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Features
Meet FreeAgent
Overview
Dashboard
Business Insights from Radar
Mobile apps
Security
Why choose FreeAgent?
Why move to FreeAgent?
Customer stories
Nail your admin
Estimates
Invoicing
Expenses
Banking
Cashflow
Projects
Time Tracking
Payroll
Relax about tax
Accounting
VAT
Self Assessment
End of year filing
Get connected
Amazon integration
Taking payments
Small business insurance
Find a CoPilot accountant
App integrations
Manage your property
FreeAgent for Landlords
Pricing
Pricing plans
Get FreeAgent for free
Accountants
Accountants & bookkeepers
FreeAgent for accountants
Who's FreeAgent for?
Partner Programme
Partner stories
Freelancer accountants
Bulk payroll
Try FreeAgent for free
Resources
Events
Guides for you and your clients
Webinars and videos
Find an accountant
Latest news
Blog
Making Tax Digital
MTD information hub
Free consultation
Partner log-ins
Practice Portal
Practice Dashboard
Resources
Product help & support
Knowledge Base
Getting started with FreeAgent
Contact us
Latest news
Blog
Small business resources
Guides for running your business
Events
Accounting glossary
UK tax rates
Interactive tools
Find an accountant
Accountant & bookkeeper resources
Guides for you and your clients
Events
Webinars and videos
Login
Try FreeAgent
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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 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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