Getting Started

Categories

• Getting Started
  • System requirements
  • Setting up your UK account with FreeAgent
  • Setting up your Universal account with FreeAgent
  • Setting up your US account with FreeAgent
  • Reset your password
  • Charities: choosing account type
  • Overview screen
  • Frequently Asked Questions
  • Setting up your accounting dates
  • The FreeAgent start date; existing business
  • The FreeAgent start date; new business
  • Add a new user to your account
  • View or edit an existing user
  • Opening balances
  • Initial money owed
  • Starting VAT figure: new quarter
  • Starting VAT figure mid-quarter not flat rate scheme
  • Starting VAT figure mid-quarter flat rate scheme
  • Data security and back-up
  • OpenID
  • Creating your first invoice
  • User access levels
  • Can the FreeAgent staff access my data?
  • Export data from FreeAgent
  • Sole trader or partnership to limited company
  • Delete all data
• Accounting
  • Balance Sheet
  • Trial Balance
  • Profit and Loss Account
  • What is a Capital Asset?
  • The Capital Assets screen
  • Asset bought for mixed use
  • Purchase of Capital Asset after FreeAgent start date
  • Purchase of Capital Asset between start dates
  • Purchase of Capital Asset before company start date
  • Asset bought on hire purchase
  • Aged Debtors
  • Aged Creditors
  • Show Transactions
  • Journal Entries
  • Add new category
  • View or edit category
  • Prepayments
  • Accruals
• Banking
  • New bank account
  • Edit bank account
  • What's the difference between personal and business bank accounts?
  • Bank Feeds
  • Setting up Bank Feeds
  • Yodlee Security FAQs
  • Bank Feeds - Barclays Business Accounts
  • Bank Feeds - Frequently Asked Questions
  • Guessing explanations for Bank Feed transactions
  • Which bank statement uploads does FreeAgent support?
  • Upload bank transactions from Online Banking
  • File format for bank upload CSV
  • Reversing money in and money out
  • Explain uploaded bank transactions
  • Undo bank statement upload
  • Explaining transactions
  • Recording income; must I create invoices?
  • Bank reconciliation
  • Pay off multiple invoices in one payment
  • Transfer money between Accounts
  • Remove explanation
  • Enter bank transactions manually
  • Match a manual entry to an uploaded transaction
  • Explain a bounced cheque received
  • Deal with cash
  • Deal with a loan
  • Company credit card
  • Split a transaction between two categories
  • Split a transaction for commission or charges deducted
  • Money in and out for company director or employee
  • What are Smart User Payments?
  • Money in and out for sole trader or partner
  • Money received from and paid to users: Universal
  • Receipt for a foreign currency invoice - uploaded transactions
  • Receipt for a foreign currency invoice - manual transaction
  • Cannot see Money Paid to User or Money Received from User
  • Money to or from the EU
• Bills
  • What are Bills?
  • New bill
  • View or edit bill
  • Pay one bill
  • Pay more than one bill
  • Enter refund from supplier
  • Record a bill credit note
  • Net off bill and bill credit note
  • Buy goods from EU
  • Buy services from EU
• Contacts
  • Contacts screen overview
  • Edit Contact Details
  • Importing contacts
  • Importing contacts from Basecamp
  • Exporting contacts
  • Manual new contact
  • Adding notes to a contact
  • Contact: customer or supplier?
  • Contact Statement of Account
• Dividends
  • What is a dividend?
  • Paid dividends
  • Journal in a dividend
  • The dividend voucher
  • Dividends under Self Assessment
• Estimates
  • New estimate
  • View or edit estimate
  • Estimate in a foreign language
  • Add default text to estimate
  • Send estimate to contact
  • Change estimate status
• Expenses
  • Introduction to expenses and mileage
  • A guide to claiming expenses: categories and explanations
  • New expense
  • New mileage: UK users
  • New mileage: Universal users
  • Use-of-home expenses
  • Expenses for costs from the EU
  • Edit expense or mileage
  • Adding unbilled expenses to Invoices
  • Expenses dated before the FreeAgent start date
  • Expenses paid back to user
• Integrations
  • Single Sign-on with Google Apps
  • Google Chrome
  • PayPal - API Setup
  • PayPal - Invoice Payments
  • PayPal - Automatic Feeds and Express Checkout
  • GoCardless - Invoice Payments
  • Dwolla - Invoice Payments
  • Basecamp
  • Getting estimates signed online - RightSignature
• Invoicing
  • New invoice
  • Theme Gallery
  • View or edit invoice
  • Add default text to invoice
  • Invoice Numbering Schemes
  • Price list
  • Multi-currency invoicing
  • Styling your Invoice and Estimate emails
  • Add VAT to foreign invoices
  • VAT only Invoice
  • Invoice in a foreign language
  • Send invoice to contact
  • Automatic invoice emails - New Invoice
  • Automatic invoice emails - reminders
  • Automatic invoice emails - Thank You
  • Recurring invoice profiles
  • Pay one invoice
  • Correct paid invoice
  • Write off unpaid invoice
  • Create a credit note
  • Net off sales invoice and credit note
  • Invoice Devkit
  • Creating a custom invoice theme with CSS
  • Sell goods to EU
  • Sell services to EU
• Miscellaneous
  • Search
  • The FreeAgent referral scheme
  • What's New Webinar
  • Creating a Site-specific Browser for FreeAgent
  • Storing company files
• Payroll
  • Payroll (2013/14)
  • Setting up Payroll (2013/14)
  • Payroll FAQs (2013/14)
  • Setting up Simple Payroll (pre-2013/14)
  • Payroll Entry by Journal - UK
  • Payroll Entry by Journal - Universal
  • Figures for payroll form P35
• Projects
  • Getting started with projects
  • New project
  • Create project from estimate
  • View or edit project
  • Import projects from Basecamp
  • New task
  • Add costs to project
  • Can't add costs to project
  • Add note to project
  • Invoicing for project
  • Invoice for project balance
• Stock
  • Create a new stock item
  • Sell stock
  • Buy stock
  • How FreeAgent handles stock valuation
• Tax
  • Tax Timeline feed
  • Corporation Tax Brought forward figures
  • Corporation Tax The screen
  • Corporation Tax Why is my profit split over 2 years?
  • PAYE and NI
  • Self Assessment
  • CIS: subcontractors
  • CIS: contractors
  • Partnership profit share
  • Tax reporting: sole traders, partnerships and LLPs
  • Tax reporting: limited companies
  • Tax reporting: Universal accounts
• Time Tracking
  • New timeslip
  • Edit timeslip
  • Add recorded time to invoice
  • Billed time showing as unbilled
  • Timesheet reporting
• VAT
  • Initial VAT settings
  • Each VAT return
  • Can FreeAgent handle the reverse charge?
  • Pre-registration costs
  • Waiting for your VAT registration number
  • The VAT flat rate scheme
  • Change a contact's VAT setting
  • Why is VAT added when I rebill zero-rated expenses?
  • Corrections in a VAT locked period
  • File your VAT return online
  • De-register for VAT
  • For accountants: the flat rate scheme
  • For accountants: cash accounting for VAT
• Sales Tax
  • Sales tax settings
  • Sales tax report
• For Accountants
  • New client
  • Manage clients
  • Alert rules: exception reporting
  • New account manager
  • Manage account managers
  • Journal entries for accountants