Questions for Receipts, VAT and charges

[QFMathew]

Hello @KAAB1

@KAAB1

1- What app should the client use to capture the expenses receipts (I think the Receipt bank app dose not connect to the QF)

This is entirely up to your client. There are a few ways to import receipts into QuickFile, namely Dropbox and email. Dropbox in itself has a “document scanner” feature which would import straight into your account. Both options can be enabled in the account - I’ve included a link to guides for both below, plus one for the CamScanner app too:

• Email us your receipts
• Dropbox integration setup
• Receipt capture with CamScanner

@KAAB1

does the app automatically enter the amounts and the VAT in the QF or do the amounts need to be entered manually?

There is no QuickFile specific app, so I can’t say for certain. As far as I’m aware, there isn’t an app that would do this for you, but I could be wrong.

Regarding Receipt Bank - we’re more than happy to work with them to set up an integration, but it has to be done from their end. I would suggest letting them know you’d be interested in a link up with QuickFile.

@KAAB1

2- Could the QF produce a report which could group the different VAT rates used for the EU countries VAT rates on the sales, which then, these figures can be used for submitting for the VAT MOSS reporting from the HMRC online for a client?

You can record multiple VAT rates, but there isn’t a report that could do this. You could however use project tagging (which can be set up as defaults on clients too).

You can find guides for these here:

• What is VAT MOSS?
• Projects in QuickFile

@KAAB1

3- We have added an affinity account in th QF without any clients with just our own practice showing, however it shows costs of XS charge £1.27. If in future we add a client as XS can we delete this one so only charged for the clients and not the practice?

Each QuickFile account connected to an Affinity account is charged at a standard rate based on it’s size. As it’s calculated daily, you will only be charged for each day it’s connected. So if you were to remove it, you would no longer be charged for it through Affinity, but it may be liable for the Power User Subscription (please see our pricing page in regards to individual account pricing).

More details about the Affinity billing can also be found here: Billing Explained

I hope this helps, but please do let us know if you have any further queries.