FreeAgent Help

FreeAgent’s cloud accounting software come with an array of features as impressive as it is extensive. So it’s no wonder some people can find themselves lost and confused. FreeAgent’s motto is “demystifying accounting”and they pride themselves on simplifying the sector as far as possible – but let’s face it, accounting can get complicated.

Don’t feel disappointed if you don’t master FreeAgent’s dynamic software instantly. There’s a reason why accountants, like the team here at Flow, spend years studying the terminology, legislation and trade.

Fortunately, FreeAgent helps people get started. The software comes with a range of options on their website offering support for those who need it. In addition to reaching out directly through email or telephone, you can also access their comprehensive support pages. Among other aspects of the FreeAgent package, these cover:

  • Getting Started
  • Creating your FreeAgent account
  • An introduction to FreeAgent’s key features
  • Creating and sending your first invoice
  • Banking
  • Orchestrating bank feeds
  • Importing bank transactions
  • Explaining bank transactions
  • Accounting
  • Paying multiple invoices simultaneously
  • Balance sheets
  • Journal entries
  • Profit and loss
  • Invoicing
  • Setting up self-chasing invoices
  • Choosing an invoice template
  • Numbering invoices
  • Invoicing in foreign languages or currencies
  • Expenses
  • Creating and logging expenses
  • Categorisation and explanation of expenses
  • Expenses paid to individual users
  • Contact Lists
  • An overview of contacts
  • Importing contacts from your mail system
  • Adding other contacts

Additional support from Flow
FreeAgent goes out of their way to clarify every facet of their system. However, there’s nothing more valuable than a cloud accountant expert who can walk you through the nitty gritty of FreeAgent. And that’s where we come in.

At Flow, our committed team of professional accountants are fully versed with FreeAgent and can help you understand it, modify it and master it in your own time. To see the many ways Flow can help you get the most out of your FreeAgent software package, contact us today.