Getting started
Set up your workspace and learn the main navigation flows.
Getting started
14 articles
Getting started with your workspace
Learn the first screens to check when you log in and where to find invoicing, clients, expenses, and settings.
How to use the dashboard
Understand the summary cards, required actions, and recent activity so you can spot what needs attention quickly.
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.
Where to find key actions in the workspace
Use the sidebar navigation to reach invoices, expenses, clients, recurring billing, templates, and organization settings.
How to switch language and basic preferences
Change the workspace UI language from your profile menu and set organization defaults such as timezone, date format, and currency.
How to invite your team
Add colleagues to your organization with the right role so they can help with invoices, expenses, or read-only review.
Understanding navigation and permissions
Learn what each sidebar section is for and how viewer, accountant, admin, and owner roles change what you can do.
How to use business reports
Read revenue, expense, and profit summaries by month, quarter, or custom range using invoiced or collected basis.
How to migrate or start fresh
Choose between a clean cutover in Fiscora or importing historical invoices, expenses, and payments.
How to use the notifications center
Review action-required items and recent workspace events from one feed.
How to use the Fiscora assistant
Ask product questions from the floating support chat and get answers or a support ticket when human help is needed.
How to get help and track your support tickets
Browse Help Center articles inside the workspace, open a support ticket, and follow replies by email and in My tickets.
How to switch between organizations
Move between companies you belong to without logging out when you manage multiple workspaces.
How to create another organization
Add a new company workspace when you start billing for a separate legal entity.
Can't find what you're looking for?
Reach out and we will help your team get oriented inside the workspace.