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Knowledge Base Getting Started Frequently Asked Questions Webinars

Searching your account

FreeAgent lets you search your contacts, projects, estimates, invoices, expenses, and explained bank transactions.

To search your account enter a term in the the search box in the top right of your screen, for example, 'rent'.

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You can search by any keyword or even an amount eg. '£100'.

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.

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