Testing a new post

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Navigation in the list screens

The home page for each area has a list screen which has been cleverly designed so you can easily: View any existing item by clicking on the item. Check on the status of your items (where applicable). Create a new item by selecting the green add new button. Search for an item (pull list down for mobile search bar). Create filters by clicking on the filter button at the top right. Export your items by clicking on the export button at top right. The “B” icon shows the item has been billed. The “R” icon shows the item is reimbursable. The “BR” icon shows the item has been billed and is reimbursable. Easily identify the status of Items such as … Read more

Invoices

Invoicing is a quick and easy way to bill your clients either by using the information you have already entered in Fiskl or adding fresh information for example a new client, product/service or an item such as an expense.  It automatically creates an invoice which you can email to your client from the app.  It’s a great way to see all your invoices in one place along with the total amount of your invoices for the last 365 days with a breakdown of their status. Go to the Invoices menu on the sidebar to bring up the list of all your invoices.  From here you can easily view the total amount of invoices for last 365 days, view by invoice … Read more

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.

Time

In time you can quickly log your time spent on your project or client using a timer which keeps track so you don’t have to. There are two ways by which you can log time: Use a real-time counter, when finished your task, you can quickly save without getting into detail. Enter a pre-recorded time – create a new task and enter a pre-recorded time. Click on Time within the sidebar to bring up a list of all your time items. From here you can quickly start the timer, round your time up, log it and quick save it, plus you can also search, filter, edit, add to a new or existing invoice, duplicate, delete, export and create a new … Read more

Mileage

Fiskl enables you to record mileage for any trips you take on behalf of your organisation. It uses the latest Google technology to enter your distances or you can add your odometer readings if you prefer. Click on mileage in the sidebar menu to bring up a list of all your trips. From here you can easily view all your trips, create new, search, filter, edit, delete, import, export and where applicable add to a new invoice.  It’s easy to see the name of the mileage, client, date, distance travelled, tax amount where applicable and total amount.

Exporting your data

Export invoice data Export Expenses, Mileage or Time To export the item details to Excel or CSV: for example, your expenses, go to Expenses, click on the “Export” icon at the top right and select option from the drop down box, this then pulls up your Excel or CSV with all your data. Export your Products and Services Export your Products and Service list: Click on the “Export” button and select “List to Excel” or “List to CSV” to produce an exported list of all your products/services. Export the sales relating to your Products/Services: Click on the “Export” button on “Sales to Excel” or “Sales to CSV” to pull a list of all sales relating to each of your products/services.

Products and Services

Products and Services is a great place to store all the details of the products you sell or services you provide to your clients.  It also allows you to add them directly to a new or existing invoice. Click on Products and Services from the main menu to see your list of products/services, this list shows the product name, type (product or service), and price. Select your product or service, from here you can easily search, filter, add new, duplicate, view, delete, export and duplicate your product or service.  It’s also quick and easy to add your product or service to a new or existing invoice.