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  • Import bank statements

    You can import your bank statements into money accounts for reconciliation and accounting. Visit your online banking website and download an electronic statement for your bank or credit card account in any of these file types: .qif .ofx .csv. From “Accounting” navigate to a money account either via “Transactions” or “Chart of Accounts”. Select your account, tap on more, and select “Import”. Tap on the plus button and select your import file from your device. You will see a preview of your file. For .qif .ofx all you need to do is select import. However, for csv imports, we will require a bit more help from you. For CSV files follow the few quick steps below: Choose where your import … Read more

  • 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.

  • Profit and Loss Statement

    The Profit & Loss statement (also referred to as an income statement, revenue statement or P&L) is used to measure your business’ financial health. It provides a summary of your sales and expenses over a given period of time so you can see whether or not you are turning a good profit. You can choose the period of time you would like to measure by filtering your P&L statement by days, weeks, months, quarters, years or custom dates. This helps you to identify what your money is being spent on and where it’s being made. It also serves as an important report when it comes to filing your taxes or applying for a business loan. Your profit (net income) is … Read more

  • Credit memos or refunds

    To provide your customers with either a credit note or refund, go to “Invoices” from the navigation menu. PAID INVOICES – refund Go to the paid invoice from the invoice list. Swipe left on your mobile or click on the 3 dots on web and select “Duplicate” A new invoice is opened ready for you to create your credit note. Remove all items except for the ones you’d like to apply the refund to. To remove items, simply swipe left on the item or click on the “x” on web. For the remaining refunded items add a minus sign against the line item amount (price). Change the name of your invoice (“Invoice name” field) accordingly, for example, Credit note, Refund … Read more

  • Delete your account

    To delete your Fiskl account: Go to the User menu at the top right of your home screen. Click on the settings icon next to your name. Click “Delete account” button. To confirm that you would like to delete your account, you’ll be prompted to enter “DELETE” in the field before clicking on “delete”.

  • Transactions

    A transaction is an accounting entry into your books. There are always two accounts or more involved. It can be either a single line transaction or a split transaction. It shows increase (IN+) or decrease (OUT-) in the account you view your transaction and the other account you selected or split lines with many accounts created. From the accounting menu you can view the list of transactions for an account, select that account on top of the list and select the period you would like to show your transactions for. From here you can: Create new IN+ and OUT- transactions. Add transaction details: date, name, category or match, tax (where required), amount, vendor, client and description. Split transaction and match … Read more