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Features

Meet FreeAgent

  • Overview
  • Dashboard
  • Business insights with Radar
  • Property
  • Mobile apps
  • Customer stories
  • Security

Nail the daily admin

  • Estimates
  • Invoicing
  • Expenses
  • Projects
  • Time Tracking
  • Payroll
  • Banking
  • Cashflow

Relax about tax

  • Accounting
  • VAT
  • Self Assessment
  • End of Year filing

Connections and add-ons

  • Finding a CoPilot accountant
  • Integrations
  • Small business insurance
Pricing
  • Plans & pricing
  • Get FreeAgent for free
Accountants
  • FreeAgent for accountants
  • Who's FreeAgent for?
  • Partner Programme
  • Partner stories
  • Freelancer accountants
  • Bulk payroll
  • Events
  • Find an accountant
  • Try FreeAgent for Free

Resources

  • Blog
  • Guides for you and your clients
  • Webinars and videos
  • Practice Portal (Partners only)

Making Tax Digital

  • MTD information hub
  • Free consultation
Resources
  • Knowledge Base
  • Getting started with FreeAgent
  • Blog
  • Guides for running your business
  • Events for small businesses
  • Accounting glossary
  • UK tax rates
  • Interactive tools
  • Find an accountant

Accountants

  • Guides for you and your clients
  • Webinars and videos
  • Practice Portal (Partners only)
Login Try FreeAgent
Knowledge Base Getting Started Switching to FreeAgent Frequently Asked Questions
    1. FreeAgent
    2. Projects

Projects

How to set up projects and track related income and expenses.

Essentials

  • An introduction to projects
  • How to import projects from Basecamp
  • How to view a project-level profit and loss report
  • How to create a project from an estimate
  • Video: How to create and manage a project

Managing projects

  • How to create a new project
  • How to add, edit or delete tasks in a project
  • How to add costs to a project
  • How to link a bank transaction to a project
  • How to add a note to a project
  • How to view, edit or delete a project

Invoicing

  • How to create an invoice as part of a project
  • How to create an invoice for time spent on a project when the customer has paid a deposit

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