The FreeAgent mobile app

Essentials

• Provide FreeAgent’s support team access to your account on mobile
• An introduction to the FreeAgent mobile app's functionality
• What do I need in order to use the FreeAgent mobile app?
• Download the FreeAgent mobile app
• Update the FreeAgent mobile app
• Turn dark mode on or off for the FreeAgent mobile app

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Logging in to the mobile app

• Log in to the FreeAgent mobile app with your FreeAgent login details
• How to log in to the FreeAgent mobile app on an iOS device using Touch ID or Face ID
• Log in to the FreeAgent mobile app on an Android device using fingerprint or face recognition
• Switch between FreeAgent accounts on mobile

Contacts

• Import contacts on mobile
• Add a contact on mobile
• Edit a contact on mobile

Banking

• Explain bank transactions using the FreeAgent mobile app
• Approve bank transactions on mobile
• Edit or remove a bank transaction explanation on mobile
• Remove explanations from Guessed bank transactions on mobile
• Delete bank transactions on mobile

Estimates and invoicing

• Mark an invoice as paid on mobile
• Adding a payment link to your invoices on mobile
• Create an estimate on mobile
• Creating an invoice on mobile
• Edit an invoice on mobile
• Viewing recurring invoices on the FreeAgent mobile app

Expenses and mileage claims

• Add an out-of-pocket expense on mobile
• Record a new mileage claim on mobile
• Edit an out-of-pocket expense or mileage claim on mobile
• Delete an out-of-pocket expense or mileage claim on mobile

Bills

• Add a bill on mobile
• Add line items to a bill on mobile
• Edit a bill on mobile
• Delete a bill on mobile

Files and attachments

• Convert a Smart Capture file into a bill on mobile
• Capture a receipt using Smart Capture on mobile
• Convert a Smart Capture file into an out-of-pocket expense on mobile
• Edit a file on mobile
• Delete a file on mobile
• How Smart Capture works on the FreeAgent mobile app

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Payment solutions

• Connecting to Stripe on mobile
• Taking invoice payments with Stripe using the FreeAgent mobile app
• Taking invoice payments with PayPal on mobile
• Setting default payment options for your invoices on mobile

Creating projects

• An introduction to projects on mobile
• Create a project on mobile
• Create a project task on mobile
• Create an estimate as part of a project on mobile
• Create an invoice as part of a project on mobile
• Create an expense as part of a project on mobile

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Managing projects

• Edit a project on mobile
• Edit a project task on mobile
• Edit a timeslip on mobile
• Delete a project on mobile
• Delete a project task on mobile
• Delete a timeslip on mobile

Your FreeAgent account

• Sign up to FreeAgent via the Apple App Store
• Switch from an Apple subscription to a FreeAgent subscription
• Reset your data on mobile
• Cancel your FreeAgent subscription on mobile
• Delete your FreeAgent account on mobile