The FreeAgent mobile app
Essentials
- Manage your business on the go using the FreeAgent mobile app
- 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
Logging in to the mobile app
Contacts
Banking
- Explain bank transactions using the FreeAgent mobile app
- Split a bank transaction between multiple categories on mobile
- 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
- Create a pro-forma invoice on mobile
- 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
Expenses and mileage claims
Bills
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
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 an expense as part of a project on mobile