Knowledge Base

Fiskl Mobile Use

  1. Getting started
    1. Signing Up
    2. Setting up your organisation
    3. Signing in
    4. Navigating Fiskl
    5. Navigation in the list screens
  2. Homescreen
  3. Setting up your organisation
    1. Entering your company details and logo
    2. Setting up your accounting information
    3. Available currencies
    4. Setting up your taxes
    5. Setting up default payment information
  4. Manage users
    1. Permission levels/user roles
    2. Managing users
    3. Adding a new user
    4. Change user permissions
  5. Payment Integration
    1. Setting up a Stripe account
    2. Connect to an existing Stripe account
    3. How does my client pay?
  6. User menu
    1. User settings
      1. Edit your name and phone number
      2. Change your email
      3. Change your password
      4. Sign out of Fiskl
    2. Preferences
      1. Enter your standard mileage rate and unit of travel
      2. Enter your standard rate for time and billing rate
    3. Contact support
    4. Terms of service
    5. Privacy policy
  7. Your Day
  8. Invoices
    1. Search and view your invoices
    2. Understand status' of your invoices
    3. Delete, duplicate or re-send an invoice
    4. Create a new invoice
      1. Change your invoice number and name
      2. Add key dates to your invoice
      3. Add client information to your invoice
      4. Add, edit, duplicate and remove existing items to your invoice
      5. Add new product or service to your invoice
      6. Add new expense to your invoice
        1. Scan, import or add your receipt using an Android device
        2. Scan, Import and add receipt using an IOS device
        3. Create an expense for your invoice
      7. Add new mileage to your invoice
      8. Add a new time to your invoice
      9. Remove and Duplicate an item within your invoice
      10. Payment info and notes
      11. Add, change or view deposit, discount or currency applied to your invoice
      12. Preview and send your invoice
    5. Edit your invoice and change status
  9. Expenses
    1. Search and view your expenses
    2. Delete or add existing expense to an invoice
    3. Scan, import or add receipt using an Android device
    4. Scan, import and add a receipt using an IOS device
    5. Create an expense
    6. Edit an expense
  10. Time
    1. Using the timer
    2. Log time and quick save
    3. Search for a time item
    4. View, Delete, duplicate or add Time item to an invoice
    5. Add new time item
    6. Edit your time item
  11. Mileage
    1. Search and view your trip
    2. Delete, Duplicate, add your trip to an invoice and view your trip in an invoice
    3. Create a new mileage item
    4. Edit your mileage
  12. Products and Services
    1. Search and view your products and services
    2. Delete, duplicate and add product or service to an invoice
    3. Add a new product
    4. Add a new service
    5. View or edit your product/service
  13. Calendar
    1. View your tasks
    2. Create, edit and delete a task
    3. Mark task as complete
  14. Clients
    1. Import client info from your mobile
    2. Add a new client
    3. View and edit your client
    4. Delete a client

Getting started #

We’d like to quickly check that you have the following:

  • A device – mobile phone, tablet, computer or a laptop
  • Internet connection
  • A browser or the Fiskl app downloaded on to your mobile

In this section:

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Last updated on August 2, 2018
6 of 6 users found this section helpful

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
  • Tap on Sign up

Helpful tip:  You can sign up to Fiskl using your Google account and then continue to set up your organisation on Fiskl.

Return to Getting started

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Last updated on August 8, 2018
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Setting up your organisation #

One final step before your account is created, you need to enter the following business information:

  • Select your country.
  • Company name or your own name if you are self employed.
  • Select your preferred currency by tapping the drop down . arrow for a list of all worldwide currencies.
  • Select your industry from the drop down arrow .
  • Enter your Tax/VAT number.
  • If you have an offer or Partner code, enter it here.
  • Click on Create account and congratulations you now have a Fiskl account!

You’ll be taken to a welcome screen where you can finish completing your profile with your address, add your company logo or select a logo from our library, however if you prefer to come back to this later just tap on the  button.

Return to Getting started

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Last updated on August 8, 2018
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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, enter your email address and password, then tap on Sign in.
  • If you’ve forgotton your password, tap on Forgot password and we’ll send you an email with details.

Helpful tip:  You can also sign in to Fiskl using your Google account.

Return to Getting started

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Last updated on August 8, 2018
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Homescreen #

The homescreen is the first thing you’ll see when you sign into Fiskl.  It gives you a picture of your company’s finances, upcoming payments, outstanding invoices, expenses, upcoming tasks and events plus much more.

Your total sales graph:  This depicts your total sales for the last 6 months, by tapping on the line of the graph above the month, you can see the total sales for that month.

Your day:  This is your plan for the day, on initial sign in, you can add your first task by tapping the green action  button.  If you have tasks or events already scheduled, tap on the green action button to review.

Recent activity:  This shows what you have recently done on Fiskl.

Your invoices status:  This depicts a graph showing the total value of your invoices over the last 365 days along with a breakdown of Overdue, Outstanding, Paid and Open

List of your invoices:  This shows the top 3 overdue or outstanding invoices along with the name of the invoice, invoice number, date and status.  To see all overdue invoices tap on “browse other overdue invoices”.

Helpful tip: Swipe left on an invoice from within the list to send an automatic email reminder

Revenue and expenses: 

The revenue and expenses section displays the total revenue for your organisation.

It shows the total net figure (total sales minus expenses) for the last 6 months, with figures underneath for total revenue and total expenses for that period.

The graph depicts the revenue and expenses for the last six months, by tapping either of the lines on the graph above the month, you can see the relevant figure for that month.

Top expenses:

The top expenses section displays the total expenditure over the last six months, along with a pie chart and breakdown of the top 6 expense categories for that period.

Upcoming invoices:

The upcoming invoices section displays the total amount expected from upcoming invoices for the next 6 weeks.

The graph depicts the value of upcoming invoices per week, by tapping on the bar for any given week you can see the relevant figure for that week.

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Last updated on August 8, 2018
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Setting up your organisation #

This section is for business owners or users with admin rights:

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

Company settings

In company settings you can enter basic information about your organisation such as, contact and accounting information.  Once completed, this information is automatically pre-filled where and when needed across the app.

In this section:

Entering your company details and logo

Setting up your accounting information

Available currencies

Setting up your taxes

Setting up default payment information

 

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Last updated on August 22, 2018
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Setting up your accounting information #

Within company settings you can add your accounting information, tap on the fiskl icon  for the sidebar sliding menu and slide the bar to the left and select the edit icon  next to your company details.

Accounting information:

Registration number:  In case you wish to display your company registration number on your invoice you can add it here.  This is your registration number for your company and is country specific.

Tax/VAT number:  Enter your Tax/VAT number in case you are required by regulation to show it on your documentation.

Add custom Tax ID label: If you need to display a different Tax label on your invoice, for example GST, ABN, then enter the relevant initials into this field and the initials will then automatically appear on the invoice before the clients Tax/VAT registration number.

Fiscal year end:  Tap on the calendar icon  to select and save the date of your financial year end.

Sales Tax/VAT filing frequency:  Use the drop down arrow  to select frequency of your Tax/VAT filing.

Sales Tax/VAT filing start date:  Tap on the calendar icon  to select and save the date of the start of your Tax/VAT filing.

Once your company settings are complete, press save at the top right corner.

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Last updated on August 22, 2018
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Available currencies #

Within company settings you can select your currency, tap on the fiskl icon  for the sidebar sliding menu and slide the bar to the left and select the edit icon  next to your company details.  Here’s a list of all the currencies available on Fiskl:

Country NameCurrency NameCurrency AbbreviationCurrency Symbol
United Arab Emirates United Arab Emirates DirhamAED د.إ
AfghanistanAfghan afghaniAFN؋
AlbaniaAlbanian LekALLLEK
ArmeniaArmenian DramAMDAMD
NetherlandsNetherlands Antillean GuilderANGƒ
AngolaAngolan KwanzaAOAKz
ArgentinaArgentine PesoARS$
AustraliaAustralian DollarAUD$
ArubaAruban FlorinAWGƒ
AzerbaijanAzerbaijan ManatAZN
Bosnia and Herzegovina Convertible markBAMKM
BarbadosBarbados DollarBBD$
BangladeshBangladeshi TakaBDT
BulgariaBulgarian LevBGNлв
BahrainBahraini DinarBHDBD
BurundiBurundian FrancBIFFBu
BermudaBermudian DollarBMD$
BruneiBrunei DollarBNDB$
BoliviaBolivianoBOBBs
BrazilBrazilian RealBRLR$
BahamasBahamian DollarBSD$
BhutanBhutanese NgultrumBTNBTN
BotswanaBotswana PulaBWPP
BelarusBelarussian RubleBYRBr
BelizeBelize DollarBZDBZ$
CanadaCanadian DollarCAD$
Congo/KinshasaCongolese FrancCDFCDF
SwitzerlandSwiss FrancCHFCHF
ChiliChilean PesoCLP$
ChinaChinese Yuan RenminbiCNY¥
ColumbiaColombian PesoCOP$
Costa RicaCosta Rican ColonCRC
CubaCuban PesoCUP
Cape VerdeCape Verde EscudoCVE$
Czech Republic Czech KorunaCZK
DjiboutiDjibouti FrancDJFFdj
DenmarkDanish KroneDKKkr
Dominican RepublicDominican PesoDOPRD$
AlgeriaAlgerian DinarDZDدج
EgyptEgyptian PoundEGP£
EritreaNakfaERNNfk
EthiopiaEthiopian BirrETBBr
EuroEUR
FijiFiji DollarFJD$
United KingdomPound SterlingGBP£
GeorgiaGoergia LariGELGEL
GhanaGhana CediGHSGH¢
GibraltarGibraltar PoundGIP£
GambiaGambia DalasiGMDD
GuineaGuinea FrancGNFFG
Guatemala Guatemala QuetzalGTQQ
GuyanaGuyana DollarGYD$
Hong KongHong Kong DollarHKD$
HondurasLempiraHNLL
CroatiaCroatian KunaHRKkn
HaitiHaiti GourdeHTGG
HungaryForintHUFFt
IndonesiaRupiahIDRRp
IsraelNew Israeli SheqelILS
IndiaIndian RupeeINR
IraqIraqi DinarIQDع.د
IranIranian RialIRR
IcelandIceland KronaISKkr
JamaicaJamaican DollarJMDJ$
JordanJordanian DinarJODد.ا
JapanYenJPY¥
KenyaKenyan ShillingKESKSh
KyrgyzstanSomKGSлв
CambodiaRielKHR
ComorosComoro FrancKMFKMF
South KoreaWonKRW
KuwaitKuwaiti DinarKWDك
Cayman IslandsCayman Islands DollarKYD$
KazakhstanKazakhstan TengeKZT
LaosKipLAK
LebanonLebanese PoundLBPل.ل
Sri LankaSri Lanka RupeeLKR
LiberiaLiberian DollarLRD$
LesothoLotiLSLLSL
LithuaniaLithuanian LitasLTLLt
LybiaLibyan DinarLYDLD
MoroccoMoroccan DirhamMADMAD
MoldovaMoldovan LeuMDLMDL
MadagascarMalagasy AriaryMGAMGA
MacedoniaDenarMKDден
Myanmar (Burma)KyatMMKK
MongoliaTugrikMNT
MacauPatacaMOPMOP$
MauritaniaOuguiyaMROMRO
MauritiusMauritius RupeeMUR
MaldivesRufiyaaMVRMVR
MalawiKwachaMWKMK
MexicoMexican PesoMXN$
MalaysiaMalaysian RinggitMYRRM
MozambiqueMozambique MeticalMZNMT
NamibiaNamibia DollarNAD$
NigeriaNairaNGN
NicaraguaCordoba OroNIOC$
NorwayNorwegian KroneNOKkr
NepalNepalese RupeeNPR
New ZealandNew Zealand DollarNZD$
OmanOmani RialOMR
PanamaBalboaPABB/.
PeruNuevo SolPENS/.
Papua New GuineaKinaPGKK
PhilippinesPhilippine PesoPHP
PakistanPakistan RupeePKR
PolandZlotyPLN
ParaguayGuaraniPYGGs
QatarQatari RialQAR
RomaniaNew Romanian LeuRONlei
SerbiaSerbian DinarRSDДин.
RussiaRussian RubleRUBруб
RwandaRwanda FrancRWFRWF
Saudi ArabiaSaudi Arabia RiyalSAR
Solomon IslandsSolomon Islander Dollar SBD$
SeychellesSeychelles RupeeSCR
SwedenSwedish KronaSEKkr
SingaporeSingapore DollarSGD$
Saint HelenaSaint Helena PoundSHP£
 Sierra LeoneLeoneSLLLe
SomaliaSomali ShillingSOSS
SurinameSuriname DollarSRD$
São Tomé and PríncipeDobraSTDSTD
El SalvadorEl Salvador ColonSVC$
SwazilandLilangeniSZLSZL
ThailandBahtTHB฿
TajikistanSomoniTJSTJS
TurkmenistanTurkmenistan New ManatTMTTMT
TunisiaTunisian DinarTNDTND
TongaPa angaTOPTOP
TurkeyTurkish LiraTRY
Trinidad and TobagoTrinidad and Tobago DollarTTDTT$
TaiwanNew Taiwan DollarTWDNT$
TanzaniaTanzanian ShillingTZSTZS
UkraineHryvniaUAH
UgandaUganda ShillingUGXUGX
United States of AmericaUS DollarUSD$
UruguayUruguay Peso en Unidades Indexadas (URUIURUI)UYIUYI
UruguayPeso UruguayoUYU$U
UzbekistanUzbekistan SomUZSлв
VenezuelaBolivarVEFBs
VietnamDongVND
VanuatuVatuVUVVT
SamoaTalaWST$
Communauté Financière Africaine (BEAC)CFA Franc BEACXAFXAF
East CaribbeanEast Caribbean DollarXCD$
Communauté Financière Africaine (BCEAO)CFA Franc BCEAOXOFXOF
Comptoirs Français du Pacifique (CFP)CFP FrancXPFXPF
The African Development BankADB Unit of AccountXUAXUA
YemenYemeni RialYER
South AfricaRandZARR
ZambiaZambian KwachaZMWZK
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Last updated on August 22, 2018
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Setting up your taxes #

Within company settings you can create or remove taxes and customise how you show your tax on your invoice, tap on the fiskl icon  for the sidebar sliding menu and slide the bar to the left and select the edit icon  next to your company details.

Tax/VAT

Manage Tax/VAT Categories:  tap on the small right arrow for a list of all existing Tax/VAT percentages

To edit existing tax:  tap on the required tax and a pop up box will appear for you to edit the Tax/VAT name and the percentage amount, press save to change the tax in the list.

To delete an existing tax: swipe item from right of screen towards the centre, a delete button will then appear.

To add a new tax:  select “add new” at the top of the screen, this brings up a pop up box, enter a name for your new tax/VAT, then the tax/VAT percentage and press save.  This new tax will also be added to the existing list.

Tap on the small arrow on the left  to return to the company settings.

Custom Invoice Tax Label:  If you prefer to customise your tax label in the invoice, then just enter the label name, for example GST, VST, HST, this will then appear in the relevant tax fields in the invoice sent to the customer.

Once your company settings are complete, press save at the top right corner.

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Last updated on August 22, 2018
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Setting up default payment information #

Within company settings you can add default text that you would like to show in your invoice as well as set default payment terms, tap on the fiskl icon  for the sidebar sliding menu and slide the bar to the left and select the edit icon  next to your company details.

Invoice

Payment info:  Here you can add your account and payment details, this will automatically appear on your documents such as invoices.

Notes

Notes:  Pre-filled by default with “Thank you for your business” which will appear on all your documents such as invoices.  This can be easily changed by tapping in the field and typing in new text.

Payment Terms (Days):  Enter your standard payment terms in days, when you start a new invoice, the due date will be automatically set as per the days entered here.

Once your company settings are complete, press save at the top right corner.

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Last updated on August 22, 2018
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Manage users #

If you have a team then its easy to share the workload, if you have owner or admin rights you can invite, activate, edit users and assign each one with a role containing relevant permissions.

In this section:

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Last updated on March 20, 2018
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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, expenses and products/services) that the user has raised

 

Return to Manage users

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Last updated on August 8, 2018
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Managing users #

This only applies if you are the owner or have admin rights.

Tap on the Fiskl icon  to bring up the sliding side bar, slide the menu to the left and select Manage users.

The initial screen will show a list of all users along with their role, email address and pending (user hasn’t replied to invitation).

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Last updated on August 8, 2018
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Adding a new user #

This only applies if you are the owner or have admin rights.

Tap  to add a new user.

Email address:  This is the email address for the new user.

First name: This is the full name for the new user.

Last name:  This is the surname for the new user.

Assign role:  Tap 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 receive a notification confirming that your new user has accepted your invitation.

Helpful hint:  You can add multiple users by tapping on “add another”.

 

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Last updated on August 8, 2018
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Change a user’s permissions and status #

To edit a user, from the Manage users list, tap on the user to open a new edit user screen, here you can change the permissions and make them inactive or active.

Return to Manage users

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Last updated on March 20, 2018
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Payment Integration #

As well as getting paid by cash you can also choose to get paid using the payment gateway, Stripe.  This keeps the whole payment process online and is makes it easy for both you and your customer. tap  swipe left and choose Integrations.

In this section:

Set up a Stripe Account

Connect to an existing Stripe Account

How does my client pay?

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Last updated on August 21, 2018
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Setting up a Stripe account #

Once you have selected Integrations, you will be taken to a screen with the option to connect to Stripe.

  • Click on Connect with Stripe button to be taken to the Stripe Account Activation form.
  • Complete all relevant information
  • Click on Authorise access to this account

You are then ready to go.

 

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Last updated on August 21, 2018
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Connect to an existing Stripe account #

To connect to your Stripe account, tap on , swipe left and select Integrations:

  • Simply tap on connect with Stripe
  • Enter your credentials
  • Tap on connect my Stripe account and its all connected.

Return to Payment integration

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Last updated on August 21, 2018
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How does my client pay? #

Your client can easily pay you using their credit card or cash if you prefer.

To pay by credit card:

  • Once you have sent your invoice, your client will receive an email with a copy of the invoice attached.
  • Your client can open the email and click on the green icon to open the invoice
  • Your client then clicks on  at the top left of the invoice screen and is taken to a dialogue box requesting payment details.
  • You then receive a notification in the notifications bar that your invoice has been paid along with email confirmation.
  • Your invoice is then automatically changed to Paid.

If your client would like to download the invoice onto their computer, they simply click “download” on the top righthand side.

If your client would like to send you a message, they can click on “Do you want to send a message or ask something else about this invoice?”, Fiskl will then send you an email, which you can reply to via email.

 

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Last updated on August 21, 2018
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User menu #

 The user menu allows you to customise certain functions of Fiskl, this menu is divided into User settings, Preferences, Contact support, Knowledge base, Terms of service and Privacy policy

 

Depending on your preference for using your device, there are 3 ways to access the user menu:

  • tap on the user button  from the homescreen
  • tap the three vertical dots  at the top right of every list screen within the app
  • swipe from the right towards the middle at the top of every list screen within the app

In this section:

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Last updated on August 15, 2018
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User settings #

In User settings you can edit the user information you entered on signing up, change your password and sign out of the app.  To access user settings, go to the user menu  then tap .

In this section:

Once you have completed changing your user settings, press save.

 

Return to User menu

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Last updated on August 8, 2018
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Edit your name and phone number #

To edit your name, surname and phone simply tap on the relevant fields within user settings  and press save.

 

Return to User settings

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Last updated on August 8, 2018
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Change your email #

To change your email, within user settings  tap on the edit icon , a pop up box will appear, change the email address, for security, you’ll also need to enter your current password, then tap save at the bottom of the screen.

 

Return to User settings

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Last updated on August 8, 2018
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Change your password #

To change your password, within User settings tap the edit icon  a pop up box will appear, enter your current password, then enter and confirm your new password, once finished press save

 

Return to User settings

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Last updated on August 8, 2018
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Sign out of Fiskl #

Sign out of the app, by tapping the green Log out button at the bottom of user settings screen 

 

Return to User settings

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Last updated on August 8, 2018
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Preferences #

   In Preferences you can customise what will be pre-filled throughout the relevant areas of the app, for example, mileage and time rates.  To access your preferences, go to the user menu   then tap on Preferences .

In this section:

You can save your preferences by tapping save at the top right of the screen.

 

Return to User menu

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Last updated on August 8, 2018
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Enter your standard mileage rate and unit of travel #

Within Preferences  you can add your 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. Tap 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

 

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Last updated on August 8, 2018
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Enter your standard rate for time and billing rate #

Within Preferences you can add your billing rate and unit:

Billing rate:  This is your standard rate for the time billed against your clients, this figure will always use the currency pre-selected in your company settings.  Tap on the field to enter the rate.

Billing unit:  This will be autofilled with hours.

Helpful tip: If you need to change your billing rate for a one-off project or client, you can do this as and when needed when creating or editing your time item within the app itself.

 

Return to Preferences

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Last updated on August 8, 2018
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Contact support #

   If you need any assistance with using Fiskl, just tap on contact support within the user menu  to send us an email.

 

Return to User menu

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Last updated on August 8, 2018
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Terms of service #

  If you would like to look at our terms of service please tap on Terms of service within the user menu 

 

Return to User menu

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Last updated on August 8, 2018
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Privacy policy #

We take your privacy very seriously, to view our policy please tap on the Privacy policy within the User menu 

 

Return to User menu

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Last updated on August 8, 2018
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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.

Tap on “Your day” within the sidebar, this will take you to a screen which shows your top 4 tasks, ability to mark as complete, add a new task, browse other tasks.  Underneath this list is a month to view calendar which contains all events and tasks which have a date, it also shows a quick view of your next 4 events with the title and due time in days.

Your tasks for today

This shows 4 tasks that you need to complete today or are overdue.  Its easy to mark them as complete by tapping the selector button  and the text will be struckthrough then deleted.

Add new task:  Tap on “add new task”, type details of your task in the open field.

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Last updated on August 8, 2018
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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 PDF 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.

Tap on 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 status, search, view invoice, delete, send and create a new invoice.

In this section:

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Last updated on August 8, 2018
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Search and view your invoices #

Within the list of invoices you can:

Search for an invoice:  using your finger, pull down the invoice list to enable the search function.

View your invoice list by invoice status:  This enables you to sort your invoices by their status, just tap on the relevant tab to pull up the list.

View an invoice:  Simply tap on the invoice to preview the invoice PDF document.

 

Return to Invoices

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Last updated on March 20, 2018
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Understand status' of your invoices #

Invoice status’:

  • All – all invoices (this tab is selected by default)
  •  Open – invoices which have been created but not sent
  •  Sent – invoices which have been created and sent but haven’t reached their due date
  •  Overdue – invoices which have passed their due date
  •  Paid – invoices which have been paid
  •  Rejected – invoices which have been rejected by the client

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Delete, duplicate or re-send an invoice #

To delete, duplicate or send/re-send an invoice from within the invoice list:  Swipe invoice item from the right towards the centre, “delete” “Duplicate” and “send” buttons will then appear.

If the invoice has been paid, the option to send is available, if you wish to duplicate or delete then you’ll need to change the status of the invoice.

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Change your invoice number and name #

From the new invoice screen, its easy to change your invoice number and/or name to make it easier for your clients to identify their invoices.

Invoice name and number:  By default, the invoice number is auto-generated, but if you would like to change this, or your company info then tap on the edit icon  to change the following:

  • Invoice number: You can change both the letters and numbers simply by tapping on this field
  • Invoice name: To make it easier for your clients to easily identify their invoices you can change the invoice name to something more relevant.
  • Once completed changing the number or name, tap on the edit icon  to return to the invoice screen.

 

  • For business owner or user with admin rights only:
    • Company: To change your basic company information, tap on the arrow  to edit fields, scroll to the bottom to save or cancel your company changes.  Just tap on the edit icon to return to the invoice screen.

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Add key dates to your invoice #

Within the new invoice screen you can add key dates such as the invoice date, due date and sale date:

Invoice date:  This can be the current, past or future date, by tapping on the calendar , select the date and press save.

Invoice due date:  This will automatically be set as per the payment terms you set in company settings, however if you would like to change this then simply tap the calendar  to select the date and save.

Sale date:  Should you be required to show the date of the sale on your invoices, just select “sale date” and tap on the calendar to select the date.

Helpful tip: To change or enter both invoice date and due date, simply tap on the invoice date calendar , tap on the required invoice date and then tap on the due date, all days in between will automatically be shaded, just save and both fields will be automatically updated.

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Add client information to your invoice #

Within your new invoice, its easy to add an existing or create a new client:

Bill to

Bill to allows you to select your client or add a new one.

Select client or add new one:   This pulls up the list of clients from your database, however if you need to create a new client, just tap either import your client information from your mobile or manually input the relevant client details (see client section in this guide for more details).

 

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Add, edit, duplicate and remove existing items to your invoice #

Attach existing item to your invoice: 

To attach an item you’ve already created (ie product) tap “attach existing item”.  This pulls up a list which is split into two, one for all your client items (such as mileage) and one for Products & Services.  Here you can easily see the item type (ie expense), the name, date the item was created, total and where applicable the Tax/VAT amount.

  • View list of items: Tap on the required All client items or Products & Services tab
  • Search: Enter your word into the search bar to find what you are looking for
  • When you select an item, the amount is added to the Invoice totals at the bottom of this screen.
  • Attach item: Once item/s selected either tap on “attach selected button” or if you change your mind just tap on cancel to return to your invoice creation.
  • Add multiple existing items: Tap on the items themselves to select them, tap on “attach selected button”

Edit an existing item:   To edit an item which you have added to your invoice, just tap on the item within the invoice, it will open the item for you to edit and save your changes.

Copy an existing item:  To copy the item, on the line item within the invoice, swipe from right towards the middle, the duplicate button will appear.

Remove existing item from your invoice:  If you change your mind and no longer require a particular line item in your invoice, then simply, on the line item, swipe from the right towards the middle and tap remove.

 

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Add new product or service to your invoice #

Tap “add new item” within your invoice, then the Product & Service icon  to create a new product or service, this will take you to the add new product/service screen.

Select required product or service tab, you will then be asked for the following:

Name:  This is the name of your product/service

Quantity:  This is the number of items you will be invoicing the client.

Price/rate: This is the price of the product/service per unit.

  • Currency is selected by default using the information provided in company settings. To change the currency for this particular product, tap the currency button  to select preferred currency.
  • To enter the figure, just type over the existing amount without using a decimal place as this is automatically entered for you – for example, for £80.55 type 8055.

Tax/VAT:   This is the tax in percentage that you’d like to apply to this product.

  • To select a tax, tap on the down arrow  for your pre-populated list (as per your company settings), once selected close the down arrow.
  • To create a new tax, tap on the down arrow, a pop up box will appear, type the name of your new tax/VAT and the percentage. Press save, your new tax will be shown in your tax list going forwards.

Description:  This is an open ended text box for you to enter a description of your product.

Unit:  This is the unit of the product/service, for example, “Pack of 6 bottles” or for a single unit – “litre” or days/hours if a service.

Import product photo:  You can import a product photo from your phone (you will initially be asked permission for Fiskl to access your photos)

  • Tap on the “import photo button”, this takes you to your mobile photo album, select your photo and it’ll be added.
  • Photos can be deleted by tapping on the delete icon 

Take picture:  You can take a picture and upload it directly into the app (you will be asked permission for Fiskl to access your camera)

  • Simply tap on the “take picture” button, this goes directly to your phone camera (if you haven’t already granted Fiskl access to your camera – a pop up box will appear requesting access)
  • Take photo, from here you can either re-take or use the photo, once you’re happy it’ll be added to your product details.

To save your new product or service, tap Save at the top of the screen.  This will save in your Products and Services menu too.

 

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Add new expense to your invoice #

To add a new expense to your invoice, firstly you’ll need to capture your receipts.  You will be taken to the scanning screen which allows you to capture your receipt (single or multiple pages) using your device camera, import your receipt or simply skip photo to go straight to manually entering the expense.  Initially you will be asked if you would like Fiskl to access your camera. to capture your receipts or if you don’t have any receipts, then simply press skip photo.

In this section:

 

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Scan, import or add your receipt using an Android device #

To add your receipt to your invoice, tap on “add new expense” and you’ll initially be taken to a screen to capture your receipts, here you’ll have the following options:

To scan a single page receipt:

  • The single page scan will be selected by default, therefore hold the phone over the entire receipt and Fiskl will automatically scan it.
  • once it has finished scanning it will automatically take you to the “add new expense” screen
  • the scanned receipt will then be attached with the vendor, total and date auto filled.

 To add a multiple page receipt:

  • Tap on multiple at the bottom of the screen, capture your expenses by tapping the take picture button  in the app
  • once you have all your pages captured, tap on continue at the top right of the screen. This will take you to the “Add new expenses” screen.

To import a receipt: Tap on import icon at the bottom left of the screen , then choose the relevant photo/s from your device.  This will then be attached to the “Add new expenses” screen.

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Scan, Import and add receipt using an IOS device #

To scan a single page receipt:

  • align the phone to the receipt, press the take picture button in the app 
  • the scanned receipt will then be attached with the vendor, total and date auto filled

To add a multiple page receipt:

  • Tap on multipage at the bottom of the screen, capture your expenses by tapping the take picture button  in the app and repeat for all required pages.
  • once you have all your pages captured, tap on continue at the top right of the screen. This will take you to the “Add new expenses” screen.
  • To import a receipt:  Tap on the import icon at the bottom left of the screen , then choose the relevant photo/s from your device to attach to “Add new expenses” screen.

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Create an expense for your invoice #

Once you have attached your receipts or simply pressed skipped photo you will be taken to the “add new expense” screen, from here, you will see your receipt, or if your receipt has multiple pages then just slide your finger across the two dots  to go between pictures.  To see the scanned copy of the receipt in full then drag the green bar downwards.

Complete the relevant fields:

Vendor:  The name of the company that sold you the goods.

Total:  This is the total (including Tax/VAT) for the receipt.  If you are manually entering the figure, enter the number without typing a decimal point, for example 85.00 type 8500.  If you wish to change the currency, just tap on the currency icon 

Invoice specific Tax/VAT%: If you would like to add Tax/VAT for this invoice, then select the tax by tapping on the down arrow  or creating a new tax.

Date:  This is the date of the receipt.  Tap on the calendar icon  select a date and tap save.

Category:  To help you identify where your money is being spent, tap on the down arrow  to select a category relating to the type of expense.

Reimbursable:  Select the toggle button  if your expense is reimbursable, this is off by default.

Expense Tax/VAT Amount:  If you are required to enter an Expense tax or VAT amount, enter the number without using a decimal point.

Description:  This is an open field for a brief description of what the expense is and, if required, a justification.

 

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Add new mileage to your invoice #

From within your invoice, tap on Add new item and select Mileage.  You will be taken to the first screen with google maps:

Start:  There are a few simple ways to enter your start information:

  • Use your current location: To enable this, initially you will be asked permission for Fiskl to access your location settings.  By tapping on current location, the start field will be autofilled with your current address.
  • Enter your address: Here you can enter your postcode or your address, the app will predict your address in the menu whilst you type. Select the correct address.
  • To edit your address: Tap on the start field and make changes

End:  Tap on “add end address”, there are two ways to enter your end information:

  • Use your current location: Tap on “current location” button, this will autofill your end details as your current address
  • Enter your address: Here you can type in your postcode or address, select the correct address from the drop down menu
  • To edit your address: Simply tap on the end field and make changes

Helpful tip:  If you start entering your information but run out of time to finish it, then just tap “finish later” button, give it a name and save.  You can come back later to complete the mileage form whenever you like.

To add your mileage using your odometer rather than Google Maps:

  • Tap skip on the first screen, this will take you to the add new mileage form . All fields are the same as the one below, with two exceptions:
    • you will need to add your total manually,
    • Under distance details, enter your odometer reading at the start of your journey and your end odometer reading, the total will automatically calculated using your readings.

Once start and end fields have been completed tap “continue” to go to the next screen, to enter the following:

Total distance:  If you have used Google maps then this will be automatically completed, if not, then you will need to add the distance manually.  You can change the unit from kilometres to miles by tapping the KM button 

Name:  This is the name of your trip

Date:  This is automatically filled in as today’s date, to change it tap on the calendar icon , select date and save.

Client:  Tap on the drop down arrow to select a client, you can also create a new one if its not already there by pressing the button.

Return trip:  If you are taking a return trip, tap on the toggle to include the mileage for a return trip .

Mileage unit and rate:  This is autofilled from the information you entered in your preferences, to change it type in the mileage rate without including a decimal point (eg 5.00 type 500), tap on the km button  to change the unit.

Advanced options:  This contains a few extra fields which may only be required occasionally, to open, click on the down arrow:

  • Tax/VAT:  This is the tax in percentage that you’d like to apply to this trip.
  • To select a tax, tap on the down arrow for your pre-populated list (as per your company settings), once selected close the down arrow.
  • To create a new tax, tap on the down arrow, a pop-up box will appear, type the name of your new tax/VAT and the percentage. Press save, your new tax will be shown in your tax list going forwards.

Description:  This is an open field for you to enter a brief description and justification if needed.

Reimbursable:  Tap on the toggle to mark this as reimbursable

To save:  Simply press the save button to return to your invoice

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Add a new time to your invoice #

From within your invoice, tap on Add new item and select Time:

Time:  Tap on the counter, type in the relevant figure for the time you would like to record (for example type the number of hours in the hour section), if you wish to reset the counter back to 00:00:00 press the reset button 

Name:  This is the name you would like to assign to this time item, eg project support

Date:  This date relates to the day for when the time was logged, by default, it’s today’s date, to change just tap on the calendar icon , select the date then save.

Billing and unit rate:  This is your hourly rate:

  • This will be pre-filled using information you entered in user settings, to change it, simply delete the number and enter the new one (enter without decimal point eg. For £18.55 type 1855).
  • It’s also possible to change the currency by tapping on the currency icon 

Advanced options:  This contains a few extra fields which may only be required occasionally, to open, click on the down arrow :

Tax/VAT:   This is the tax in percentage that you’d like to apply to this time.

  • To select a tax, tap on the down arrow for your pre-populated list (as per your company settings)
  • To create a new tax, tap on the down arrow, a pop up box will appear, type the name of your new tax/VAT and the percentage. Press save, your new tax will be shown in your tax list going forwards.

Description: This is an open field for you to add a brief description of what you spent your time on.

Import photo:  You can import a photo from your phone (you will be asked for permission for Fiskl to access your photos):

  • Tap on the “import photo button”, this takes you to your mobile photo album, select your photo and it’ll be added.
  • Photos can be deleted by tapping on the delete icon 

Take picture:  You can take a picture and upload it directly into the app (you will be asked for permission for Fiskl to access your camera):

  • Simply tap on the “take picture” button, this goes directly to your phone camera (if you haven’t already granted Fiskl access to your camera – a pop up box will appear requesting access)
  • Take photo, from here you can either re-take or use the photo, once you’re happy it’ll be added to your time details.

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Remove and Duplicate an item within your invoice #

To remove or duplicate an item from within your invoice, swipe from the right towards the centre on the item, Duplicate and Remove buttons appear.

To duplicate an item:  Tap on duplicate, this will then open up into a screen with a copy of your item, here you can edit the details and save.   This will add the new item to your invoice and will also show as billed in your main item list (for example a Time item will be added to Time in the main menu).

To remove an item:  Tap on remove, you will be prompted to confirm your request, this will remove it from your invoice but will not delete the item from your relevant item list.

 

 

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Payment info and notes #

From within the invoice you can add the following:

Payment by Stripe or cash 

If you are connected to Stripe (see Payment Integration section for more information), the Stripe checkbox will automatically be checked giving your client the ability to pay by credit card.  If you prefer to be paid by another method, for example, cash, simply uncheck the check box.

Payment Info

If you haven’t already saved your payment information in Company settings then you can add your account details and payment terms here. It’s also possible to edit any information by just clicking in the field.

Notes

If you have saved any notes for your invoices then this will be automatically prefilled with the information you provided in company settings, if you haven’t, then by default “Thank you for your business” will appear in the notes field, both can be easily changed by clicking in the field.

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Add, change or view deposit, discount or currency applied to your invoice #

From within the invoice, just above the total section are two green lines , tap on these lines to view your deposit or discount, you can also make changes as follows:

To add or change a discount :  Tap on edit, then simply tap in the discount field to change the amount, if your discount is in percentage, then tap the selector   to switch to the percentage button .

To change currency of Invoice total:  Simply tap on the currency selector to choose your preferred currency.

To save any changes you made in this section, press save or simply cancel to return to your invoice screen.

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Preview and send your invoice #

Once you have completed your invoice, you can easily preview and send your invoice.

To preview your invoice:  Once you have pressed save, this will take you to a preview screen where you can see how your invoice will appear to your client.  If you would like to go back to make changes, just tap on  to go back to the invoice screen.  To exit and return to your invoice list, tap on  and your invoice will appear at the top of the list with an Open status.

To send your invoice:  Press send via email button to bring up the email screen:

  • To: this will be pre-filled with the client details you entered when you added your client to Fiskl, this can be easily changed by editing the field.  To add an additional email, add a space at the end of the first email and add the new email address.
  • Subject: Automatically filled with suggested text, again, this can be changed
  • Message: Automaticall pre-filled with suggested text, to personalise your message tap in message and edit or delete where appropriate

Press send to send your invoice, your client will then receive an email which will appear in their inbox with your company name and will originate from noreply@fiskl.com email address.  The summary of the invoice and the PDF will be attached.

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Edit your invoice and change status #

From the invoice list you can view your invoice and change its status:

Edit your open, overdue or rejected invoice:  

  • Tap on the required invoice, this opens up a preview of the invoice
  • Tap on the edit icon at the top right  to bring up the invoice screen
  • Make your changes and then follow the same process for creating a new invoice

Edit a sent or paid invoice:

  • Tap on the padlock icon at the top right   to bring up the invoice screen
  • Make your changes and then follow the same process for creating a new invoice

To change the status of your invoice:

When your client pays your invoice, you can change the status of your invoice :

  • Tap on required invoice which opens up a preview of the invoice
  • Tap on the status icon to change to relevant status 
  • Your status will then be changed, just tap on  to go back to the invoice list.

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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.  By using the latest scanning technology on your mobile, you can quickly capture your receipts and record your expenses wherever you may be.  It’s easy to bill your expenses to your client and mark them as reimbursable.

Tap on the expenses menu on the sidebar to bring up the list of all your expenses.  This list shows the vendor, date, amount, whether it has been billed and if it’s reimbursable.   From here you can easily search, view, edit, create, attach to an invoice, duplicate, delete and create a new expense item.

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Search and view your expenses #

From the Expenses list:

Search for an expense:  using your finger, pull down the expenses list to enable the search function

View an expense:  simply tap on the expense to view the details.

 

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Delete or add existing expense to an invoice #

Only expenses which have not already been billed to an invoice can be deleted or added to an invoice.   From the Expenses list, swipe expense item from the right towards the centre, “delete”  and “add to ” buttons will then appear:

Delete: By tapping on delete, you will be prompted to confirm your request

Add to: this brings up a list of options:  Add to new invoice or Add to existing.

  • Add to new: opens up a new invoice with the item already attached (for details around invoices see invoices section in this guide).
  • Add to existing: will take you to your list of invoices, select required invoice and the expense will be added, don’t forget to save your invoice (see invoice section for more info).

To view a billed expense within the invoice: Swipe expenses item from the right towards the centre, “view in invoice” button will appear, which will then open the relevant invoice.

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Capture your receipts #

From the Expenses list, tap  this brings up a screen allowing you to capture your receipt (single or multiple pages) using your device camera, import your receipt or simply skip photo to go straight to manually entering the expense.  Initially you will be asked if you would like Fiskl to access your camera.

To scan a single page receipt:

  • The single page scan will be selected by default, therefore just keep holding the phone over the entire receipt whilst the app scans
  • once it has finished scanning it will automatically take you to the “add new expense” screen
  • the scanned receipt will then be attached with the vendor, total and date auto filled.

 To add a multiple page receipt:

  • Tap on multiple at the bottom of the screen, capture your expenses by tapping the take picture button  in the app
  • once you have all your pages captured, tap on continue at the top right of the screen. This will take you to the “Add new expenses” screen.

To import a receipt: Tap on import icon at the bottom left of the screen , then choose the relevant photo/s from your device.  This will then be attached to the “Add new expenses” screen.

Helpful tip:  If you need to improve the lighting of your photo, then simply tap on the flash icon 

 

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Scan, import and add a receipt using an IOS device #

From the expense list, tap , this brings up a screen to scan your receipt, if you haven’t done so already, you will need to give Fiskl access to your camera.

To scan a single page receipt:

  • align the phone to the receipt, press the take picture button in the app 
  • once your receipt has been scanned you’ll automatically be taken to “add new expense” screen
  • the scanned receipt will then be attached with the vendor, total and date auto filled

To add a multiple page receipt:

  • Tap on multipage at the bottom of the screen, capture your expenses by tapping the take picture button in the app, repeat until you have all the pages you need.
  • once  all your pages have been captured, tap on continue at the top right of the screen. This will take you to the “Add new expenses” screen.

To import a receipt:  Tap on the import icon at the bottom left of the screen , then choose the relevant photo/s from your device to attach to “Add new expenses” screen.

Helpful tip:  If you need to improve the lighting of your photo, then simply tap on the flash icon 

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Create an expense #

Once you have attached your receipts or simply pressed skipped photo you will be taken to the “add new expense” screen, from here, you will see your receipt, or if your receipt has multiple pages then just slide your finger across the two dots  to go between pictures.

To see the receipt in full, drag the green bar down the screen.

To complete your expense:

Vendor:  The name of the company that sold you the goods.

Total:  This is the total (including Tax/VAT) for the receipt.  If you are manually entering the figure, enter the number without typing a decimal point, for example 85.00 type 8500.  If you wish to change the currency, just tap on the currency icon 

Invoice specific Tax/VAT %:  If you would like to add Tax/VAT for this invoice, then select the tax by tapping on the down arrow  or creating a new tax.

Date:  This is the date of the receipt.  Tap on the calendar icon  select a date and tap save.

Category:  To help you identify where your money is being spent, tap on the down arrow  to select a category relating to the type of expense.

Client: Tap the down arrow to select your client, if your client doesn’t appear in this list you can add a new one by pressing the plus icon  (for more details around adding a new client, please see clients within this guide).

Reimbursable:  Select the toggle button  if your expense is reimbursable, this is off by default.

Expense Tax/VAT Amount: If you would like to add the amount of Tax/VAT enter the number without using a decimal point.

Description:  This is an open field for a brief description of what the expense is and, if required, a justification.

Adding to invoice:  Once you have completed all the required fields, you can add this expense to an existing or new invoice by tapping the attach to icon  at the bottom of the screen.  You’ll be prompted for Add to existing (goes to your invoice list) or Add to new (opens a new invoice screen).  For more details on invoices see invoicing section in this guide.

Saving and returning to the list of expenses, just press save at the top right of the screen.

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Edit an expense #

From the Expenses list, simply tap on the expense, change the required fields and tap save.

Editing an expense which has already been attached to an invoice:

  • if the expense has been billed, this is shown in the expenses list by   or icon,
  • go to your invoice list from the main menu , tap on the respective invoice:
  • If the invoice is in open or rejected status:
    • Tap on the edit icon  to bring up the invoice screen.
    • Tap on the Expense line within the invoice and make the required changes.  The changes you make here will also be replicated in the Expense item within the Expenses list.
  • If the invoice status is Sent, Overdue or paid:
    • Tap on the padlock icon  to bring up the invoice screen.
    • Tap on the Expense line within the invoice and make the required changes.  The changes you make here will also be replicated in the Expense item within the Expenses list.

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Time #

 In time you can quickly log your time spent with 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 you’ve 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

Tap on Time within the sidebar to bring up a list of all your time items.   From here you can quickly start the timer, log the time, quick save it, plus you can also search, edit, add to a new or existing invoice, duplicate, delete and create a new time item.  The list provides a useful graph displaying the amount of time you have worked this week, it also shows the name of the time item, client, total amount, price per hour, total time and whether or not it has been billed.

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Using the timer #

From the Time list you can:

Activate the timer, tap play button  , time is recorded in hours, minutes and seconds.

Stop and start the timer, tap pause 

Start the timer over again, tap reset 

 

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Log time and quick save #

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:

  • Tap play  to start the counter
  • When you’ve finished, tap pause  to stop the counter
  • Tap “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 enter a name for your time eg project support
    • Client:  In order for time item to be easily invoiced it’s important to add your client.  This field is pre-filled with the last client you used, however to change this, click on the down arrow , you can either select an existing client, use the plus button  to create a new one (for more details on adding clients see client section in this guide) or if no client, simply choose none from the list.
    • Billing unit and rate:
      • This will be pre-filled using the hourly rate you used for your last time entry, to change it, simply delete the number and enter the new one (enter without decimal point eg. For £18.55 type 1855).
      • It’s also possible to change the currency by tapping on the currency icon 
    • Tap on “Quick save” button to save it to your time list.

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Search for a time item #

To search for a time item from within the Time list, using your finger, pull down the time list to enable the search function.

 

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View, Delete, duplicate or add Time item to an invoice #

From the Time list:

  • View your unbilled time:  Tap on the relevant time entry to open and view it.
  • View a billed time within the invoice:  swipe time item from the right towards the centre, “view in invoice” button will then appear.
  • Add to: Not applicable to Time items which have been billed.  Add to brings up a list of options:  Add to new invoice or Add to existing.
    • Add to new: opens up a new invoice with the item already attached (for details around invoices see invoices section in this guide).
    • Add to existing: will take you to your list of invoices, select required invoice and the expense will be added, don’t forget to save your invoice  (see invoice section for more info)
  • Duplicate: If you need to repeat this time for another day, then tap duplicate and it will bring up a new duplicate screen, you’ll need to change the name slightly to make it easily identifiable.
  • Delete: By tapping on delete, you will be prompted to confirm your request

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Add new time item #

To add a new time with full details, from the Time list, tap , a new screen will appear with the following:

Time:  Tap on the timer, then type in the relevant section the time you would like to record (eg tap on hours and enter the number of required hours), if you wish to reset the counter back to 00:00:00 press the reset button 

Name:  This is the name you would like to assign to this time item, eg project support

Date:  This date relates to the day for when the time was logged, by default, it’s today’s date, to change just tap on the calendar icon , select the date then save.

Client:  In order for 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 use the plus button  to create a new one (for more details on adding clients see client section in this guide).

Billing and unit rate:  This is your hourly rate:

  • This will be pre-filled using information you entered in user settings, to change it, simply delete the number and enter the new one (enter without decimal point eg. For £18.55 type 1855).
  • It’s also possible to change the currency by tapping on the currency icon 

Advanced options:  This contains a few extra fields which may only be required occasionally, to open, click on the down arrow :

Tax/VAT:   This is the tax in percentage that you’d like to apply to this time.

  • To select a tax, tap on the down arrow  for your pre-populated list (as per your company settings)
  • To create a new tax, tap on the down arrow, a pop up box will appear, type the name of your new tax/VAT and the percentage. Press save, your new tax will be shown in your tax list going forwards.

Description: This is an open field for you to add a brief description of what you spent your time on.

Import photo:  You can import a time photo from your phone (you will be asked for permission for Fiskl to access your photos):

  • Tap on the “import photo button”, this takes you to your mobile photo album, select your photo and it’ll be added.
  • Photos can be deleted by tapping on the delete icon 

Take picture:  You can take a picture and upload it directly into the app (you will be asked for permission for Fiskl to access your camera):

  • Simply tap on the “take picture” button, this goes directly to your phone camera (if you haven’t already granted Fiskl access to your camera – a pop up box will appear requesting access)

Take photo, from here you can either re-take or use the photo, once you’re happy it’ll be added to your time details.

Add to invoice:  Once you have completed all the required fields, you can add this time to either an existing or new invoice by tapping the attach to icon  at the bottom of the screen.  You’ll be prompted for Add to existing (goes to your invoice list) or Add to new (opens a new invoice screen).  For more details on invoices see invoicing section in this guide.

Saving your time item:  Press save at the top of the screen to save and return to the list of your time items.

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Edit your time item #

From the Time list, simply tap on the time item, change the required fields and tap save.

Editing a Time item which has already been attached to an invoice:

  • If the time has been billed, this is shown in the Time list by   or  icons, then go to your invoice list from the main menu , tap on the respective invoice:
  • If the invoice is in open or rejected status:
    • Tap on the edit icon  to bring up the invoice screen.
    • Tap on the Time line within the invoice and make the required changes.  The changes you make here will also be replicated in the time item within the Time list.
    • If the invoice status is Sent, Overdue or paid:
      • Tap on the padlock icon  to bring up the invoice screen.
      • Tap on the Time line within the invoice and make the required changes.  The changes you make here will also be replicated in the time item within the Time list.

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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.

Tap on mileage in the sidebar menu to bring up a list of all your trips.  From here you can easily view your open and completed trips (which are separated into two tabs),  create new, search, edit, duplicate, delete,  and where applicable add to a new invoice.  It’s easy to see the name of the mileage, date, client, total amount, amount per unit with total distance and if its billable and/or reimbursable.

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Search and view your trip #

From the Mileage list you can:

Search for a trip:  using your finger, pull down the mileage list to enable the search function.

View a trip:  tap on the item to open the trip.

 

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Delete, Duplicate, add your trip to an invoice and view your trip in an invoice #

From the Mileage list, simply swipe item from right of screen towards the centre, “delete”, “duplicate” and “add to” buttons will then appear:

  • To duplicate a trip: Once you have tapped on “duplicate”, this takes you to a copy of the mileage, you’ll need to change the name of your trip.
  • To add a trip to a new or existing invoice:  
    • By tapping on the “add to” button, select “use existing”, this pulls up the list of your “open” invoices, open the invoice by selecting it, the trip will appear within the invoice. (for more details on invoicing see invoice section in this guide)
    • By tapping on the “add to” button, select “new invoice” this will take you to create a new invoice screen (for more details on invoicing see invoice section in this guide)
  • To delete a trip: Only mileage items which haven’t been billed can be deleted.  Simply tap on the delete button, you will be prompted to confirm your request.
  • To view a trip in the invoice:  Swipe item from right of the screen, and select “view in invoice”, this takes you to the invoice which includes this mileage.

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Create a new mileage item #

From the mileage list, tap 

To add your mileage using Google Maps (initially you will be asked permission for Fiskl to access your location settings)

Start:  There are a few simple ways to enter your start information:

  • Use your current location: By tapping on current location, the start field will be autofilled with your current address.
  • Enter your address: Here you can enter your postcode or your address, the app will predict your address in the menu whilst you type. Select the correct address.
  • To edit your address: Tap on the start field and make changes

End:  Tap on “add end address”, there are two ways to enter your end information:

  • Use your current location: Tap on “current location” button, this will autofill your end details as your current address
  • Enter your address: Here you can type in your postcode or address, select the correct address from the drop down menu
  • To edit your address: Simply tap on the end field and make changes

Helpful tip:If you start entering your information but run out of time to finish it, then just tap “finish later” button, give it a name and save.  You can come back later to complete the mileage form whenever you like.

To add your mileage using your odometer rather than Google Maps:

  • Tap skip on the first screen, this will take you to the add new mileage form. All fields are the same as the one below, with two exceptions:
    • you will need to add your total manually,
    • Under distance details, enter your odometer reading at the start of your journey and your end odometer reading, the total will be automatically calculated using this information,

Once start and end fields have been completed tap “continue” to go to the next screen, to enter the following:

Return trip:  If you are taking a return trip, tap on the toggle  to include the mileage for a return trip.

Total distance:  If you have used Google maps then this will be automatically completed, if not, then you will need to add the distance manually.  You can change the unit from kilometres to miles by tapping the KM button 

Name:  This is the name of your trip

Client:  This is your client that you are billing your trip to.  Select the down arrow  for the list of your clients, you can also add a new client if it doesn’t appear by tapping the plus button .  For more details regarding adding clients, see clients section in this guide.

Date:  This is automatically filled in as today’s date, to change it tap on the calendar icon , select date and save.

Mileage unit and rate:  This is autofilled from the information you entered in your preferences, to change it type in the mileage rate without including a decimal point (eg 5.00 type 500), tap on the km button  to change the unit.

Advanced options:  This contains a few extra fields which may only be required occasionally, to open, click on the down arrow :

  • Tax/VAT:  This is the tax in percentage that you’d like to apply to this trip.
  • To select a tax, tap on the down arrow  for your pre-populated list (as per your company settings), once selected close the down arrow.
  • To create a new tax, tap on the down arrow, a pop-up box will appear, type the name of your new tax/VAT and the percentage. Press save, your new tax will be shown in your tax list going forwards.

Description:  This is an open field for you to enter a brief description and justification if needed.

Reimbursable:  Tap on the toggle  to mark this as reimbursable

Add to invoice:  Once you have completed all the required fields, you can add this trip to either an existing or new invoice by tapping the attach to icon  at the bottom of the screen.  You’ll be prompted for Add to existing (goes to your invoice list) or Add to new (opens a new invoice screen).  For more details on invoices see invoicing section in this guide

To save:  Simply press the save button to return to your list of trips.

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Edit your mileage #

From the Mileage list, simply tap on the mileage, change the required fields and tap save.

Editing an expense which has already been attached to an invoice:

  • if the expense has been billed, this is shown in the expenses list by  or  icon,
  • go to your invoice list from the main menu , tap on the respective invoice:
  • If the invoice is in open or rejected status:
    • Tap on the edit icon  to bring up the invoice screen.
    • Tap on the Expense line within the invoice and make the required changes.  The changes you make here will also be replicated in the Expense item within the Expenses list.
  • If the invoice status is Sent, Overdue or paid:
    • Tap on the padlock icon  to bring up the invoice screen.
    • Tap on the Expense line within the invoice and make the required changes.  The changes you make here will also be replicated in the Expense item within the Expenses list.

Return to Expenses

 

Return to Mileage

 

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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.

Tap 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.

The list of products and services is divided into two sections with a tab for Product and one for Service.

Tap either the product or service tab, from here you can easily search, add new, duplicate, view, delete and duplicate your product or service.  It’s also quick and easy to add your product or service to a new or existing invoice.

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Search and view your products and services #

From the Products and Services list, you can:

Search for a product or service:  using your finger, pull down the product/service list to enable the search function.

View a product or service:  Simply tap on the item to open it.

 

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Delete, duplicate and add product or service to an invoice #

From the Products and Services list, simply swipe item from right of screen towards the centre, “delete”, “duplicate” and “add to” buttons will then appear:

To add a product/service to a new or existing invoice:

  • Once you’ve tapped on “add to”, you’ll be prompted to select either new or existing invoice.
  • By tapping on “Add to existing”, this pulls up the list of your invoices, open the invoice by selecting it, the product or service will appear within the invoice. (for more details on invoicing see invoice section in this guide)
  • By tapping on “Add to new invoice” this will take you to create a new invoice screen (for more details on invoicing see invoice section in this guide)

To duplicate a product/service: Tap on “duplicate”, a new identical product/service form will appear, don’t forget to slightly change the name of your item and press save.

To delete a product/service: Simply tap on the delete button, you will be prompted to confirm your request.

Return to Products and Services

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Add a new product #

Tap on Product and Services menu on the main menu , then tap , tap on the Product tab, you will be asked to enter the following:

Name:  This is the name of your product.

Unit:  This is the unit of the product, for example, “Pack of 6 bottles” or for a single unit – “litre”.

Price/rate: This is the price of the product per unit.

  • Currency is selected by default using the information provided in company settings. To change the currency for this particular product, tap the currency button  to select preferred currency.
  • To enter the figure, just type over the existing amount without using a decimal place as this is automatically entered for you – for example, for £80.55 type 8055.

Tax/VAT:   This is the tax in percentage that you’d like to apply to this product.

  • To select a tax, tap on the down arrow  for your pre-populated list (as per your company settings).
  • To create a new tax, tap on the down arrow , a pop up box will appear, type the name of your new tax/VAT and the percentage. Press save, your new tax will be shown in your tax list going forwards.

Description:  This is an open ended text box for you to enter a description of your product.

Import photo:  You can import a product photo from your phone (you will be asked permission for Fiskl to access your photos).

  • Tap on the “import photo button”, this takes you to your mobile photo album, select your photo and it’ll be added.
  • Photos can be deleted by tapping on the delete icon .

Take picture:  You can take a picture and upload it directly into the app (you will be asked permission for Fiskl to access your camera).

  • Simply tap on the “take picture” button, this goes directly to your phone camera.
  • Take photo, from here you can either re-take or use the photo, once you’re happy it’ll be added to your product details.

To save your new product, tap Save at the top of the screen.

Helpful tip: You can add more than one photo by repeating the process for importing and/or taking a picture.  When two or more photos are added, just swipe to the left to move between photos.

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Add a new service #

Tap on Product and Services on the main menu  then tap , tap on the Service tab, you will be asked to enter the following:

Name:  This is the name of your service

Unit:  This is the unit of the service, for example, if you are billing in hours then enter “hour”.

Price/rate: This is the price of the service per unit.

  • Currency is selected by default using the information provided in company settings. To change the currency for this particular service, tap the currency button 
  • To enter the figure, just type over the existing amount without using a decimal place as this is automatically entered for you – for example, for £80.55 type 8055.

Tax/VAT:   This is the tax in percentage that you would like to apply to this service.

  • To select a tax tap on the down arrow  for your pre-populated list (as per your company settings), once selected close the down arrow.
  • To create a new tax, tap on the down arrow , a pop up box will appear, type the name of your new tax/VAT and the percentage. Press save, your new tax will be shown in your tax list going forwards.

Description:  This is an open ended text box for you to enter a description of your service.

To save your new service, tap Save at the top of the screen.

Helpful tip: This icon  enables you to attach any item which you’ve  just created (ie new service or expense) to an existing or new invoice.  Just tap the icon, you’ll be prompted for Add to existing (goes to your invoice list) or Add to new (opens a new invoice screen).  For more details on invoices see invoicing section in this guide.

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View or edit your product/service #

To view your product or service, tap on the relevant tab for product or service within the Products and Services list, then tap on the required item, this opens a new screen showing all the product/service information.

To make changes, simply tap and edit the relevant fields.  To save, press the save button at the top, or tap to attach to an invoice.

 

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Calendar #

The calendar section stores all your tasks and important meetings in quickly and easily in one handy place.

Open calendar from the main menu  to see your calendar, here you can view a week or month ahead, see your list of tasks, create, edit, mark your tasks as complete.

In this section:

View your tasks

Create, edit and delete a task

Mark a task as complete

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View your tasks #

From Calendar within the main menu , your tasks can be easily viewed below the week or month ahead.  To view a month, click on the down arrow   to expand the calendar. All tasks which are not dated will appear in “today’s” date.

 

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Create, edit and delete a task #

From Calendar in the main menu  

Create a new task:  Tap the , you will be asked to enter a task name, a description and date if applicable.

Edit and delete:  To change the details of your task, swipe left for the edit button to appear, tap on edit, this will take you to your task where you can make changes or delete the task by tapping  .

Helpful tip: To quickly delete your task, just tap on the task, it’ll then be struckthrough and then disappear.

 

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Mark task as complete #

Tap on the selection mark , a tick will appear  with the text struckthrough, and then will disappear.

 

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Clients #

The clients section allows you to add and store important information about your clients along with a useful graph

depicting their invoice status.

Open clients from the main menu  to pull up your list of clients, here you can use the search functionality to find your client, view, edit their details and add a new client.

From the initial client list, tap , here you can either import one or more of your clients from your mobile contacts or complete the relevant fields in the screen.

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Import client info from your mobile #

From the Client list tap  :

  • 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 fields and input your information

To save your changes, tap save at the top right

Helpful tip: You can also add, view or edit your client details as and when you create a new invoice, new expense, time or mileage.

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Add a new client #

From the client list, tap 

  • tap on the relevant fields to input your contact details.
  • To add the country, tap 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, tap save at the top right.

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View and edit your client #

To view or change your client details, from the list of your clients:

  • Either search (using the search bar), scroll (by dragging your finger up the screen) or tap on the alphabet on the right of the screen to find your client.
  • Tap on your client’s name to view more details.
  • This will then bring up their basic profile, which shows a total figure of the client’s invoices over the last 365 days along with a graph breaking down the status’ of their invoices. This screen also shows basic contact details.
  • To view the entire information for your client or make changes, tap on the edit icon 

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Delete a client #

To delete your client:

  • tap on your client from the client list which will open their details
  • tap on  to bring up their full details, the delete button can be found at the bottom of this screen.

Once the delete button has been tapped you will be prompted to confirm your request.

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