Getting started

First steps for new users

• How to get started with FreeAgent
• How to set up your FreeAgent account
• How to choose the appropriate account type for a charity
• How to choose the appropriate accounting basis
• Accounting dates in FreeAgent
• Temporary limitations on new FreeAgent accounts

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Account setup for existing businesses

• How to import your opening balances
• How to import accounting data into FreeAgent
• How to enter your opening balances
• How to enter money owed at your FreeAgent start date
• What the FreeAgent start date means for existing businesses
• How to edit your opening balances

VAT opening balances

• Starting VAT figure: new quarter
• Starting VAT figure: mid-quarter (Flat Rate Scheme)
• Starting VAT figure: mid-quarter (not Flat Rate Scheme)

Essentials

• How to log in to your FreeAgent account
• Troubleshooting steps for login problems
• How to use FreeAgent’s Radar feature
• Insights in FreeAgent
• User access levels in FreeAgent
• Recommended system requirements for using FreeAgent

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Your business

• How to add and edit your business's details
• How to add, change or delete your business's logo
• How to find your FreeAgent subdomain
• How to add a new user to your FreeAgent account
• How to view or edit an existing user in your FreeAgent account
• How to hide a user in your FreeAgent account

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The Overview screen

• An introduction to the Overview screen
• How to reconcile the figures in the Cashflow panel on the Overview screen
• How to see the Tax Timeline in your calendar