The Practice Dashboard
- How to export an alert rule notification report
- How to switch your clients to a NatWest, Royal Bank of Scotland, Ulster Bank NI or Mettle-funded FreeAgent account
- How to export a payroll report
- How to export an account transactions report
- How to export an account totals report
- How to create alert rules
- How to grant FreeAgent’s support team access to a client's account
