How to search your account

FreeAgent lets you search your contacts, projects, estimates, invoices, expenses, and bank transactions.

To search your account enter a term in the the search box in the top right of your screen, for example, 'office cleaning'.


You can search by any keyword or even an amount eg. '$100'. You can also search bank transactions by their category or type eg. 'Payment' or 'Office Costs'.

Results are split by category and will show relevant data for each item, such as an overdue invoice status or an individual bank transaction value.


Did you find this article useful?