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Full Feature List

All the features of Quick File compressed into nice neat bullet points.

What Makes Quick File Different from other Accounting Software Providers?

• No trial limits, no restricted features or imposed limits...and definitely no need to provide your credit card details.
• 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.
• Optional weekly backups emailed to you direct.

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).
• Full multi-currency support, invoice in over 100 currencies.
• Multilingual support enables you to invoice in 6 different languages.
• Configure the style, layout, colours and images that will appear on your invoices.
• 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
• 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, SagePay and PayPal.

• 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.

Purchase Ledger

• 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.
• Obtain instant categorisation help on 1000s of items. Removing doubt over where items should be posted.

Banking

• Support for up to 50 bank accounts.
• 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.

Design Customisation Features

• All Quick File accounts are provided with a unique sub domain e.g. MyCompany.QuickFile.co.uk.
• Create custom branded administration and client areas.
• Select from 10 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.

Networking Capability

• Allow your suppliers to create their invoices for you and post them directly into your Quick File 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 Quick File.

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.
• 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.

See also