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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
  • Personalised user experience
  • Efficient workflow automation
  • Multi-currency support

Settings Categories​

Fiskl organises 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 (set during registration; can't be changed afterwards)
  • 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:

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

Best for:

  • Individual user customisation
  • 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 Management

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 colours 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 customisation
  • 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 colours 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. Customise default template colours
  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 the 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. Customise colours 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 customisations
  • 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 categorisation)
  • Tax rates (for transaction categorisation)

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​

Base currency locks after registration

Base currency is set during registration and can't be changed after transactions exist.

  1. Contact support if you believe this is in error
  2. Consider a new account for a different base currency if needed
  3. Use multi-currency features to work in other currencies day to day
Tax rate or settings misconfigured
  1. Review Tax Settings for accuracy
  2. Verify tax rate percentages
  3. Check compound tax settings
  4. Test with a sample invoice
  5. Update if rates have changed
Invoice template not applying
  1. Check the client's default template setting
  2. Verify brand assignment
  3. Review template selection on the invoice
  4. Clear template cache if needed
  5. Re-save template preferences
Notifications not received
  1. Check Profile Settings notifications
  2. Verify the email address is correct
  3. Check the spam folder
  4. Test notification settings
  5. Update email preferences
Exchange rate outdated
  1. Go to Currency Management
  2. Check the exchange rate source
  3. Clear manual overrides if needed
  4. Force an exchange rate refresh
  5. Verify rate accuracy

Available Settings Guides​