Please note that any changes you make using the FreeAgent mobile app will be reflected in the desktop version of FreeAgent.
You can also attach a file from the ‘Files’ area to a bill or bank transaction using the FreeAgent mobile app. Please see this article for more details on how to attach a file to a bill, and this article for more details on how to attach a file to a bank transaction.
If you would like to convert a file in the ‘Files’ area into an expense using the desktop version of FreeAgent, please see this article.
Navigate to the relevant file in the ‘Files’ area
Open the FreeAgent mobile app, tap the three-lined 'hamburger' icon at the top-left of the screen to open your 'Settings' menu and select ‘Files’.
Select the relevant file from the list. A lightning bolt icon will identify which files the ‘Auto Extract’ functionality can extract data from.
Convert the file to an out-of-pocket expense
Review the file, receipt date and the total value. Once you’re ready to proceed, select ‘Convert to a new expense’.
A new out-of-pocket expense will be created with the file as an attachment. The automatically extracted information is highlighted with a lightning bolt symbol.
Next, complete any additional relevant fields for the expense.
Review all of the expense details and once you’re ready to proceed, select ‘Save’ in the top-right corner.
How can I view or edit the expense?
Once you’ve created the out-of-pocket expense, you can view or update it on your device by tapping the ‘Money out’ icon at the bottom of the screen.
Next, select ‘Expenses’.
Select the new expense from the list provided.
Edit any of the expense details as needed, then select ‘Save’ in the top-right corner.
FreeAgent is registered with the Financial Conduct Authority under the Payment Services Regulations 2017 (register no. 799763) for the provision of account information services.
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