Getting started

Setting up your FreeAgent account

• Setting up your FreeAgent account
• Choosing the appropriate business type for a charity

Accessing your FreeAgent account

• Logging in to your FreeAgent account
• Troubleshooting steps for problems logging into FreeAgent
• Giving FreeAgent’s support team access to your account

First steps for new users

• Get started with FreeAgent
• Getting help with using FreeAgent
• Accounting dates in FreeAgent
• Temporary limitations on new FreeAgent accounts
• The FreeAgent start date for new businesses
• FreeAgent efficiency hacks for busy businesses

Account setup for existing businesses

• Switching to FreeAgent from another software
• Enter money owed at your FreeAgent start date
• What the FreeAgent start date means for existing businesses

Opening balances

• An introduction to opening balances
• Enter your opening balances
• Import your opening balances
• Edit your opening balances

Managing users

• Add a new user to your FreeAgent account
• Edit a user
• Hide a user in your FreeAgent account
• Delete a user
• User access levels in FreeAgent

Essentials

• An introduction to FreeAgent terminology
• Find your FreeAgent subdomain
• Insights in FreeAgent
• Recommended system requirements for using FreeAgent
• About the weekly summary email
• Searching in your FreeAgent account

Managing your business settings

• Add and edit your business's details
• Add, change or delete your business's logo
• Verify a sender email address
• Authorise FreeAgent to send emails from your business address
• Changing your accounting year-end date

Radar

• About FreeAgent’s Radar feature
• Access your Admin-To-Do List
• Manage your Admin-To-Do List notifications