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

Signing Up

Signing up to Fiskl couldn’t be easier, either go to the app on your mobile or visit https://my.fiskl.com/ Select the Sign up link at the bottom of the screen Enter your name, email and a password Click on Sign up

Signing in

If you have already signed up to Fiskl, you can directly sign in using your email address.  To sign in: Open your Fiskl app or my.fiskl.com, enter your email address and password, then Sign in. If you’ve forgotton your password, select Forgot password and we’ll send you an email with details.

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.

Adding a new user

Tap on the green plus icon on your mobile or “Invite new members” on the web to add a new user. Email address:  This is the email address for the new user. First name: This is the first name for the new user. Last name:  This is the surname for the new user. Assign role:  Click on the small down arrow to select from a list of roles (permission levels), these are: Owner, Billing user and Admin. Inviting the user:  If you wish to save and send an invite to the user, press send at the bottom of the screen. The new user will receive an email asking them to create a password to access the account, you will then … Read more

Default rate for mileage

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. Travel unit:  To select your preferred travel unit, tap on the small down arrow to select KM or Miles.

Your day

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.