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Settings Overview

This section explains how to configure Fiskl settings to match your business requirements, from company branding to tax configuration and invoice templates.

Why Configure Settings?​

Properly configured settings ensure accurate financial records, professional-looking invoices, and compliant tax reporting. Taking time to set up your account correctly saves time and prevents errors throughout your Fiskl usage.

Key benefits:

  • Professional branded invoices and quotes
  • Accurate tax calculations and reporting
  • Compliant financial documentation
  • Personalized user experience
  • Efficient workflow automation
  • Multi-currency support

Settings Categories​

Fiskl organizes settings into focused areas for easy management.

Company Settings​

Configure your business identity and basic company information.

What you can configure:

  • Company name and contact details
  • Business address and phone
  • Tax ID and registration numbers
  • Company logo and branding
  • Industry and business type
  • Base accounting currency
  • Time zone for scheduling

Why it matters:

  • Appears on all invoices and quotes
  • Used in financial reports
  • Required for tax compliance
  • Establishes professional identity
  • Supports accurate time-based features

Best for:

  • Initial account setup
  • Rebranding or business changes
  • Updating contact information
  • Compliance requirements
  • Professional presentation

Learn more: Company Settings

Profile Settings​

Manage your personal user account preferences and security.

What you can configure:

  • Personal information and contact details
  • Account security and password
  • Two-factor authentication
  • Email notification preferences
  • Language and display preferences
  • Mileage and time tracking rates
  • Accounting method preferences

Why it matters:

  • Personalizes your Fiskl experience
  • Controls what notifications you receive
  • Secures your account access
  • Sets your default billing rates
  • Customizes interface language

Best for:

  • Individual user customization
  • Security enhancement
  • Notification management
  • Setting personal billing rates
  • Language preferences

Learn more: Profile Settings

Tax Settings​

Configure tax rates, rules, and reporting requirements.

What you can configure:

  • Tax rates (VAT, GST, Sales Tax)
  • Multiple tax rates for different regions
  • Compound tax rules
  • Tax-exempt items and clients
  • Tax authority information
  • Tax filing periods
  • Default tax treatment

Why it matters:

  • Ensures accurate tax calculations
  • Maintains tax compliance
  • Simplifies tax filing
  • Supports multi-jurisdiction business
  • Reduces tax errors

Best for:

  • Tax compliance requirements
  • Multi-region operations
  • Accurate invoice calculations
  • Tax reporting preparation
  • International business

Learn more: Tax Settings

Invoice & Quote Settings​

Configure defaults for invoices and quotes.

What you can configure:

  • Default payment terms
  • Invoice numbering schemes
  • Quote validity periods
  • Default line item descriptions
  • Payment method options
  • Late payment fees
  • Currency display preferences
  • Invoice footer text

Why it matters:

  • Maintains consistent invoicing
  • Speeds up invoice creation
  • Professional documentation
  • Clear payment expectations
  • Automated numbering

Best for:

  • Streamlining invoicing workflow
  • Consistent client communication
  • Professional presentation
  • Payment automation
  • Clear terms and conditions

Learn more: Invoice & Quote Settings

Invoice Templates & Brands​

Design and manage invoice templates with custom branding.

What you can configure:

  • Multiple invoice templates
  • Template colors and styling
  • Logo placement and sizing
  • Font selection
  • Layout options (Classic, Modern, Minimal)
  • Brand-specific contact details
  • Email templates for invoices
  • PDF output preferences

Why it matters:

  • Professional branded invoices
  • Multiple brands for different services
  • Client-specific templates
  • Consistent visual identity
  • Memorable brand presentation

Best for:

  • Multi-brand businesses
  • Professional services
  • Client-specific branding
  • Visual differentiation
  • Marketing consistency

Learn more: Invoice Templates & Brands

Accounting Settings​

Configure accounting-related preferences and options.

What you can configure:

  • Accounting method (cash vs. accrual)
  • Fiscal year dates
  • Chart of Accounts customization
  • Default account mappings
  • Opening balances
  • Retained earnings tracking
  • Journal entry preferences

Why it matters:

  • Accurate financial reporting
  • Compliance with accounting standards
  • Proper period closing
  • Correct profit calculations
  • Audit-ready records

Best for:

  • Accounting compliance
  • Year-end closing
  • Financial accuracy
  • Accountant collaboration
  • Audit preparation

Learn more: Accounting Settings

Currency Management​

Manage multiple currencies and exchange rates.

What you can configure:

  • Active currencies
  • Exchange rate sources
  • Manual exchange rate overrides
  • Default currency per client
  • Base accounting currency display
  • Currency conversion rules
  • Exchange rate history

Why it matters:

  • Accurate multi-currency transactions
  • Current exchange rates
  • International client support
  • Proper currency conversion
  • Consolidated reporting

Best for:

  • International businesses
  • Multi-currency invoicing
  • Foreign vendor payments
  • Global client base
  • Currency risk management

Learn more: Currency Management

Settings Hierarchy​

Understanding which settings override others helps you configure Fiskl effectively.

Global Settings (Company Level)​

Apply to all transactions unless overridden:

  • Company information
  • Base currency
  • Default tax rates
  • General invoice settings
  • Accounting method

Template/Brand Settings​

Override company settings for specific invoices:

  • Brand-specific logo
  • Custom contact information
  • Template-specific styling
  • Brand colors and fonts
  • Alternative email addresses

Transaction Settings​

Override defaults for individual transactions:

  • Client-specific currency
  • Custom payment terms
  • Special tax treatment
  • One-off discounts
  • Transaction-specific notes

User Settings​

Apply only to individual user accounts:

  • Personal information
  • Notification preferences
  • Language settings
  • Personal billing rates
  • Security settings

Common Settings Workflows​

Initial Account Setup​

Complete these settings in priority order:

Priority 1: Essential Company Information (5 minutes)

  1. Go to Company Settings
  2. Enter company name and address
  3. Add tax ID/registration number
  4. Upload company logo
  5. Set time zone

Priority 2: Tax Configuration (10 minutes)

  1. Go to Tax Settings
  2. Add your tax rates (VAT/GST/Sales Tax)
  3. Set default tax treatment
  4. Configure tax-exempt rules if needed
  5. Enter tax authority details

Priority 3: Invoice Defaults (10 minutes)

  1. Go to Invoice & Quote Settings
  2. Set default payment terms
  3. Configure invoice numbering
  4. Add payment method options
  5. Set default footer text

Priority 4: Template Design (15 minutes)

  1. Go to Invoice Templates & Brands
  2. Customize default template colors
  3. Adjust logo placement
  4. Select font preferences
  5. Preview and test template

Total setup time: ~40 minutes

Multi-Currency Setup​

For international business operations:

Step 1: Currency Activation

  1. Go to Currency Management
  2. Activate all currencies you need
  3. Select exchange rate source
  4. Set base accounting currency preference

Step 2: Client Configuration

  1. Go to Clients section
  2. Set preferred currency per client
  3. Configure currency-specific terms
  4. Test invoice generation

Step 3: Reporting Setup

  1. Select currency for reports
  2. Configure exchange rate display
  3. Set up currency gain/loss tracking
  4. Test multi-currency reports

Multi-Brand Setup​

For businesses with multiple service lines:

Step 1: Default Template

  1. Configure primary brand template
  2. Set main company details
  3. Design primary template style
  4. Test with sample invoice

Step 2: Additional Brands

  1. Create new brand template
  2. Upload brand-specific logo
  3. Customize colors and styling
  4. Set alternative contact details
  5. Configure brand-specific email templates

Step 3: Client Assignment

  1. Assign clients to appropriate brands
  2. Set default template per client
  3. Test invoice generation per brand
  4. Verify brand consistency

Team Collaboration Setup​

For businesses with multiple users:

Step 1: User Roles (via Team Management)

  1. Invite team members
  2. Assign appropriate roles
  3. Set access permissions
  4. Configure workflow assignments

Step 2: Personal Settings (each user)

  1. Complete profile information
  2. Set notification preferences
  3. Configure personal billing rates
  4. Set language preferences

Step 3: Workflow Standards

  1. Document settings standards
  2. Train team on settings
  3. Establish approval workflows
  4. Monitor settings consistency

Settings Best Practices​

Security​

Account security:

  • Enable two-factor authentication
  • Use strong passwords
  • Review user access regularly
  • Log out on shared devices
  • Monitor account activity

Data protection:

  • Limit user permissions appropriately
  • Review team member access quarterly
  • Remove inactive users promptly
  • Keep contact information current
  • Backup important settings

Maintenance​

Regular reviews:

  • Review company information quarterly
  • Update tax rates when they change
  • Refresh invoice templates annually
  • Audit currency exchange rates monthly
  • Clean up inactive currencies

Seasonal updates:

  • Update fiscal year dates
  • Review tax settings before filing season
  • Refresh branding for new campaigns
  • Update payment terms as needed
  • Archive old templates

Documentation​

Keep records of:

  • Settings change history
  • Reason for customizations
  • Template design decisions
  • Tax rate configurations
  • Currency exchange rate overrides

Share with team:

  • Settings standards document
  • Template usage guidelines
  • Tax treatment rules
  • Brand selection criteria
  • Security protocols

Integrations and Settings​

Settings interact with various Fiskl features:

Banking Integration​

Related settings:

  • Base currency (for conversion)
  • Accounting method (cash/accrual)
  • Chart of Accounts (for categorization)
  • Tax rates (for transaction categorization)

Invoice Generation​

Related settings:

  • Company information
  • Tax rates and rules
  • Invoice templates
  • Payment terms
  • Currency configuration

Financial Reporting​

Related settings:

  • Accounting method
  • Fiscal year dates
  • Chart of Accounts
  • Currency settings
  • Tax configuration

Client Portal​

Related settings:

  • Company branding
  • Invoice templates
  • Language settings
  • Payment methods
  • Contact information

Troubleshooting Common Issues​

Cannot Change Base Currency​

Cause: Base currency locks after first transaction

Solution:

  1. Base currency cannot be changed after transactions exist
  2. Contact support if absolutely necessary
  3. Consider creating new account for different currency
  4. Use multi-currency features instead

Tax Calculations Incorrect​

Cause: Tax rate or settings misconfigured

Solution:

  1. Review Tax Settings for accuracy
  2. Verify tax rate percentages
  3. Check compound tax settings
  4. Test with sample invoice
  5. Update if rates changed

Invoice Template Not Applying​

Cause: Client-specific template override or brand assignment

Solution:

  1. Check client's default template setting
  2. Verify brand assignment
  3. Review template selection on invoice
  4. Clear template cache if needed
  5. Re-save template preferences

Notifications Not Received​

Cause: Notification preferences or email issues

Solution:

  1. Check Profile Settings notifications
  2. Verify email address is correct
  3. Check spam folder
  4. Test notification settings
  5. Update email preferences

Exchange Rate Outdated​

Cause: Manual override or delayed update

Solution:

  1. Go to Currency Management
  2. Check exchange rate source
  3. Clear manual overrides if needed
  4. Force exchange rate refresh
  5. Verify rate accuracy

Need More Help?​

Configure company details: Company Settings

Manage personal preferences: Profile Settings

Set up taxes: Tax Settings

Customize invoices: Invoice & Quote Settings

Design templates: Invoice Templates & Brands

Configure accounting: Accounting Settings

Manage currencies: Currency Management

Get started: Getting Started Overview

Understand Chart of Accounts: Chart of Accounts

Available Settings Guides​