With more than half of all active practice clients* now using the FreeAgent mobile app, we’ve released a host of updates that can help your clients tackle their admin tasks while they’re on the go.
The FreeAgent mobile app is now optimised for iPad
We’ve updated our iOS mobile app so any of your clients who use an iPad can access the same great functionality, from capturing expenses and explaining their bank transactions to re-consenting their bank feeds, with a layout that’s tailored for the iPad’s bigger screen.
Share existing files
Using the mobile app’s ‘Capture for later’ feature, your clients can snap pictures of their receipts and store them in the ‘Files’ area of their FreeAgent account.
We’ve expanded this functionality so your clients can import existing files and attachments from their mobile devices into FreeAgent. You can then attach your clients’ stored files to expenses or bank transactions on the desktop version of FreeAgent. Alternatively, your clients can attach their own files using either the desktop version of FreeAgent or the mobile app.
Enable multiple bank feeds
Your clients can now enable their bank feeds on the FreeAgent mobile app and set up multiple feeds from the same bank in one go. By using fingerprint or face recognition to authorise their bank feed setup, your clients won’t need to worry about looking for their online banking login details to do this.
All NatWest, Royal Bank of Scotland and Ulster Bank NI business current account holders can now access Payit™
Any level 8 clients with NatWest, Royal Bank of Scotland and Ulster Bank NI business current accounts set as their primary bank account in FreeAgent can now access Payit™ on both the FreeAgent mobile app and the desktop version of FreeAgent.
If your clients don’t already have the FreeAgent mobile app, they can download it for free from the App Store or the Google Play Store.
*Active clients are defined as those who have logged in to their FreeAgent account within the past three months.