The FreeAgent mobile app

Essentials

• Provide 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?
• Download the FreeAgent mobile app
• Update the FreeAgent mobile app

See all 9 articles

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
• How to log in to the FreeAgent mobile app via your bank account
• Switch between FreeAgent accounts in the FreeAgent mobile app

Contacts

• Import contacts using the FreeAgent mobile app
• Add a contact using the FreeAgent mobile app
• Edit a contact using the FreeAgent mobile app

Bank feeds

• Enable Open Banking bank feeds on the FreeAgent mobile app
• Update your Open Banking bank feed on the FreeAgent mobile app

Banking

• Explain bank transactions on the FreeAgent mobile app
• Approve bank transactions using the FreeAgent mobile app
• 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
• Delete bank transactions using the FreeAgent mobile app

Estimates and invoicing

• Mark an invoice as paid on mobile
• Add a payment link to your invoices on mobile
• Create an estimate using the FreeAgent mobile app
• Create an invoice using the FreeAgent mobile app
• Edit an invoice using the FreeAgent mobile app
• View recurring invoices on the FreeAgent mobile app

Bills

• Add a bill using the FreeAgent mobile app
• Record an asset bought on hire purchase using the FreeAgent mobile app
• View or edit a bill using the FreeAgent mobile app
• Pay a bill using Payit™ on mobile
• Schedule a bill payment using Payit™ on mobile
• Delete a bill using the FreeAgent mobile app

Files and attachments

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

See all 9 articles

Payment solutions

• Connect to Stripe on mobile
• Take invoice payments with Stripe on mobile
• Set up a GoCardless Direct Debit mandate on mobile
• Take invoice payments using GoCardless on mobile
• Take invoice payments with Tyl by NatWest on mobile
• Take invoice payments with PayPal on mobile

See all 7 articles

Projects

• An introduction projects on mobile
• Create a project on mobile
• Edit a project on mobile
• Delete a project on mobile
• Create an invoice as part of a project on mobile
• Create a credit note as part of a project on mobile

See all 10 articles

Your FreeAgent account

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

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

See all 10 articles