Navigate to the ‘Banking’ tab at the top of the screen and select ‘Bank Accounts’ from the drop-down menu.
Choose the relevant bank account from the list.
Select the transaction that you would like to link to a project.
Select ‘More Options’ in the bottom-right.
Alternatively, to go straight to the 'More Options' page, press the 'Alt' key or ‘Option’ key, depending on your device, at the same time as selecting a bank transaction.
Scroll down to the ‘Optional References’ section and select the relevant project from the ‘Link to Project’ drop-down menu.
Select whether or not you want to re-bill the transaction from the ‘Re-bill?’ drop-down menu.
If you’re linking a previously explained bank transaction to the project, select ‘Save Changes’ to complete the process. If you’re linking an unexplained bank transaction to the project as part of the process of explaining the bank transaction, select ‘Create and Finish’ to complete the process.
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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