The FreeAgent mobile app
Essentials
Logging in to the mobile app
- How to 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
- How to switch between FreeAgent accounts in the FreeAgent mobile app
Contacts
Banking
- Explain bank transactions using the FreeAgent mobile app
- How to approve bank transactions using the FreeAgent mobile app
- How to edit or remove a bank transaction explanation using the FreeAgent mobile app
- Remove explanations from bank transactions explained by Guess using the FreeAgent mobile app
- How to delete bank transactions using the FreeAgent mobile app
Estimates and invoicing
Bills
Files and attachments
- Convert a Smart Capture file into a bill using the FreeAgent mobile app
- Capture a receipt using Smart Capture on mobile
- Convert a Smart Capture file into an out-of-pocket expense on mobile
- Edit a file using the FreeAgent mobile app
- Delete a file using the FreeAgent mobile app
- How Smart Capture works on the FreeAgent mobile app
Payment solutions
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 a credit note as part of a project on mobile