Getting started

Are you wasting valuable time on invoicing, expensing, and sorting the finances for your business? Then look no further, Fiskl will help you take your business to new heights! Designed with a ‘mobile first’ approach Fiskl enables you to manage your business from your pocket!  It is available in 110 countries, has the ability to invoice in 60 languages along with a multitude of features, here’s just a few: Manage users: Assign permission rights to your team and your accountant. Invoices: Get paid faster with payment integrations with Stripe and Paypal. Recurring invoices:  Never forget to send your regular invoices again. Quotes: Create a quote and quickly convert it to an invoice. Expenses: Scan your receipts whilst on the move. … Read more

Navigating Fiskl

Now you are all set, let’s have a quick look at where we’ve placed things in Fiskl so you can find your way round without any fuss. Homescreen:  A handy overview of your company’s sales, invoices, expenses, your upcoming payments, tasks and events plus a lot more. Sidebar: Menu which allows you to switch between different areas. To access this on your mobile simply tap on the Fiskl icon. Quick create:  To quickly create new items, either tap on the plus button on your mobile homescreen or click on the plus next to the item. Notifications: Provides useful reminders such as expected or overdue payments, recent Fiskl activity, along with new features or updates for Fiskl. User button:  This can be found at the … Read more

Permission levels/user roles

Business Owner:  Can create and see all items, clients and invoices across all users in the business, manage users and can access subscription and billing  Admin:  Can create and see all items, clients and invoices across all users in the business and manage users  Billing user:  Can create and view all items, clients and invoices that the user has raised  User:  Can create and view items (time, mileage and expenses) that the user has raised.

Edit your mileage

From the Mileage list, simply select the mileage, change the required fields and save. Editing a mileage item which has already been attached to an invoice

Expenses

In expenses, it’s easy to record the money you spend out of your own pocket for a business related expense, for example, buying a part for the service you are providing for your client. It’s easy to bill your expenses to your client and mark them as reimbursable. Select the expenses menu on the sidebar to bring up the list of all your expenses. This list shows the vendor, date, category, price/rate, Tax/VAT, total, whether it has been billed and if it’s reimbursable. From here you can easily search, filter, view, edit, create, attach to an invoice, duplicate, delete, import, export and create a new expense item.

Create an expense

Using Intelligent Learning software on your mobile, Fiskl allows you to capture and attach receipts to your expenses no matter where you are. Attach your receipts If you used your mobile to capture your receipts then some of the fields will already be pre-filled. Vendor: Company that you’re sending the quote/invoice to. Date: This is the date when the item was purchased. Category: To help you identify where your money is being spent, tap on the down arrow to select a category relating to the type of expense. Currency: By default this is the currency which was selected in Company Settings, to change this just tap on the down arrow to make your selection. Expense Total: This is the total of your expenses inclusive … Read more