As a new user, when you sign up to Fiskl, you’ll have been asked to enter some key information about your organisation (see Getting started section for more details). If you didn’t get a chance to complete all the fields, you can always finish setting up your organisation from Company Settings. If you’d like to save your settings, on the web simply click anywhere in the menu and your changes will automatically be saved or press save on your mobile.
Within Preferences you can set your default mileage and travel unit: Mileage rate: This is your rate per mile/kilometre, the figure will always be the currency already pre-selected in Company Settings. Click on the field to enter the rate, this gives you the option to enter a rate with 4 decimal places. Travel unit: To select your preferred travel unit, tap on the small down arrow to select KM or Miles.
Your day gives you a snapshot of your tasks/events or important notifications for the day, along with a calendar and list of the next 4 upcoming tasks/events. Simply tap on “Your day” on your mobile or click on home on your desktop to view your day, here you can also add new tasks or mark them as complete. Mark your tasks as complete: Click on the selector button and the text will be struckthrough and deleted. Add new task: Click on “add new task”, type details of your task in the open field.
If you are in a hurry, to save time you can log the time and carry out a quick save. Your time is then stored so if you need to enter additional information you can do so at a later date. From within the Time list: Select play to start the counter. When you’ve finished, select pause to stop the counter. If you’d like to round up your time, drag your finger down the time list and the time intervals will appear. Select the relevant button and your time will be automatically rounded up. Select “Log time” button, you will be prompted for the following: Name: This is pre-filled with a name for quickness, but if you prefer, you can … Read more
From the Time list, tap on the green plus button or select “Add new Time” from your desktop, a new screen will appear with the following: Time: Click on the counter, then type the time you would like to record into the relevant section, if you wish to reset the counter back to 00:00 press the reset button. Name: This is the name you would like to assign to this time item, eg project support. Client: In order for the time item to be easily invoiced it’s important to add your client, click on the down arrow, you can either select an existing client or create a new one (for more details on adding clients see Clients section in this guide). Billing unit: This is set to … Read more
From the Product & Services menu you can create a new product or service. You will then be asked to complete the following (not all fields are mandatory): Name: This is the name of your product or service. Price/rate: This is the price of the product or service per unit. Currency: This is selected by default using the information provided in company settings. To change the currency for this particular product or service, click on the down arrow or on mobile, click on the currency button to select your preferred currency. Invoice specific Tax: This is the tax type, ie, No Tax, Standard, Multiple or Compound which is to be applied to your invoice. If you haven’t set your Invoice Specific Tax in … Read more
To add a new client, go to the Client list, click on +New Client or the green plus icon on your mobile, here you can enter the following information: Click on the relevant fields to input your contact details. To add the country, click on the down arrow to select the required country. Not all fields need to be completed, only the client name and email are necessary. To save your changes, click save at the bottom right.
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