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Full feature list


#1

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

What Makes QuickFile Different?

  • 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.

Security

  • 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

Invoicing Features

  • 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.

VAT

  • 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.

Purchase Functions

  • 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.

Banking

  • Support for up to 50 bank accounts.
  • Automated bank feeds with Barclays and Paypal
  • Chrome browser extension to stream bank data directly into QuickFile.
  • 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.
  • Bank Feeds
  • Barclays Bank
  • HSBC
  • Natwest
  • Santander
  • Lloyds
  • PayPal
  • RBS

Design Customisation Features

  • 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.

Affinity Features (for multi-users and accounting professionals)

  • 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.

Networking Capability

  • 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.

Reporting

  • 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.

General System

  • 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.
  • Keyboard shortcuts

Developer Tools

  • API
  • Webhooks

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