Configuration questions, answered

User Accounts are your company's own accounts — added during setup, imported, or created by you. System Accounts are core accounts fiscal50 requires and posts to automatically, such as Accounts Receivable and Retained Earnings. Use the User Accounts and System Accounts buttons at the top of the screen to switch between the two views.

No. The Edit Account window changes the name, number, expense/income category, and status. To change the parent account, use the SubAccount Of column on the list.

Yes. Click the Edit (pencil) icon, change the Account Name or Account Number, and click Update. System account names and numbers can be edited the same way.

A dash (--) in the Delete column means the account cannot be deleted — typically because it is in use by transactions, has sub-accounts, or is linked to another part of fiscal50. System accounts can never be deleted. Mark the account Inactive instead.

Someone you invite to work in your company's fiscal50 books with their own email and password. They only see the parts of fiscal50 you turn on for them.

Only after you click Create user and send invite on the Review step, and only once both the user and their access have been saved.

Nothing is saved and no user is created. Checking that an email is available doesn't create anything.

No. Each sub user needs an email address that doesn't already belong to any fiscal50 account. If you see "This email already belongs to a fiscal50 account", use a different address.

A year-end snapshot of your balances for a fiscal year that ended before your books start date. It lets you keep and compare prior-year figures without entering those years' transactions.

No. Snapshots are stored separately from your general ledger. They do not create journal entries or change any balances or your books start date.

Completed fiscal years that ended before your books start date. The Fiscal year-end list shows only these year-ends, newest first.

Those years are already covered by the transactions recorded in fiscal50, so they come from your live books instead.

It stores your business's shipping addresses, such as offices and warehouses, so you can save each one once and reuse it.

Yes. Click + Add Shipping Address for each location. All saved addresses appear in the list.

A short name you give the address, such as Main Office, so you can recognize it easily. It is not part of the postal address itself.

The list shows the postal address details only. Open the address with the Edit icon to see its name.

The main user of the account, while the main company has an active paid subscription with a saved card. Sub users and bookkeeper sessions cannot.

The discount appears by itself when your account qualifies for one. There is nothing to enter; contact fiscal50 if you were expecting one.