An introduction to the Overview screen
This article explains how the Overview screen in FreeAgent works and how you can customise the information that you see.
The Overview screen in FreeAgent gives you a snapshot of your business, using a series of financial overview panels.
You can customise your view of the 'Overview' screen so that the features are displayed in a way that works for you. If you want the 'Tax Timeline' to be displayed at the top, for example, just select the grey bar at the top of that panel and drag it to the top of the screen.
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View all categories →Articles in this section
- How to log in to your FreeAgent account
- An introduction to the Overview screen
- How to use FreeAgent’s Radar feature
- Insights in FreeAgent
- User access levels in FreeAgent
- Recommended system requirements for using FreeAgent
- About the weekly summary email
- How to search your account
- Getting started troubleshooting
- How to generate a support code to give FreeAgent’s support team access to your account
