Video: How to record a new expense

In this video, Suzanne, one of our Support Accountants, explains how to record a new expense in FreeAgent.

Recording expenses for other people

To record an expense on behalf of another FreeAgent user, navigate to My Money>Expenses on the Overview screen (or just ‘Expenses’ if you’re a sole trader with no staff) and select the user's name from the 'Show' drop-down menu before choosing ‘Add new expense’. If you're recording an expense that you incurred, make sure that your own name is selected from the drop-down menu.

Related help

To find out more about the topics covered in this video, take a look at these related articles:

• What’s the difference between an expense, a bill and a bank payment?
• An introduction to projects in FreeAgent
• Edit an expense or mileage claim

To learn how to record a mileage claim, take a look at this video.