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Editing Expenses
Hi there. The Expenses page only appears to show personal Out-of-Pocket expenses. How can I see and edit other expenses, that for instance have been paid using company rather than personal funds (apart from creating an invoice, which shows all billed expenses and then editing them)? Thanks
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Inappropriate?Hi Arnie.
The Expenses page, as you have seen, is used solely for personal out-of-pocket expenses.
All business transactions are handled in FreeAgent through Bank Accounts. Once you have added a Bank Account (we currently support standard bank accounts, credit card accounts and Paypal accounts), you can either upload electronic statement data (which you download from your bank) or manually enter bank account entries.
When you manually enter a transaction you categorise by type and category (e.g. Payment for Computer Hardware), as you do when you explain an uploaded transaction. The advantage of uploading electronic statement data is that FreeAgent learns, over time, about regular payments and can automatically explains these transactions.
Check it out and let us know how you find the process.
I’m happy
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Inappropriate?Thanks. I see that an expense is locked when I rebill it to a client. What if I realise that I've made a mistake (e.g. given it the wrong title) and want to edit it? -
Inappropriate?Thanks. I see that an expense is locked when I rebill it to a client. What if I realise I have made a mistake (e.g. given it the wrong title) and want to edit it?
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Inappropriate?Hmm.
I've just come across this issue, where FreeAgent doesn't seem to support the entering of business invoices which haven't been paid. Is there any solution to this? This is the sticking point for us in terms of using it seriously.
The process for raising sales invoices is slick and easy, I wish it was easy to upload an expense invoice and track when/if it's been paid or not. Surely this is not difficult?
I notice this issue is 9 months old.
I’m undecided and unsure about whether to use FreeAgent for my business
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Inappropriate?DDias,
What great timing! In our next release, due next Thursday, we're adding support for Bills, which is exactly what you need. Yes, we needed to get a few other fairly major pieces of development out the way first, but we're nearly there now...
Welcome on board! (Well, for next week anyway ;->)
I’m excited
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Inappropriate?Thanks Ed. You seem awfully jolly. Now add in purchase order support, multiple companies (and ability to see a consolidated view), credit control and life willl be perfect.
EMPLOYEE
EMPLOYEE
