You searched for import - Knowledge Base

  • Import your expenses

    If you have some expenses already saved in a spreadsheet, you can import these over to Fiskl so all your expenses are in one place. On desktop: Click on “Import expenses”. Attach your CSV file. Match the column headers from your CSV file to the field names in Fiskl. Click on “Import”. A screen will appear for you to preview your import data. Click on “Import”. You will receive confirmation that your expenses have been imported to Fiskl.

  • Importing your client from Excel or CSV

    Using your mobile, it’s easy to import your clients from a CSV or Excel file directly into Fiskl. Simply tap on the import icon at the top right. Choose your file from the location options for example Dropbox. Once you’ve selected your file, you can assign the column titles in your CSV/Spreadsheet to the relevant field and select add at the top right hand corner. If you would like to combine more than one column into the selected field, then simply switch the multiple selection toggle on at the bottom of the screen and then tap on the required column names. You’ll receive a notification that your items have been added.  You can then review your imported clients in your … Read more

  • Import client info from your contacts

    From the client list, tap on the green plus button: Tap on “import client info from contacts” at the top of the screen, this will pull up your contacts from your mobile address book. Tap on your client to automatically populate the app using details already on your mobile. If you need to add more information, just tap on the required field and input your information. To save your changes, tap save at the top right.

  • Setting up GoCardless

    Set up automated payments by connecting your Fiskl account to GoCardless so that your clients can pay you automatically by Direct Debit. GoCardless is for anyone who wants to take payments directly from the bank account of customers in more than 30 countries, including in the UK, USA, the Eurozone, Sweden, Denmark, Australia, New Zealand and Canada. You can also collect payments in your customers’ currency, settle in your own or at the live exchange rate. Click here for more information regarding GoCardless international payments. It’s easy to set up Once you have selected Integrations from the main menu, you will be taken to a screen with the option to connect to GoCardless. Click on “GoCardless” to be taken to … Read more

  • GoCardless FAQ

    Fiskl has partnered with GoCardless to offer the safest and most affordable way to pay invoices using GoCardless innovative bank to bank payment system. With GoCardless you can invoice and get paid from international clients including UK, USA, the Eurozone, Sweden, Denmark, Australia, New Zealand and Canada and we support GBP, EUR, SEK, DKK, AUD, NZD, CAD and USD currencies. How does GoCardless work? You can collect one-off or regular payments through Fiskl by connecting your existing GoCardless account or creating a new GoCardless account within Fiskl’s integration page. What kind of payments is it good for? They are particularly good for: Regular payments (e.g., subscriptions or regular donations) Customers with an ongoing relationship (e.g., account customers) Invoicing for services (e.g., … Read more

  • Templates & Brands

    Keep your invoices on brand by creating your own custom invoice and email templates. Does your company have a portfolio of products with multiple brands? Using Fiskl, you can easily create invoice templates for your company along with each brand. Go to “Templates & Brands” within the Fiskl main menu. Tap on the plus button to create a new template. Enter a template name and choose a theme. Tap “Change fonts and colours” to make your invoice your own. Tap “Change brand for this template” to change brand for your template. Tap “Attachments” to add documents or images to your template. Save your template to add it to your list of templates. Assign a default template: Swipe left on mobile … Read more

  • Your banking transactions

    Easily review all your transactions and help your accountant quickly identify which transactions to include in your accounts. Connect your bank account. See Connect your bank account within this guide. All your transactions will appear, from here you can review, export, set categories, filter, sort and identify non business related transactions and more. Fiskl will automatically categorise the transactions however, if the transaction isn’t an obvious match, it’ll be marked as an uncategorised income or expense.

  • Connect your bank account

    Salt Edge, Fiskl’s third party connector, can help you to quickly connect Fiskl to your bank account. All accounts you set up will appear in the Banking section. You can set up multiple bank accounts with multiple currencies. Tap on “Banking” in the main menu. Tap on “Connect Bank”. Enter your bank’s name, click here to see the list of banks Fiskl supports. Enter your bank’s login credentials and tap on “Proceed”. Tap “Confirm” to grant Salt Edge consent to access your bank data. Salt Edge will begin connecting to your bank account You’ll be taken back to your Bank Connections. Saltedge has a user dashboard which can be accessed by https://www.saltedge.com/dashboard/sign_in. To access it for the first time you need … Read more