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switching to Freeagent from Microsoft Office Accounting
I'm moving away from MS Office Accounting. If I set the Freeagent start date to 1st May 2010 (the beginning of my next fin year) does that mean I can't do anything on the Freeagent system until then? If not, what sort of things can I do?
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Inappropriate?Hello Paul, and welcome to FreeAgent!
There's nothing to stop you using a start date in the future (I've just tested that by setting up a new company with a future start date, just to make sure).
So you can indeed start using the system now. But there will be things you can't do simply because you won't know the figures yet or because they haven't happened yet, e.g. upload bank transactions, create sales invoices (other than dummy ones), put in your opening balances.
And also, a lot of the reports show "current year so far", and these will be empty because the data will all be dated in the future.
So it's entirely up to you whether you'd like to;
a) use a different start date (e.g. do a half-year from November 2009 on FreeAgent), or
b) set up now with 1st May 2010 as your start date, or
c) wait until 1st May 2010 has passed so you can begin your bookkeeping in earnest.
Kind regards,
Emily -
Inappropriate?Emily - thx for the reply.
I think c) looks the best option, although I'm keen to get started straight away. -
Inappropriate?Hello Paul,
OK, that's fair enough and I think it's a wise move, because there are a lot of transactions you couldn't put in yet.
Have you already signed up and paid, or are you still in a free trial? If you've paid then I will ask my colleague David to mark your account as free until May so that you're not paying for software you're not using.
Could you please let me know your FreeAgent URL if that is the case (feel free to e-mail it to emily[at]freeagentcentral[dot]com if you prefer, to keep it private).
Kind regards,
Emily
EMPLOYEE
