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FreeAgent Guides

Below are a number of guides to help you navigate through FreeAgent. If you have any questions please contact your accountant, who will be more than happy to give you a helping hand or call 01296 468 185.

1. How to create a contact

2. How to create a project

3. How to create a task

4. How to create a timesheet

5. How to create an invoice using unbilled time

6. How to create an invoice without time tracking

7. How to amend an invoice

8. How to enter bank details on an invoice

9. How to upload a bank statement

10. Automatic bank feeds

11. Setting up bank feeds

12. Company credit card

13. How to explain bank transactions

14. How to enter an expense

15. How to enter mileage

16. How to enter a bill

17. How to find your payslip

18. How to find a dividend voucher

19. Tax timeline

20. Profit and loss table

21. Locked periods

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