The FreeAgent mobile app

Essentials

• Giving FreeAgent’s support team access to your account on mobile
• An introduction to the Tax Timeline on the FreeAgent mobile app
• An introduction to the FreeAgent mobile app's functionality
• What do I need in order to use the FreeAgent mobile app?
• How to download the FreeAgent mobile app
• How to update the FreeAgent mobile app

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Logging in to the mobile app

• How to log in to the FreeAgent mobile app with your FreeAgent login details
• How to 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
• How to log in to the FreeAgent mobile app via your bank account
• How to switch between FreeAgent accounts in the FreeAgent mobile app

Contacts

• How to import contacts using the FreeAgent mobile app
• How to add a contact using the FreeAgent mobile app
• How to edit a contact using the FreeAgent mobile app

Bank feeds

• How to enable Open Banking bank feeds on the FreeAgent mobile app
• Update your Open Banking bank feed on the FreeAgent mobile app

Banking

• How to explain bank transactions on the FreeAgent mobile app
• How to approve bank transactions using the FreeAgent mobile app
• How to edit or remove a bank transaction explanation using the FreeAgent mobile app
• Remove explanations from bank transactions explained by Guess using the FreeAgent mobile app
• How to delete bank transactions using the FreeAgent mobile app

Estimates and invoicing

• Adding a payment link to your invoices on mobile
• How to create an estimate using the FreeAgent mobile app
• Creating an invoice using the FreeAgent mobile app
• How to edit an invoice using the FreeAgent mobile app

Bills

• Add a bill using the FreeAgent mobile app
• How to record an asset bought on hire purchase using the FreeAgent mobile app
• View or edit a bill using the FreeAgent mobile app
• How to pay bills using Payit™ on mobile
• How to schedule a bill payment using Payit™ on mobile
• Delete a bill using the FreeAgent mobile app

Files and attachments

• Capture a receipt using Smart Capture
• Convert a file into an out-of-pocket expense using the FreeAgent mobile app
• Edit a file using the FreeAgent mobile app
• Delete a file using the FreeAgent mobile app
• How Smart Capture works on the FreeAgent mobile app
• Attach an image file to an out-of-pocket expense, bill or bank transaction on mobile

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Payment solutions

• Connecting to Stripe on mobile
• Taking invoice payments with Stripe using the FreeAgent mobile app
• Setting up a GoCardless Direct Debit mandate on mobile
• Taking invoice payments using GoCardless on mobile
• Taking invoice payments with Tyl by NatWest using the FreeAgent mobile app
• Taking invoice payments with PayPal using the FreeAgent mobile app

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Projects

• An introduction projects on mobile
• Create a project on mobile
• Edit a project on mobile
• Delete a project on mobile
• Create a new timeslip on mobile
• Edit a timeslip on mobile

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Your FreeAgent account

• Sign up to FreeAgent via the Apple App Store
• Switch from an Apple subscription to a FreeAgent subscription
• How to reset your data via the FreeAgent mobile app
• How to cancel your FreeAgent subscription via the FreeAgent mobile app
• How to delete your FreeAgent account via the FreeAgent mobile app

FreeAgent for Landlords

• How to add a property using the FreeAgent mobile app
• How to edit a property using the FreeAgent mobile app
• How to delete a property using the FreeAgent mobile app
• How to record rental income for a property using the FreeAgent mobile app
• How to explain a rental income refund using the FreeAgent mobile app
• How to record costs for a property using the FreeAgent mobile app

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