FreeAgent Mobile

Author: e | 2025-04-24

Download the FreeAgent mobile app. This article explains how to download the FreeAgent mobile app for iOS and Android. FreeAgent mobile app for iOS. The FreeAgent mobile app for iOS is How to download the FreeAgent mobile app . This article explains how to download the FreeAgent mobile app for iOS and Android. FreeAgent mobile app for iOS. The FreeAgent

How to download the FreeAgent mobile app – FreeAgent

This article explains how to update the FreeAgent mobile app either automatically or manually on iOS and Android devices.In order to access the FreeAgent mobile app’s most up-to-date features and functionality, you need to ensure that you’re running the most recent version of the app. If something doesn’t look quite right in the FreeAgent mobile app or it isn’t running as you’d expect, updating the app is likely to resolve the issue.Updating the FreeAgent mobile app automaticallyIf you want to ensure that you always run the latest version of the FreeAgent mobile app, you should enable automatic updates on your device.iOS devicesPlease note that we’ll be removing support for iOS 15 and below on 3rd June 2024. In order to download the FreeAgent mobile app after this date, you’ll need to use a device that supports iOS 16 or newer.If you haven’t done so already, download the FreeAgent mobile app. Next, navigate to the ‘Settings’ on your device and select ‘iTunes & App Store’.Select the toggle to the right-hand side of ‘App Updates’ to enable automatic updates. Please note that this will apply to all apps on your iOS device.Android devicesPlease note that we’ll be removing support for Android 8 and below on 6th May 2024. In order to download the FreeAgent mobile app after this date, you’ll need to use a device that supports Android 9 (Pie) or newer.If you haven’t done so already, download the FreeAgent mobile app and navigate to the Google Play Store app on your device. Tap the three-lined 'hamburger' icon in the top-left corner and select ‘Settings’.Next, select ‘Auto-update apps’.A pop-up window will appear with some additional options. Select the appropriate one and tap ‘Done’.Updating the FreeAgent mobile app manuallyiOS devicesNavigate to the App Store on your iOS device and select ‘Today’ at the bottom-left of the screen.Tap the profile icon in the top-right corner to access the ‘Account’ area.Scroll down to ‘Available Updates’ and select ‘Update’ next to the FreeAgent mobile app icon.Alternatively, select ‘Update All’ at the top of the list to update all of the outdated apps on your device to their latest version.Android devicesNavigate to the Google Play Store app on your device, tap the three-lined 'hamburger' icon in the top-left corner and select ‘Manage apps and device’.Scroll down to ‘Updates pending’ and select ‘Update’ next to the FreeAgent mobile app icon.Alternatively, you can select ‘Update all’ at the top

How to download the FreeAgent mobile app FreeAgent

This article explains how to remove bank transaction explanations from guessed transactions using the FreeAgent mobile app if you have Guess enabled.Guess is a FreeAgent feature that attempts to explain your imported bank feed transactions.If you have Guess enabled on your bank account, all guessed transactions will be marked 'For approval' in their own dedicated tab in the FreeAgent mobile app. Guessed transactions are displayed in orange.Although these transactions behave like explained transactions, FreeAgent flags them for approval to allow you to identify and check that the explanations are correct.We strongly recommend that you review and approve each explanation to ensure that it’s correct and improve the chances that Guess will explain future imported transactions accurately.For information on managing the Guess feature on the desktop version of FreeAgent, please see this article.Please note that any changes you make using the FreeAgent mobile app will be reflected in the desktop version of FreeAgent. You will need a user access level of 6 or above in order to use this functionality.Before you get startedBefore you can remove any bank transaction explanations using the FreeAgent mobile app, you will need to have enabled a bank feed in your FreeAgent account.Navigating to transactions marked for approvalTap the three-lined 'hamburger' icon at the top-left of the FreeAgent mobile app and select 'Banking'.Next, choose the relevant bank account from the list.Bank transactions that are marked for approval are displayed in orange and can be viewed by tapping the ‘For approval’ tab. The number below the ‘For approval’ tab shows the total number of bank transactions that are marked for approval in that bank account.You can either remove a single bank transaction explanation or remove multiple bank transaction explanations in bulk.Removing a single bank transaction explanationSelect a bank transaction from the ‘For approval’ tab.Select ‘Remove’ in the

FreeAgent Mobile FAQs – FreeAgent Support SANDBOX

This article explains the three methods you can use to log in to your FreeAgent account.If you're unable to log in to your FreeAgent account, please see our troubleshooting steps for problems logging into FreeAgent.There are multiple ways to log in to your FreeAgent account. You can either log in via:The FreeAgent login pageYour FreeAgent URLYour Google accountThe FreeAgent login pageVisit the FreeAgent login page and enter the email address and password associated with your FreeAgent account in the relevant fields.If you use 2-Step Verification, you'll need to enter a code from your authenticator app each time you wish to access the account, even if that device is known.Logging in when you have multiple FreeAgent accountsIf you have multiple FreeAgent accounts registered with the same email address and password, you will follow the same steps as above and will then be prompted to select the account you wish to access.If you have multiple FreeAgent accounts which use a different email address and/or password, using your specific FreeAgent URL for the relevant account will help you log in successfully. You can bookmark the specific login page for each account so that you can log in to the appropriate accounts easily.Your FreeAgent URL You can also log in to your FreeAgent account via a unique URL that includes your FreeAgent ‘subdomain’, which is normally the name of your business. The URL will follow the structure [your subdomain].freeagent.com. Find out how to find your FreeAgent subdomain.Your FreeAgent URL will take you to the login page, where you’ll be asked to enter the email address and password associated with your FreeAgent account in the relevant fields.Your Google accountIf you signed up for FreeAgent using Gmail or Google Mail, you’ll have the option to log in to a single account using your Google account details. Select ‘Sign in with Google’.Follow the remaining steps as prompted to log in.Temporarily disabled loginTo help protect your FreeAgent account, FreeAgent will temporarily disable your ability to log in if your password is entered incorrectly 15 times in a row. If your login attempts are temporarily disabled, you will be unable to log in for a maximum of 30 minutes. After 30 minutes you will be able to attempt to log in again. If you're unable to log in to your FreeAgent account, please see our troubleshooting steps for problems logging into FreeAgent.If you have forgotten your FreeAgent account password you can reset or update it.. Download the FreeAgent mobile app. This article explains how to download the FreeAgent mobile app for iOS and Android. FreeAgent mobile app for iOS. The FreeAgent mobile app for iOS is How to download the FreeAgent mobile app . This article explains how to download the FreeAgent mobile app for iOS and Android. FreeAgent mobile app for iOS. The FreeAgent

How to log in to the FreeAgent mobile app with your FreeAgent

This article explains how you can use the FreeAgent mobile app to view recurring invoices that you have set up within FreeAgent.If you’ll be invoicing a customer for the same amount on a regular basis, you can set up a recurring invoice that’ll be automatically created on a set frequency to save time on your daily admin.Please note: It's currently only possible to view recurring invoices on the mobile app. To create or edit a recurring invoice profile, you’ll need to use the desktop version of FreeAgent or log in via your mobile browser. The functionality is currently only available on iOS devices.Viewing recurring invoices on mobileTap the 'menu ☰' button at the top-left of the FreeAgent mobile app and select 'Invoices'.Select the three dots in the top-right and select ‘View recurring profiles’.This will display a list of your recurring invoice profiles.You can filter the recurring invoice profiles by ‘All’, ‘Active’, ‘Draft’ or ‘Inactive’ using the drop-down menu in the top-right and selecting the relevant option.It’s currently only possible to view recurring invoices on the mobile app. To create or edit a recurring invoice profile, you’ll need to use the desktop version of FreeAgent or log in via your mobile browser.If you select ‘Edit profile’ you’ll be taken to the desktop version of FreeAgent on your mobile browser where you’ll need to log in.

Log in to the FreeAgent mobile app with your FreeAgent login

FreeAgent: free accounting software for small businesses Before you get started with FreeAgent, here’s everything you need to know as a NatWest or Royal Bank of Scotland business current account holder. What's FreeAgent? FreeAgent was founded by three small business owners who understood how important it is to have a clear, real-time view of your business performance. Over 200,000 of the UK’s small businesses use our secure and award-winning software. Suitable for both new and established businesses A dedicated support team of friendly experts Manage your business finances hassle-free Remember, it's free for as long as you retain your NatWest or Royal Bank of Scotland business current account (optional add-ons may be chargeable). Big features for small businesses FreeAgent’s powerful features are designed to take the stress out of time-consuming business admin. Banking Import your transactions automatically with a bank feed. Mobile app Take care of business wherever you are with the mobile accounting app. Invoices & Estimates Send and track professionally designed invoices and estimates. We’re here to help UK-based support Get in touch with our award-winning support team by using the ‘Help’ button on our ‘Contact us’ page. The Knowledge Base Our extensive Knowledge Base is an encyclopedia of all things FreeAgent, available 24/7. Getting started Watch our series of short videos to help get you up and running. I can't tell you how much time FreeAgent saves me. I love how simple it is to use and I actually understand my accounts a lot more now. It

Switch between FreeAgent accounts in the FreeAgent mobile app

Accountant or bookkeeper, they’ll probably be delighted to see that you’re keeping up with the times and using digital record-keeping tools, particularly as the government’s rollout of Making Tax Digital continues to gain momentum. On the hunt for a FreeAgent-friendly accountant? Check out this comprehensive directory of accredited FreeAgent accountants. If you’d like to discover FreeAgent’s award-winning receipt-scanning mobile app and accounting software, try a 30-day free trial today. Disclaimer: The content included in this blog post is based on our understanding of tax law at the time of publication. It may be subject to change and may not be applicable to your circumstances, so should not be relied upon. You are responsible for complying with tax law and should seek independent advice if you require further information about the content included in this blog post. If you don't have an accountant, take a look at our directory to find a FreeAgent Practice Partner based in your local area.

Delete a file using the FreeAgent mobile app – FreeAgent

This article explains how to use the FreeAgent mobile app to edit an existing timeslip in FreeAgent.Please note:If you need to edit a timeslip that has been added to an invoice (a padlock symbol will be displayed against these timeslips), you’ll need to remove the timeslip from the invoice before you can edit it.Any changes you make using the FreeAgent mobile app will be reflected in the desktop version of FreeAgent.If you need to delete a timeslip, find out how to delete a timeslip using the FreeAgent mobile app.How to edit a timeslipTap the three-lined 'hamburger' icon at the top-left of the FreeAgent mobile app and select ‘Timeslips’.You can choose to view all of your timeslips or by week.Select the timeslip that you’d like to edit.Make any relevant changes and select ‘Save’ in the top-right to complete the process.How to edit a locked timeslipFreeAgent locks timeslips once they are added to an invoice, even if the invoice is in 'Draft' status. A padlock symbol will be displayed alongside these timeslips.To edit a locked timeslip, you'll need to edit the invoice and delete the time from the invoice.To do this, navigate to the relevant invoice, select the three dots in the top-right and select 'Mark as draft' from the menu.Next, delete the time from the invoice by tapping the relevant invoice item and selecting ‘Delete’ in the top-right.This will unlock the timeslip and allow you to edit it.. Download the FreeAgent mobile app. This article explains how to download the FreeAgent mobile app for iOS and Android. FreeAgent mobile app for iOS. The FreeAgent mobile app for iOS is

Delete a bill using the FreeAgent mobile app – FreeAgent

Helps me keep everything so organised. Frankie Noone Makeup artist and owner of Makeup by Frankie NatWest FreeAgent user Award-winning software… with award-winning support Winner 2024 UK Customer Experience Awards - SME Silver for Customers at the Heart of Everything Winner 2024, 2023, 2022, 2020 and 2019 ICB Luca Awards Friendliest Software of the Year Winner 2024 Contracting Awards Best Contractor Accounting Software Top Product 2021 and 2020 AccountingWEB Software Awards SME Accounting / Bookkeeping Software Ready to get started? It's as easy as 1, 2, 3 A FreeAgent welcome email is usually sent within 24 hours of opening your bank account, so you just need to follow the steps below to get going. Check your inbox for your welcome email Click on the link and create a password You're good to go! Frequently Asked Questions What is accounting software? Businesses and accounting professionals use accounting software to process financial transactions, store financial data and automate bookkeeping and accounting tasks. FreeAgent exists online, which means that you can access your data from devices connected to the internet, like a laptop or mobile phone. Check out our accounting glossary for more details. Is FreeAgent really free? As a business current account holder, you can access FreeAgent for free as long as you retain your bank account. Once you’ve set up your free account, you may choose to add one or more optional add-ons, depending on your business’s specific needs. These offer enhanced functionality and may be chargeable. Is there a time

Download the FreeAgent mobile app

The FreeAgent integration allows you to keep your customers in sync and gives you an instant overview of what invoices you have for a contact without ever leaving their contact record in Capsule. It also makes it super simple to add new contacts from Capsule to FreeAgent when you want to start invoicing them.What does the FreeAgent integration do?Integrating Capsule with FreeAgent will automatically add all your FreeAgent contacts into your Capsule account.All invoice information in FreeAgent is summarized in Capsule including;Payment due dates,Whether an invoice has been paidOverdue amounts and quotes on the linked contact record in Capsule.Once the integration is setup and working, Capsule will keep updating FreeAgent with any changes you make to your contact records, so you should always treat Capsule as your source of truth, e.g. if you update an address in Capsule, the corresponding contact in FreeAgent will be automatically updated as well.Lastly, new Capsule contacts can also be easily added to FreeAgent when you are ready to raise an invoice.How to set up the FreeAgent integrationIf you don’t already have a FreeAgent account then sign up for one now at freeagent.com.In Capsule, go to Account SettingsIntegrationsFreeAgent and click the button to Configure FreeAgent.Choose the option to Enable Integration. You will be asked how you would like to handle supplier information. If you use teams in Capsule to control access to contact information, you can select a default team that all FreeAgent contacts are added to.Click Connect to FreeAgent to give Capsule access to. Download the FreeAgent mobile app. This article explains how to download the FreeAgent mobile app for iOS and Android. FreeAgent mobile app for iOS. The FreeAgent mobile app for iOS is How to download the FreeAgent mobile app . This article explains how to download the FreeAgent mobile app for iOS and Android. FreeAgent mobile app for iOS. The FreeAgent

FreeAgent Mobile 4.8.0 - Download

Your FreeAgent account. The integration is now up and running.An initial sync takes place from FreeAgent to Capsule, linking up existing Capsule contacts with their corresponding FreeAgent contacts as well as adding any contacts not already existing in Capsule; as explained here.If you are on a plan with access control features - You can set a default team that all FreeAgent contacts are added to during the setup of the integration. To change the default team you will need to disable and re-enable the Freeagent integration. Contacts can be moved into a different team by users with access to the default team. You can learn more on how to assign contacts to teams here.Managing FreeAgent suppliers and supplier invoicesSupplier information stored in FreeAgent may be sensitive, e.g. directors and staff payments or other suppliers not known to your team(s). During setup you decide whether your supplier payment information is to be shared in Capsule. In Account SettingsIntegrationsFreeAgentSelect Do Not import suppliers from FreeAgent into Capsule if no supplier information is to be shared.Select Import supplier from FreeAgent into Capsule if you are happy for the information to be shared.If you select Import suppliers from FreeAgent into Capsule a checkbox will be displayed allowing you to select whether you would like vendors' invoices to be included.What happens during the FreeAgent sync?There are regular 2 hour syncs between FreeAgent and Capsule. Where there's a new FreeAgent contact, this contact will be uploaded into Capsule. At this point:If the contact doesn’t already exist