Searching in your FreeAgent account

This article explains how you can search your contacts, projects, estimates, invoices, expenses and bank transactions within FreeAgent.

To search your account, navigate to the search box next to your business name.

Select the magnifying glass and enter a term you want to search for in the search box, for example, 'bill'.

You can search by any keyword or even an amount e.g. '$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.