Searching in your FreeAgent account

This article explains how you can search your contacts, projects, estimates, invoices, expenses, and bank transactions within FreeAgent.

To search your account, navigate to the search box next to your business name.

Magnifying glass symbol highlighted next to Radar bell and business name..png

Select the magnifying glass and enter a term you want to search for in the search box, for example, 'bill'.

Search bar open with an empty field to enter search term and listing recent search history..png

You can search by any keyword or even an amount eg. '£100'. You can also search bank transactions by their category or type e.g. 'Payment' or 'Sundries'.

Results are split by category and will show relevant data for each item, such as an overdue invoice status or an individual bank transaction value.

Search results for example term ‘bill’ showing bank transaction data from account..png

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