Customised Dashboard Totals

We’re pleased to announce a new feature on QuickFile that will allow you to customise your dashboard totals to include the balance on other nominal accounts.

Here are a few examples of what this feature can be used for.

  • Tracking any pending VAT, Corporation Tax or other Tax liabilities
  • Tracking credit card balances
  • Tracking any monies held by a 3rd party payment provider, e.g. PayPal, Stripe, Amazon Marketplace etc.

This feature is available with a Power User Subscription. You will then find a box within the advanced features area where you can provide a simple comma separated list of nominal codes to be included.

We hope you find this feature useful and welcome any feedback!

4 Likes

This topic was automatically closed after 6 days. New replies are no longer allowed.