Upload a file
This article explains how to upload a file or receipt that you might need while working on your accounts to the Files and Smart Capture areas in FreeAgent.
For receipt management, you can use Smart Capture which will attempt to automatically extract the date and amount, to speed up the process of creating an out-of-pocket expense or bill, or explaining a bank transaction.
Please note that you can upload files up to 5MB in size to the Files area which contains 1GB of storage.
You can upload files in a number of different formats. Whilst not a comprehensive list, some of the more popular file types supported are: .jpg, .jpeg, .pdf, .png, .bmp, .tiff, .zip, .xls, .xlsx, .csv, .ofx, .qif.
Uploading a regular file
Navigate to the drop-down menu at the top-right of the screen and select 'Files’.
This will bring up a list of your regular files.
To upload a new file, select the 'Select files' button and select the file(s) you wish to upload.
Once you have selected the file(s) you wish to upload, select 'Upload' to complete the process. FreeAgent will automatically upload the file(s).
Uploading a file for Smart Capture
Navigate to the drop-down menu at the top-right of the screen and select 'Smart Capture’.
The Smart Capture area will contain receipt files which have had the date and amount automatically extracted by FreeAgent’s Smart Capture functionality.
To upload a new file, select 'or choose files' and select the file(s) you wish to upload. You can drag and drop multiple files to the ‘Drag and drop receipts’ area to be automatically uploaded.
It will then attach the file to a ‘Money Out’ bank transaction, if one exists that is marked ‘For Approval’ and has a matching date and value.
Once the bank transaction is approved, the attachment will be removed from the Smart Capture area and exist only on the bank transaction. If you then remove the bank transaction explanation, the attachment will automatically be moved back to the Smart Capture tab area.