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Templates, Accountant Portal, and More!

· 2 min read
Shawn Vader
Shawn Vader
CTO at Fiskl

Elevate your business operations with our feature-packed Release 5.1.0! 💼✨​

  • Streamline your offerings with new Templates for Reusable Products and Services.
  • Collaborate seamlessly with your accountant using the new Fiskl Accountant Portal.
  • Enhance your invoices and quotes with HTML formatting.
  • Personalize your communications with expanded custom email options.
  • Navigate more intuitively with our streamlined menu.

What's New​

Templates for Reusable Products and Services​

  • Create templates for recurring offerings with automated placeholders.
  • Streamline your product and service setup process.
  • Example: "Software subscription for 6 months, expiring on May 21, 2024."

Fiskl Accountant Portal​

  • Add your accountant to your Fiskl account.
  • Grant access to the new Fiskl Accountant Portal.
  • Allow your accountant to manage your account and invite other clients.

HTML Formatting in Invoices and Quotes​

  • Add links and format text (bold, italics, underline) in line items and notes.
  • Extend HTML formatting to manual payment methods.

Expanded Custom Email Options​

  • Use new placeholders to personalize your emails.
  • Address clients by their first or full names in communications.

Streamlined Menu​

  • Merged User and Accounting Settings under one menu for improved navigation.

Enhancements​

  • Improvements to Banking and Clients sections.
  • Enhanced Custom Emails functionality.

Fixes​

  • Resolved issues with Invoice Line Items order.
  • Fixed Products & Services order display.

Remember to update your Fiskl app to version 5.1.0 to enjoy these exciting new features!

Learn More​

[Click here to learn more about Templates for Reusable Products and Services]