Finding your way around
Every page in Fiscal has the same layout: a dark top bar, a menu on the left and your work in the middle.
The top bar
From left to right:
| Item | What it does |
|---|---|
| Menu button (☰) | Shows or hides the side menu. |
| Fiscal logo | Goes back to the dashboard. |
| Company name and VAT number | The company you are signed in to. The dot beside it shows the state of the subscription (see Your subscription). |
| + (Quick Add) | Starts a new document from anywhere: sales, purchase, inventory, banking and financial documents, grouped by area. |
| Bell | Reminders, with how many need attention: memorized (recurring) transactions that are due, and documents that have expired or are due for renewal. Click it and choose a list. See Memorized transactions and Documents and expiry alerts. |
| العربية / English | Switches the whole app between English and Arabic, when Arabic is turned on for your company. See Arabic and English. |
| Gear | Opens the Settings window, where the company is set up. See The Settings window. |
| Your initials | Your name and email, Change Password, Mobile App Devices, About Fiscal and Sign Out. |
The side menu
The menu groups the pages by area: Sales, Purchases, Financial, Fixed Assets, Banking, Inventory, Point of Sale and Reports. Click a group to open it and click a page to go there.
- Click Collapse at the bottom of the menu to shrink it to icons and give your work more room. Point at an icon to see that group's pages. Fiscal remembers your choice in this browser.
- Fixed Assets and Point of Sale only appear if your subscription plan includes them.
- The browser tab shows the page you are on, for example Invoices · Fiscal or New Invoice · Fiscal, so you can keep several tabs open and tell them apart.
Document centers
Most pages in the menu, such as Invoices, Bills or Customers, open a center: the list on the left and the selected record on the right.
- Find a record. Type in the Search… box above the list. Some centers also have quick filters, for example Cash, Credit and Overdue for invoices.
- Select it. Click a row to see a preview of the document on the right.
- Act on it. Use the buttons above the preview: Edit, Print, Send Email and the actions for that kind of document, such as Receive Payment or Cancel Invoice.
- See the details. The tabs under the preview show what is linked to the document: payments, credit notes, the Transaction Journal (the accounting entries it posted), Attachments and the Activity Log (who created and changed it, and when).
Click New at the top of the list to create a record.
Add and edit forms
Creating or editing a document opens its form. Fields marked with a red * are required. Fiscal calculates the line totals, discounts, VAT and the document total as you type, and checks the document again when you save.
Some documents can't be changed after a certain point, for example once the books are closed for that date (see Closing the books), or when your user group doesn't have the right to modify them (see User groups and rights). Fiscal tells you why when this happens.
Lists in the Settings window
Setup screens (branches, warehouses, tax templates and so on) work the same way: the list on the left with a search box and a New button, and the selected item's form on the right with Save and Delete.