You may be interested to know that we are currently in the process of rolling out a new dashboard. For the last 6 years the QuickFile dashboard has remained largely unchanged and we felt that it was in need of some modernisation.
The new dashboard will allow you to visualise your rolling 12 month invoicing and purchasing position and make it easier to see financial trends. You can switch to a table view and drill down on your monthly invoice and payment totals, as you could on the original dashboard.
In the banking section we’ve retained the list of accounts and added a chart so you can quickly see your 3 month trend on credits/debits and balance movements.
We’ve also added a Pinboard tile which will be used to inform you of your filing deadlines, untagged receipts and tips on how you can get the most from QuickFile.
How do I enable the new dashboard?
The dashboard will now be automatically enabled on new accounts. We’ll be gradually switching users over to the new dashboard in the next 2-3 weeks. If you’d like to switch now you can do so by going into Account Settings >> Advanced Settings then toggling on the “Experimental Dashboard”.
What about the original dashboard?
The original dashboard stays where it is for now so if you’d prefer to stick with that then it’s absolutely fine. If you’ve already been switched to the new dashboard you can revert back from the Advanced Settings area, or from the dashboard go into the top right hand menu and select “Revert dashboard”.
We hope you like the new dashboard design, as always if you have any feedback or suggestions just let us know.