleted from the project If you have enabled auto numbering in the Billing section from Business My Business Details an invoice number will be auto
98. indicates the number of hours in decimal format Otherwise it indicates the number of units Note item quantity replaces item units which was used up until version 1 11 Indicates whether a service item is billed in units or hours Expense and product items are always billed in units units if hours if if item quantityType i if item quantityType i item unitOfMeasure 2 3 self explained 68 Templates guide How to create and edit templates for Fanurio Property Version Meaning item profit item total 1 11 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 If the price of an item is discounted this field indicates the price before the discount You may want to use this field like this if item priceDiscoun S item regularPric if The regular price is accessed only when the price is discounted Note item regularPrice replaces item regularRate which was used up until version 1 11 ted e item regularQuantity 1 8 2 0 If the quantity of an item is discounted this field indicates the quantity before the discount You may want to use this field like
99. iness Details and select the Catalog panel Create service catalog items with the same names as you do in QB You can get the names of your invoice items from the TimerList file Open it with a text editor and get the values of the NAME field from the INVITEM lines 5 Add one or more clients that have the same name as the ones you have in QuickBooks You can get the names of your clients from the TimerList file Open it with a text editor and get the values of the NAME field from the CUST lines Once you complete the initial setup you can start recording time with Fanurio 3 10 2 Exporting time from Fanurio Here s how to export time from Fanurio to an iif file that can be imported by QuickBooks Pro 33 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 10 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 F
100. 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 46 Templates guide How to create and edit templates for Fanurio 4 4 2 4 4 3 Name Quantity Price Total if invoice productltems size 0 Products list invoice productltems as item item name item quantity item price item total list Aif if invoice expenseltems size 0 Expenses list invoice expenseltems as item item name item quantity item price item total list Aif Total invoice total HyperText Markup Language html An HTML template files templates html html invoice html is similar to the plain text template
101. io 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 78 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 Dropbox 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 fold
102. ion 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 123 Changelog e Spinners didn t always accept new typed values on Mac OS X 124 Changelog 6 18 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 y
103. ion The last 40 pages The Time column for this item should now display 8 52 Once you re done you can notice that the total time below the table is 11 07 which represents the time recorded for all services 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 service to another and how to create time reports Tutorials 2 4 How to create an invoice Once you have one or more billable items 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 a Type J in the Number field b Check both items Proofreading the manuscript service and Printing the manuscript 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 below the Invoices table 5 Select a folder where you want to export the invoice if you do
104. ion 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 87 Troubleshooting and maintenance 5 5 More help Whether you want to ask for help request a feature or simply tell us what you think about Fanurio you can contact our support team at lt support fanuriotimetracking com gt or using the online contact form http www fanuriotimetracking com feedback php You can also subscribe to our blog http www fanuriotimetrackin
105. is currency To manage the currencies that you can use go to Business gt My Business Details and click on the Currency tab New application data folder The application no longer keeps its data in the installation folder but in each user s profile folder Users can find the data created by the application in Documents and Settings lt UserName gt Application Data Fanurio When the new version is started it asks if old data should be copied to the new location New date field Added a date field for both items and expenses Users can specify when a project item has been started and when an expense has occurred New Options Run on startup If checked the application will be started automatically when the computer is started This option is not enabled by default When started automatically the application doesn t display the splash screen and it is minimized in the tray bar On idle action If the timer is running and users leave the computer the application can decide what to do if the computer becomes idle It can either stop the timer directly or ask the user if the idle period should be discarded Path to invoice templates This path is 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 Improv
106. 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 45 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 paragraphs of text this translates differently if you use tables Let s use a table to represent the services products and expenses of an
107. l show a popup menu that allows to make this export This operation is useful if you want to create tax reports outside Fanurio e Use custom template to view invoices If you have a custom invoice template you can use it to both export and view an invoice This makes it easier to view an invoice before it is exported to HTML or PDF The previous version restricted invoice viewing to a predefined template only e Reminder to start the timer There s a new option available that let s you configure Fanurio to remind you to start the timer if it wasn t started lately This option is not enabled by default e Region setting to indicate format for numbers currency and time The new region setting allows you to specify how data should be formated in Fanurio Fanurio detects your region automatically from your computer settings but in some cases this information is not available If Fanurio doesn t display numbers currency or time in your format make sure you change its region setting Improvements e Projects popup The section that contains the clients and projects tree has been renamed from Clients to Projects The popup that controls which projects are 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 125 Changelog Specify a time entry in different ways Previous versions allowed to specify only the start time and the duration of a
108. 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 computer settings to add a default currency that may not be what you want You can learn more about the other settings t
109. 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 114 Changelog e A payment is added for each invoiced marked as paid 115 Changelog 6 14 Version 1 11 3 October 9 2008 This is a patch for version 1 11 that contains bug fixes and small improvements Here s a list with all the changes Improvements Edit project Project properties like its name the notes or whether it is finished or not can be edited using the Edit Project action To use this action right click on a project in the projects tree and select Edit Project Copy project items Project items can be duplicated using the Copy action after a project is opened When duplicating an item its time entries are not duplicated New shortcuts Ctrl Shift M Command Shift M on Mac instead of Ctrl M to switch to the iTunes like mini timer Ctrl Shift I Command Shift I 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 anythi
110. ld 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 58 Templates guide How to create and edit templates for Fanurio 4 8 Placeholders reference 4 8 1 59 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 must include their VAT number on their invoices In such cases the tax number is the VAT number 2 Taxes business taxLiable 1 5 Indi
111. like manual time recording a timer will save you the trouble of remembering the exact time when you started stopped or paused a task Fanurio can manage multiple timers but only one can be active all the other timers are paused When a new timer is started the active one is paused and the new one becomes active This feature is very useful if you start working on something task A and then you get a call from a client that forces you to interrupt what you were doing and work on something else task B In this case you start a timer for task A and then when the client calls you pause the timer interrupt task A and you start a new one for task B When task B is over you stop its timer and save the time Then you can resume the timer for task A Since a timer is an important tool Fanurio provides several ways to access it You can access the timer from e the Timer menu e the toolbar e the tray icon menu e the i1Tunes like mini timer e the taskbar button s thumbnail toolbar on Windows 7 or e using global hotkeys on Windows and Linux The following actions can be used to control the timers from one of the places mentioned above e Start New Timer This action starts a new timer If a project is open and a service item is selected Fanurio will start a timer for that service item If a timer is already active paused or running that timer will be paused and the new one will become active e Start New Timer This action l
112. m quantityDiscount replaces item unitsDiscount which was used up until version 1 11 item priceDiscounted 1 8 2 0 Indicates if the price of an item is discounted See the item regularPrice field above Note item priceDiscounted replaces item rateDiscounted 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 70 A list with all the time entries recorded for a project item This Templates guide How to create and edit templates for Fanurio Property Version Meaning item elapsedTimeAsHour 1 5 list is useful if you want to create a very detailed invoice that shows a breakdown for each invoiced item To access a time entry from the list use the following Freemarker code list item timeEntri list The total time recorded for a project item in hour format For instance 1 hour and 30 minutes is represented as 1 30 s as
113. matically generated for every invoice you create 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 UE 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 Discounting an invoice With Fanurio you can discount service items or you can discount the total invoice value In either case invoices can show both the discounted values and the regular ones Discounts can be specified as a percentage or as a fixed value Below we ll show you how discounts can be used to create more accurate invoices Note If you want to customize the invoice template to display discount information take a look at the placeholders available for items and invoices Making a discount for the entire invoice is easy When you create an invoice just specify a discount for the total invoice value as a percentage or as a fixed sum Let s say that the total invoice value before taxes is 1 330 00 and you want to round it t
114. mbursable expenses Services were billable by the hour or using a flat rate but one could also mark them as non billable The distinction between items and expenses was also made in the user interface where a project had two sections one for items and the other for expenses This design has worked quite well since version 1 0 but it has some limitations Here s a list with the most important limitations of the old design e Language The term item was misleading because it actually meant a service item e Project totals There was no way to see the total value of a project because the project was split in two items and expenses e Non billable expenses There was no way to mark certain expenses as non billable e Item dialog The dialog used to create or edit items required an extra mouse click to change the billing details These details were not visible right away e Taxes Items were taxable but expenses were not This is a real problem in certain countries Australia Sweden UK etc where both services and expenses are taxable To address these limitations we ve merged items with expenses and we 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
115. me down to the minute when the timer is running or it is paused Mini timer The mini timer window gives quick access to the timer controls and you can also see how much time has elapsed since it was started You can switch to the mini timer using the View gt Switch View command from the menu bar On Windows you can also switch the view from the tray icon menu New pause button The pause button can be of great help when you start working on something and must take frequent breaks When the timer is paused the mini timer display blinks On Windows the tray icon blinks too while on Mac it is the dock icon badge that blinks Build the invoice template visually When it comes to invoice templates you could create them yourself or you could ask us to create them for you In case you want to create them yourself we ve just made things easier Just go to the invoices view and click to view an invoice Once it is displayed you can configure its appearance by specifying the information you want to be included Click the Configure Template button to see what options are available make your choices and then click Apply Settings to see how the invoice looks 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
116. me is saved Billable whether the service item is billable or not eg true 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 22 Using Fanurio additional information For instance if your CSV file has a column called Elapsed time minutes then you need to specify this column for the Time field but you also need to select Minutes in the format field so that Fanurio knows how to interpret it Important If you have problems creating a format for your CSV file contact us and we ll create it for you Once you have a format that Fanurio can use to parse the file you can select the time entries that you want to import Before importing them you can adjust the client project and service names by double clicking their table cells You can also tag all selected time entries by using the Tag button If the clients projects an
117. minutes is represented as 1 50 e invoice billableTimeAsDecimal indicates the total time recorded for an invoice e project billableTimeAsDecimal indicates the total time recorded for a project e item billableTimeAsDecimal indicates the total time recorded for an item You can use the following placeholders to get the total recorded time in hour format For instance 1 hour and 30 minutes is represented as 1 30 e invoice elapsedTimeAsHour indicates the total time recorded for an invoice e project elapsedTimeAsHour indicates the total time recorded for a project e item elapsedTimeAsHour indicates the total time recorded for an item e Total time displayed for each project When a project is opened you can see its total time displayed in the lower left corner e Total time displayed for each invoice When an invoice is viewed from the application it shows its total time and the total time spent on each project Bug Fixes e Sorted invoices All the columns from the invoices table are now sorted correctly e Sorted items in invoice The items and expenses displayed in an invoice are kept sorted by the date they have been created Previously their order was random 132 Changelog 6 22 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 Her
118. ms invoice productItems and invoice expenseItems placeholders invoice serviceltems 2 0 2 7 A list with all the service items of an invoice To access a service item from the list use the following Freemarker code list invoice service list Note invoice serviceItems replaces invoice services which was used up until version 2 6 invoice productItems 29627 A list with all the product items of an invoice To access a product item from the list use the following Freemarker code list invoice product list Note invoice productItems replaces invoice products which was used up until version 2 6 invoice 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 projects 1 0 63 A list with all the projects whose items or expenses belong to this invoice The list of projects is useful if you invoice multiple projects Items as ite Ttems as ite Items as ite Templates guide How to create and edit templates for Fanurio Property Version Meaning To access a project from the list use the following Freemarker code list invoice
119. n The current version can be used in English German Romanian and Spanish Support for other languages will be added in future releases We also have partial translations for French Italian Dutch Danish and Swedish but they will not be distributed officially until they are completed If you are interested in using Fanurio in any other language than the official ones just let us know New setting time format The date and time format depends on the region you choose from the Options Preferences dialog The new time format option lets you use an explicit format For instance if your region is English US then time is formatted using the 12 hour format The new option lets you override it and use a 24 hour format Printing support Invoices can be printed directly from the View invoice dialog To print an invoice double click it in the Invoices table then click the Print button at the top Instead of printing an invoice directly from Fanurio you may want to export it to PDF and then print it Read this section for more details Email support Invoices can be emailed as PDF attachments directly 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 expe
120. n it should record at least the last 5 days The audit file can be used to recover data just in case there is no backup copy and the database is corrupted e Clean shutdown on Windows Fanurio exits correctly on Windows if it is running when the user logs out or shuts down the computer This fix addresses an existing issue for the Windows platform It has never been a problem on Mac OS X but it still is on Linux Global hotkeys Global hotkeys are keyboard shortcuts that can be used from within any running application Only the Windows and Linux versions of Fanurio have support for global hotkeys Global hotkeys are very useful if you need to control the timer without clicking the tray icon or making the main window visible Please see the global hotkeys section for the actual list of shortcuts e New settings e Date format The date and time format depends on the region you choose from the Options Preferences dialog The new date format option lets you use an explicit format e Confirm exit Just to make sure you don t close the application accidentally you can now confirm if you want to close it The 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
121. n action was triggered from the Quick Start Guide window e Failed to save new invoices 137 Changelog 6 26 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 138 Changelog 6 27 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 139 Changelog 6 28 Version 1 0 November 10 2006 Initial release 140
122. n and then use the Move button to move it to another item e Filter project items The list of items from a project can be filtered to show invoiced items uninvoiced items or both This feature is useful if your project has many invoiced items and you want to hide them To specify which items should be displayed click on the top right button from the items table and select from the popup menu one of the options All Items Invoiced or Uninvoiced e Purchase order number Every time an invoice is created it is associated with a contract Fanurio lets you specify both your contract number and your client s number The client s number is usually a purchase order number A new set of placeholders can be used to access these values from an invoice template Read this section for more information e Foreign clients Many freelancers work with both domestic and foreign clients When working with foreign clients they may want invoices in their own currency with numbers displayed according to their country rules For instance some countries use comma as decimal separator while others use a dot Dates may also be formatted differently Some countries display the 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 122
123. n 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 e Czech e Dutch e English e French e German e Italian e Portuguese e Rom
124. ng 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 116 Changelog 6 15 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 See this section for more details about project reports e Start recent The Start Recent list contains the latest items where time has been recorded It can be accessed from the Timer menu the tray menu the toolbar and the iTunes like mini timer By clicking on one of the items the timer is started for that item The recent items are grouped by client and project 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
125. ng 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 86 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 depending on which version you decide to download it may have a different name 2 Untar and copy it to usr lib jvm where Java is installed The new Java launcher will be usr ib jvm jdk1 7 0 jre bin java sudo tar zxvf Downloads jdk 7 linux i586 tar gz C usr lib jvm 3 Add the new Java installat
126. nly able to say that 4 hours were recorded It wasn t able to say when exact day and time that time was recorded Knowing exactly when time was recorded for an item can be of great help when it comes to creating time reports The first report that we are adding is that of a daily time log This report is useful if you want to have a quick look at what you ve done throughout a day e Time log report The application can display a daily time log with a summary of all the time recoded during a day e Time rounding The time spent on hourly rated items can be rounded for billing purposes To specify a default time rounding rule go to Business gt My Business Details gt Billing All hourly rated items will use this rule when they are created Time can be rounded up down or to the nearest for any time interval For instance you can tell the application to round time to the nearest 15 minutes interval or to round it up to 6 minutes e Invoice auto numbering Fanurio can number invoices automatically This option must be enabled from Business gt My Business Details gt Billing If you use global numbering the invoice counter will be incremented with 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
127. ns e each time entry round 0 16 round 0 32 0 30 0 45 1 15 option added in this version Terms per client You can now specify payment terms at client level not just at business level This means that whenever you create an invoice for a client it will use the terms of that client by default To edit the terms of a client go to the Projects view right click the client in the projects tree and select Edit Client Then go to the Billing tab where you can access the terms in the Terms field New Timesheet columns e Billable indicates whether a time entry is billable or not e Invoiced indicates whether a time entry was invoiced or not e Invoice show the invoice number for an invoiced time entry Optional columns Some of the main tables don t show all the columns by default to keep the interface simple For instance the Timesheet table doesn t show the following columns by default Invoiced Invoice Finish Pause and Hours In order to configure the visible columns of a table right click its header and choose which columns should be visible and which columns should be hidden Improvements 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 9
128. nse is created for that project For instance you can specify a default hourly rate and a default rule for rounding time Each time a new service item is created it will have the default rate and rounding specified at project level Menu bar icon on Mac OS X Fanurio adds an icon to the menu bar on Macs running Java 6 Mac Intels running Leopard The menu bar icon displays the status of the timer running paused and its menu has actions to control the timer This menu bar icon menu makes it even easier to control the timer than the 1Tunes like mini timer Idle time detection on Linux Idle time detection happens when you start the timer but at some point you must leave the computer This option is not enabled by default and must be configured from Edit gt Preferences gt Timer Until now idle time detection only worked on Mac OS X and Windows Now it is also available on Linux for both 32 bit and 64 bit computers Third party timesheet import Fanurio can also import time from other applications not just from another instance of Fanurio Now it can import time from iTimeSheet http itimesheet free fr and TimeLogger http www costmosoft com two iPhone applications but it can be extended to support other applications as well 110 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 t
129. nt name and the second part for the project name If you have a column called Job that contains both the client name and the project name separated by a minus then the expression for the Client field is displayed below column Job split 0 The expression for the Project field is displayed below S column Job split 1 Example 3 10 Mapping the date and start fields Date start time and billable 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 detalis 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 service item 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 sepa
130. nt to track time for two reasons to bill your customers if you charge by the hour and to know where the time goes even if you don t bill it This tutorial continues the previous lesson and shows how to record time to a service item using time entries 1 Make sure the Rhetoric project is open and click the New button to create a new service item a Enter Administrative work in the Name field b Check the Non Billable box c Click Create You ll create a non billable service item 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 service items that can be used to track time Proofreading the manuscript and Administrative work 2 Click Administrative work in the project 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 item 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 service item 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 descript
131. nvoice 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 create an invoice template You will also need to perform various operations on placeholders We call these operations directives Some c
132. o 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 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 26 Using Fanurio 3 7 5 Using templates to view export and email invoices 3 7 6 3 7 7 3 7 8 If you want to view export or email an invoice you will need to use an invoice template Templates specify the visual design and content of an invoice document Since most business have different requirements when it comes to the layout of their invoices Fanurio has a very powerful template engine that can handle many file formats HTML Microsoft Word OpenDocument Text XML plain text If you already create your invoices in one of these formats it s very likely that they can be easily transformed into templates for Fanurio We ve created a separate guide just for templates To get started you only need to read the introduction Expor
133. o a different service item from the Timesheet view by editing them and changing their service This feature was available in version 1 11 3 The return of toggle project completion Right click on a project from the projects tree and you can toggle its finished state using the Toggle Project Completion action This feature was available in version 1 11 3 under a different name Mark Finished Unfinished Snooze reminders The reminders have been improved to let the user override the snooze interval At the end of the day when you don t want to be reminded to start the timer just override the snooze interval to a big value 300 minutes and it won t bother you to start it Accidental timer stop The timer menu no longer has the Recover Time action that was used to recover time when the timer was stopped by mistake If you stop the timer Fanurio will display the Add Time dialog If you stopped it by mistake just click Cancel and Fanurio will let you resume the timer Default date for new time entries When adding time manually to a service using the Add Time action the default date and time is no 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 t
134. o 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 111 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 112 Changelog 6 13 Version 2 0 February 26 2009 This version provides a more intuitive interface to enter services and expenses can 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 rei
135. o 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 Configuring time rounding Go to the Billing section to define a default time rounding rule Using Fanurio 3 2 6 The time rounding rule you define here will be applied to all new projects you create it will not alter the settings of existing projects If you want the new rule to also be applied to existing projects you will have to change them by hand Configuring automatic invoice numbering Go to the Billing section to enable automatic invoice numbering 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 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 incremented only when an invoice is created for them You can
136. o 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 54 Templates guide How to create and edit templates for Fanurio 4 6 2 XS item price XxSS item description oreach The best way to create a template in the QIF format is to create an invoice in Quicken and then export it to QIF Once you do that start replacing its fields with placeholders recognized by Fanurio The QIF template file is in the file quicken invoice
137. o many options so we ve made it simpler If you are away from the computer for a while and it becomes idle Fanurio will ask you what you ve been doing while away You have three options 1 You ve been on a break coffee for instance In this case you should tell Fanurio to discard the away time This means the idle time will be considered pause time and it will be discarded from the timer 2 You ve been working on the same thing but not on the computer In this case you should tell Fanurio to keep the away time 3 You ve been working on something else a client called and you had to suspend what you ve been doing for instance In this case you should tell Fanurio to transfer the away time to some other project item Timer keyboard shortcuts The start pause resume and stop timer actions no longer have the same keyboard shortcuts The following table shows the new shortcuts for the timer actions The new shortcuts will hopefully be easier to remember since F5 is usually used to start something see Microsoft Powerpoint For more details about the keyboard shortcuts available in Fanurio please read this section Table 6 1 Timer Keyboard 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
138. oice txt files templates txt scribus invoice txt 56 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 57 Templates guide How to create and edit templates for Fanurio If you don t know which format is right for you he
139. ommon 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 42 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 invoice total Thank you for your business The invoice items placeholder contains a list with all the items of an invoice To access each
140. omputer for billing purposes Example 3 5 multiple users multiple computers If you are part of a team each member could install Fanurio on his or her computer to track time Team members can then export their time and send it to the team leader to prepare invoices for their clients Importing time from CSV Whether you want to switch to Fanurio from some other application or import time from a mobile app GOS Android Blackberry Fanurio has an import wizard that can import time from any CSV file Just go to File Import Import Timesheet and select CSV for source When you select a CSV file for import Fanurio will try to detect its format so it can read its time records If a format is not found it will ask you to create one so that it knows how to map data from the CSV file to its own fields Fanurio has predefined formats for the following applications e iTimeSheet http itimesheet free fr iPhone e TimeLogger http www appideas com node 4 iPhone e HoursTracker http hourstrackerapp com iPhone e Time Tracker http code google com p time tracker mac OS X Toggl http www toggl com web Freckle http letsfreckle com web e BizTracklt http www shrunkenhead biz biztrackit html BlackBerry A CSV format tells Fanurio how to map columns from the CSV file to one of the following fields e Client name of the client e Project name of the project e Service name of the service item where ti
141. on 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 you notice something unusual about Fanurio you can always send us the log file You can either locate it on disk or use the Export Log button from the About dialog When you export the log from the About dialog Fanurio creates a file called fanurio log zip at a location you specify It s recommende
142. or a service but it took you 12 5 hours then you can discount them to match the initial agreement Just apply a fixed discount of 2 5 hours and you ll only bill 10 hours On the invoice you can show that it took you 12 5 hours but you only billed 10 hours Example 3 3 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 in the application 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 20 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 service 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 hen 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
143. ou can discount each project item or you can discount the total invoice value In either case invoices can show both the discounted values and the regular ones Discounts can be specified as a percentage or as a fixed value e Time report for projects A time report can be displayed for each project It shows the time recorded for each item and the total time recorded for the whole project There are two ways to display the time report of a project You can either go to the projects section right click on a project and select Show Time Report or you can click the link label under the items table that shows the total recorded time e Export invoices directly to PDF Invoices can now be exported directly to HTML and PDF Previous versions allowed HTML export only Read this section to learn how to customize an invoice template to export nicely to PDF e Drag items to other projects The items of a project can be dragged to a different project in the projects tree Dragging an item can either copy or move it to the new project Invoiced items can only be copied They cannot be moved as that would alter existing invoices A simple mouse drag represents a 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 wil
144. ou rely on automated tools to import time from Fanurio e New database migration mechanism The application uses a new database migration mechanism that upgrades databases from older versions of Fanurio to the latest version automatically Bug Fixes e Tax total wasn t calculated correctly when using multiple currencies e Failed to change the Date field in New Time when time was entered relatively to finish after midnight and the start time was in the previous day e Table columns sometimes disappeared and only one of them was visible Migration Invoice templates Invoice templates from the templates folder File Show Templates Invoices are migrated automatically to use the renamed placeholders Before migrating an invoice template Fanurio makes a copy for it with the same name and the timestamp when it was migrated e Database The database is migrated automatically using the new migration mechanism Two backup copies are saved in the backup folder one copy has the fro extension and it can be used to restore the database from File gt Restore Backup while the other copy has the zip extension and it will never be deleted by Fanurio when there are too many backup copies 92 Changelog 6 3 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
145. pense to show a popup menu Improvements e Improved templates support Creating or customizing invoice templates is not an easy thing to do To help you with it we ve added a few actions and some documentation Go to Invoice gt Show Templates if you want to quickly access all invoice templates Go to Invoice gt New Template if you want to create a template by just checking some options This is the fastest way to create a template Read the template guide to learn how to create a template from scratch e Improved clients tree Projects and clients are kept sorted in the tree to locate them faster Their names can be edited by pressing the F2 key on the tree node e Nicer user interface Each section clients projects invoices has its own title For instance there is a Clients title above the clients tree e Improved new item button The new item button displays a popup so that you can quickly specify what kind of service will be used when the new item is created e Autoresize table columns Almost all tables have a button in the top right corner that displays a table popup menu You can use it to autoresize the columns of the table 133 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 Invoi
146. plates ftl files are still recognized by Fanurio and they will work just fine If you have custom invoice templates you will still be able to use them However they cannot be edited using a visual editor since they were not designed for that Old ftl templates are using the angle bracket syntax for directives while the new html templates use the square bracket syntax http freemarker sourceforge net docs dgui_misc_alternativesyntax html Templates location The default templates location has changed The invoice templates folder templates invoices and the project reports templates folder templates project_reports are now located under the same folder templates See the troubleshooting section to learn where the templates are kept on Windows Linux and Mac OS X Exiting templates are moved automatically by the new version to the new location e Export payments Payments can now be exported just like invoices This is useful if you need to create payment receipts Fanurio comes with a default template that can be used to export payments to HTML or PDF but it can also use templates in other 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
147. plays the service and expense items of the project 3 Click the New button placed under the project table and select New Service Item to create a service item a Enter Proofreading the manuscript in the Name field b Click unit based in the Billing Method field c Enter 40 in the Quantity field d Enter pages in the Unit of Measure field e Enter 6 in the Price field f 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 Click the New button placed under the project table and select New Expense Item to create an expense item a Enter Printing the manuscript in the Name field b Enter 3 in the Quantity field c Enter copy in the Unit of Measure field d Enter 20 in the Cost field e 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 This is a reimbursable expense Once you re done you ll see both items in the project table At the bottom of the table you can see how much money the client has to pay you If you want to know more about project items there s a separate section that explains their properties and how they work You ll learn how to bill by the hour and to apply discounts Tutorials 2 3 How to track time for your work You may wa
148. project list S as project 4 Totals invoice serviceltemsSubtotal 2 0 2 7 The total amount of money due for all the service items from the invoice Note invoice serviceltemsSubtotal replaces invoice servicesSubtotal which was used up until version 2 6 invoice productItemsSubtotal 2 5 2 7 The total amount of money due for all the product items from the invoice Note invoice productItemsSubtotal replaces invoice productsSubtotal which was used up until version 2 6 invoice expenseltemsSubtotal 1 0 2 7 The total amount of money due for all the expense items from the invoice Note invoice expenseltemsSubtotal replaces invoice expensesSubtotal which was used up until version 2 6 invoice profit 1 11 self explained 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 64 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 nN eRates as ex Templates guide How to create and edit templates for Fanurio Property Version Meaning list 5 Taxes invoice
149. qif files templates qif quicken invoice qif Example Scribus DTP Scribus http www scribus net is an open source multi platform desktop publishing application that competes with Adobe InDesign and Quark XPress It uses an XML based file format for its files Scribus files have the sla extension This section shows what you need to do to export Fanurio invoices as Scribus files Before creating a Scribus template make sure you read the section that explains the template language Step 1 Create a sample invoice in Scribus Start by creating a sample invoice that includes your business details the contact information of your client the invoice details and a table for the items that you need to invoice Instead of entering actual data you can use placeholders to specify things like your address or the invoice number For a list of all placeholders that you can use in a template please see the reference section Instead of creating a Scribus file from scratch you can use this one files templates txt scribus invoice sla Step 2 Transform the Scribus file into a template There are a few things you need to do to transform a Scribus file into a template 1 File extension Although the Scribus file uses an XML based format it needs to be saved as a plain text file and not as an XML file A Scribus file is not XML valid The first thing you need to do is change the file extension from sla to txt 2 Repeated rows The row that
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151. r 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 44 Templates guide How to create and edit templates for Fanurio S item name S item quantity x S item price S item total list if The if directive wraps the text that is displayed conditionally The text invoice expenseItems size 0 is the condition that is interpreted as number of expense items is different from zero This condition evaluates to e true if there is at least one expense item In this case the Expenses text together with all expense items are displayed e false if there are no expense
152. racters 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 126 Changelog 6 19 Version 1 7 September 3 2007 This version brings Mac OS X integration and an improved timer To make time tracking easier we ve added a pause button and an iTunes like mini timer The mini timer is a small window that lets you control the timer easier Here s a list with all the changes New Features e Runs on Mac OS X Fanurio now integrates with and runs on Mac OS X We 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 ti
153. rated 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 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 Creating time reports 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 24 Using Fanurio e project status any finished not finished 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 Note If these time reports are not enough you can also use project reports to learn more about your services and the time recorded on them 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 f
154. re 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 you need to export your documents as plain text files We are using plain text templates to explain the template language syntax One cou
155. rio 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 82 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 we can make it public Installing a custom language file Follow these steps to install a language file or to test a translation file that you created 1 Locate the user translations folder e C Users USER_NAME AppData Roaming Fanurio il 8n on Windows Vista or Windows 7 e C Documents and Settin
156. roduct items from this project Note project productItemsSubtotal replaces project productsSubtotal Templates guide How to create and edit templates for Fanurio Property Version Meaning 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 profit 1 11 self explained 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 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 t
157. roject 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 119 Changelog You can now use the Business gt Add Time menu action to add time to a project item without opening a project first Copy time Added a new Copy action in the Time section of the New Item and Edit Item dialogs This action lets you duplicate a time entry Replaced the Assign Time dialog The Assign Time dialog that was used to assign time to a project item when the timer was stopped is no longer used We are using the new Add Time dialog instead This approach is 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 to
158. s 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 52 Templates guide How to create and edit templates for Fanurio e Cp1258 Vietnamese 53 Templates guide How to create and edit templates for Fanurio 4 6 Creating templates like a professional Plain Text and XML 4 6 1 The one thing that all template file formats supported by Fanurio have in common is that they all are text based formats Technically Fanurio can handle any text based format through its Freemarker http freemarker sourceforge net template engine Fanurio handles two types of text formats e standard HTML Microsoft Word 2007 OpenDocument Text and OpenDocument Spreadsheet e generic plain text and XML All standard formats are explained in previous sections This section is about the generic formats When scanning for templates Fanurio will also include txt and xml files on the list You can create a text based template and save it as txt or xml and place it in the templates folder Templates saved as xml files are also checked to make sure they are valid XML files A generic text template can be used to implement any text based format For instance you could use it to generate RTF Rich Text Format documents if you know the RTF syntax The following section shows how to use a plain text file t
159. s keep track of their time and work and then invoice it to their customers Every time you sign a contract just add a new client to the application and create a project During the project you can add services and expenses to account for your work You can decide anytime if a service is billable or not and if it should be billed in hours or units Billable services and expenses can later be added to an invoice To create an invoice you don t have to wait for the completion of the project Partial invoices can be created anytime during a project And you can invoice multiple projects too Invoices can be exported to an HTML or PDF file using an invoice template so that you can print or e mail them Fanurio can handle templates in several file formats like HTML Microsoft Word 2007 or OpenDocument Text The time spent on each service can be recorded using a timer or it can be entered manually Fanurio has an iTunes like mini timer that gives you quick access to the timer To make the time tracking more accurate Fanurio can detect if you leave the computer and forget the timer on When you come back it will ask you if the idle time should be considered Data can be exported to CSV or Excel and the application integrates with the tray bar on Windows and the dock icon on Mac Introduction 1 2 What s new If you are using an older version of Fanurio you may want to read the changelog to see what s new We always recommend upgrading to the
160. sidered pause time Besides Discard the idle notification dialog has two other options Transfer and Keep Use Transfer if you ve worked on something else in the meanwhile a client was on the phone for instance and Keep if you ve been working on the same thing but you didn t touch the 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 32 Using Fanurio 3 10 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 10 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
161. sier 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 98 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 99 Changelog 6 6 Version 2 4 3 November 10 2011 This version contains bug fixes and 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 t
162. t 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 76 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 e log file This file is used by Fanurio to log messages and errors related to its execution Fanurio keeps at most two log files depending on the volume of errors and warnings The size of a log file is no larger than 2 MB audit file This file is used by Fanurio to log database actions so that data can be recovered if something goes wrong with the database or the backup copies Fanurio keeps at most three audit files The size of an audit file is no larger than 2 MB 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 tr
163. tart timer reminder dialog easier to use e New Timer menu We ve added several new timer actions start discard transfer recover and timer info and so we ve decided to create a Timer menu to hold all timer actions The new actions make time tracking more flexible e Start lets you start the timer for a specified project item and attach a description for the task that you are doing When the timer is stopped Fanurio will add time to this item with the specified description The other Start action will simply start the timer without asking where time will be added e Discard lets you discard some of the time recorded by the timer Lets assume the timer is running for 30 minutes but for 10 minutes you ve been on a break This action lets you discard those 10 minutes e Transfer lets you move some of the time recorded by the timer to a project item Lets assume the timer is running for 30 minutes but for 10 minutes you ve been doing something else This action lets you discard those 10 minutes from the timer and move them to the project item you ve been working on e Info shows some information about the timer when it is running It also lets you change 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 p
164. 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 columns the totals or the names of the columns To see how it looks like after you make some changes click Update or press F5 Windows C
165. 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 131 Changelog 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
166. 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 61 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 date invoice overdue 2 Payments Indicates whether an invoice is overdue or not invoice ageInDays 2 0 The number o
167. the notes field of new expense items e Billing Any item can now be either billable or non billable Previously only items had this property while expenses were always billable Billable expenses add nothing to the profit of a project while non billable expenses add a negative profit e Measure This notion didn t exist explicitly in previous versions Hourly rated items were measured in hours while flat rate items where measured in units The current version makes measure an explicit property Services can be measured in hours or in units while expenses are always measured in units e Taxes Expenses and services can now be marked as taxable or non taxable tax exempt Until now expenses were non taxable and services were taxable e Category Categories help to create and classify services and expenses easier You can control item categories from Business gt My Business Details gt Services and Rates e User interface Projects have a single section instead of two Items and Expenses The section contains a table that displays both services and expenses Above the table there are a few filters 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 113 Changelog e Item notes Items have a notes field where you can enter anything that cannot be specified using the other fields especially description
168. 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 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 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
169. ther 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 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 Creating the catalog Go to the Catalog section to define the services products and expenses sold by your business For instance if you are a web designer you could define e A service called Ongoing Maintenance that is charged 40 hour e A service called Site Design and Setup that is charged 200 unit e A product called Hosting that is charged 10 month and e An expense called Printing that is charged 15 unit A catalog item makes it easier to create new project items because Fanurio will use its settings by default If you create a new service item based on Ongoing Maintenance that service is automatically configured to by billed by the hour at a rate of 40 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 tw
170. this if item quantityDisc item regularQuan if The regular quantity is accessed only when it is discounted Note item regularQuantity replaces item regularUnits which was used up until version 1 11 ounted tity item regularTotal 1 8 2 0 69 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 1 Templates guide How to create and edit templates for Fanurio Property Version Meaning Note item regularTotal replaces item regularAmount which was used up until version 1 11 3 Discount The discount fields can be used to determine the discounts for the price or quantity of an item There are also a few fields that can be used to determine if a discount has been applied to an item or not item priceDiscount 1 8 2 0 If an item is discounted by price this field indicates the discount It can be used to display the actual discount Note item priceDiscount replaces item rateDiscount which was used up until version 1 11 item quantityDiscount 1 8 2 0 If an item is discounted by quantity this field indicates the discount It can be used to display the actual discount Note ite
171. time entry This version makes it possible to also define a time entry by its start time and finish time or by duration and finish time Improved idle notifier The idle notifier gives you more choices for handling idle time New time log filter The time log can now show or hide billable time To access the time log click on the today date from the status bar New placeholders Added new placeholders like project notes client code client website business website and invoice taxable New templates extension The template files now have the ftl extension instead of itl The old extension conflicted with iTunes New website field A website field has been added to both business and clients Mac OS X Window menu Added a Window menu for Mac OS X to contain the Minimize Window and Zoom commands The Zoom command changes the main window to the iTunes like mini timer Bug Fixes Crash recovery The time wasn t recovered correctly if the application crashed and the timer was running Same name clients The application failed to start if there were two clients with the same name Time format Time is displayed using locale specific settings In 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 cha
172. time entry was created The elapsed time was calculated incorrectly when the timer was running for more than 24 hours 96 Changelog 6 5 Version 2 5 February 28 2012 This version introduces product items for billing goods and adds a new template editor Here s a list with all the changes New Features e Introducing products Although you can use service items to bill both work and materials it doesn t feel right to create a service item to bill goods For instance if you have a small IT shop and you need to charge a client for 2 computers creating a service item is a little strange because selling 2 computers is not actually a service You can now use services to bill work performed for the client and products to bill materials equipment or anything else that doesn t involve actual work Use products when you want to sell or resell goods e Business catalog A business catalog is a list of all products and services offered by a business The catalog can be found under Business My Business Details Catalog and can contain one or more catalog items Catalog items make it easier to create 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 categor
173. timel item elapsedTimeAsDecimal 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 item billableTimeAsHour 1 5 The total billed time for a project item in hour format For instance 1 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 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 explained payment notes 2 0 self explained payment amount 2 0 self explained payment reference 2 0 self explained 71 Ent 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
174. ting 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 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 Creating invoice reports To learn more about the invoices you create go to the Invoices view and use the filters above the invoices 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 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 27 Using Fanurio e profit how much money you ve actually made e total
175. tings 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 103 Changelog 6 9 Version 2 3 August 17 2010 This version has a redesigned templates module that can handle template files in several formats HTML Microsoft Word 2007 OpenOffice OpenDocument and others Templates can now be edited using well known visual editors like Adobe Dreamweaver Microsoft Word or OpenOffice It s recommended that you uninstall the previous version before upgrading to remove old default template files Here s a list with all the changes New Features e Redesigned templates module New file formats html docx odt Fanurio can now process 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 tem
176. 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 102 Changelog Improvements UI Improvements e The services and expenses are ordered by date in the New Invoice dialog 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 Set
177. trl 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 37 Templates guide How to create and edit templates for Fanurio 4 1 3 About Freemarker Fanurio uses the FreeMarker template language http freemarker sourceforge net for its templates Freemarker is a powerful and mature template language that can be used to create both simple and complex templates FreeMarker can be used to generate any kind of text HTML XML RTF etc This guide doesn t cover all FreeMarker concepts but only those that are absolutely necessary For a detailed guide on the FreeMarker language go to http freemarker sourceforge
178. ument 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 51 Templates guide How to create and edit templates for Fanurio 4 5 2 lt div id page footer gt lt p gt Footer text lt p gt lt p gt Page lt span class p
179. ves 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 problem 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 hav
180. vices are useful if you want to track non chargeable activities Tip Although you can create as many services items as you want you shouldn t create one for each task that you do Instead create services only for the major activities of the project Then add one or more time entries to each service 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 service item each time you talk to him or her you should create a single service item and then add time to that item for each call By doing this your project will contain several manageable items that have complete time logs Managing the items of a project If you want to add an item to a project here s what you need to do 1 Open a project 2 Click the New button under the items table to choose the type of item you want to create 3 From the New popup menu select a New Service Item to create a service with the default project settings or b New Product Item to create a product or c New Expense Item to create an expense with the default project settings or d A price list item if you defined any in Business My Business Details Price List The items of a project are displayed in a table that is visible when you click the project in the projects tree Above the table there are a few filters that can help you narrow the list of visible items Belo
181. voice expenseltems Note item expenseItem replaces item expense 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 67 Templates guide How to create and edit templates for Fanurio Property Version Meaning More information about discounts and when they are available is below provided in the discount section item taxExempt 2 0 Indicates whether this item is exempt from taxes or not The following code prints a plus character if the item is exempt from taxes if item taxExempt if Items can be marked as exempt from taxes only if taxes are enabled for your business item price 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 cost How much the item costs If you subcontract or resell some services this field represents how much you are paying for the item item quantity item quantityType 1 0 2 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
182. w the table Fanurio displays totals for some of the columns For instance you could use the filters to see all items that haven t been invoiced yet and how much they are worth Using Fanurio 3 5 3 Please note that you can only edit or delete items that haven t been invoiced However you can edit invoiced items if you edit their invoice Rounding time for hourly service items Unlike the items billed in units where the quantity must be entered by the user the quantity of hourly rated services is determined from the recorded time by converting it to decimal format Let s suppose you have a billable service item with two time entries t1 16 minutes and t2 32 minutes Here s how quantity is calculated e Time rounding is not enabled Quantity 0 16 0 32 0 48 0 8 hours e 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 e Time is rounded up to 15 minutes for each time entry Quantity round 0 16 round 0 32 0 30 0 45 1 15 1 25 hours When creating a time rounding rule you can also specify a minimum amount of time to bill By default the minimum field is set to 0 but you can change it to create rules like round time to the nearest 15 minutes interval but bill at least 30 minutes Note Fanurio uses the hour format 1 15 when dealing with time and the decimal format 1 25 when dealing with billable quantities The easiest
183. way to round time for a service item is to edit it and click the link next to hourly pricing option However if you use the same rounding rule for all the service items of a project you should set that as a default billing setting for that project 3 5 4 Entering costs for service items subcontracting 3 5 5 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 Since not all services have a cost this field is optional You have to check the cost box to display the Cost field Discounting service 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 Discounts are optional so in order to discount a service item you first need to check the discount box Let s see a few service discount examples and how they can help you Example 3 1 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 Using Fanurio Example 3 2 Bill less work If you agreed to 10 hours f
184. wing 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 108 Changelog 6 11 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 109 Changelog 6 12 Version 2 1 July 9 2009 This version opens up Fanurio for users who speak other languages than English It is now available in German Romanian 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 applicatio
185. y 9 2013 This version contains bug fixes small improvements and new features for version 2 7 New Features Sidebar The sidebar is displayed on the left of the main window and allows you to change the current view You can change the visibility of the sidebar from the menu View Hide Show Sidebar using the Ctrl Shift S Cmd Shift S shortcut or from the toolbar by clicking the button next to the views drop down box If you don t need all the views you can simply customize the sidebar to display only the views that you use From the main menu select View Customize Sidebar or click the button located at the bottom of the sidebar This can be useful if you don t use Fanurio for billing and you want to hide the Invoices and Payments views If you used an older version the view buttons from the toolbar were replaced by a drop down box This solution allows us to introduce more views in the future without crowding the toolbar Rounding time for each time entry In previous versions time rounding applied to the sum of all the time entries of a service item Now you can choose whether time is rounded for 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 versio
186. y 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 Note Project reports evaluate how much your projects 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 project report will tell you the project is worth 1100 but that s not how much you ve asked for it Example Project Reporting The purpose of projects reports is to show how you performed over time in terms of time and money profit Reporting time is easy because the report only needs to see if there s any time recorded during the report period Reporting money on the other hand is trickier because the value of a project or project item must be calculated over a period of time To better understand how reporting works let s consider a few examples Example 1 Simple time and money reporting Suppose you have a project My Project that charges 100 per hour to do X hourly rated billing 1 On Monday You do 1 12 hours 1 2 in decimal format of X 2 On Tuesday You do 3 24 hours 3 4 of X 3 On Wednesday You do 2 hours 2 0 of X 4 On Thursday You do 1 06 hours 1 1 of X The total recorded time is 7 42 hours 7 7 in decimal format of X which means it s worth 770 16
187. 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 49 Templates guide How to create and edit templates for Fanurio page header display block position running he

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