The Document Management Area

The Document Management area is a place where you can store all your scanned receipts, letters, bank statements and any other business related documents that you’d like to keep together in one place.

Every QuickFile account comes with a set of default folders. You can also add your own folders when you upload documents.

Prefer to watch?

Prefer a video walkthrough? Watch our QuickFile Document Management Area: Organise Your Business Documents tutorial on the QuickFile Help Guides YouTube channel.

Find the Document Manager

You can open the Document Manager from the top menu.

Click Account Settings at the top of the page.
Point to Tools, then click Document Manager.
The Receipt Hub - Document Manager page opens.

You can also type document manager in the Quick search.. box in the left column. If the left column is hidden, click >> to show it.

See the default folders

These are the folders shown in the Upload to folder drop-down on the Document Manager page:

ATM Receipts
Bank Letters
Bank Statements
Companies House Correspondence
Contracts
Estimates
Extra Receipt Pages
HMRC Correspondence
Letters
Miscellaneous
Money Laundering ID
Receipts
Refunds
Remittance Slips
Sales Invoices
Till Receipts
Unreadable

Create a folder and upload a document

When you upload a file in the Document Manager, you can choose a folder to add it to, or create a new one by typing the name.

Open the Document Manager, as described at the top of this article.
Tick Create New, next to Upload to folder. The folder drop-down becomes a box that you can type in.
Type the name of your new folder in the box, for example test.
Click Browse and choose your file, or drag your file onto the upload box. The upload box also says or drag your file here.

When the upload finishes, your file appears in the file list. The folder name shows in the Folder column, and the new folder is now in the Upload to folder drop-down.

To add another document to the same folder, leave Create New unticked and choose the folder from the Upload to folder drop-down.

Please note: QuickFile may change spaces in the file name to underscores. In our test, a file called TEST REC 1.pdf was listed as TEST_REC_1.pdf.

Find the Receipt Hub

The Receipt Hub is where your receipts are listed and tagged. You can open it in either of these ways:

Point to Purchases in the top menu, then click Receipt Hub.
Click Account Settings, then choose Tools > Receipt Hub.

The Receipt Hub page has Untagged and Tagged tabs, and a Tag Me button. Each receipt shows its status, for example Analysis Ready.

Download an archive of your documents

You can request an archive of the documents in the Document Manager. Requested archives are usually available to download within 1 hour and are stored in your account for 7 days.

Open the Document Manager, as described at the top of this article.
Click Download Archive.
Enter the start and end dates in DD/MM/YYYY format.
Click Download. The panel shows the total number of files and their total size.
Click Confirm to request the archive.