The FreeAgent mobile app

Essentials

• An introduction to the Tax Timeline on mobile
• Manage your business on the go using the FreeAgent mobile app
• Provide FreeAgent’s support team access to your account on mobile
• An introduction to the FreeAgent mobile app's functionality
• What do I need in order to use the FreeAgent mobile app?
• Download the FreeAgent mobile app

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Logging in to the mobile app

• Log in to the FreeAgent mobile app with your FreeAgent login details
• Log in to the FreeAgent mobile app on an iOS device using Touch ID or Face ID
• Log in to the FreeAgent mobile app on an Android device using fingerprint or face recognition
• Log in to the FreeAgent mobile app via your bank account
• Switch between FreeAgent accounts in the FreeAgent mobile app

Contacts

• Import contacts on mobile
• Add a contact on mobile
• Edit a contact on mobile

Bank feeds

• Enable Open Banking bank feeds on mobile
• Update your Open Banking bank feed on mobile

Banking

• Explain bank transactions on mobile
• Split a bank transaction between multiple categories on mobile
• Approve bank transactions on mobile
• Edit or remove a bank transaction explanation on mobile
• Remove explanations from Guessed bank transactions on mobile
• Delete bank transactions on mobile

Estimates and invoicing

• Create a pro-forma invoice on mobile
• Mark an invoice as paid on mobile
• Add a payment link to your invoices on mobile
• Create an estimate on mobile
• Create an invoice on mobile
• Edit an invoice on mobile

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Expenses and mileage claims

• Add an out-of-pocket expense on mobile
• Record a new mileage claim on mobile
• Edit an out-of-pocket expense or mileage claim on mobile
• Delete an out-of-pocket expense or mileage claim on mobile

Bills

• Add a bill on mobile
• Add line items to a bill on mobile
• Record an asset bought on hire purchase on mobile
• Edit a bill on mobile
• Pay a bill using Payit™ on mobile
• Schedule a bill payment using Payit™ on mobile

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Files and attachments

• Convert a Smart Capture file into a bill on mobile
• Capture a receipt using Smart Capture on mobile
• Convert a Smart Capture file into an out-of-pocket expense on mobile
• Edit a file on mobile
• Delete a file on mobile
• How Smart Capture works on the FreeAgent mobile app

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Payment solutions

• Connect to Stripe on mobile
• Take invoice payments with Stripe on mobile
• Set up Tap to Pay on mobile
• Take an in-person payment using Tap to Pay
• Take instant bank payments using GoCardless on mobile
• Set up a GoCardless Direct Debit mandate on mobile

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Creating projects

• An introduction to projects on mobile
• Create a project on mobile
• Create a project task on mobile
• Create an estimate as part of a project on mobile
• Create an invoice as part of a project on mobile
• Create an expense as part of a project on mobile

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Managing projects

• Edit a project on mobile
• Edit a project task on mobile
• Edit a timeslip on mobile
• Delete a project on mobile
• Delete a project task on mobile
• Delete a timeslip on mobile

Your FreeAgent account

• Sign up to FreeAgent via the Apple App Store
• Switch from an Apple subscription to a FreeAgent subscription
• Reset your data on mobile
• Cancel your FreeAgent subscription on mobile
• Delete your FreeAgent account on mobile

FreeAgent for Landlords

• Add a property on mobile
• Edit a property on mobile
• Delete a property on mobile
• Record rental income for a property on mobile
• Record a rental income refund on mobile
• Record costs for a property on mobile

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