Fiscal user guide
Everything you need to set up Fiscal and use it every day: from your first sign-in to closing the books after the VAT return.
How this guide is organised
The chapters follow the order in which most companies set up and use Fiscal. If you are new, read Getting started first, then work through Company setup and Users and access before you enter your first documents. Every page ends with links to the next page and to related topics, and you can search the whole guide from the box at the top of the menu (press / to jump to it).
Getting started
What Fiscal is, signing in, the dashboard and finding your way around.
Company setup
Company details, branches, warehouses, taxes, numbering, printing, email and preferences.
Users and access
User groups and rights, users, branch and warehouse access, and closing the books.
Master data
Accounts, customers, vendors, client groups, items, categories, units, price lists and opening balances.
Sales
Estimates, sales orders, delivery notes, invoices, payments, credit notes and refunds.
Purchases
Purchase orders, goods receipts, bills, landed costs, vendor payments, credits and refunds.
Inventory
Stock, adjustments, counts, usage, requests, transfers, dispatch, production, packing and costing.
Banking and accounts
Journal entries, expenses, fund transfers, bank deposits, post-dated cheques, reconciliation and memorized transactions.
Fixed assets
Asset categories, the register, monthly depreciation, adding value or correcting cost, selling or writing off, and asset reports.
Prepaid expenses
Rent, insurance and other payments made in advance: categories, registering, monthly amortisation, changes, early ends and reports.
HR and payroll
Employee files, attendance from clocks or Excel, the monthly payroll with GOSI or GPSSA, salary payments, payslips, WPS files and reports.
Point of sale and van sales
POS setup, menus, printing, tables, terminals, selling, shifts and reports; vans, routes and the van monitor.
Reports
Financial, sales, customer and vendor, group, tax, period, inventory, production and master reports; business analysis and the management monitor.
Mobile app and help
The Fiscal mobile app for owners and managers, and answers to common questions.
Quick answers
Looking for something specific? Try the search box, or the frequently asked questions.
Who this guide is for. Owners, accountants, sales and store staff who use Fiscal in the browser. You don't need any technical knowledge. Some settings can only be changed by a user whose user group has the right to change them. If a screen says Insufficient Permissions, ask your company's Fiscal administrator.