Fanurio time tracking software User guide

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

1. Introduction .............................................................................................................. 1

1.1. About Fanurio ................................................................................................ 1

1.2. What's new .................................................................................................... 2

1.3. Tips for first-time users ................................................................................... 3

2. Tutorials .................................................................................................................. 4

2.1. How to setup Fanurio for the first time ............................................................... 4

2.2. How to record work and expenses ..................................................................... 5

2.3. How to track time for your work ....................................................................... 6

2.4. How to create an invoice ................................................................................. 7

2.5. How to create an invoice template with your logo and layout .................................. 8

3. Using Fanurio ........................................................................................................... 9

3.1. Setting your preferences ................................................................................... 9

3.1.1. Language ............................................................................................ 9

3.1.2. Global hotkeys ..................................................................................... 9

3.1.3. Email ................................................................................................ 10

3.1.4. Updates ............................................................................................. 10

3.1.5. Timer ............................................................................................... 10

3.2. Configuring your business .............................................................................. 11

3.2.1. About your business ............................................................................ 11

3.2.2. Defining currencies ............................................................................. 11

3.2.3. Creating the catalog ............................................................................ 11

3.2.4. Defining taxes .................................................................................... 11

3.2.5. Configuring time rounding ................................................................... 11

3.2.6. Configuring automatic invoice numbering ............................................... 12

3.3. Working with clients ..................................................................................... 13

3.3.1. Managing your list of clients ................................................................ 13

3.3.2. Hiding inactive clients ......................................................................... 13

3.3.3. Handling foreign clients ....................................................................... 13

3.3.4. Importing clients from CSV .................................................................. 13

3.3.5. Importing clients from Apple's Address Book .......................................... 14

3.4. Working with projects .................................................................................... 15

3.4.1. Managing the projects of a client ........................................................... 15

3.4.2. Copying a project ............................................................................... 15

3.4.3. Hiding finished projects ....................................................................... 15

3.4.4. Configuring the default billing settings ................................................... 15

3.4.5. Creating project reports ........................................................................ 15

3.4.6. Example: Project Reporting .................................................................. 16

3.5. Working with project items ............................................................................. 18

3.5.1. About items ....................................................................................... 18

3.5.2. Managing the items of a project ............................................................ 18

3.5.3. Rounding time for hourly service items ................................................... 19

3.5.4. Entering costs for service items (subcontracting) ....................................... 19

3.5.5. Discounting service items ..................................................................... 19

3.6. Working with time entries .............................................................................. 21

3.6.1. About time entries .............................................................................. 21

3.6.2. Adding time manually ......................................................................... 21

3.6.3. Transferring time between multiple computers .......................................... 21

3.6.4. Importing time from CSV .................................................................... 22

3.6.5. Using tags to organize time entries ......................................................... 24

3.6.6. Creating time reports ........................................................................... 24

3.7. Working with invoices ................................................................................... 26

3.7.1. Creating an invoice ............................................................................. 26

3.7.2. Billing in multiple currencies ................................................................ 26

3.7.3. Discounting an invoice ........................................................................ 26

3.7.4. Cancelling an invoice .......................................................................... 26

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Fanurio User Guide

3.7.5. Using templates to view, export and email invoices ................................... 27

3.7.6. Exporting invoices .............................................................................. 27

3.7.7. Sending invoices by email .................................................................... 27

3.7.8. Creating invoice reports ....................................................................... 27

3.8. Working with payments ................................................................................. 29

3.8.1. Recording payments for an invoice ........................................................ 29

3.8.2. Creating payment reports ..................................................................... 29

3.9. Using timers ................................................................................................. 30

3.9.1. About timers ...................................................................................... 30

3.9.2. Taking advantage of Smart Timing ........................................................ 31

3.10. Fanurio + QuickBooks ................................................................................. 33

3.10.1. Initial setup ...................................................................................... 33

3.10.2. Exporting time from Fanurio ............................................................... 33

3.10.3. Importing time in QuickBooks Pro ....................................................... 34

3.11. Keyboard shortcuts ...................................................................................... 35

4. Templates guide: How to create and edit templates for Fanurio ........................................ 37

4.1. Getting started .............................................................................................. 37

4.1.1. Creating an invoice template in 10 minutes or less .................................... 37

4.1.2. Installing a template ............................................................................ 37

4.1.3. About Freemarker ............................................................................... 38

4.2. Using the template editor ................................................................................ 39

4.2.1. Basic settings ..................................................................................... 39

4.2.2. Adjust the look and format using CSS (for advanced users only!) ................. 40

4.3. The anatomy of a simple template .................................................................... 41

4.3.1. Placeholders or how to access fields ....................................................... 41

4.3.2. Built-ins or how to get more details about a field ...................................... 42

4.3.3. Directives or how to perform operations on fields ..................................... 42

4.4. Creating templates the easy way ...................................................................... 46

4.4.1. Using directives in tables (important!) .................................................... 46

4.4.2. HyperText Markup Language (.html) ...................................................... 47

4.4.3. Microsoft Word (.docx) ....................................................................... 47

4.4.4. OpenOffice Writer (.odt) ...................................................................... 48

4.4.5. OpenOffice Spreadsheet (.ods) .............................................................. 48

4.5. Creating templates like a professional (HTML and CSS) ....................................... 49

4.5.1. Page formatting .................................................................................. 49

4.5.2. Fonts ................................................................................................ 52

4.6. Creating templates like a professional (Plain Text and XML) ................................. 54

4.6.1. Example: Quicken ............................................................................... 54

4.6.2. Example: Scribus (DTP) ...................................................................... 55

4.7. A comparison of all supported file formats ......................................................... 57

4.8. Placeholders reference .................................................................................... 59

4.8.1. Business ............................................................................................ 59

4.8.2. Client ............................................................................................... 60

4.8.3. Contract ............................................................................................ 61

4.8.4. Invoice .............................................................................................. 61

4.8.5. Item ................................................................................................. 66

4.8.6. Payment ............................................................................................ 71

4.8.7. Tax .................................................................................................. 72

4.8.8. Invoice Project ................................................................................... 72

4.8.9. Time Entry ........................................................................................ 74

4.8.10. System ............................................................................................ 75

5. Troubleshooting and maintenance ............................................................................... 76

5.1. Installing Fanurio .......................................................................................... 76

5.1.1. Requirements ..................................................................................... 76

5.1.2. Registering a license key ...................................................................... 76

5.1.3. The cross-platform version ................................................................... 76

5.2. User data ..................................................................................................... 77

5.2.1. Location ............................................................................................ 77

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Fanurio User Guide

5.2.2. Configuring folders ............................................................................. 79

5.2.3. About backups ................................................................................... 79

5.2.4. Creating and restoring backups .............................................................. 80

5.2.5. Syncing data between multiple computers ............................................... 80

5.2.6. Exporting the log file .......................................................................... 81

5.2.7. Changing settings manually .................................................................. 81

5.2.8. Translating to other languages ............................................................... 82

5.2.9. Installing a custom language file ............................................................ 83

5.2.10. Password encryption .......................................................................... 83

5.3. Known issues ............................................................................................... 84

5.3.1. Printing ............................................................................................. 84

5.3.2. Tray icon .......................................................................................... 84

5.3.3. Ubuntu time zone ............................................................................... 84

5.3.4. Ubuntu 13.10 mini timer ...................................................................... 85

5.3.5. White or black window on Windows 7 ................................................... 85

5.3.6. Email servers with untrusted security certificates ...................................... 85

5.4. Installing Java on your computer ...................................................................... 86

5.4.1. Windows ........................................................................................... 86

5.4.2. Mac OS X ......................................................................................... 86

5.4.3. Debian-based Linux (Ubuntu) ............................................................... 86

5.4.4. Other platforms .................................................................................. 87

5.5. More help .................................................................................................... 88

6. Changelog .............................................................................................................. 89

6.1. Version 2.7.1 (March 2, 2015) ......................................................................... 89

6.2. Version 2.7 (July 9, 2013) .............................................................................. 91

6.3. Version 2.6.1 (March 29, 2013) ....................................................................... 93

6.4. Version 2.6 (November 6, 2012) ...................................................................... 94

6.5. Version 2.5 (February 28, 2012) ...................................................................... 97

6.6. Version 2.4.3 (November 10, 2011) ................................................................ 100

6.7. Version 2.4.2 (June 10, 2011) ........................................................................ 101

6.8. Version 2.4 (January 31, 2011) ...................................................................... 102

6.9. Version 2.3 (August 17, 2010) ....................................................................... 104

6.10. Version 2.2 (October 14, 2009) .................................................................... 107

6.11. Version 2.1.1 (July 22, 2009) ....................................................................... 109

6.12. Version 2.1 (July 9, 2009) ........................................................................... 110

6.13. Version 2.0 (February 26, 2009) ................................................................... 113

6.14. Version 1.11.3 (October 9, 2008) .................................................................. 116

6.15. Version 1.11 (July 29, 2008) ........................................................................ 117

6.16. Version 1.10 (April 22, 2008) ...................................................................... 119

6.17. Version 1.9 (February 4, 2008) ..................................................................... 122

6.18. Version 1.8 (November 12, 2007) ................................................................. 125

6.19. Version 1.7 (September 3, 2007) .................................................................. 127

6.20. Version 1.6 (July 2, 2007) ........................................................................... 129

6.21. Version 1.5 (May 28, 2007) ......................................................................... 131

6.22. Version 1.4 (April 18, 2007) ........................................................................ 133

6.23. Version 1.3 (March 1, 2007) ........................................................................ 135

6.24. Version 1.2 (February 12, 2007) ................................................................... 136

6.25. Version 1.1 (January 16, 2007) ..................................................................... 137

6.26. Version 1.0.2 (December 5, 2006) ................................................................. 138

6.27. Version 1.0.1 (November 24, 2006) ............................................................... 139

6.28. Version 1.0 (November 10, 2006) ................................................................. 140

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Chapter 1. Introduction

1.1. About Fanurio

Fanurio helps freelancers 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.

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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 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.

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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.

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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.

• 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.

• 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.

• 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 that you can make for your business in a separate

section.

2. Go to the Locale section from Preferences to configure the language of the application and your region.

• Go to Tools » Options to access the preferences on Windows

• Go to Fanurio » Preferences to access the preferences on Mac

• 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.

• Clients: Fanurio can import clients from a CSV file and from Apple's Address Book.

• Time: Read this section to learn how to import time from other applications.

• QuickBooks: Read this section to learn how to make Fanurio work with QuickBooks.

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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 displays 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 140 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.

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Tutorials

2.3. How to track time for your work

You may want to track time for two reasons: to bill your customers if you charge by the hour and to know where 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 1:30 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 description 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.

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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 1 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 don't want to use the default one.

6. Click Export.

Fanurio will export the invoice as a PDF file and it will open it. You can send the PDF invoice to

Aristotle by email as an attachment or print it and send it by mail.

The invoice is exported using the default template that comes with Fanurio. The next lesson will

show how you can customize this template to look exactly like you want it to.

Invoices are explained in more detail in a separate section. You'll learn how to number then

automatically and how to create invoice reports.

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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.

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Chapter 3. Using Fanurio

3.1. Setting your preferences

This chapter presents the most important preferences that can be configured at application level.

• Go to Tools » Options to access the preferences on Windows

• Go to Fanurio » Preferences to access the preferences on Mac

• Go to Edit » Preferences to access the preferences on Linux

3.1.1. Language

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:

• Czech

• Dutch

• English

• French

• German

• Italian

• Portuguese

• Romanian

• 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:

• Chinese

• Danish

• Finnish

• 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.

3.1.2. 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.

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Using Fanurio

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

Ctrl-Alt-F5

Ctrl-Alt-Shift-F5

Ctrl-Alt-F6

Ctrl-Alt-F7

Ctrl-Shift-F

Action

Start new timer immediately

Start new timer

Pause/Resume timer

Stop timer

Shows the application window

Table 3.2. Default global hotkeys for the Linux version

Key

Ctrl-Alt-Insert

Ctrl-Alt-Shift-Insert

Ctrl-Alt-Home

Ctrl-Alt-End

Ctrl-Shift-F

Action

Start new timer immediately

Start new timer

Pause/Resume timer

Stop timer

Shows the application window

3.1.3. 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.

3.1.4. 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.

3.1.5. Timer

You can learn more about the smart timing settings by reading this section.

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Using Fanurio

3.2. Configuring your business

The settings you make at business level are important, especially when billing your customers. To change these settings, go to Business » My Business Details.

If you will not use Fanurio to create invoices, you can skip this section.

3.2.1. About your business

You can enter id and contact information about your business in the Company and Contact sections.

You need to fill in these fields if you create invoices.

The "Other Number" field can be used to enter any other registration number like the Trade Register number.

On Mac OS X you can import your contact details from Apple's Address Book.

3.2.2. Defining currencies

Go to the Currency section to define the currencies you want to use in Fanurio and to make one of them the default one.

Usually, you don't need to define any currency since Fanurio automatically detects your currency from your computer settings. But if it doesn't detect it correctly or if your business bills in multiple currencies, this is the place where you can make the changes.

3.2.3. 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:

• A service called Ongoing Maintenance that is charged $40/hour,

• A service called Site Design and Setup that is charged $200/unit,

• A product called Hosting that is charged $10/month, and

• 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.

3.2.4. Defining taxes

Go to the Taxes section if you need to use taxes for your invoices. Taxes are not enabled by default.

To deal with a whole range of possible taxes and tax combinations, Fanurio uses two concepts: the

Tax and the Tax Group. A Tax has a name and a default rate while a Tax Group contains one or more taxes. In order to apply taxes to an invoice, you need to group taxes in a tax group. Even if you have just one tax.

To quickly define your taxes, we recommend that you use the Tax Wizard. Only if the wizard doesn't do what you want, you should try to build a tax group by hand.

3.2.5. Configuring time rounding

Go to the Billing section to define a default time rounding rule.

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Using Fanurio

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.

3.2.6. 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 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: ABC001, ABC002, XYZ003, ABC004, XYZ005

2. per client numbering: ABC001, ABC002, XYZ001, ABC003, XYZ002

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Using Fanurio

3.3. Working with clients

3.3.1. Managing your list of clients

You can see your clients in the Projects tree from the Projects view. Clients are displayed in alphabetical order.

• To create a new client, go to Business » New Client or click the New Client button from the toolbar.

• To edit a client, right-click it (control-click on Mac OS X) and select Edit Client from the popup menu.

• To delete a client, right-click it (control-click on Mac OS X) and select Delete Client from the popup menu.

3.3.2. 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.

3.3.3. Handling foreign clients

Many freelancers work with both domestic and foreign clients. When working with foreign clients, they may want invoices in their own currency with numbers displayed according to the rules of their country. For instance, some countries use comma as decimal separator while others use a dot. Dates may also be formatted differently. Some countries display the month first while others display the day of month.

Fanurio lets you specify if a client is domestic or foreign. If clients are foreign, you can also specify the client's country so that when invoices will be created for them, numbers, dates and currency will be formatted correctly.

Let's say that you are from Scotland and most of your clients are from the UK but you also have a few clients from the USA. When dealing 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

3.3.4. Importing clients from CSV

If you already have a list of clients, Fanurio can import them. Go to File » Import » Import Contacts from CSV ... to import one or more clients from a CSV (comma-separated value) file.

Most applications (especially e-mail applications) can export their data to such a format. A wizard will assist you along the way to make things easier.

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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 ....

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Using Fanurio

3.4. Working with projects

3.4.1. Managing the projects of a client

You can see projects in the Projects tree from the Projects view. Projects are grouped by client and they are displayed in alphabetical order.

• To create a project, go to Business » New Project or click the New Project button from the toolbar.

• To edit a project, right-click it (control-click on Mac OS X) and select Edit Project from the popup menu.

• To delete a project, right-click it (control-click on Mac OS X) and select Delete Project from the popup menu.

3.4.2. 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.

3.4.3. Hiding finished projects

Knowing which projects are finished and which aren't can be of great help when you only want to deal with one kind of projects. If you want to focus on your current work, you can choose to see only unfinished projects. But if you want to go over past projects, you can choose to see only finished projects.

To change the finished state of a project, right-click (control-click on Mac OS X) a project and mark it as finished or unfinished. To hide finished projects, 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.

3.4.4. 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.

3.4.5. 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 included in the report. You can specify items by:

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• type: services, products or expenses,

• billing: billable or not and

• 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.

• 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.

• Project Timelog shows how much time was spent on each project, in detail.

• 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.

• 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 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.

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.

3.4.6. 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.

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Table 3.3. Project report by date

Project

My Project

Monday

1:12

$120

Tuesday

3:24

$340

Wednesday Thursday

2:00 1:06

$200 $110

Total

7:42

$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

My Project

Monday

1:12

$125

Tuesday

3:24

$353

Wednesday Thursday

2:00 1:06

$208 $114

Total

7:42

$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

My Project 1:12

$120

Tuesday

3:24

$340

Wednesday Thursday Friday

2:00 1:06 0:18

$200 $110 $30

Total

8:00

$800

Important: Please note the differences between the two reports. As time is added to a service 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.

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3.5. Working with project items

3.5.1. About items

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.

• 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.

• 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.

• 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 services 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.

3.5.2. 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. Below 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.

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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.

3.5.3. Rounding time for hourly service items

Unlike the items billed in units where the quantity must be entered by the user, the quantity of hourlyrated 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:

• Time rounding is not enabled

Quantity = 0:16 + 0:32 = 0:48 = 0.8 hours

• 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

• Time is rounded up to 15 minutes for each time entry

Quantity = round(0:16) + round(0:32) = 0:30 + 0:45 = 1:15 = 1.25 hours

When creating a time rounding rule, you can also specify a minimum amount of time to bill. By default, the minimum field is set to 0 but you can change it to create rules like "round time to the nearest 15 minutes interval but bill at least 30 minutes".

Note: Fanurio uses the hour format (1:15) when dealing with time and the decimal format (1.25) when dealing with billable quantities.

The easiest way to round time for a 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)

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.

3.5.5. 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.

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Example 3.2. Bill less work

If you agreed to 10 hours for a service but it took you 12.5 hours then you can discount them to match the initial agreement. Just apply a fixed discount of 2.5 hours and you'll only bill 10 hours. On the invoice, you can show that it took you 12.5 hours but you only billed 10 hours.

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.

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3.6. Working with time entries

3.6.1. About time entries

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.

• 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 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.

3.6.2. 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.

3.6.3. Transferring time between multiple computers

Fanurio can help you manage time recorded on multiple computers. You can export time recorded in one instance of Fanurio running on a certain computer and then import it in another instance of

Fanurio running on a different computer. Here's how to do this:

• 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.

• 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.

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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 computer 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.

3.6.4. Importing time from CSV

Whether you want to switch to Fanurio from some other application or import time from a mobile app

(iOS, 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:

• iTimeSheet [http://itimesheet.free.fr] [iPhone]

• TimeLogger [http://www.appideas.com/node/4] [iPhone]

• HoursTracker [http://hourstrackerapp.com/] [iPhone]

• Time Tracker [http://code.google.com/p/time-tracker-mac/] [OS X]

• Toggl [http://www.toggl.com] [web]

• Freckle [http://letsfreckle.com/] [web]

• BizTrackIt [http://www.shrunkenhead.biz/biztrackit.html] [BlackBerry]

A CSV format tells Fanurio how to map columns from the CSV file to one of the following fields:

• Client: name of the client.

• Project: name of the project.

• Service: name of the service item where time is saved.

• Billable: whether the service item is billable or not (eg true).

• Date: date when the time entry was recorded (eg 2012-07-22).

• Start: start time when the time entry was recorded (eg 17:29:59:999 which is almost 5:00 PM).

• Time: total recorded time (eg 02:30:00 which means 2.5 hours).

• Description: description associated with the time entry.

• 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

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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 doubleclicking their table cells. You can also tag all selected time entries by using the Tag button.

If the clients, projects and service items do not exist, they will be created automatically by Fanurio.

The default settings for new service items are:

• if the new service item has the same name as one of the catalog items, it uses its settings

• if no item is found in the catalog, it uses the default project settings

• 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.

${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

Service 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.

• Client: any text. All the time entries will be imported to the same client.

• Project: any text. All the projects will have the same name.

• 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.

• Date: text formatted as yyyy-MM-dd (eg 2012-07-22).

• Start: text formatted as hh:mm:ss:SSS (eg 17:29:59:999).

• Time: text formatted as hh:mm:ss (eg 02:30:00).

• Description: any text

• Tags: a list of comma-separated tags

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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 client name and the second part for the project name.

If you have a column called Job that contains both the client name and the project name separated by a minus (-) then the expression for the Client field is displayed below.

${column("Job")?split("-")[0]}

The expression for the Project field is displayed below.

${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.

${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.

${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].

3.6.5. 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 separated by commas (eg: tag1,tag2,tag3). Once you have one or more entries with tags, you can then filter them in the Timesheet view. Just click the small arrow icon from the search field to tell it that you want to search by tags.

Tags are useful if you want to track time for multiple persons. You could use a tag for each person to know who did what.

3.6.6. 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:

• client status (any, active, not active),

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• project status (any, finished, not finished),

• invoiced status (any, invoiced, not invoiced),

• billing status (any, billable, not billable) and

• 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 filtered using a search field that can search by:

• description,

• tag,

• client;project;service and

• 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.

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3.7. Working with invoices

3.7.1. Creating an invoice

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 automatically generated for every invoice you create.

3.7.2. 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.

3.7.3. 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 to $1,300.00.

In this case, you apply a fixed discount of $30.00 and the invoiced value will be $1,300.00. The discount is not taxed if taxes apply to the invoice.

3.7.4. 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.

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3.7.5. Using templates to view, export and email invoices

If you want to view, export or email an invoice, you will need to use an invoice template. Templates specify the visual design and content of an invoice document.

Since most business have different requirements when it comes to the layout of their invoices, Fanurio has a very powerful template engine that can handle many file formats (HTML, Microsoft Word,

OpenDocument Text, XML, plain text). If you already create your invoices in one of these formats, it's very likely that they can be easily transformed into templates for Fanurio.

We've created a separate guide just for templates. To get started, you only need to read the introduction.

3.7.6. Exporting invoices

Fanurio can export invoices to various formats depending on what type of template you are using. By

default, Fanurio comes with an .html template that can be used to export invoices to .html and .pdf.

To export an invoice, go to the Invoices view, select the invoice you want to export and then click the Export button.

3.7.7. Sending invoices by email

You can send invoices by email to your clients right from Fanurio. Just go to the Invoices view, select the invoice you want to email and then click the Email button.

You can send invoices by email if the following conditions are met:

1. The email feature is enabled and configured correctly

2. You entered your email address in the Contact section from Business » My Business Details. You need to do this so that the email is sent on your behalf.

3. You entered an email address for the client.

3.7.8. 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:

• status: paid, unpaid or overdue,

• cancelled: yes or no,

• date (creation),

• date (paid),

• reference (purchase order),

• number or

• client.

Once you set these filters, the table footer will display totals for:

• balance (how much money you must receive),

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• profit (how much money you've actually made),

• total (how much money the invoices are before taxes) and

• 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.

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3.8. Working with payments

3.8.1. Recording payments for an invoice

When you receive payment for an invoice, go to the Invoices view and select the invoice. Then use the New Payment button to record the payment.

To see, edit or delete payments, go to the Payments view.

3.8.2. 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:

• date,

• invoice,

• reference or

• 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.

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3.9. Using timers

3.9.1. About timers

Tracking time is a lot easier when you have a timer. Unlike manual time recording, a timer will save you the trouble of remembering the exact time when you started, stopped or paused a task.

Fanurio can manage multiple timers but only one can be active, all the other timers are paused. When a new 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:

• the Timer menu,

• the toolbar,

• the tray icon menu,

• the iTunes-like mini timer,

• the taskbar button's thumbnail toolbar on Windows 7 or

• using global hotkeys on Windows and Linux.

The following actions can be used to control the timers from one of the places mentioned above:

• Start New Timer: This action starts a new timer. If a project is open and a 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.

• Start New Timer...: This action lets 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.

• Start New Timer >: This action lets you start a new timer for one of the recent service items.

• Timers: If you started at least one timer, this action shows all the timers. When you select one of the timers, it automatically becomes active and it's resumed. Recent timers are at the top of the list.

The Timers action from the toolbar also shows the number of timers using a badge icon so you can easily see how many timers you have started.

• Pause / Resume Timer: This action pauses or resumes the active timer.

• Pause / Resume Timer...: This action pauses or resumes the active timer in the past.

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Using Fanurio

• Stop Timer: This action stops the active timer and opens a New Time window to save the recorded time.

• Edit Timer: This action lets you change the 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 method to track time.

3.9.2. 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:

• Tools » Options on Windows

• Fanurio » Preferences on Mac OS X

• 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.

• If no timer is running, it will ask you if you want to start one or if you want to do it later.

• If the active timer is paused, it will ask you if you want to resume it or if you want to do it later.

• If the active timer is running, it will ask you if you want to stop it or if you want to leave it running.

2. Idle time detection: One thing Fanurio can figure out without asking is if you leave the computer while the timer is running. In this case it will ask you to do something with the time you've been away.

As we said, smart timing is about figuring out what the user is doing. If the timer is stopped, Fanurio will try to learn whether it should be started or not. The same happens when the timer is paused or if it's running.

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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 considered pause time.

Besides Discard, the idle notification dialog has two other options: Transfer and Keep. Use Transfer if you've worked on something else in the meanwhile (a client was on the phone for instance) and

Keep if you've been working on the same thing but you didn't touch the 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

• Adjust the idle time interval if you take shorter breaks. It is set to 15 minutes by default.

• 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.

• Use only those reminders that you find useful. You don't have to enable all the reminders.

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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 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 Business 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:

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Using Fanurio

1. Make sure Fanurio is running

2. Go to the Timesheet view and use the filters above the table to specify which time entries you want to see

3. Go to File » Export » Export Timesheet and check QuickBooks before exporting time entries

4. 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.

2. Go to Timer » Utilities » Import » Timer Activities

3. Find the exported .iif file on your computer and select it for import.

If QuickBooks warns you that the import file was created with an older version, click OK (Fanurio can't guess which version of QuickBooks you are running).

4. A small timer window will open showing the results of the import. Click "View Report" to verify your time data was imported correctly.

5. Close the status window and you are done!

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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

Key

F1

F4

F5

Shift-F5

F6

Shift-F6

F7

Ctrl-C

Ctrl-P

Ctrl-T

Ctrl-V

Ctrl-A

Ctrl-Shift-M

Table 3.6. Keyboard shortcuts for the Windows version

Ctrl-Shift-S

Ctrl-Shift-P

Ctrl-Shift-T

Ctrl-Shift-I

Ctrl-Shift-A

Action

Open help

Edit the active timer

Start new timer immediately

Start new timer

Pause/Resume timer immediately

Pause/Resume timer

Stop timer

Create a new client

Create a new project

Create a new time entry

Create a new invoice

Add a new payment

Switch between the iTunes-like mini timer and the main window

Hide or show the sidebar

Switch to Projects View

Switch to Timesheet View

Switch to Invoices View

Switch to Payments View

Table 3.7. Keyboard shortcuts for the Mac OS X version

Key

F4

F5

Shift-F5

F6

F7

Command-C

Command-P

Command-T

Command-V

Command-A

Command-M

Command-Q

Command-Shift-M

Action

Edit the active timer

Start new timer immediately

Start new timer

Pause/Resume timer

Stop timer

Create a new client

Create a new project

Create a new time entry

Create a new invoice

Add a new payment

Minimize window

Quit the application

Switch between the iTunes-like mini timer and the main window

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Using Fanurio

Key

Command-Shift-S

Command-Shift-P

Command-Shift-T

Command-Shift-I

Command-Shift-A

Action

Hide or show the sidebar

Switch to Projects View

Switch to Timesheet View

Switch to Invoices View

Switch to Payments View

Table 3.8. Keyboard shortcuts for the Linux version

Key

F1

F4

F5

Shift-F5

F6

F7

Ctrl-C

Ctrl-P

Ctrl-T

Ctrl-V

Ctrl-A

Ctrl-Shift-M

Ctrl-Shift-S

Ctrl-Shift-P

Ctrl-Shift-T

Ctrl-Shift-I

Ctrl-Shift-A

Ctrl-Q

Action

Open help

Edit the active timer

Start new timer immediately

Start new timer

Pause/Resume timer

Stop timer

Create a new client

Create a new project

Create a new time entry

Create a new invoice

Add a new payment

Switch between the iTunes-like mini timer and the main window

Hide or show the sidebar

Switch to Projects View

Switch to Timesheet View

Switch to Invoices View

Switch to Payments View

Quit the application

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Chapter 4. Templates guide: How to create and edit templates for Fanurio

This guide shows you how to create or edit templates that you can use to export documents like invoices.

4.1. Getting started

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.

4.1.1. Creating an invoice template in 10 minutes or less

The most recommended way of creating an invoice template is to use the template editor. Even power users can do a lot of tweaks just from the editor.

Here's how to create your first template:

1. Go to File » Template Editor to open the template editor.

2. Go through all the sections of the editor and check the fields you want to include in your template.

You can configure things like your logo, the visible columns, the totals or the names of the columns.

To see how it looks like after you make some changes, click Update or press F5 (Windows), Ctrl

+R (Linux) or Cmd+R (Mac OS X).

3. Click Save to save the template to the templates folder when you're done. Later, when you'll want to export an invoice to HTML, you can use this template.

If you want to make further adjustments to the template, use the template editor and click the Open

button to open it. To learn more about the template editor, make sure you read the section that describes

it.

If you have problems customizing or creating a template, you can always contact us for help.

4.1.2. 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.

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Templates guide: How to create and edit templates for Fanurio

4.1.3. About Freemarker

Fanurio uses the FreeMarker template language [http://freemarker.sourceforge.net/] for its templates.

Freemarker is a powerful and mature template language that can be used to create both simple and complex templates. FreeMarker can be used to generate any kind of text: HTML, XML, RTF, etc.

This guide doesn't cover all FreeMarker concepts but only those that are absolutely necessary. For a detailed guide on the FreeMarker language, go to http://freemarker.sourceforge.net/docs/dgui.html.

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Templates guide: How to create and edit templates for Fanurio

4.2. Using the template editor

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.

• Go to File » Template Editor to open the template editor.

• 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.

4.2.1. Basic settings

Most template settings can be easily changed by checking some boxes or by typing text in some fields.

That's how you can specify the page format, the logo, the columns of the invoice and their names or the totals.

Headers and footers on the other hand are more complex and they may contain HTML code and placeholders for specific invoice fields.

Example 1: Changing a simple setting (the logo)

1. Go to the Page section,

2. Check the Logo box,

3. Click the link next to the Logo box to specify the logo image,

4. Click the Update button to see how it looks like and

5. Optionally, adjust the Height and click Update again to see how the look changes.

Example 2: Using placeholders (showing the invoice notes at the bottom of the invoice)

1. Go to the Invoice page,

2. Scroll down to the Footer text area,

3. Type or paste the following text:

${invoice.notes}

4. Click the Update button to see the notes at the bottom of the invoice.

You need to use ${invoice.notes} in order to access the notes of the invoice. Just like invoice.notes, there are many other placeholders for the fields of an invoice, your business and your client's business.

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Templates guide: How to create and edit templates for Fanurio

The complete list of placeholders can be found here. If you want to know more about placeholders,

we have a separate section that explains them.

Example 3: Using HTML to do simple formatting (showing a thank you note at the bottom of the invoice)

1. Go to the Invoice page,

2. Scroll down to the Footer text area,

3. Type or paste the following text:

<p>${invoice.notes}</p>

<br/>

<p><center>Thank you for your business!</center></p>

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 <p> and </p> represents a paragraph, <br/> represents a line-break while the text between <center> and </center> will be displayed centered. Another tag that you may want to use to format text as bold is <b> </b>.

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 height.

Snippet 3: Paint a line above the table footer (totals)

.table tfoot tr:first-child td {

border-top: 1px solid black;

}

Use this code if you want to separate the totals from the rest of the table by drawing a line.

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Templates guide: How to create and edit templates for Fanurio

4.3. The anatomy of a simple template

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:

• placeholders help you access fields like invoice number or invoice total,

• built-ins can give more details about certain fields like the text representation for a date field and

• 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].

4.3.1. Placeholders or how to access fields

Let's suppose you create an invoice that has the number INV-23 and a total of USD 100. A possible layout for the invoice document could be:

INVOICE

Number: INV-23

Total: USD 100

Thank you for your business!

The number and total are emphasized to show that they are different for each invoice.

Fanurio can help you create invoices that have the same layout but it needs to know which parts of the document change and which don't. It does this with the help of a template.

Here's how the template for the above invoice looks like. It is similar to the actual invoice but the changing parts INV-23 and USD 100 have been replaced by ${invoice.number} and ${invoice.total}.

INVOICE

Number: ${invoice.number}

Total: ${invoice.total}

Thank you for your business!

When Fanurio exports an invoice using a template, it identifies all texts of the 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}

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Templates guide: How to create and edit templates for Fanurio

INVOICE

Number: ${invoice.number}

Total: ${invoice.total}

Thank you for your business!

4.3.2. 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: ${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:

${invoice.date?string("yyyy-MM-dd")} where yyyy is the year, MM is the month and dd is the day. Of course, you can change their order however you like.

4.3.3. Directives or how to perform operations on fields

Placeholders are usually not enough if you want to create an invoice template. You will also need to perform various operations on placeholders. We call these operations directives.

Some common directives are:

• list

• 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.

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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

Service1 5 x $10 = $50

Service2 2 x $5 = $10

Product1 1 x $10 = $10

Expense1 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: ${invoice.date?date}

[#list invoice.items as item]

${item.name} ${item.quantity} x ${item.price} = ${item.total}

[/#list]

Total: ${invoice.total}

Thank you for your business!

The invoice.items placeholder contains a list with all the items of an invoice. To access each item from this list you need to use the list directive. The list directive is always of the form:

[#list multi-value-placeholder as element] access the element

[/#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:

Service1 5 x $10 = $50

Service2 2 x $5 = $10

Expense1 1 x $10 = $10

Expense1 1 x $30 = $30 becomes:

Services

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Templates guide: How to create and edit templates for Fanurio

Service1 5 x $10 = $50

Service2 2 x $5 = $10

Products

Product1 1 x $10 = $10

Expenses

Expense1 1 x $30 = $30

The template that makes this possible looks like this:

Services

[#list invoice.serviceItems as item]

${item.name} ${item.quantity} x ${item.price} = ${item.total}

[/#list]

Products

[#list invoice.productItems as item]

${item.name} ${item.quantity} x ${item.price} = ${item.total}

[/#list]

Expenses

[#list invoice.expenseItems as item]

${item.name} ${item.quantity} x ${item.price} = ${item.total}

[/#list]

As you can see, we use not one but three list directives. One for the invoice.serviceItems placeholder, another for the invoice.productItems placeholder and the another one for the invoice.expenseItems 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

Service1 5 x $10 = $50

Service2 2 x $5 = $10

Products

Product1 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]

${item.name} ${item.quantity} x ${item.price} = ${item.total}

[/#list]

Products

[#list invoice.productItems as item]

${item.name} ${item.quantity} x ${item.price} = ${item.total}

[/#list]

[#if invoice.expenseItems?size != 0]

Expenses

[#list invoice.expenseItems as item]

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Templates guide: How to create and edit templates for Fanurio

${item.name} ${item.quantity} x ${item.price} = ${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:

• true if there is at least one expense item. In this case, the Expenses text together with all expense items are displayed.

• false if there are no expense items. In this case, nothing is displayed.

Notice the ?size built-in. It applies to multi-value placeholders and retrieves the number of elements.

This template is saved in the file text-invoice-04.txt [files/templates/txt/text-invoice-04.txt].

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Templates guide: How to create and edit templates for Fanurio

4.4. Creating templates the easy way

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.

4.4.1. 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 invoice:

Table 4.1. Invoice items in a table

Quantity Name

Services

Service1

Service2

5

2

Price

$10

$5

Total

$50

$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

Price Name

Services

[#list invoice.serviceItems as item]

Quantity

${item.name}

[/#list]

${item.quantity} ${item.price}

Total

${item.total}

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Price Name

[#if invoice.productItems?

size != 0]

Products

[#list invoice.productItems as item]

Quantity

${item.name}

[/#list]

[/#if]

${item.quantity} ${item.price}

[#if invoice.expenseItems?

size != 0]

Expenses

[#list invoice.expenseItems as item]

${item.name} ${item.quantity}

[/#list]

[/#if]

${item.price}

Total

${item.total}

${item.total}

Total ${invoice.total}

4.4.2. HyperText Markup Language (.html)

An HTML template [files/templates/html/html-invoice.html] is similar to the plain text template created in the previous section but with specific formatting like header, footer, page numbering and a table for the invoice items.

HTML is a very popular file format that's used especially for web pages. It's also the default file format for templates used in Fanurio. Fanurio can use templates in several file formats but only HTML

templates can be used for both viewing and exporting invoices to PDF. A comparison of all file formats

is available at the end of this guide.

One easy way to create an HTML template is to use the template editor. Another way (although not

recommended) is create it by hand. If you prefer to create it manually, you may want to use a visual editor like Adobe Dreamweaver [http://www.adobe.com/products/dreamweaver/] (commercial) or

KompoZer [http://www.kompozer.net] (free).

We also have a separate section that shows how to fine-tune an HTML document.

4.4.3. 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.

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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.

4.4.4. 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.

4.4.5. 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.

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4.5. Creating templates like a professional

(HTML and CSS)

This section only shows what you can do to improve the layout of an HTML document in general.

You should read this if you want to change an HTML template manually.

If you are creating an HTML template, we highly recommend that you use the template editor.

4.5.1. 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:

• page size

• header and footer

• page numbers

• page breaks

• background layer

• 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-boxpage-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.

<html>

<head>

<style type="text/css" media="all">

@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: element(header);

}

}

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#page-header {

display: block;

position: running(header);

}

#page-footer {

display: block;

position: running(footer);

}

</style>

</head>

<body>

<div id="page-header">

<p>Header text</p>

</div>

<div id="page-footer">

<p>Footer text</p>

</div>

<div id="page-content">

<p>Body text</p>

</div>

</body>

</html>

Page numbers

Use span tags to insert the current page number and the number of total pages.

<p>Page <span class="page-number"/> of <span class="page-count"/></p>

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.

<p style="page-break-after:always;"/>

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.

<link rel="stylesheet" type="application/pdf" href="letterhead.pdf" />

The background layer is useful if you have a letterhead and you want to print the contents of the document over it.

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Document properties

Title and meta tags from the head section are converted to document properties when an HTML document is exported to PDF. You can add author, subject and keywords meta tags to include additional information in exported PDFs.

<title>PDF Test</title>

<meta name="author" content="author"/>

<meta name="subject" content="subject"/>

<meta name="keywords" content="keyword 1, keyword 2"/>

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.

<html>

<head>

<style type="text/css" media="all">

@page {

size: A4 portrait; /* can use also 'landscape' for orientation */

margin: 1.0in;

border: thin solid black;

padding: 1em;

@bottom-center {

content: element(footer);

}

@top-center {

content: element(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);

}

</style>

</head>

<body>

<div id="page-header">

<p>Header text</p>

</div>

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<div id="page-footer">

<p>Footer text</p>

<p>Page <span class="page-number"/> of <span class="page-count"/></p>

</div>

<div id="page-content">

<p>Page 1.</p>

<p style="page-break-after:always;"/>

<p>Page 2.</p>

</div>

</body>

</html>

4.5.2. 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:

<head>

...

<!-- Replace Cp1252 with your charset -->

<meta http-equiv="Content-Type" content="application/pdf; charset=Cp1252"/>

...

</head>

Cp1252 refers to the West European Latin character encoding. Other encodings are:

• Cp1250 - East European Latin

• Cp1251 - Cyrillic

• Cp1252 - West European Latin

• Cp1253 - Greek

• Cp1254 - Turkish

• Cp1255 - Hebrew

• Cp1256 - Arabic

• Cp1257 - Baltic

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4.6. Creating templates like a professional

(Plain Text and XML)

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:

• standard: HTML, Microsoft Word 2007, OpenDocument Text and OpenDocument Spreadsheet.

• 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 to create a Scribus template.

4.6.1. 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

D${invoice.date?string("M/dd''yy")}

U${invoice.grandTotal.amount}

T${invoice.grandTotal.amount}

N${invoice.number}

P${client.name}

M${invoice.notes}

LBusiness Income/AA

A${client.attention}

A${client.address}

"A${client.city}, ${client.state} ${client.zip}"

A

A

[#foreach item in invoice.items]

SBusiness Income

"${item.description}"

${item.total}

[/#foreach]

XI1

XE${invoice.dueDate?string("M/dd''yy")}

XR0.0

XT0.00

[#foreach item in invoice.items]

XN${item.name}

X#${item.quantity}

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X${item.price}

"XS${item.description}"

[/#foreach]

^

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.qif [files/templates/qif/quicken-invoice.qif].

4.6.2. 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 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]

<PAGEBOBJECT ... />

...

<PAGEBOBJECT ... />

[/#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]

<PAGEBOBJECT ... YPOS="${270 + 30 * (item_index + 1)}" ... />

...

<PAGEBOBJECT ... />

[/#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.

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[#list invoice.items as item]

<PAGEBOBJECT ... YPOS="${270 + 30 * (item_index + 1)}" ... />

...

<PAGEBOBJECT ... />

[/#list]

<PAGEBOBJECT ... YPOS="${270 + 30 * invoice.items?size + 1}" ... />

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-invoice.txt [files/templates/txt/ scribus-invoice.txt].

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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

View Print Export Email Template

Format

HTML

(.html)

+ + .html, .pdf

.pdf

Microsoft

Word 2007

(.docx)

-

Text (.odt)

Spreadsheet

(.ods)

XML (.xml) -

Plain Text

(.txt)

-

Quicken

(.qif)

-

-

-

-

-

-

-

.docx

.odt

.ods

.xml

.txt

.qif

.iif

.docx

.odt

.ods

.xml

.txt

.qif

.iif

Editor Example

Text editor,

HTML editor htmlinvoice.html

[files/ templates/ html/htmlinvoice.html]

Microsoft

Word wordinvoice.docx

[files/ templates/ docx/wordinvoice.docx]

OpenOffice

Writer

OpenOffice

Calc odtinvoice.odt

[files/ templates/ odt/odtinvoice.odt] odsinvoice.ods

[files/ templates/ ods/odsinvoice.ods]

Text editor,

XML editor

-

Text editors textinvoice.txt

[files/ templates/ txt/textinvoice.txt]

Text editors quickeninvoice.qif

[files/ templates/ qif/quickeninvoice.qif]

Text editors QuickBooks

(.iif)

TeX

Document

(.tex)

-

.tex

.tex

Text editors,

TeX/LaTeX editor

-

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If you don't know which format is right for you, here's a short summary of what each format can do:

• HTML: This is the default and recommended format for templates in Fanurio. You should use

HTML templates if you want to view, print or export documents to PDF right from Fanurio. The other formats require an additional step to get the same results. You have to open them with their editor for viewing or printing.

We recommend that you use the template editor to edit HTML templates but you can also edit

them visually using HTML editors like Adobe Dreamweaver [http://www.adobe.com/products/ dreamweaver/] (commercial) or KompoZer [http://www.kompozer.net/] (free).

• Microsoft Word 2007: Microsoft Word [http://office.microsoft.com] templates can be easily edited to create complex layouts. Use this format if you want to create great looking documents in a short time.

• OpenOffice: OpenOffice formats (.odt and .ods) help you get the same results as Microsoft Word but on multiple platforms. An OpenDocument Text template is a great choice if you are using

Fanurio on Linux and you want to create an invoice template fast.

OpenOffice [http://www.openoffice.org/] can be downloaded for free and can save its documents in PDF.

• XML: Use this format if you want to export data to XML and then import it in other applications.

• Plain Text: The text format is not very practical unless you need to export your documents as plain text files. We are using plain text templates to explain the template language syntax.

One could also use this format to export documents to any text-based format. For instance, you could use it to generate RTF (Rich Text Format) documents if you know the RTF syntax.

• Quicken: The QIF format is in fact a plain text format. Use this format if you need to keep your invoices in Quicken.

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4.8. Placeholders reference

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:

• your business

• your client's business

• the actual invoice content

Some fields contain an additional description to properly describe their meaning.

4.8.1. 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

Version Property

1. General business.name

business.code

1.0

2.3

Meaning business.businessNumber

business.otherNumber

business.taxNumber

2.3

2.3

1.4

self-explained

A short code that identifies your business.

The number assigned to your business when it was created.

A number that could be used as the trade register number.

The tax number assigned by the government to your business. In many countries, businesses must include their VAT number on their invoices. In such cases, the tax number is the VAT number.

2. Taxes business.taxLiable

1.5

Indicates whether the business pays taxes or not. A business pays taxes if they are enabled.

If you want to do something when the business pays taxes:

[#if business.taxLiable]

...

[/#if]

If you want to do something when the business doesn't pay taxes:

[#if !business.taxLiable]

...

[/#if]

3. Contact

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Property business.attention

business.address

business.city

business.state

business.zip

business.country

business.phone

business.fax

business.mobile

business.other

business.email

business.website

2.1

1.0

1.8

1.0

1.0

1.0

2.1

Version

1.0

1.0

1.0

1.0

1.0

Meaning self-explained self-explained self-explained self-explained self-explained self-explained self-explained self-explained self-explained self-explained self-explained self-explained

4.8.2. 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

Version Property

1. General client.name

client.code

1.0

1.5

Meaning client.businessNumber

client.otherNumber

client.taxNumber

client.invoices

client.balance

2.3

2.3

1.4

2.0

2.0

self-explained

The client code is especially useful if you want to number invoices automatically and to include the client code in the invoice number.

The number assigned to the business when it was created.

A number that could be used as the trade register number.

The tax number assigned by the government to your client's business. In many countries, invoices must include the client's

VAT number. In such cases, the tax number is the VAT number.

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 as invoice]

...

[/#list]

How much money the client has to pay for all open

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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

client.address

client.city

client.state

client.zip

client.country

client.phone

client.fax

client.mobile

client.other

client.email

client.website

1.0

1.0

1.0

1.0

1.0

1.0

1.0

1.0

2.1

2.1

1.0

1.8

self-explained self-explained self-explained self-explained self-explained self-explained self-explained self-explained self-explained self-explained self-explained self-explained

4.8.3. Contract

The following table shows the fields that can be used to include information about the contract which is invoiced. Every time an invoice is created, it is associated with a contract. The following placeholders identify the contract from both the client's view and yours.

Table 4.6. Contract Properties

Property contract.number

Version

1.9

contract.reference

1.9, 2.1

Meaning

The number you associate with the contract.

The number the client associates with the contract. In most cases, this number is a purchase order number.

Note: replaces contract.reference

contract.clientNumber since version 2.1

4.8.4. Invoice

The following table shows the fields that can be used to include information about the actual invoice.

Table 4.7. Invoice Properties

Version Property

1. General invoice.number

invoice.notes

1.0

2.0

Meaning self-explained self-explained

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Property invoice.date

invoice.period

invoice.dueDate

invoice.dueDays

invoice.overdue

Version

1.0

2.3

1.5

1.5

2.1.2

Meaning

Use ${invoice.date?date} to access the value of the invoice date.

Indicates the date or period when the invoiced services were provided.

Use ${invoice.dueDate?date} to access the date when an invoice is due.

When the invoice must be paid

(in days since the invoice date).

Indicates whether an invoice is overdue or not.

2. Payments invoice.ageInDays

invoice.balance

invoice.paymentsTotal

invoice.payments

2.0

2.0

2.0

2.0

The number of days since an invoice was created until it was paid.

How much money the client has to pay. Balance is the difference between the invoice total and payments total.

self-explained

A list with all the payments of an invoice. To access a payment from the list use the following

Freemarker code: invoice.paid

invoice.paymentDate

2.0

2.0

[#list invoice.payments as payment]

...

[/#list]

Indicates whether an invoice is paid (completely) or not.

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

A list with all the items of an invoice. To access an item from the list use the following

Freemarker code:

[#list invoice.items as item]

...

[/#list]

Since version 2.0, this placeholder has a new meaning. The list contains all items, including products

62

Property invoice.serviceItems

invoice.productItems

invoice.expenseItems

invoice.projects

Templates guide: How to create and edit templates for Fanurio

Version

2.0, 2.7

2.5, 2.7

1.4, 2.7

1.0

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.serviceItems,

invoice.productItems and invoice.expenseItems

placeholders.

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.serviceItems as item]

...

[/#list]

Note: invoice.serviceItems

replaces invoice.services which was used up until version 2.6.

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.productItems as item]

...

[/#list]

Note: invoice.productItems

replaces invoice.products

which was used up until version

2.6.

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.expenseItems as item]

...

[/#list]

Note: invoice.expenseItems

replaces invoice.expenses

which was used up until version

2.6.

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.

63

Property

4. Totals invoice.serviceItemsSubtotal

invoice.productItemsSubtotal

invoice.expenseItemsSubtotal

invoice.profit

invoice.total

invoice.grandTotal

invoice.exchangeRates

Templates guide: How to create and edit templates for Fanurio

Version

2.0, 2.7

2.5, 2.7

1.0, 2.7

1.11

1.0

1.4

2.0

Meaning

To access a project from the list use the following Freemarker code:

[#list invoice.projects as project]

...

[/#list]

The total amount of money due for all the service items from the invoice.

Note: invoice.serviceItemsSubtotal

replaces

invoice.servicesSubtotal which was used up until version 2.6.

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.

The total amount of money due for all the expense items from the invoice.

Note: invoice.expenseItemsSubtotal

replaces invoice.expensesSubtotal

which was used up until version

2.6.

self-explained

The total amount of money (no taxes included).

The total amount of money (all taxes included).

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.exchangeRates as exchangeRate]

...

${exchangeRate.source}

${exchangeRate.target}

${exchangeRate.rate}

...

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Property

5. Taxes invoice.taxable

invoice.taxes

invoice.taxTotal(tax) invoice.taxesTotal

6. Discounts invoice.regularTotal

invoice.rawTotal

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Version

1.8

1.4

1.4

1.4

1.8

1.8

Meaning

[/#list]

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]

A list with all the taxes of an invoice. To access a tax from the list use the following Freemarker code:

[#list invoice.taxes as tax]

...

[/#list]

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.

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.totalDiscounted]

${item.regularTotal}

[/#if]

The regular total is accessed only when the total is discounted.

If an invoice has discounts for both its items and its total value, this field represents the value of the invoice without any discount.

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Property invoice.totalDiscount

invoice.totalDiscounted

Version

1.8

1.8

Meaning

It's how much you would make if no discount is applied.

If the total value of an invoice is discounted, this field indicates the discount. It can be used to display the actual discount.

Indicates if the total of an invoice is discounted. See the

item.regularPrice field above.

7. Time invoice.billableTimeAsHour

1.5

invoice.billableTimeAsDecimal 1.5

The total invoiced time in hour format. For instance 1 hour and

30 minutes is represented as

1:30.

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.expenseItems) 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

1. General

Version

The general fields are used to describe an item.

item.name

1.0

item.description

item.date

1.0

2.0

Meaning item.notes

item.catalogItem

item.serviceItem

2.0

1.0, 2.0, 2.5

2.0, 2.7

self-explained self-explained

Use ${item.date?date} to access the value of the item date.

self-explained self-explained

${item.catalogItem!"-"}

Note: item.catalogItem

replaces item.itemCategory

(introduced in version 2.0) and item.service (used before version 2.0).

Indicates whether this item is a service item or not. The following code prints a plus character if the item is a service item.

[#if item.serviceItem]

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Property item.productItem

Version

2.5, 2.7

Meaning

+

[/#if]

To access the list of service item of an invoice project see the project.serviceItems placeholder. For an invoice, see

invoice.serviceItems.

Note: item.serviceItem replaces

item.service (used before version 2.7).

Indicates whether this item is a product item or not. The following code prints a plus character if the item is a product item.

[#if item.productItem]

+

[/#if] item.expenseItem

2.0, 2.7

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).

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.expenseItem]

+

[/#if]

To access the list of expense items of a project see the project.expenseItems placeholder. For an invoice, see

invoice.expenseItems.

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.

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Property Version Meaning

More information about discounts and when they are available is provided in the discount section below.

item.taxExempt

2.0

Indicates whether this item is exempt from taxes or not. The following code prints a plus character if the item is exempt from taxes.

[#if item.taxExempt]

+

[/#if] item.price

item.cost

item.quantity

item.quantityType

1.0, 2.0

1.11

1.0, 2.0

2.0

Items can be marked as exempt from taxes only if taxes are enabled for your business.

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.

How much the item costs. If you subcontract or resell some services, this field represents how much you are paying for the item.

The quantity used to bill the item. If the item is discounted, it indicates the quantity after the

discount.

If the item is billed in hours, this field indicates the number of hours in decimal format. Otherwise it 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.

[#if item.quantityType.id == 0]

units

[/#if] item.unitOfMeasure

2.3

[#if item.quantityType.id == 1]

hours

[/#if] self-explained

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Property item.profit

item.total

item.regularPrice

item.regularQuantity

item.regularTotal

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Version

1.11

1.0, 2.0

1.8, 2.0

1.8, 2.0

1.8, 2.0

Meaning 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.

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.priceDiscounted]

${item.regularPrice}

[/#if]

The regular price is accessed only when the price is discounted.

Note: replaces item.regularPrice

item.regularRate

which was used up until version

1.11.

If the quantity of an item is discounted, this field indicates the quantity before the

discount. You may want to use this field like this:

[#if item.quantityDiscounted]

${item.regularQuantity}

[/#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.

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.regularTotal}

[/#if]

The regular total is accessed only when it is discounted.

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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.

item.quantityDiscount

item.priceDiscounted

1.8, 2.0

1.8, 2.0

Note: item.priceDiscount

replaces item.rateDiscount

which was used up until version

1.11.

If an item is discounted by quantity, this field indicates the discount. It can be used to display the actual discount.

Note: item.quantityDiscount

replaces item.unitsDiscount

which was used up until version

1.11.

Indicates if the price of an item is discounted. See the

item.regularPrice field above.

item.quantityDiscounted

1.8, 2.0

Note: item.priceDiscounted

replaces item.rateDiscounted which was used up until version

1.11.

Indicates if the quantity of an item is discounted. See the item.regularQuantity field above.

item.discounted

1.8

Note: item.quantityDiscounted replaces item.unitsDiscounted which was used up until version

1.11.

Indicates if an item is discounted (either by rate or number of units). See the item.regularAmount field above.

4. Time

The time fields can be used to get more detailed information about the time recorded for a service item.

item.timeEntries

1.5

A list with all the time entries recorded for a project item. This

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Version Property item.elapsedTimeAsHour

1.5

item.elapsedTimeAsDecimal

1.5

item.billableTimeAsHour

1.5

item.billableTimeAsDecimal

1.5

Meaning 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.timeEntries as timeEntry]

...

[/#list]

The total time recorded for a project item in hour format. For instance 1 hour and 30 minutes is represented as 1:30.

The total time recorded for a project item in decimal format.

For instance 1 hour and 30 minutes is represented as 1.50.

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.

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 payment.date

payment.notes

payment.amount

payment.reference

Version

2.0

2.0

2.0

2.0

Meaning self-explained self-explained self-explained self-explained

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4.8.7. Tax

The following table shows the fields of a tax from an invoice. A tax cannot be accessed directly. You can only access it from the list of taxes of an invoice (invoice.taxes).

Table 4.10. Tax Properties

Property tax.name

Version

1.4

Meaning 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

Version Property

1. General project.name

project.number

project.reference

project.description

project.notes

2. Contents

1.0

2.6

2.6

2.5

1.8

Meaning self-explained self-explained self-explained self-explained self-explained

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.serviceItems,

project.productItems and the project.expenseItems

placeholders.

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Property project.serviceItems

project.productItems

project.expenseItems

3. Totals project.serviceItemsSubtotal

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Version

2.0, 2.7

project.productItemsSubtotal

2.5, 2.7

1.0, 2.7

2.0, 2.7

2.5, 2.7

Meaning

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.serviceItems as item]

...

[/#list]

Note: project.serviceItems

replaces project.services which was used up until version 2.6.

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.productItems as item]

...

[/#list]

Note: project.productItems

replaces project.products

which was used up until version

2.6.

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.expenseItems as item]

...

[/#list]

Note: project.expenseItems

replaces project.expenses

which was used up until version

2.6.

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.

The total amount of money due for all the product items from this project.

Note: project.productItemsSubtotal

replaces project.productsSubtotal

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Version Property project.expenseItemsSubtotal

1.0, 2.7

project.profit

project.total

1.11

1.0

Meaning which was used up until version

2.6.

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.

self-explained

The total project amount of money (no taxes included).

4. Time project.billableTimeAsHour

1.5

project.billableTimeAsDecimal 1.5

The total time invoiced for a project in hour format. For instance 1 hour and 30 minutes is represented as 1:30.

The total time invoiced for a project in decimal format. For instance 1 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 timeEntry.date

Version

1.5

timeEntry.endDate

1.5

timeEntry.description

1.5

timeEntry.elapsedTimeAsHour

1.5

timeEntry.elapsedTimeAsDecimal1.5

Meaning

Use ${timeEntry.date?time} to access the exact time when time has been recorded for the item.

Use ${timeEntry.endDate?time} to access the exact time recording has stopped.

self-explained

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.

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Property Version timeEntry.pausedTimeAsHour

1.8

timeEntry.pausedTimeAsDecimal1.8

Meaning

The pause associated with this time entry in hour format. For instance 1 hour and 30 minutes is represented as 1:30.

The pause associated with this time entry in decimal format. For instance 1 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 currentTime()

Version

2.2

Meaning

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.

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Chapter 5. Troubleshooting and maintenance

5.1. Installing Fanurio

5.1.1. Requirements

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.

5.1.2. 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.

5.1.3. The cross-platform version

To install and run Fanurio from a USB stick, please follow these instructions:

1. Get the cross-platform version (.tar.gz)

2. Install it on the USB stick by unzipping it

3. Start Fanurio from the stick by running:

• fanuriolocal.applescript on Mac OS X

• fanuriolocal.exe on Windows

• 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.

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5.2. User data

5.2.1. Location

The location of data and settings depends on the operating system. Fanurio does this to integrate smoothly with each platform it runs on. As a rule, it stores them somewhere in the user's home folder.

Knowing the location can be helpful if you want to backup the settings and data by hand. Some of

these folders can be changed from the application.

By data and settings we mean:

• log file: This file is used by Fanurio to log messages and errors related to its execution. Fanurio keeps at most two log files, depending on the volume of errors and warnings. The size of a log file is no larger than 2 MB.

• audit file: This file is used by Fanurio to log database actions so that data can be 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.

• user translations folder: The folder where users can add their (unofficial) translations of the application.

• data folder: This folder contains the user entered data like clients, projects and invoices.

• backup folder: This folder contains backups made by Fanurio.

• templates folder: This folder contains subfolders with user-defined templates 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

Log

Audit

Settings

Data folder *

Backup folder *

Templates folder *

Default templates folder

User translations folder

Location

C:\Documents and Settings\USER_NAME

\Application Data\Fanurio\fanurio.log

C:\Documents and Settings\USER_NAME

\Application Data\Fanurio\fanurio-audit.log

C:\Documents and Settings\USER_NAME

\Application Data\Fanurio\fanurio.properties

C:\Documents and Settings\USER_NAME

\Application Data\Fanurio\data

C:\Documents and Settings\USER_NAME

\Application Data\Fanurio\backup

C:\Documents and Settings\USER_NAME

\Application Data\Fanurio\templates

C:\Program Files\Fanurio\share\templates

C:\Documents and Settings\USER_NAME

\Application Data\Fanurio\i18n

*) Go to Tools » Options » Folders to change these folders.

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Table 5.2. Location of user data on Windows (Vista, 7)

Item

Log

Audit

Settings

Data folder *

Backup folder *

Templates folder *

Default templates folder

User translations folder

Location

C:\Users\USER_NAME\AppData\Roaming

\Fanurio\fanurio.log

C:\Users\USER_NAME\AppData\Roaming

\Fanurio\fanurio-audit.log

C:\Users\USER_NAME\AppData\Roaming

\Fanurio\fanurio.properties

C:\Users\USER_NAME\AppData\Roaming

\Fanurio\data

C:\Users\USER_NAME\AppData\Roaming

\Fanurio\backup

C:\Users\USER_NAME\AppData\Roaming

\Fanurio\templates

C:\Program Files\Fanurio\share\templates

C:\Users\USER_NAME\AppData\Roaming

\Fanurio\i18n

*) Go to Tools » Options » Folders to change these folders.

Table 5.3. Location of user data on Mac OS X

Item

Log

Audit

Settings

Data folder *

Backup folder *

Templates folder *

Default templates folder

User translations folder

Location

~/Library/Logs/Fanurio/fanurio.log

~/Library/Logs/Fanurio/fanurio-audit.log

~/Library/Preferences/Fanurio/fanurio.properties

~/Library/Application Support/Fanurio/data

~/Library/Application Support/Fanurio/backup

~/Library/Application Support/Fanurio/templates

/Applications/Fanurio.app/Contents/Resources/

Java/share/templates

~/Library/Application Support/Fanurio/i18n

*) Go to Fanurio » Preferences » Folders to change these folders.

Table 5.4. Location of user data on Linux

Item

Log

Audit

Settings

Data folder *

Backup folder *

Templates folder *

Default templates folder

User translations folder

Location

~/.fanurio/fanurio.log

~/.fanurio/fanurio-audit.log

~/.fanurio/fanurio.properties

~/.fanurio/data

~/.fanurio/backup

~/.fanurio/templates

./share/templates

/usr/share/fanurio/share/templates

~/.fanurio/i18n

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*) Go to Edit » Preferences » Folders to change these folders.

5.2.2. 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.

• Go to Tools » Options » Folders on Windows

• Go to Fanurio » Preferences » Folders on Mac

• 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 folders" box to copy existing files to the new locations.

• Go to Tools » Options » Folders on Windows

• Go to Fanurio » Preferences » Folders on Mac

• Go to Edit » Preferences » Folders on Linux

4. Close Fanurio on your first computer.

• Use File » Exit to close the application on Windows

• Use Fanurio » Quit to close the application on Mac

• 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.

5.2.3. About backups

We know data is a very important asset. That's why Fanurio creates backup copies every six hours

(1:00, 7:00, 13:00, 19:00) when it is running and another copy when it is started. A backup copy is also created when a new version is installed. Fanurio keeps at most 25 backup copies.

An additional security measure is the audit file that contains the latest database operations. The audit file can be at most 6MB in size and that should be enough to record the data entered during the last week. The audit file can be used to recover data just in case there is no backup copy and the database

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Troubleshooting and maintenance is corrupted. We don't imagine how both these things could happen and that's why this is an additional measure.

5.2.4. Creating and restoring backups

You can manage backups using the following commands:

• Go to File » Backup to create a backup.

• Go to File » Restore to restore an existing backup.

• 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 be available on the new computer.

5.2.5. 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:

• 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.

• 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.

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Download the cross-platform version and follow these instructions to install it. The nice thing about

the cross-platform version is that you can install it on a USB stick and then run it from there on any computer, whether it uses Windows, Linux or Mac OS X.

Tip

Use this method if you have to work on your client’s computer and you don’t want to install

Fanurio there.

B. Shared folder (Dropbox)

If you 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.

5.2.6. Exporting the log file

If you notice something unusual about Fanurio, you can always send us the log file. You can either locate it on disk or use the Export Log button from the About dialog.

When you export the log from the About dialog, Fanurio creates a file called fanurio.log.zip at a location you specify. It's recommended that you export it to Desktop so that you can locate it easier.

5.2.7. 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:

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1. Make sure Fanurio is not running

• Use File » Exit to close the application on Windows

• Use Fanurio » Quit to close the application on Mac

• Use File » Quit to close the application on Linux

2. Find the file fanurio.properties in:

• C:\Documents and Settings\USER_NAME\Application Data\Fanurio\ on Windows

• C:\Users\USER_NAME\AppData\Roaming\Fanurio\ on Vista

• ~/Library/Preferences/Fanurio/ on Mac OS X

• ~/.fanurio on Linux

3. Open it with a text editor

4. Add, edit or remove the lines that contain the settings that you want to edit

5. Save the file and close the editor

6. Restart Fanurio

Example 5.1. Mini-timer size and coordinates

Fanurio uses the ui.window.mini.bounds setting to remember the size and location of the iTunes-like mini timer. If you want to reset this setting, you have to follow the above steps and delete the line that starts with ui.window.mini.bounds.

5.2.8. 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_i18n.properties is the main file that contains the English translation of the application. The others contain translations of other languages and have a suffix of the form _ll_CC where ll is the language code and CC is the country code.

For instance, fanurio_i18n_fr_CA.properties represents the French translation for Canada while fanurio_i18n_en_CA.properties represents the English translation for Canada.

1. Download fanurio-i18n.zip [files/fanurio-i18n.zip]

2. Extract the contents of the .zip archive somewhere on your computer (e.g. Desktop)

3. Download [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 fanurio-i18n.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_i18n.properties in the folder created at step 2

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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 > 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 a new 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 > 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.

5.2.9. 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:

• C:\Users\USER_NAME\AppData\Roaming\Fanurio\i18n on Windows Vista or Windows 7

• C:\Documents and Settings\USER_NAME\Application Data\Fanurio\i18n on Windows

• ~/.fanurio/i18n on Linux

• ~/Library/Application Support/Fanurio/i18n on Mac OS X

2. Copy the language file to the translations folder. It can be the language file created above or any other language file from fanurio-i18n.zip [files/fanurio-i18n.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.

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5.3. Known issues

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.

5.3.1. Printing

If you want to print an invoice from Fanurio, you have two choices:

1. Directly: View the invoice then use the Print button.

2. Indirectly: Export the invoice to PDF then print it.

Indirect printing (PDF) gives slightly better results but if you are not interested in having perfect alignment for all pixels this shouldn't matter.

5.3.2. Tray icon

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.

• 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 > Utility > Notification

Area.

• Make sure the panel size is >= 26 pixels for the tray icon to align nicely. To change the panel size, right-click on the GNOME panel and select Properties.

• 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 have Global hotkeys enabled in Tools > 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.

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If you notice this problem, please use this solution [https://bugs.launchpad.net/ubuntu/+source/sunjava6/+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.l4j.ini] (fanurio.l4j.ini) to the folder where Fanurio is installed (most likely C:\Program Files\Fanurio). If you already have this file, open it with a text editor and add the following line:

-Dswing.defaultlaf=com.jgoodies.looks.plastic.PlasticXPLookAndFeel

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_certification]. We've changed it to make it easier to specify the server address and port number.

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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

There are two versions of Fanurio for OS X.

• 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/HT1338?viewlocale=en_US] feature (available on the Apple menu) to check that you have the most up-to-date version of Java for your Mac.

If you are using Mac OS X 10.5, you may have Java 5 instead of Java 6 set by default. You can change the preferred Java version for applications by using the Java Preferences utility. This utility is installed at /Applications/Utilities/.

1. Open the "/Applications/Utilities/" Folder.

2. Double Click on "Java Preferences".

3. In the "General" tab, check Java SE 6 and uncheck J2SE 5.0.

If you are using Mac OS X 10.4, you may have Java 1.4 instead of Java 5 set by default. You can change the preferred Java version for applications by using the Java Preferences utility. This utility is installed at /Applications/Utilities/Java/J2SE 5.0/.

1. Open the "/Applications/Utilities/Java/J2SE 5.0" Folder.

2. Double Click on "Java Preferences".

3. Go to the "General" tab.

4. In the "Java Application Runtime Settings" section drag "J2SE 5.0" from the second position to the top first position.

5. Click on the "Save" button.

• 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.

5.4.3. 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.

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1. Download [http://www.oracle.com/technetwork/java/javase/downloads/index.html] the tar.gz file for Linux from Oracle.

This guide assumes the file is called jdk-7-linux-i586.tar.gz but depending on which version you decide to download, it may have a different name.

2. Untar and copy it to /usr/lib/jvm/ where Java is installed. The new Java launcher will be /usr/lib/

jvm/jdk1.7.0/jre/bin/java.

sudo tar -zxvf ~/Downloads/jdk-7-linux-i586.tar.gz -C /usr/lib/jvm/

3. Add the new Java installation to the Java alternative lists.

sudo update-alternatives --install /usr/bin/java java /usr/lib/jvm/jdk1.7.0/jre/bin/java 1

4. Make the new Java installation the default one. Run the following command and choose the option that points to the new Java installation.

sudo update-alternatives --config java

5. Test it.

java -version

How to install Sun Java on Ubuntu 11.4 and earlier

On Ubuntu 11.4 and earlier, Sun Java can be downloaded from Ubuntu repositories.

1. On Ubuntu 10.4 (Lucid Lynx) sudo add-apt-repository "deb http://archive.canonical.com/ lucid partner"

On Ubuntu 10.10 (Maverick Meerkat) sudo add-apt-repository "deb http://archive.canonical.com/ maverick partner"

On Ubuntu 11.4 (Natty Narwhal) sudo add-apt-repository "deb http://archive.canonical.com/ natty partner"

On Ubuntu 11.4 (Natty Narwhal) sudo add-apt-repository "deb http://archive.canonical.com/ natty partner"

2. sudo aptitude update

3. sudo aptitude install sun-java6-jdk

5.4.4. Other platforms

You can download the latest Java version from java.com [http://java.com/en/download/index.jsp].

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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 <[email protected]> or using the online contact form [http://www.fanuriotimetracking.com/feedback.php]. You can also subscribe to our blog [http://www.fanuriotimetracking.com/blog], follow us on Twitter, [http://www.twitter.com/ fanurio] 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.

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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

• 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.

• 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.

• Added a Close button to the Edit Timer window.

• 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.

• Taxes with three decimals: Taxes can now use three decimals instead of two (eg 7.275%).

• The cursor jumped to the next field when entering time using the "enter time relative to finish" option.

• 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?

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-instancesof-an-application-in-os-x/].

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• Use Start TLS for SMTP servers: If you use Fanurio to send invoices by email, you can now configure the SMTP server to secure the connection with Start TLS.

The "Edit Outgoing Mail Server (SMTP)" window has a list of settings for popular email services like Comcast, Gmail, iCloud, Outlook.com and Yahoo! Mail.

• 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-ubuntuundecorated-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.

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6.2. Version 2.7 (July 9, 2013)

This version contains bug fixes, small improvements and new features for version 2.7.

New Features

• Sidebar: The sidebar is displayed on the left of the main window and allows you to change the current view. You can change the visibility of the sidebar from the menu (View » Hide / Show

Sidebar), using the Ctrl-Shift-S (Cmd-Shift-S) shortcut or from the toolbar by clicking the button next to the views drop-down box.

If you don't need all the views, you can simply customize the sidebar to display only the views that you use. From the main menu, select View » Customize Sidebar or click the button located at the bottom of the sidebar. This can be useful if you don't use Fanurio for billing and you want to hide the Invoices and Payments views.

If you used an older version, the view buttons from the toolbar were replaced by a drop-down box.

This solution allows us to introduce more views in the future without crowding the toolbar.

• Rounding time for each time entry: In previous versions, time rounding applied to the sum of all the time entries of a service item. Now, you can choose whether time is rounded for 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 (t1 = 16 minutes and t2 = 32 minutes) that rounds time up to 15 minutes. Here's how time is rounded in both cases:

• sum of all the time entries: round(0:16 + 0:32) = round(0:48) = 1:00. (previous versions)

• 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

• Billable indicates whether a time entry is billable or not

• Invoiced indicates whether a time entry was invoiced or not

• 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).

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• 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.

• 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 > Items > Tax Exempt. This setting works only if box Invoice > Columns > Tax is checked.

• 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.

• 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.

• ISO 8601 date and time format: The date and time format used in the timesheet XML file is now ISO 8601 [http://en.wikipedia.org/wiki/ISO_8601]. The timesheet format version is now "2.0".

Fanurio can still import files created with the old format (version "1.0").

This change is important if you rely on automated tools to import time from Fanurio.

• 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

• Tax total wasn't calculated correctly when using multiple currencies.

• 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.

• 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.

• 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 > 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.

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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 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.

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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

• 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 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.

• 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.

• 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.

• 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.

• New Project field for item dialogs: Item dialogs have a new field that shows the project to which they belong to.

New items (services, products or expenses) can now be created from the menu, just go to Business

» New Item and select New Service Item, New Product Item, New Expense Item or click one of the catalog items to create an item based on a catalog item. This feature helps you create a new item without opening a project.

You can still create project items by opening a project and clicking the New button at the bottom of the project table.

Note: Items can no longer be moved to a different project by dragging from the project table to a project from the projects tree. The same can be done now by editing the item and changing its project.

• 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.

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• 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.

• Import time from any CSV file: Fanurio can now import time from any CSV file. The new wizard lets you specify how the columns of a CSV file can be mapped to its own fields. The expressions that map the CSV columns can be quite complex so that time is imported accurately in Fanurio.

See this section for more details.

• 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.

• New Timesheet columns

• Pause shows pause time

• Hours shows time in decimal format

• 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.

• Edit tax groups: The name and status of a tax group can now be edited (Business > My Business

Details > 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.

• Edit invoices: Invoices can now be edited. In previous versions, if something was wrong with the invoice or some of its items, it had to be deleted and then recreated. To edit an invoice, go to the

Invoices view, select the invoice you want to edit and the click the Edit button below the invoices table.

Important: Editing an invoice is not recommended once it was sent to a client because that would alter an official document.

The New Invoice window was also redesigned to make it easier to edit the items of an invoice. The table from the New/Edit Invoice window shows more information about the items that belong to the invoice.

• 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

• User interface

• The service and product dialogs now show the discount links all the time.

• The time rounding link from the service dialogs is now next to the hourly radio button instead of the Quantity field.

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• 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.

• 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.

• The layout of Start New Timer... and Edit Timer dialogs has been changed to resemble that of

New Time.

• Changed the icons used to show the state of the timer on Windows 7 in the task bar.

• The main window is restored correctly if it was maximized before the application is closed.

• 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.

• 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 > Template Editor > 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 time entry was created.

• The elapsed time was calculated incorrectly when the timer was running for more than 24 hours.

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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

• 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.

• 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 categories. As a result of this change, some templates may not work because the

item.itemCategory placeholder was renamed to item.catalogItem.

Catalog items have three new fields: code, description and cost. These fields make it easier to create project items.

• 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.

• 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.

• 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 is very important as it helps Fanurio distinguish between fields.

• 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.

• Persistent date filters: Date filters from the Timesheet, Invoices and Payments views are now saved when the application is closed.

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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

• Clients can be marked as "tax exempt".

• 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 Toggl [http://www.toggl.com]

and Freckle [http://letsfreckle.com/]. See the list of all third-party applications from which it can

import time.

• New project field: Projects have a new field called Description that is meant to complement the existing Notes field.

• Wizard for three taxes: The tax wizard can now create three taxes. Italian users can now use it to define the three taxes (Rivalsa previdenziale 4%, IVA 21%, and Ritenuta d'acconto -20%).

• New templates editor: The templates editor has been redesigned so that it can also edit templates.

See this section for more details on how to use it.

• New languages: Fanurio is now available in Czech, Italian and French.

Improvements

• Time entry

• 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.

• 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

• The timer tooltip from the main window and from the mini timer shows the client, project and service item name.

• Projects and clients from the Projects Report widow can now be filtered by their status. This makes it easier to select which projects should be included in the report.

• The names of attachments can be changed when emailing invoices.

• 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.

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• 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.

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6.6. Version 2.4.3 (November 10, 2011)

This version contains bug fixes and small improvements for version 2.4.

Bug Fixes

• Tax groups are sorted by name in the New Invoice dialog. The default tax group is now the first one lexicographically.

• Fanurio didn't delete older backup copies as documented in the manual.

• Time rounding didn't work for new category-based service items.

• Can't open folders on Mac OS X.

• Fixed the user interface for Mac OS X Snow Leopard and Lion.

• Some dialogs occupy the whole screen when running Fanurio using Open JDK on Linux.

• The application icon is no longer blurry in Ubuntu's Unity launcher.

• 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.

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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 running on Windows using 64-bit Java.

• The warning that the database is already open is displayed if the database is accessed from two different IP addresses.

• Sometimes crashed at shutdown on Windows creating files called hs_err_pidxxxx.log in the installation folder. No data was lost but the message was annoying.

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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

• User interface

• All

• New toolbar icons.

• 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.

• Each view now has the buttons on the left and the totals on the right.

• The project and client filters can now be accessed using the button placed below the tree.

• Mac OS X 10.4+

• New Mac OS X-like user interface.

• New Preferences pane.

• The timer can be accessed from the dock icon menu besides the menu bar icon.

• Windows 7

• New Windows 7-like user interface.

• 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.

• The taskbar button's thumbnail has a toolbar that can control the timer.

• New user manual: The manual has been rewritten to make it easier for both new and existing users to find what they need.

• 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.

• QuickBooks integration: Fanurio can export time to an .iif file that can be imported by QuickBooks

Pro. See this section for more details.

• 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.

• TeX/LaTeX templates: Fanurio recognizes TeX/LaTeX (.tex) files as templates.

• 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.

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Improvements

• UI Improvements

• The services and expenses are ordered by date in the New Invoice dialog.

• Popup menu for text components. Right-click a text component to access actions like Cut, Copy and Paste.

• The background color for gray table rows (paid invoices, invoiced items, invoiced time entries) is now gray instead of blue to help figure out the status of the entry.

• Global hotkeys: The list of global hotkeys can now be changed from the Options/Settings dialog.

Bug Fixes

• Cannot add item categories in Services and Rates from Business » My Business Details.

• Failed to select dates correctly when using a Wacom pen.

• The Preferences menu action was no longer available after upgrading to Java 1.6.0_22 (Java for

Mac OS X 10.6 Update 3).

• The reminders are dismissed if the timer changes its state. Previously, if a reminder was displayed to announce that the timer wasn't started lately and then the timer was started from the tray icon menu, the reminder wasn't dismissed.

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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

• 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 templates (.ftl files) are still recognized by Fanurio and they will work just fine. If you have custom invoice templates, you will still be able to use them. However, they cannot be edited using a visual editor since they were not designed for that.

Old .ftl templates are using the angle bracket syntax for directives while the new .html templates use the square bracket syntax [http://freemarker.sourceforge.net/docs/ dgui_misc_alternativesyntax.html].

• Templates location: The default templates location has changed. The invoice templates folder

(templates/invoices) and the project reports templates folder (templates/project_reports) are now

located under the same folder (templates). See the troubleshooting section to learn where the

templates are kept on Windows, Linux and Mac OS X.

Exiting templates are moved automatically by the new version to the new location.

• 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 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

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"Registre du commerce et des sociétés" or RCS while German companies are registered with

Handelsregister.

• 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.

• Filter clients by their status: Clients have a new status field that can help to control whether they are active or not.

To hide inactive clients, just click the small arrow icon above the clients tree and select Active.

Fanurio will display only active clients.

• 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 BizTrackIt

[http://www.shrunkenhead.biz/biztrackit.html] (Blackberry) but it can be extended to support other applications as well.

• Search time entries by description: Time entries listed in the Timesheet view can now be searched by their description.

• 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

• The General and Backup tabs from the Settings/Options dialog were replaced by the System and

Paths tabs.

• The New Invoice dialog shows the date of the items in gray. This helps distinguishing between items with the same name but different dates.

• 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.

• Remembers the size of the Timer Info window.

• Warns if a time entry is empty (time is zero).

• Timesheet export

• Changed the XML file used to export the timesheet to indicate whether a service is billable or not and the category it belongs to.

• The CSV and Excel files used to export the timesheet display time in hour format instead of displaying the number of seconds.

• 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

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• 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

• Global hotkeys are not working on 64-bit computers running Linux.

• Files and folders are not opened on Linux computers using KDE.

• Idle time was no longer detected on Mac OS X Snow Leopard.

• Couldn't send emails on non-SSL connections.

• Select the project in the projects tree when adding time to a service item.

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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

• More reliable backups

• 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.

• 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.

• 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.

• Backup integrity: Fanurio checks whether the last backup is valid each time it starts. It also does this after each automatic backup.

• Audit file: An audit file is used to record the latest database operations. Depending on how much you use the application, it should record at least the last 5 days. The audit file can be used to recover data just in case there is no backup copy and the database is corrupted.

• 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.

• New settings

• 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.

• 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.

• Search invoices by reference: New column for the invoices table to display the reference field which usually is the purchase order. The search field above the invoices table can now be used to search invoices by their reference number.

• The return of - default date for new time entries: The default date of a new time entry is today again. It was changed in version 2.1 to be the last date when time was added to the service but it didn't prove to be a good idea.

To enter time for another date than today, go to the Timesheet view and use the Date filter to specify a date. Then, when you'll use the Add Time button from the Timesheet view, the default date will be the date specified by the Date filter.

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Improvements

• Template: New invoice.overdue placeholder to know whether an invoice is overdue or not.

• Check for updates: Fanurio automatically checks for updates even if it is not restarted for many days. Previously, it only checked when started.

• Improved mini timer

• New minimize button in the mini-timer window.

• New toolbar button that changes the view to the mini timer window.

• Fixed the bug that maximized the mini-timer window in some cases.

• Renamed the Switch View action to Switch to Mini Timer and Switch to Fanurio Window.

The old name wasn't that obvious.

• User interface improvements

• The Delete key works on all important tables.

• Text areas lose focus when the tab key is pressed.

• Show Contents is no longer an option in the project popup menu.

Bug Fixes

• Price and cost currency mismatch is no longer checked if cost is not used.

• Invoices with zero total are marked automatically as paid.

• Fixed the name of email attachments.

• The following placeholders were not available in templates: business.other, client.other, business.mobile and client.mobile.

• Tables that span on multiple pages don't display the bottom border.

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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

• Default name for backups to save time.

• Close the currently opened project when a client is selected. It can be confusing sometimes.

• Toggle buttons from the reminder dialogs are disabled when their section is visible (Snooze... and

Snooze are different).

Bug Fixes

• The application freezes when the idle reminder is triggered

• Failed to export date and time objects to CSV

• Pause/resume timer tooltip doesn't change

• The view toggle buttons are not quite visible when selected on Vista

• Projects are opened on mouse click instead of mouse pressed

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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 application.

The current version can be used in English, German, Romanian and Spanish. Support for other languages will be added in future releases.

We also have partial translations for French, Italian, Dutch, Danish and Swedish but they will not be distributed officially until they are completed. If you are interested in using Fanurio in any

other language than the official ones, just let us know.

• New setting - time format: The date and time format depends on the region you choose from the

Options/Preferences dialog. The new time format option lets you use an explicit format.

For instance, if your region is English (US) then time is formatted using the 12-hour format. The new option lets you override it and use a 24-hour format.

• Printing support: Invoices can be printed directly from the View invoice dialog. To print an invoice, double-click it in the Invoices table then click the Print button at the top.

Instead of printing an invoice directly from Fanurio, you may want to export it to PDF and then

print it. Read this section for more details.

• Email support: Invoices can be emailed as PDF attachments directly from Fanurio.

Since Fanurio already knows the email addresses of your clients, you can send invoices directly

from the application. Read this section for more details.

• Default billing settings: Projects now have a billing section where you can specify default billing settings for their items. These settings are used when a new service or expense is created for that project.

For instance you can specify a default hourly rate and a default rule for rounding time. Each time a new service item is created, it will have the default rate and rounding specified at project level.

• Menu bar icon on Mac OS X: Fanurio adds an icon to the menu bar on Macs running Java 6 (Mac

Intels running Leopard). The menu bar icon displays the status of the timer (running, paused) and its menu has actions to control the timer.

This menu bar icon menu makes it even easier to control the timer than the iTunes-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 > Preferences > 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.

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Improvements

• The return of - move time: The Edit Service Item dialog has a Move button that can move a time entry to a different service item. Time entries can also be moved to a different service item from the Timesheet view by editing them and changing their service.

This feature was available in version 1.11.3.

• The return of - toggle project completion: Right-click on a project from the projects tree and you can toggle its finished state using the "Toggle Project Completion" action.

This feature was available in version 1.11.3 under a different name, "Mark Finished/Unfinished".

• Snooze reminders: The reminders have been improved to let the user override the snooze interval.

At the end of the day when you don't want to be reminded to start the timer just override the snooze interval to a big value (300 minutes) and it won't bother you to start it.

• Accidental timer stop: The timer menu no longer has the Recover Time action that was used to recover time when the timer was stopped by mistake.

If you stop the timer, Fanurio will display the Add Time dialog. If you stopped it by mistake, just click Cancel and Fanurio will let you resume the timer.

• Default date for new time entries: When adding time manually to a service using the Add Time action, the default date and time is no 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

• Improved the New Invoice and Create Template dialogs to be less crowded.

• The mini timer view also shows the service.

• Items and expenses now have a check box to indicate they are non-billable instead of two radio buttons

• The drag corner is now displayed on all windows on Mac OS X

• Time columns are aligned to the right

• Others

• Renamed contract.clientNumber to contract.reference.

• A mobile and an other field have been added to both business and clients.

• 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

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• Idle detection works on both 32 and 64-bit computers

• The Add Time dialog didn't recognize the start time in some cases on Mac OS X.

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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

• Merged items with expenses: This is an important change in Fanurio. Please read the entire explanation to understand why we've done this and why it's useful.

Up until this version, Fanurio used items to represent services and expenses to represent billable, reimbursable expenses. Services were billable by the hour or using a flat rate but one could also mark them as non-billable. The distinction between items and expenses was also made in the user interface where a project had two sections, one for items and the other for expenses. This design has worked quite well since version 1.0 but it has some limitations.

Here's a list with the most important limitations of the old design:

• Language: The term item was misleading because it actually meant a service item.

• Project totals: There was no way to see the total value of a project because the project was split in two (items and expenses).

• Non-billable expenses: There was no way to mark certain expenses as non-billable.

• 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.

• 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:

• Type: Items have a new field called type that indicates whether an item is a service or an expense.

Expenses recorded in previous versions of Fanurio are converted automatically to items of the type expense. Attachments from old expenses can now be found in the notes field of new expense items.

• 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.

• 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.

• 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.

• Category: Categories help to create and classify services and expenses easier. You can control item categories from Business > My Business Details > Services and Rates.

• 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.

• New names: Rate was renamed to price and amount was renamed to total.

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• Item notes: Items have a notes field where you can enter anything that cannot be specified using the other fields, especially description. You can use the notes field to make notes for yourself and the description field to enter client notes.

• 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.

• 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.

• 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.

• Invoice age: The invoices table has a new column that indicates the age of an invoice in days. For unpaid invoices, the age represents the time since it has been created. For paid invoices, the age represents the time between when it was created and when it was paid in full.

• 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.

• 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.

• 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).

• Exchange rates: If using multiple currencies, the invoice template can display the exchange rates.

See the invoice.exchangeRates placeholder for more details.

• Exporting data: Time, payments and invoices can be exported from File » Export.

• Always on top: The mini timer view should be on top of all windows on any computer running

Java 1.5 or later. Until now it worked only on Windows.

Migration

• Project report configurations are lost and must be created again.

• Existing invoice templates are changed automatically to work with the new version. A copy is saved in the same folder.

• Old expenses are automatically converted to expense items.

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• A payment is added for each invoiced marked as paid.

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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 anything is going wrong with it, we'll have lots of information to investigate and fix the problem.

Bug Fixes

• The fanurio.lck 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.

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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

• 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.

• Money reports: Project reports can now show both time and money. See this section for more

details about project reports.

• 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.

• Payment date for invoices: You can now specify the date when an invoice is marked as paid.

• 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

• Money totals: The items table footer displayed the total time recorded for the project but now it also displays the total money earned (profit) for that project. To easily track profits and taxes, the invoices table footer displays totals too.

• 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.

• 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.

• 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.

• 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.

• 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

• Idle time was reported inaccurately on some Macs.

• Doesn't select all contacts when importing them from Address Book.

• The Start (F5) timer action didn't start the timer for the current item.

• The link that indicates an item in the Time Entry dialogs doesn't wrap if there isn't enough space.

• Table columns weren't always sorted correctly.

• Auto-backup is enabled by default.

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• Clients were not initialized correctly when created from the New Project dialog.

• Duplicate taxes appeared in tax groups when created but they were discarded once the application was restarted.

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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

• 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/].

• 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 start timer reminder dialog easier to use.

• 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.

• 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.

• 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.

• 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.

• 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.

• Recover lets you recover the last time interval recorded by the timer that wasn't added to a project.

If you start the timer and at some point you stop it but you don't add the recorded time to a project by mistake, you'll be able to recover it. Fanurio remembers only the last time interval that wasn't added to a project.

• 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

• Unicode support: All exported invoices (HTML or PDF) use the UTF-8 character encoding

(Unicode). See this section for more details.

• 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.

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You can now use the Business > 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 too many options so we've made it simpler. If you are away from the computer for a while and it becomes idle, Fanurio will ask you what you've been doing while away. You have three options:

1. You've been on a break (coffee, for instance). In this case you should tell Fanurio to discard the away time. This means the idle time will be considered pause time and it will be discarded from the timer.

2. You've been working on the same thing but not on the computer. In this case you should tell

Fanurio to keep the away time.

3. You've been working on something else (a client called and you had to suspend what you've been doing, for instance). In this case you should tell Fanurio to transfer the away time to some other project item.

• Timer keyboard shortcuts: The start, pause/resume and stop timer actions no longer have the same keyboard shortcuts. The following table shows the new shortcuts for the timer actions. The new shortcuts will hopefully be easier to remember since F5 is usually used to start something (see

Microsoft Powerpoint).

For more details about the keyboard shortcuts available in Fanurio, please read this section.

Table 6.1. Timer Keyboard Shortcuts

Action

Start

Pause/Resume

Stop

Old Shortcut

CTRL-D

CTRL-T

CTRL-D

New Shortcut

F5

F6

F7

• Items table sorting: The items table can remember the sorted column between successive launches of the application.

• Changed Window menu on Mac: Moved the Zoom action from Window > Zoom to View >

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.

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• 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

• Not displayed correctly when using multiple screens.

• Fixed Mac OS X 10.5 bug that prevented Fanurio from starting.

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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

• More project reports: The current project reports have been improved and others have been added.

Project reports can be accessed from the Reports menu. Users can now see project time by date, project, week, month or year.

• Import Address Book contacts on Mac OS X: Fanurio can import contacts from Address Book.

Go to File > Import > 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 > My Business Details > 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.

• 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 > 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.

• Move time entries: Time entries can now be moved from one item to another. To do it, open the edit dialog for the item that contains the time entry, go to the Time section and then use the Move button to move it to another item.

• 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.

• 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.

• 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.

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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 > Options. By default, it is minimized to tray if the application window is closed. Other options are: never, on minimize and on minimize or close.

• Higher precision on tax calculation: Taxes are calculated using a 4 decimals precision.

• Delete older backups: If auto-backup is enabled, you can also tell Fanurio how many backups to keep. The older ones will be automatically deleted.

To specify how many backups to keep, go to Preferences (on Mac) or Tools > 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 > 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.

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• Spinners didn't always accept new typed values on Mac OS X.

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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

• Discounts: With Fanurio you can discount each project item or you can discount the total invoice value. In either case, invoices can show both the discounted values and the regular ones. Discounts can be specified as a percentage or as a fixed value.

• 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.

• 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.

• 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.

• Export the list of invoices and expenses: The list of invoices can be exported to Excel and CSV.

Just click on the top-right button from the invoices table and it will show a popup menu that allows to make this export.

This operation is useful if you want to create tax reports outside Fanurio.

• 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.

• 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.

• 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

• 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.

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• Specify a time entry in different ways: Previous versions allowed to specify only the start time and the duration of a time entry. This version makes it possible to also define a time entry by its start time and finish time or by duration and finish time.

• Improved idle notifier: The idle notifier gives you more choices for handling idle time.

• New time log filter: The time log can now show or hide billable time. To access the time log, click on the today date from the status bar.

• New placeholders: Added new placeholders like: project.notes, client.code, client.website, business.website and invoice.taxable.

• New templates extension: The template files now have the ftl extension instead of itl. The old extension conflicted with iTunes.

• New website field: A website field has been added to both business and clients.

• Mac OS X Window menu: Added a Window menu for Mac OS X to contain the Minimize Window and Zoom commands. The Zoom command changes the main window to the iTunes-like mini timer.

Bug Fixes

• Crash recovery: The time wasn't recovered correctly if the application crashed and the timer was running

• Same name clients: The application failed to start if there were two clients with the same name.

• Time format: Time is displayed using locale specific settings. In 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 &, < or >. The bug fix escapes such characters so that any invoice field can contain any characters.

• Mac OS X bugs

• The application hanged on some computers when the timer was started due to a font problem

• The main window didn't move correctly

• The time field editor didn't validate the values correctly due to a focus problem

• UI bugs

• No mnemonics or accelerators in the clients tree popups

• 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.

• 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.

• Deleting all time entries of an existing item didn't reset its time to zero

• Time was not updated in the items table when the timer was stopped

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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

• 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 time down to the minute when the timer is running or it is paused.

• Mini timer: The mini timer window gives quick access to the timer controls and you can also see how much time has elapsed since it was started. You can switch to the mini timer using the View

> 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 to create an invoice template. It has been replaced by the more intuitive visual method.

Improvements

• 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.

• 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.

• 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 > About Fanurio to display the about dialog and then click the Export Log File... button.

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• Other improvements

• New timer icons

• 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.

• Larger address field: The address field has been replaced with a multiline address field.

Bug Fixes

• Invoice date filter: The date filter was not accurate and invoices created before noon were not displayed.

• Wrap text in text areas: The editable text areas (like project description, item description, etc) wrap the text when the line is too long.

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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

• 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.

• 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 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.

• 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.

• 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

• Keyboard actions for the clients tree: The clients tree can be controlled using the keyboard. Use:

• INSERT to add a new project

• ENTER to edit a client or a project

• DELETE to delete a project or a client

• Confirm project delete: The application will prompt the user when a project is deleted.

• 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

• Vista idle time detection: Idle time detection is now available for Windows Vista too.

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• 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.

• User guide fixed for Internet Explorer: The html pages from the user guide didn't look properly in Internet Explorer.

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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

• Time log for each item: Up until this version, Fanurio could only remember how much time was recorded for an item. It couldn't remember when that time was recorded. For instance, if I recorded

4 hours for an item during a week, Fanurio was only able to say that 4 hours were recorded. It wasn't able to say when (exact day and time) that time was recorded.

Knowing exactly when time was recorded for an item can be of great help when it comes to creating time reports. The first report that we are adding is that of a daily time log. This report is useful if you want to have a quick look at what you've done throughout a day.

• Time log report: The application can display a daily time log with a summary of all the time recoded during a day.

• 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 > My Business Details > Billing. All hourlyrated 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.

• Invoice auto-numbering: Fanurio can number invoices automatically. This option must be enabled from Business > My Business Details > 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, the client code, the client name, the year or the date.

• 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 > My Business Details > Billing.

Improvements

• Responsive user interface: The application no longer leaves the impression that it freezes on some operations.

• 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.

• 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.

• New placeholders: Added a few more placeholders that can help to create better invoice templates:

• business.taxLiable indicates whether taxes are enabled or not. It can be used to detect whether

the business is registered for taxes or not.

• invoice.dueDays indicates the number of days when an invoice is due.

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• New placeholders to indicate total time: Added a few more placeholders that can help to create better invoice templates by reporting the total time spent on an item, a project or an invoice. You can use the following placeholders to get the total recorded time in decimal format. For instance 1 hour and 30 minutes is represented as 1.50.

• invoice.billableTimeAsDecimal indicates the total time recorded for an invoice.

• project.billableTimeAsDecimal indicates the total time recorded for a project.

• 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.

• invoice.elapsedTimeAsHour indicates the total time recorded for an invoice.

• project.elapsedTimeAsHour indicates the total time recorded for a project.

• item.elapsedTimeAsHour indicates the total time recorded for an item.

• Total time displayed for each project: When a project is opened, you can see its total time displayed in the lower left corner.

• 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

• Sorted invoices: All the columns from the invoices table are now sorted correctly.

• 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.

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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. Here's a list with all the changes:

New Features

• Tax support: Fanurio can create complete invoices with tax information. Tax support is not enabled by default, you have to enable it from Business > My Business Details. After you enable it, you can:

• define one or more taxes that you need to use for your invoices

• specify a tax number for your business (this is especially useful if you need to include a tax number on an invoice)

• specify a tax number for a client

• 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 > My Business Details > Taxes section.

• 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.

• 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 > Import to import your clients to Fanurio.

• Expense attachment: Each expense can have a file attached to it. This is helpful especially if you have the bills scanned as files and you want to associate them with an expense.

To open the file attached to an expense or to locate it on disk, right click on the expense to show a popup menu.

Improvements

• 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 > Show Templates if you want to quickly access all invoice templates.

Go to Invoice > 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.

• 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.

• Nicer user interface: Each section (clients, projects, invoices) has its own title. For instance, there is a Clients title above the clients tree.

• 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.

• 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.

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Bug Fixes

• 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.

• Create Invoice dialog scrollbar: The tree with items to invoice from the Create Invoice dialog didn't show the scrollbar if it had many items.

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6.23. Version 1.3 (March 1, 2007)

New Features

• 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 > Backup and File > 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 > Show Backups command can be used to go directly to the backup folder and manually delete unwanted backups.

New Options

• 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.

• Path to backup copies: This path is used by the application to determine where backup copies are located.

Improvements

• Enhanced tables: The tables used in the application are sortable and the width of their columns is adjustable.

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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 this currency.

To manage the currencies that you can use, go to Business > 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\<UserName>\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

• Improved project editing: Projects are easier to edit because they can be opened using a single mouse click instead of two. The application will also display only one project at a time. Tabs are not used anymore to represent multiple open projects.

• Improved client editing: Clients can be edited by double clicking on them.

• New Business menu: The business menu contains data-related actions. It is from this menu that users can create new clients, projects, start the timer or describe their business.

• Export expenses to Excel: When exporting the application data (File > 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.

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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

• Application data can be exported to Excel.

• Added a "View Invoice" action; invoices can now be viewed from the application.

• Added a "Check for Updates" action in the Help menu.

Improvements

• The items and expenses tables can be sorted using mouse-clicks.

• The application remembers its window location and position.

• The idle timer is now optional.

• Minimize the application to tray using the ESC key.

Bug Fixes

• A gray window appeared if the application was minimized to tray and an action was triggered from the Quick-Start Guide window.

• Failed to save new invoices.

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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.

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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.

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6.28. Version 1.0 (November 10, 2006)

Initial release.

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