Banking

Essentials

• Add a new bank account
• Edit a bank account
• What's the difference between personal and business bank accounts in FreeAgent?
• Company credit cards
• Why can't I see 'Money Paid to User' or 'Money Received from User'?

Bank Transactions

• Upload bank transactions
• Which bank statement formats does FreeAgent support?
• CSV file formats for bank uploads
• Undo a bank statement upload

Explaining Bank Transactions

• Pay off multiple invoices with one payment
• How to create a director's loan account
• Explain a bounced cheque received
• Money received from and paid to users (Universal)

Money in and out

• How to remove a bank transaction explanation
• How to edit a bank transaction explanation
• Reviewing explanations for manually uploaded statements
• Reverse money in and money out
• How to delete bank transactions

Guess

• How to enable Guess
• How does Guess explain your transactions?
• How to approve explanations for bank feed transactions