The Overview screen gives you a snapshot of your business, using a series of different financial overview panels.
Changing the display
Different panels
You can choose exactly which panels are displayed here by clicking on the Customize Overview tab and selecting which panels to show from the drop down drawer.
Click the tab again to hide the drawer.
Different positions
You can also change the position of the panels by dragging them around the screen.
For example, if you want the Tax Timeline at the top so that you never forget to pay your tax bill again, just click on the grey bar at the top of that panel...
...and drag it up to the top.
Categories
- Getting Started
- System requirements
- Getting started with FreeAgent; UK businesses
- Getting started with FreeAgent; Universal businesses
- Reset password
- Charities: choosing account type
- Overview screen
- Accounting dates
- The FreeAgent start date; existing business
- The FreeAgent start date; new business
- New user
- View or edit user
- Opening balances
- Initial money owed
- Starting VAT figure: new quarter
- Starting VAT figure; mid-quarter
- Data security and back-up
- Logging in with OpenID
- User access levels
- Can the FreeAgent staff access my data?
- Export data from FreeAgent
- Sole trader to limited company
- Delete all data
- Accounting
- Balance Sheet
- Trial Balance
- Profit and Loss Account
- What is a Capital Asset?
- The Capital Assets screen
- 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
- Can I run reports with different dates?
- 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?
- Which bank statement uploads does FreeAgent support?
- Upload bank transactions from Online Banking
- File format for bank upload CSV
- 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
- 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
- Paying PAYE and NIC with an online filing incentive deducted
- 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
- Contacts
- Dividends
- Estimates
- 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
- Invoicing
- New invoice
- Theme Gallery
- View or edit invoice
- Add default text to invoice
- Invoice Numbering Schemes
- Price list
- Multi-currency invoicing
- 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
- PayPal receipt
- 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
- Payroll
- Projects
- Stock
- 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
- VAT
- Can FreeAgent handle the reverse charge?
- Initial VAT settings
- Each VAT return
- Pre-registration costs
- 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
- For Universal users: sales tax settings
- For Universal users: sales tax report
- For Accountants