Here's how to store your general company documents and files in FreeAgent.
This storage area isn't intended for receipts which you attach to your expenses and bills, it's for general files and documents that you might find useful to have handy while you're working on your accounts.
To see any files you already have saved in FreeAgent, navigate to the drop-down menu at the top right-hand corner of the screen and select 'Files’.
Upload a new file
Select 'Select a file' to choose the file you wish to upload from your computer.
Once you've chosen the relevant file from your computer, select 'Upload' to upload the file into FreeAgent.
Rename or delete a file
You can rename any files using the Rename option.
Next to the Rename option is a cross – use this to delete a file if you no longer want to have it stored in FreeAgent.
File size limits
Please note that you can upload files up to 5MB in size. This excludes logos uploaded to the 'Settings' area, which can only be up to 1MB.
FreeAgent is registered with the Financial Conduct Authority under the Payment Services Regulations 2017 (register no. 799763) for the provision of account information services.
Registered in sunny Scotland No. SC316774 - One Edinburgh Quay, 133 Fountainbridge, Edinburgh, Scotland, UK EH3 9QG