Roan's dashboard

Roan replied on November 16, 2009 12:09 to the question "Import from Export?" in FreeAgent Central:

There's no way of doing this from within FreeAgent at present, but we could arrange something if you need to do this.

Just get in touch.

A comment on the idea "add Signature when emailing quotes/invoices etc" in FreeAgent Central:

Yes, it has. If you go to Invoices > Invoice Emails you can now define templates for New Invoice emails as well as reminders and thank you mails.

There's no support for HTML emails at present. – Roan, on November 16, 2009 12:02

A comment on the question "Do you support multiple currencies?" in FreeAgent Central:

We're working on it right now, so keeping checking back over the coming weeks. – Roan, on November 14, 2009 15:40

Roan replied on November 13, 2009 10:33 to the praise "FreeAgent is awesome to the max" in FreeAgent Central:

Hi Laura,

Thanks so much for the kind words. Hearing feedback like that makes all the hard work worthwhile and encourages us to keep making FreeAgent even better than it is now.

Thanks!

PS Nice fish :)

Roan replied on November 13, 2009 10:31 to the question "What is the best bank to use with FreeAgent?" in FreeAgent Central:

The best banks are the ones that offer OFX download.

HSBC do this, but you can only get the last 3 months statements, which is limiting.

There was a recent discussion about business banks in general that you should be helpful:

http://community.freeagentcentral.com...

Roan replied on November 13, 2009 10:16 to the problem "Login screen layout all to pot" in FreeAgent Central:

I'm on exactly the same set-up and I'm not seeing the same layout issues.

I'll take another look. If you've got any ideas about different settings in your browser/OS/display set-up then let me know please.

Thanks!

Roan replied on November 13, 2009 09:57 to the problem "Login screen layout all to pot" in FreeAgent Central:

mm very avant-garde.

What version of FF are you using? Mac/PC?

When did you start seeing the problem also?

Thanks for letting us know. We'll get to the bottom of it.

Roan replied on November 12, 2009 10:22 to the problem "German translation for "Estimate"" in FreeAgent Central:

Hi Christoph,

Thanks for letting us know. We'll look into this soon.

A comment on the question "FAC sync with iPhone?" in FreeAgent Central:

API details here:

http://www.freeagentcentral.com/devel... – Roan, on November 09, 2009 19:59

Roan replied on November 09, 2009 10:56 to the question "Setting reminders on already created invoices." in FreeAgent Central:

Hi Toby,

I'm afraid the only way to do this is to manually mark the invoices as Draft and then edit as you suggest.

When we introduced the new invoice reminder functionality this was the only way we could do it, as we didn't know who would want to set reminders and who wouldn't.

Roan replied on November 09, 2009 10:26 to the idea "Add Contact ID to Contacts Export" in FreeAgent Central:

Hi Paul,

Thanks for the idea. We'll have a chat about this.

Roan replied on November 05, 2009 21:12 to the question "Marking tax returns as complete early" in FreeAgent Central:

Hi Ben,

At the moment you can't. Our plans for the longer term include turning the Overview Tax Timeline into more of a checklist, but this could be a while off.

Roan replied on November 05, 2009 21:09 to the question ""The first invoice in the sequence will be generated now. Are you sure?"" in FreeAgent Central:

Hi Lewis,

That doesn't sound right obviously. I've imported this into our customer support site so we can resolve it, if that's okay.

Roan replied on November 04, 2009 16:10 to the question "Can I account with multiple currencies (pounds & euros) in FAC?" in FreeAgent Central:

Hi guys,

We'll be releasing multi-currency invoicing in our next release. You can read some more details here:

http://www.freeagentcentral.com/centr...

Roan replied on November 04, 2009 11:02 to the question "Do you support multiple currencies?" in FreeAgent Central:

Hello everyone,

Just to let you all know that we've had a chance to clear the decks since the last release and have now confirmed that multi-currency invoicing will be the focus of our next release.

Support for multi-currency will come in incremental additions within FreeAgent, and we aim to solve the common problems people have first, with other improvements and enhancements coming later down the line in subsequent releases.

We do want to take the time to do things right though, so I can't give a release date, but we're excited about getting this underway and we're looking forward to the release as much as you all are.

A comment on the idea "Invoicing" in FreeAgent Central:

There's 2 things involved here I think:

1) Improving the Project display page so it shows a better list of all the Invoices, Estimates etc involved

2) Possibly introducing a breadcrumb trail for your current position in the app. e.g. Contact Name > Project Name > Estimate

Number 1) is something we definitely want to do and we've talked about Number 2) but is tricking fitting it into the UI without cluttering it. – Roan, on November 02, 2009 13:27

Roan replied on November 02, 2009 13:22 to the problem "Strange date bug in "Invoice Emails" re: reminders" in FreeAgent Central:

Hi Mike,

Thanks for letting us know. We'll take a look into it, and I'll import this into Zendesk so we can track through to resolution if that's ok?

Roan replied on November 02, 2009 13:19 to the question "Possibility of standard estimate emails similar to the invoice emails tab?" in FreeAgent Central:

Hi Callum,

At the minute this isn't possible. We may think of introducing it in the future but I've no idea when that would be.

Roan replied on November 02, 2009 13:13 to the idea ""Create Explanation, and show next unexplained" button" in FreeAgent Central:

Hi Ben,

The review of the explanation process had admittedly taken a bit of a back seat while we worked on other features.

I totally agree with you that it could be greatly improved, and discussions have been ongoing internally regarding this, but I'm not sure when we'll be implementing a rework.

It's on the cards though, but I just can't honestly say when.

Roan replied on November 02, 2009 13:10 to the idea "Store default payment terms in project details." in FreeAgent Central:

HI James,

Thanks for the idea. We'll have a chat about feeding it into the pipeline.