Getting started
Getting started with your workspace
Learn the first screens to check when you log in and where to find invoicing, clients, expenses, and settings.
Read articleHelp Center
Help your team get more from the workspace
Practical guides for setting up your workspace, sending invoices, managing clients, and keeping daily operations organized.
Featured articles
Start with the most common workspace workflows.
Gestorias
How to work with your accounting firm
Find a gestoria, request access, approve invitations, and manage what your accountant can see.
Read articleClients
How to manage clients
Use the clients area to review customer records, add new contacts, and keep billing details accurate.
Read articleExpenses
How to record and review expenses
Track uploaded receipts and supplier invoices, then review which expenses still need attention before confirmation.
Read articleOrganization settings
How to update organization settings
Review your legal company profile and contact details so new invoices are issued with accurate business information.
Read articleInvoices
How to view and manage invoices
Use the invoices list to search, filter by status, and open the invoice you need to review or follow up.
Read articleBrowse by category
Getting started
Set up your workspace and learn the main navigation flows.
14 articlesOpen category
Invoices
Invoices, quotes, products, and recurring billing workflows.
32 articlesOpen category
Clients
Keep client records accurate and ready for invoicing.
9 articlesOpen category
Expenses
Record expenses and review their status before export.
9 articlesOpen category
Taxes & compliance
Tax reports, record books, Veri*Factu, and compliance workflows.
9 articlesOpen category
Payroll
Employees, onboarding, payroll runs, and payroll settings.
6 articlesOpen category
Bank & payments
Bank connections, reconciliation, collections, and payment records.
7 articlesOpen category
Organization settings
Company profile, branding, defaults, security, and subscription.
9 articlesOpen category
Gestorias
Work with your gestoria and shared access flows.
7 articlesOpen category
Getting started
Set up your workspace and learn the main navigation flows.
Getting started
Getting started with your workspace
Learn the first screens to check when you log in and where to find invoicing, clients, expenses, and settings.
Read articleGetting started
How to use the dashboard
Understand the summary cards, required actions, and recent activity so you can spot what needs attention quickly.
Read articleGetting started
How to set up your workspace on day one
Complete the essential setup steps so your company profile, clients, and invoice defaults are ready before you bill.
Read articleGetting started
Where to find key actions in the workspace
Use the sidebar navigation to reach invoices, expenses, clients, recurring billing, templates, and organization settings.
Read articleInvoices
Invoices, quotes, products, and recurring billing workflows.
Invoices
How to view and manage invoices
Use the invoices list to search, filter by status, and open the invoice you need to review or follow up.
Read articleInvoices
How to create and edit an invoice
Start a new invoice from the invoices area, complete the client and line items, and save or issue it when you are ready.
Read articleInvoices
How to start a new invoice
Open the invoice editor, choose a client, add lines, and save a draft before issuing.
Read articleInvoices
How to issue an invoice
Complete a draft invoice and issue it to assign the official number and generate the PDF.
Read articleClients
Keep client records accurate and ready for invoicing.
Clients
How to manage clients
Use the clients area to review customer records, add new contacts, and keep billing details accurate.
Read articleClients
How to create a client
Add a new customer record with legal, contact, and billing details before you start invoicing.
Read articleClients
How to edit client details
Update a customer record when contact, billing, or tax information changes before your next invoice.
Read articleClients
How to search and filter clients
Find client records by name or tax ID, switch between customers and suppliers, and filter by category.
Read articleExpenses
Record expenses and review their status before export.
Expenses
How to record and review expenses
Track uploaded receipts and supplier invoices, then review which expenses still need attention before confirmation.
Read articleExpenses
How to upload a receipt or bill
Add supplier documents through Scan / Upload so Fiscora can read them with AI, or enter an expense manually.
Read articleExpenses
How to enter an expense manually
Create a supplier expense without uploading a document by filling the manual entry form.
Read articleExpenses
How to review AI results
Check extracted supplier data, fix anything the AI missed, and confirm the expense.
Read articleTaxes & compliance
Tax reports, record books, Veri*Factu, and compliance workflows.
Taxes & compliance
How to use tax reports
Generate Spanish tax models such as 303 and 130, review draft figures, and track filing status.
Read articleTaxes & compliance
How to review Model 303 (quarterly VAT)
Open a generated Model 303 report, review casillas, adjust values if needed, and mark it reviewed before filing.
Read articleTaxes & compliance
How to review Model 130 (IRPF advance payment)
Open a generated Model 130 report, validate revenue and payment casillas, and mark it reviewed before filing.
Read articleTaxes & compliance
How to generate libros registro
Create issued-invoice, received-invoice, and other mandatory record books for a chosen period.
Read articlePayroll
Employees, onboarding, payroll runs, and payroll settings.
Payroll
How to manage employees
Add and maintain employee records used for payroll, IRPF withholding, and bank payouts.
Read articlePayroll
How to run payroll
Create a payroll run, calculate payslips, approve results, and export SEPA or summary files.
Read articlePayroll
How to onboard a new employee
Use the employee onboarding wizard to capture identity details and continue payroll setup.
Read articlePayroll
How to configure payroll organization settings
Set payslip branding, TGSS due-date rules, and payroll prerequisites from organization settings.
Read articleBank & payments
Bank connections, reconciliation, collections, and payment records.
Bank & payments
How to set up online payments
Configure bank transfer details and connect GoCardless so customers can pay issued invoices online.
Read articleBank & payments
How to configure bank transfer details
Set IBAN, BIC, and payment terms shown on invoices and used in default payment instructions.
Read articleBank & payments
How to reconcile bank transactions
Import or sync bank movements and match them to invoices, expenses, or payroll payments.
Read articleBank & payments
How to record a manual payment
Log a bank transfer, card, or cash payment received outside automated collection flows.
Read articleOrganization settings
Company profile, branding, defaults, security, and subscription.
Organization settings
How to update organization settings
Review your legal company profile and contact details so new invoices are issued with accurate business information.
Read articleOrganization settings
How to update company legal details
Keep legal name, tax ID, company type, and billing address current in organization settings.
Read articleOrganization settings
How to change invoice defaults
Set default series, payment terms, and other invoice presets so new documents start with the right values.
Read articleOrganization settings
How to configure tax and financial preferences
Set VAT presets, default IRPF withholding, and investment-goods rules so invoices and expense reporting match your tax setup.
Read articleGestorias
Work with your gestoria and shared access flows.
Gestorias
How to work with your accounting firm
Find a gestoria, request access, approve invitations, and manage what your accountant can see.
Read articleGestorias
How to share documents with your firm
Control which invoices, expenses, and other modules your connected accounting firm can access.
Read articleGestorias
How to understand firm requests and follow-ups
Track outgoing access requests, respond to incoming gestoria invitations, and know what happens after you approve.
Read articleGestorias
How firm collaboration differs from team access
Understand when to invite coworkers to your organization versus connecting an external accounting firm with module-scoped permissions.
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