📚 Documentation ComptaFlow UK by MeeTempo

🚀 Installation & Activation

📦Installation Steps

⚙️ Initial Configuration

🏢Business Settings

Before you start entering data, configure your business information:

🔍Companies House API — Auto-fill

Save time with automatic company lookup:

Companies House automatic lookup

Simply enter the company number and click 🔍 Search. Information is retrieved automatically from the official Companies House register:

• Company name
• Registered address
• Postcode and city
• SIC code
• Company status

📄 Professional Invoicing

📋Invoices, Quotes & Credit Notes

Create professional documents in just a few clicks:

Invoice creation with nominal codes

Invoice posted with accounting entry

Quotes management

Credit note posted

Automatic accounting entry

Invoice detail view

Features included:

• Automatic sequential numbering (INV-2026-001, QUO-2026-001, CN-2026-001)
• Automatic VAT calculation based on configured rates
• PDF generation with logo and legal notices
• Convert Quote → Invoice in 1 click
• Partial (selected lines) or full credit notes
• Accounting entries generated automatically
• Status tracking: Draft, Pending, Paid, Overdue

✨ Core Features

📊Dashboard

Real-time business overview

Quick actions panel

💰Sales Management

Sales list

Recording a sale

Simplified entry of your income:

• Automatic reference number generation
• Automatic VAT calculation based on selected rate
• UK nominal code compliant accounting entries (Sage/Xero compatible)
• Categorisation by client and sale type
• Attach PDF invoices directly

💸Expense Management

Expenses list

Recording an expense

Full tracking of your purchases:

• Quick entry with nominal code suggestions
• Automatic input VAT recovery
• Pre-defined categories (rent, supplies, travel, etc.)
• Import supplier invoices
• Simplified bank reconciliation

👥Client Management

Client directory

🏦Bank Reconciliation

Bank statement import

Intelligent matching

Automatic reconciliation of your transactions:

• Import bank statements (CSV, OFX)
• Automatic matching by amount and date
• Discrepancy detection
• One-click validation
• Real-time bank balance tracking

🏭 Fixed Assets & Depreciation

📋Asset Register

Adding a fixed asset

Depreciation schedule

Complete asset management:

• Record assets with purchase date, cost and useful life
• Straight-line and reducing balance depreciation methods
• Automatic annual depreciation calculations
• Accounting entries generated for each period
• Full asset register for year-end reporting

Depreciation accounting entry

💾 Backup & Restore

📦Protect Your Accounting Data

Full backup in 1 click

Successful restore

Features:

• Full SQL export: All your tables (accounts, entries, invoices, clients...)
• Statistics: Number of tables, records and estimated size
• Download: .sql file ready to keep safe
• Restore: Re-import your data whenever needed

🔄Restore

If something goes wrong, restore your data in a few clicks:

📤 HMRC-Compliant Exports

Export centre

📋Available Documents

🧾 VAT Management

📋Automatic VAT Returns

VAT Return preparation

VAT Return submitted

ComptaFlow UK by MeeTempo automatically generates:

• Quarterly VAT Returns: Standard scheme, aligned to your VAT periods
• Annual VAT Returns: For businesses on the annual accounting scheme
• Automatic calculation of output VAT and input VAT
• Support for Standard, Flat Rate and Cash Accounting schemes
• Box-by-box breakdown matching the HMRC VAT Return format
• Alerts before submission deadlines

📊 Year-End Reports

📄Automatic Generation

Balance Sheet

Profit & Loss Statement

Reports included:

• Balance Sheet: Assets, liabilities and equity at year-end
• Profit & Loss Statement: Income and expenses for the financial year
• Trial Balance: Summary of all account balances
• Depreciation Schedule: Fixed assets and accumulated depreciation

Benefits:

• ✅ Automatic calculations from your bookkeeping data
• ✅ Pre-filled reports ready for your accountant
• ✅ PDF exports ready for submission
• ✅ Save hours of manual preparation
• ✅ Reduce data entry errors

📧 Automatic Client Reminders

⏰Never let unpaid invoices slip through

Overdue invoice detection

Chased reminders tracking

Automate your reminders and get paid faster:

Available template variables:

• {client} — Client name
• {invoice} — Invoice number
• {amount} — Total amount inc. VAT
• {due_date} — Due date
• {company} — Your business name
• {pdf_link} — Direct link to invoice PDF

❓ Frequently Asked Questions

🔧Installation & Activation

💡Usage

🧾VAT & Returns

💳Billing & Subscription

🆘Support & Help