The FreeAgent Blog

All features great and small

Posted on 6 August 2018 by Roan Lavery - Jump to comments

Give krill a chance

Like living ecosystems, products are full of many interdependent components. Sure, you’ve got your flashy crowd-pleasing animals like the humpback whale, duck-billed platypus or unicorn, but spare a thought for all the little critters like the Antarctic krill, who tirelessly underpin the entire food chain without hogging the spotlight.

It’s the same with product features. While everyone is getting excited about the next big feature, we shouldn’t forget the contribution of the small but mighty product improvements that make your day-to-day FreeAgent experience that bit more inhabitable. So, let’s raise a glass to some of our recent small but mighty creature-features:

Invoice email improvements

“But I never received that invoice!” is basically the “dog ate my homework’ of late payment excuses, but sometimes it can actually be true.

The new bounced email notification feature will let you know when an invoice hasn’t arrived, by sending you an email when we detect an email delivery failure. This way you can quickly correct any mistakes, or contact the customer directly to see what’s up.

New security features

We’ve added a couple of new security notifications so when your account password or email address change we’ll send you an email, just in case it wasn’t you 😱

We’ll do the same thing when your account data is reset.

Re-ordering your FreeAgent invoices

And finally, you can now change the ordering of your FreeAgent invoices in the Billing area so your most recent invoice can be seen first, removing the need to scroll.

Let’s hear it for the krill!

Roan and the team at FreeAgent

Improved data export now available

Posted on 6 June 2018 by Roan Lavery - Jump to comments

A box full of exported data

We’ve made some significant improvements to the export data feature in FreeAgent, meaning you can now easily download all of your data, files and attachments.

No, we’re not trying to get rid of you, but we know how important it is to have full control of your data.

The first big change is that you can now download all of your previously uploaded files, receipt images and attachments. Go to the export all data section in your settings, and you’ll see the new option to download files and attachments. Depending on how many files you’ve uploaded, this can be quite a chunky export, so we’ll email you a download link when it's ready.

We’re also making some changes to our account data export. We know that some of you use the export data option to get numbers into a spreadsheet for ninja-level reporting purposes, so we’re adding even more data to this export.

You can find out more about exporting your data over on our Knowledge Base.

Oh, and one more thing

We recently introduced the ability to ‘hide’ users in your FreeAgent account.

Data from hidden users will still affect your accounts but you can hide them so they no longer appear in most drop-downs and lists. Which keeps everything nice and tidy.

Our Knowledge Base explains everything.

Until next time,

Roan and the team at FreeAgent

Revolut x FreeAgent integration is now live

Posted on 31 May 2018 by Roan Lavery - Jump to comments

FreeAgent and Revolut logos

Are you a customer of Revolut? If so, we have some good news - their FreeAgent bank feed integration is now live.

This integration lets Revolut customers link up their bank account with FreeAgent, pushing transactions into their FreeAgent account roughly every 4-6 hours. From there, these transactions can be reconciled as normal.

To set up the integration, just tap ‘Connect’ on the main screen of the Revolut app, and then select FreeAgent. If you need any help with this, please contact the Revolut team directly.

We hope this integration will be a big time saver for any of our customers who use Revolut. Keep your eyes peeled for more exciting bank feed functionality improvements in the future.

All the best,

Roan and the team

Say howdy to late payment Insights

Posted on 29 May 2018 by Roan Lavery - Jump to comments

Late payment of invoices is one of the biggest challenges facing businesses today, and getting customers to pony up on time can often feel like a wild west showdown.

Well, we reckon we’ve just introduced two new features that’ll help you understand which of your customers are the nice prompt-paying kind, and who needs chasing down like a no-good varmint.

Invoice Payment panel

When you view a contact you’ll see a new Invoice Payments panel at the side, which shows how late or early (by jingo!) they tend to pay invoices.

Invoice Payment panel

This shows the ‘days beyond terms’ which is calculated by looking at the last 12 months of paid invoices and checking how many days after their due date they were settled.

Find out more about the Invoice Payments panel over on our Knowledge Base.

Late payment Insight

Along with the Invoice Payments panel we’re also releasing a brand new late payment Insight.

The late payment Insight in FreeAgent

We introduced the new Insights feature a few months back to provide useful information about your business’s health and performance, and we’ve had great feedback so far.

This new Insight lists your top 5 ‘most wanted’ in terms of late payments over the last 12 months, along with a few suggested actions to rustle up payments faster in the future.

We hope that both of these new features give you some extra ammo when you’re fixin’ to chase down those outstanding bounties.

So long partner,

Roan and the posse at FreeAgent

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