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Chris Cairns replied on September 05, 2009 09:58 to the question "Download all data for a date range" in FreeAgent Central:

Just to follow this up, my accountant has now agreed to log in to FreeAgent directly so I don't need to do any of this!

I agree that it would still be useful to have it as a backup facility though.

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Chris Cairns replied on July 06, 2009 20:37 to the question "Download all data for a date range" in FreeAgent Central:

Hi Stuart,

It's used for the quarterly VAT return, and also quarterly management accounts including profit & loss and balance sheet.

At the moment I am photocopying everything and sending copies (although I could just send the originals) which takes an age.

They're fine with accepting electronic copies but I still need to compile everything and send it over. If I could get everything for them out of FreeAgent or, better still, let them get the data themselves, it would save me a lot of time.

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Chris Cairns replied on July 06, 2009 20:31 to the question "Download all data for a date range" in FreeAgent Central:

Hi Ed,

Thanks for the quick response.

That may be the best way to go. It would be fantastic if I could just give them access so I didn't have to send them anything.

Do you have any guidance/documentation I can send to my accountants to sell the idea to them, and how to use the system to retrieve the data they need?

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Chris Cairns asked a question in FreeAgent Central on July 03, 2009 16:30:

Download all data for a date range
At the end of every quarter I send to my accountant copies of the following for the period:

- Sales invoices (overview and actual invoices)
- Purchase invoices (overview and actual invoices)
- All bank and credit card statements
- Explanations of bank/credit card transactions in a spreadsheet
- Expense claims with receipts

Most of this information now resides happily in FreeAgent, but what would be the best way to get it out to send to my accountant?

I know I can get the raw data in the export spreadsheet but it includes everything, needs some work to get into a usable format, and does not include any of the attached files (invoices, receipts, etc.).

What would be great is if there was a way to select what you want to output, select a date range, and let the system generate it all - including attachments - in a zip file for download.

Sadly my accountant isn't happy logging into the system themselves so I can't just take that approach!

Thanks for any help; loving FreeAgent so far!
Chris Cairns replied on April 29, 2009 15:34 to the question "Handle payment to wrong bank account" in FreeAgent Central:

Thanks for such a quick response, I'll run it past my accountant and see what they say.

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Chris Cairns asked a question in FreeAgent Central on April 29, 2009 15:07:

Handle payment to wrong bank account
Using online banking I transferred some money out of my company savings account, but I accidentally moved it to my personal account rather than my company current account.

I immediately transferred it back so there is a transaction coming out of the account and then one coming straight back in again for the same amount.

Could you give me some guidance as to how this should be explained when I upload the transactions into FreeAgent for the company savings account?

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