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  • question

    Owen replied on July 03, 2009 14:58 to the question "Starting new accounting year correctly." in FreeAgent Central:

    Owen
    Thanks Phil,

    Yes, that does help. I had already set the FreeAgent start date as 1st July 2009, but I'm a bit out of my depth with this, so I might sit down with my accountant in front of Free Agent and get things tidied up.

    Owen
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  • question

    Owen asked a question in FreeAgent Central on June 30, 2009 13:53:

    Owen
    Starting new accounting year correctly.
    Hi,

    I'm sure this a complicated answer, but I'm trying to make sure I get FreeAgent set up properly before using it for the next accounting year, starting 1st Jul 09. I've been using it for a few months in this financial year so some of the items (invoices, expenses etc. are in the system.), but it seems this means things aren't balancing out properly.

    Is there a way setting all the opening balances and ignoring what's been before?

    Thanks,

    Owen
  • question

    Owen asked a question in FreeAgent Central on May 02, 2009 07:08:

    Owen
    Can you import expenses from a spreadsheet?
    HI,

    I'm in the process of setting everything up, and it's going fine. I currently have all my out of pocket expenses and mileage in a separate Excel spreadsheet. Is there a way of importing this, rather than have to enter each item individually?

    Obviously, future entries are no problem, but would like to have my records go back a few months

    Thanks,

    Owen