farmerswife Support
Getting Started
Welcome new Farmers!
Installation
- Download and install farmerswife!
- System Requirements
- Client Installation for Mac
- Client Installation on Windows
- Configure your Server-Client Connection
Get your database ready!
- What is an Object?
- Object Types
- Manage Objects in the Object Manager
- Object Manager Menu Extra Options
- How to add and modify Objects
Video Tutorials
Scheduling
Types of Bookings
- Project Bookings
- Repeat Booking vs Multi-day Booking
- Option Bookings
- Personnel Bookings
- Maintenance Booking
Booking Configurations
- Customise Booking Status
- Configure Tasks and Requests
- Colour coding in the Hourline and Long Form
- Adding Pre-Defined Services to Bookings and enabling ad-hoc Extras
- How to add Booking Breaks?
Booking Operations
- Creating a Booking
- Moving a Booking
- Trim or copy a Booking
- Adding / Replacing / Removing Objects and Deleting Bookings
- Switch rooms for some days on multi-day Bookings
Hourline
Long Form
- The Long Form - Introduction
- View - Port / Select Time Frame
- Time Range
- Booking in the Long Form
- Projects Tree
Time Reporting
- Time Reporting and Ad-Hoc Time Reporting
- Copying timereported Objects over to another Booking
- Configuring a default note on Extras that can be edited via the Timereport
- Time Reporting different Activities
- Time Reporting in the Web Client
Object Tracking (EMT)
- 1. What is Equipment Management Tracking?
- 1. 1. EMT pre-requisites and configuration
- 1.1.1. Web User Permission Limited Mode using EMT
- 1.1.2. Toolbox - Dispatch Module Settings - EMT
- 1. 2. Adding Equipment to the Object Manager
Notifications
- Introduction to Emails and iOS Notifications
- Daily Email Sendout
- Schedule Changes Email Sendout
- Email Booking Report
- Global Notification Emails
Tips & Tricks
- Do you wonder what a Group object can be used for?
- Open User Profile by double click
- Multi-select bookings in the Project Tree
- Re-schedule bookings
- Remove all Events on selected days
Project Management & Cost Tracking
Projects
- Advanced Project Search (Projects tab)
- Creating a new Project
- Projects | Structure, Details & Project Window
- Project Containers
- Filter String & Filter Dates to filter Bookings in the Project window
Budgeting
- Getting Started with Budgeting
- Budget Settings
- Budget Permissions
- Creating a Budget Account Structure
- Configure "Default Objects" for each Budget Account
Virtual Bookings
Rates
- Rate Cards
- Price Agreements
- Project Discount Types
- Cash Discounts on Projects
- Project Rate Permissions
Supplier Costs
- Adding and Tracking Supplier Costs Introduction
- Creating a Purchase Order
- Linking a Purchase Order Line
- Creating an Incoming Invoice
- Creating Multiple Incoming Invoices
Invoicing
- What is the Invoicing Module?
- What gets invoiced?
- What is the Invoice Creator?
- Invoice Editor
- What is the Invoice Manager?
Archiving
Divisions
Reporting
Print Designer
- Reports Print Designer
- Print Designer Templates
- Print Designer Interface
- Print Designer Preview Area
- Print Designer Elements
Booking Reports
Project Reports
Financial Reports
- Financial Reports - Introduction
- 1. Basic Configuration
- 2. Configuring Access and collecting the input for the report
- 3. The Financial Report Window Interface
- 4. Print Designer
Invoice Reports
Schedule and Summary Reports
- Contact Summary Report
- Inventory List Report
- Project and Booking Summaries, Media and Work Order Reports
- Job Sheet Report
- Day Plan Report
User Reports
Object Reports
- Object Report
- Day History Log Report
- Print multiple bookings within a day for an object
- Object Report - show Booking Hours as 1.5 hours instead of 01:30
- Saved Object Reports
HTML Reports
Shared Reports and Exports
- Web Shared Day Plan Report
- Export and Open As Spreadsheet
- Exporting Project Data
- Dayplan Hourline View XML Export
- CSV Export column order
Staff (User), Freelancer (Resource) & Client Management
Licensing, Users and Permissions
- Users windows
- Advanced Users - edit and save permission profiles
- Web Profile Manager
- Resources & Clients Web Access
- License Counts - Find out how many users of each type your license has
Personnel Management
- Personnel Bookings: Hourline and Long Form
- Long Form: Personnel Tree
- Customise Personnel Event Types
- Rename Personnel Event Types
- Hide Personnel Event Types in the pop-up menu
Contacts
- Contact Types
- Client Details
- Resource Contact Details
- Activity Window
- Changing Company Name and moving Contacts
Labour Rules for Advanced Personnel Management
- About Advanced Personnel Management
- Labour Rules Terminology & PM Types
- Personnel Management Display Setup
- Defining Labour Rules | Rule Manager
- A (Labour) Rule – Page 1 / I
Requests
- Using Requests
- How to make a request
- Accept a Request and Book to Personnel
- How to Accept a Request and Book to a Project
- Accept and Book multiple Requests to Project
Web Client, Web Cal & iOS app
iOS app, Mobile Web and Web Client
- farmerswife for iOS
- Web Client User Guide
- Mobile Web Client Intro
- Project bookings visibility for web users
- Booking Colour Options for Web Client, iOS & Mobile Web
Web Cal
- WebCal
- WebCal for Clients
- Microsoft Exchange Integration
- What is Google Invite integration?
- How to setup and configure Google Invites
Media Management
Media Library
- Media Library
- Media Library Setup
- Media Library Configuration
- Media Library Import
- Media Library Barcode Setup
Media Orders
- What is the Media Order module?
- Media Order Setup
- How to create a New Media Order?
- Pre-define Names for Media Order Jobs
- Adding Entries To Media Orders
General Configurations
Toolbox
View all (23)Custom Fields
- What are Custom Fields?
- How to create a new Custom Field?
- Custom Field Permissions and Confidential Fields
- Types of Custom Fields
- Custom Field Widget: Table
Users Setup
Object Setup
- Icon library
- Adding Custom Icons for Self-hosted Servers
- How to setup and use Booking Object Custom Fields
- Server Setup: Objects tab & setup
- Use Groups to load a bunch of people into a Hourline, Object or Personnel Tree
Booking Setup
Projects Setup
- General Project Settings
- Project Views and Filters
- Project folder format
- Project Numbers
- Web Visibility - define what Project Bookings are visible for Web Users
Contacts Setup
Financial Setup
- General financial settings
- Invoice related settings
- Budget settings
- Financial report settings
- Purchase Order and Incoming Invoice settings
Cirkus Integration
IT Admin Configurations
General Server Settings
- Server Log window
- Introduction to Server Setup and configuration
- How to setup basic company and generic settings?
- Outgoing Mail Configuration / Email Configuration / Email Setup / Allow Mail
- Installing Ghostscript PDF printer
Security & Permissions
- Handling a large amount of users
- Hashed & Salted
- Setting up Password Policies
- License Expiry Email Notification
- farmerswife cloud security
3rd Party Integrations
- Integration to 3rd Party Software
- Configuring Google Invites Connector to Use Your Own Domain
- The farmerswife Server's REST API - for your own 3rd party integrations
- MySQL optional data interface settings
- Microsoft Entra ID (Azure Active Directory) Connector v1 & v2 - short version
Upgrading the Server and Clients
- Upgrade Instructions 7.1 SP3
- Upgrade Instructions 7.1 SP2
- Upgrade Instructions 7.1 SP1
- Upgrade Instructions 7.1
- Upgrade Instructions 7.0 SP4
Frequently Asked Questions
General
- What is farmerswife?
- What programming language and database format are you using?
- Is there an Android app for farmerswife?
- Can you integrate to Active Directory?
- Sometimes my Project list or Contacts looks empty, why is that?
Database, Server Setup and System Info
- I need to set up a new room. Can I do that on my own?
- Where do I find the 'system' folder on Windows Vista, ... ?
- Can a Farmers WIFE Server run with two Networkcards?
- How do I find out the IP address of my PC/Mac?
- Can I migrate the database from one server machine to another?
Invoicing and Purchase Orders
- How do I permanently change the VAT?
- How to cancel or credit or create a negative incoming invoice?
- How to change the fiscal year?
- How can I reset my invoice numbers /renumber my invoices on new year start?
- How can I set a different Default Invoice Template in the Invoice Creator?
Licensing and Users
- How to change the Name/Nick Name of a User
- Can I change a Resource into a Web User? Or can I move a User from one Type to another? Can I change Object from Resource to Staff?
- How much is farmers wife to purchase?
- How can I buy farmers wife licence?
- I forgot my password. How can I reset it?
Scheduling and Object Tracking
Reports and Print Designer
Errors and Troubleshooting
- Cannot login to the web client after upgrade
- One of my users cannot log in, what can I do?
- Support is requesting that I send my database. How do I get it to them?
- I deleted a User or Project and want to roll back to a backup from before I did that. How can I do it?
- I can't log in and am getting the error message 'Connection To Server Timed Out?
What's New
What's New in 7.1
What's New in 7.0
- 7.0 SP4 Release Notes
- 7.0 SP2 Release Notes
- 7.0 SP1 Release Notes
- 7.0 Release Notes
- Dark Mode for 7.0
What's New in 6.8
What's New in 6.7
- What's new in 6.7 SP1
- What's New in 6.7
- Calculate a total value (SUM) of the Input of a number value
- Create a Class Availability Report / Consumption Report
- Add a Position Counter to a Quote
What's New in 6.6
- What's New in 6.6 SP2
- What's New in 6.6 SP1
- What's New in 6.6
- Monthly Forecast Report
- Some known issues in version 6.6
What's New in 6.5
- What's new in 6.5
- Performance Improvements in 6.5
- New features in Budgeting 6.5
- Attach Actuals to Active Budget on Booking Creation
- Equipment Tracking - the hottest new additions
What's New in 6.4
- What's New in 6.4 SP2
- What's New in 6.4 SP1
- What's New in 6.4
- List Price Rate and Sell Rate in Financial Reports
- Freelancer Invoice payment tracking workflow at Booking level
What's New in 6.3
- Release Notes 6.3 SP1
- What's New 6.3
- Financial reporting in farmerswife has never been easier
- Have more fun to work with multi-day Bookings
- Alarms on Custom Fields