How to attach an image file to an out-of-pocket expense, bill or bank transaction using the FreeAgent mobile app

This article explains how to use the FreeAgent mobile app to attach a saved image file to an out-of-pocket expense, bill or bank transaction.

Please note that any changes you make using the FreeAgent mobile app will be reflected in the desktop version of FreeAgent.

Once you have captured and saved an image file to your ‘Files’ area or imported a file, you can attach it to an out-of-pocket expense or bill, or to a bank transaction that has been explained or is currently unexplained.

You can also convert a file captured using ‘Capture for later’ into an out-of-pocket expense.

Attaching a file to an out-of-pocket expense or bill

Tap the three-lined 'hamburger' icon at the top-left of the FreeAgent mobile app and select either ‘Expenses’ or ‘Bills’.

Select the out-of-pocket expense or bill you'd like to add the image file to. Next, select ‘Choose attachment’.

Select ‘FreeAgent files’ from the menu.

Select the file that you’d like to attach to the out-of-pocket expense or bill.

Next, check the preview of the image file, which will be displayed automatically, and then select ‘Attach’ in the top-right corner.

Tap ‘Continue and attach’ to complete the process of attaching the image file to the out-of-pocket expense or bill. Please note that attaching an image file to an out-of-pocket expense or bill will remove it from the ‘Files’ area of your FreeAgent account. Any file that was marked as ‘private’ will be visible to others on your account once you’ve attached it to an out-of-pocket expense or bill.

Next, select ‘Save’ in the top-right corner to return to the ‘Expenses’ or ‘Bills’ area.

Please note that if you remove an image file once you've attached it to an out-of-pocket expense or bill, or you delete the out-of-pocket expense or bill from FreeAgent, the image file will be permanently deleted from FreeAgent. It will not be restored to the ‘Files’ area of your FreeAgent account.

Attaching a file to a bank transaction

Tap the three-lined 'hamburger' icon at the top-left of the FreeAgent mobile app and select 'Banking'.

Next, select the relevant bank account from the list.

Select the bank transaction you'd like to add the image file to. Next, select ‘Add Attachment’.

Select ‘FreeAgent files’ from the menu.

Select the file you'd like to attach to the bank transaction.

Next, check the preview of the image file and select ‘Attach’ in the top-right corner.

Tap ‘Continue and attach’ to complete the process of attaching the image file to the bank transaction. Please note that attaching an image file to a transaction will remove it from the ‘Files’ area. Any file that was marked as ‘private’ will be visible to others on your account once you've attached it to a bank transaction.

Next, select ‘Save’ in the top-right corner to return to the banking area. Alternatively, if the transaction has not yet been explained, check that you're happy with all the details and tap ‘Explain transaction’ at the bottom of the screen to explain the transaction.

Please note that if you remove an image file once you've attached it to a bank transaction, or you delete the bank transaction from FreeAgent, the image file will be permanently deleted from FreeAgent. It will not be restored to the ‘Files’ area of your FreeAgent account.