Recently active topics in FreeAgent Central

I'm required to fill in a printed timesheet for my consultancy work (to send to the agency) and I'd like to upload these to FreeAgent (ideally for sending along side the invoice to the agency, but at least for data retention purposes).

Is there any way/any plans to allow for uploading of timesheets (JPEG/PDF/GIF/PNG format) and attaching them to invoices? Your rival, "FB", has an "Uploaded Documents" section which at least lets you keep timesheets in their system (although it doesn't allow emailing of them).

I'm just moving my business into FreeAgent and I have bank statements going back to last December all uploaded. Trouble is I have some invoice payments I would like to mark as such in FreeAgent but the invoices were all issued from the Billings software that I use on my Mac. I'm not sure what I should mark these invoice payments as on my bank accounts so I can ensure I have an accurate reflection of my revenue.

Petrol receipts cannot be really linked directly to a particular mileage expense, so there's nowhere to really store scanned images of those.

How about a bucket for petrol VAT receipts as well!

I don't really want to mark this down as an expense as it isn't a cost incurred while working for a client, but a physical product they can purchase (e.g. a server).

why are out of pocket expenses which are 'rebilled' to the client included as purchases in box 7 on the VAT return?

Hi there. I have a downloaded bank transaction I need to delete or be able to explain in such a way that it doesn't add to my bank balance! The reason I want to delete this transaction is because it is a payment from my accountants whom were facilitating my company affairs. Once this was all transferred, they were due me 14kish. But in actual fact, this 14kish is already accounted for in the manually inputted bank statement. So at the moment, my bank statement balance in FAC is showing 14kish more than it should do.

Any ideas?

Also, I was wondering if there was any update in being able to download bank statements to excel in full (including all fields shown in online statement) so that I can manipulate the data for doing checks on my accountants figures (information that is not available through FAC).

Many thanks,
Gavin

Is there a howto anywhere explaining how best to set up a PayPal account within FreeAgent then upload transactions?

I've tried uploading the three different CSV options, but nothing is added to my account despite transactions existing in the CSV file. The QIF file uploads ok, but then the entries created in FreeAgent don't seem to tally with what's shown in PayPal.

Hello,

I am currently trialling FA and have tried to create a recurring weekly expense for 'use of home' but it does not seem to actual recur in each week/month. Am I doing the obvious wrong?

Lynne

I just tried inserting the paypal link into the message and it did not show on the email sent out. Is there a way to set this up in my system? Also - is there a way to have set messages for invoices instead of having to type a new one each time when emailing?

Thanks,
Jerett

I can export my clients in CSV, Quickbooks or Simply Accounting format. Can FAC accept any of these or do I have to enter them all manually.

I have also seen from other threads that invoice date can't be imported. I want to import 3 months of invoices (about 100 in total each with about 5 entries) - is anyone out there able to write a little API programme (paid for of course) to do this?

EDIT: I can also export in Excel and HTML.

I love the facility to upload reciepts - and as I alsready had all my receipts scanned, it was very easy to go back and do this.

BUT - It's a shame we can't add receipts to locked expense records.

I'm searching for the new VAT locking feature, but I can't see it! I've attached a screenshot of the details of my first VAT return, and unlike the screenshot in the email announcing the feature, there's no Lock link. What have I missed?

I have a Irish LTD company, which operated credit and debit cards and bank accounts in Euros. The vast majority of my expenses will be in Euros, or at least converted to Euros as they'll be paid from the Euro Bank accounts/credit cards. So, I've set it up a Universal Account, as it appears to be the only way to create a company which uses Euros.

However, I've got clients that I need to be able to invoice in GBP. They'll be charged a GBP rate, pay the GBP Rate, and then I'll receive the money into my EURO account. When I create a client, sure, no problem, but when I try to assign a project, it won't let the chargeable rate be anything but Euro.

Is there any way to invoice a client in one currency, yet be operating in a different currency?

I'm not fussed about exchange rate tracking etc, as I'll balance the books somehow, but I need to be able to raise the invoices in GBP, whilst operating in EUR.

Any help, or advice appreciated.

Cheers

JM

Previously I've been advised to add up household expenses and divide by number of rooms and proportion of time worked in the office.

Now I read that this method is only allowable for self-employed or employees, and that only 'incremental' expenses can be allowed (basically a bit of extra light and heat) even though the office is 99% used for business.

What's the real answer?

I'm currently looking for Personal Finance Management (preferably browser based) software that is localized for the UK. After a little searching I came across FreeAgent Central, however I noticed it is geared towards Freelancers / Small Business.

Is it possible to use FAC for Personal Finances? If not, are there any plans to launch a Personal Finance product in the near future? Failing that, can anyone recommend any alternative products for Personal Finance that are localized for the UK? (The big fish such as Microsoft Money and Quicken have given up on UK support).

Thanks in advance folks!

I am currently using a trail before I sign up long term and am having problems getting the balance on Free Agent to match up with bank statement! I have entered all credits and debits correctly and the additions and subtractions are correct but it looks like the 'balance brought forward' on the Bank Accounts page is wrong! Strangely enough, the difference between the Free Agent balance and my actual Bank Statement balance is the same as the first credit I entered, yet I have entered this invoice as paid!

The only thing I can think of is that when I first started to enter all my details the other day, I entered my correct opening balance and also entered a client who had an overdue invoice of the same amount of the deficit, as this showed up on the Home page as being 'red' - but I have changed this to 'paid' status!!! HEELLLLLPP!!!!!

Any ideas would be greatly appreciated to a new comer to this great package!

Thanks, Les.

Hi, just a quick question about the reporting for timesheets. Am I missing something or is there no way you can simply run a report at the end of the week for all clients and not just each individually?
Thanks in advance.