Full feature list

Glenn · 8 October 2015 21:42

All the features of QuickFile compressed into nice neat bullet points.

Highly intuitive software, no jargon, simple bookkeeping for the non-accountant.
The software is constantly updated giving you the best tools in the industry to manage your accounts.
Save £1000s on unnecessary bookkeeping fees.

Highest level 256bit SSL Security similar to that which you will find in the banking industry.
24-hour offsite backups of your data. 15 minute full backups, minimising risk of data loss.
Optional weekly backups by email or directly to your Dropbox account.
Configure multiple users with restricted access levels.
Two factor authentication with Google Authenticator

Create one-off invoices.
Setup a recurring invoice profile to auto-send invoices according to your schedule.
Create estimates and allow the client to accept/decline.
Send invoices by email with full customisation over the wording.
Send invoices by post (Worldwide).
Inline invoice comments
Full multi-currency support, invoice in over 100 currencies.
Multilingual support enables you to invoice in six different languages.
Configure the style, layout, colours and images that will appear on your invoices.
CSS Designer for advanced invoice editing.
Custom branded administration and client area.
Full reporting enables you to see your financial position at any given time.
Sophisticated search and aggregation tools for invoices and clients.
Process full and partial refunds.
Tag invoices as paid directly from the bank.
Create and email account statements to your clients. Attach statements to a recurring schedule.
Manage 1000s of inventory items.
Invoice for time-related services (i.e. by the hour).
Link the client area into your payment portal for faster online payments. Currently supporting Worldpay, GoCardless, - SagePay, Stripe, Bitcoin, PayPal and PaymentSense.
Attach files to your invoices.
Automated overdue reminders by email, with configurable timing and templates
Fully integrated with GoCardless for one-off and repeat Direct Debit collection.
Invoice revision history, track changes to invoices and estimates.

Cash and Accrual based VAT accounting.
Full support for EC Sales and VAT exemption.
Full support for EC Acquisitions and VAT exemption.
Online integration with HMRC allowing VAT returns to be prepared and sent electronically.
Online integration with HMRC allowing EC Sales List to be prepared and sent electronically.
Full support for Flat Rate VAT accounting.

Log purchases with multiple items and categorisation.
Add new supplier records on the fly.
Record payments in-line with your purchase.
Process full and partial credit notes.
Tag purchases as paid directly from the bank.
Expense in foreign currencies.
Upload digitised receipts to your purchase records from the website or with our iPhone App.
Obtain instant categorisation help on 1000s of items. Removing doubt over where items should be posted.
Create, track and convert purchase orders.
Setup recurring purchase profiles to be created, weekly, monthly or yearly.

QuickFile is FCA registered and connects to all major UK business bank account providers through Open Banking.
Full multi-currency support with live exchange rates.
Upload bank data from your online banking application in CSV format.
Individual and bulk tagging system for rapid categorisation and sales and purchase generation.
Drill down on bank transactions to retrieve invoice and purchase documents.
Intelligent search allows you to pull up similar transactions.
Dashboard view of your most frequently used accounts.
Bank statement matching tools to easily reconcile with your paper statement.
Open Banking compliant, along with custom transaction feeds for Starling, American Express, PayPal, Stripe, Ebay and many more current account and payment service providers.

All QuickFile accounts are provided with a unique sub domain e.g. MyCompany.QuickFile.co.uk.
Create custom branded administration and client areas.
Select from ten pre-saved colour themes or build your own.
Create your own horizontal tab menus for integration with your company website.
Upload your own company logo.
Advanced support for full HTML customisation of the headers and footers.
Fully customisable invoice design.

Manage 100s of QuickFile account from one dashboard.
Track key filing dates, view officers, download filing history. Fully integrated with Companies House.
White label QuickFile to match your own corporate branding.
Internal messaging system for communicating with clients.
Create Workspace areas to share files with your clients and collect routine information to complete various year-end formalities.
Create customised templates for messaging your clients.
Advanced, segmented Profit and Loss statement broken down into months, quarters and years.

Allow your suppliers to create their invoices for you and post them directly into your QuickFile account.
Provide a fully branded client area where your customers can log in, view, print and pay their invoices online.

Basic Profit and Loss report.
Basic Balance Sheet report.
Full access to chart of accounts and nominal ledgers.
Create your own customer reports and display your data in graph and tabular format.
Export your data view to CSV throughout many areas of QuickFile.
Debtor and Creditor ageing reports.
Historical debtor and creditor reports.
Full project level reporting.
Trial balance.
Advanced segmented profit and loss reports by monthly, quarterly or yearly periods.

Send and receive messages to and from your clients using our internal messaging system.
Create email templates for routine communications with your clients (e.g. change of password, new invoice created, etc)
Configure access for your staff with individually allocated logins.
Send letters to your clients and suppliers, full integration with I-Mail who can print and dispatch your correspondence.
Full audit trail available through the event logger.
6-month audit log of sent emails
Automatic date tracking for limited companies. We will poll Companies House for the latest filing dates.
Live charts for sales and purchases along with client and supplier level data.
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