The FreeAgent mobile app

Essentials

• 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
• How to reorder the home screen on the FreeAgent mobile app
• How to turn dark mode on or off for 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
• How to 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
• How to reconsent 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
• How to use the FreeAgent mobile app to remove explanations from bank transactions explained by Guess
• How to delete bank transactions using the FreeAgent mobile app

Bills

• How to add a bill using the FreeAgent mobile app
• How to record an asset bought on hire purchase using the FreeAgent mobile app
• How to 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
• How to delete a bill using the FreeAgent mobile app

Estimates and invoicing

• How to create an estimate using the FreeAgent mobile app
• How to create an invoice using the FreeAgent mobile app
• How to edit an invoice using the FreeAgent mobile app

Online payment integrations

• How to take invoice payments with PayPal using the FreeAgent mobile app
• How to take invoice payments with Stripe using the FreeAgent mobile app
• How to take invoice payments with Tyl by NatWest using the FreeAgent mobile app

Files and attachments

• How to capture and save image files to your FreeAgent account using the FreeAgent mobile app
• How to import files into your FreeAgent account using the FreeAgent mobile app
• How to convert a file in the 'Files' area into an out-of-pocket expense using the FreeAgent mobile app

Your FreeAgent account

• How to sign up to FreeAgent via the Apple App Store
• How to 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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