Emily's dashboard

Emily replied on March 17, 2010 20:44 to the problem "Historic VAT figures have changed" in FreeAgent Central:

Hello Simon,

Could I please ask, did you lock your early VAT returns at all?

Sometimes problems can crop up if the VAT returns weren't locked and then more transactions were entered after the VAT was paid over to HMRC.

Could you let me know, and then if you don't think that's the problem we'll look at this for you further.

Kind regards,

Emily

Emily replied on March 17, 2010 17:25 to the question "How do I pay bills using my credit card account?" in FreeAgent Central:

Hello Lee,

So you're paying off more than one bill with a payment. Are you uploading your credit card transactions from online banking, please?

Kind regards,

Emily

Emily replied on March 17, 2010 16:29 to the question "European Vat for architects" in FreeAgent Central:

Hi Gunnar,

So you're supplying services to EU businesses?

In that case, my understanding is that it's your customer - not you - who would need to account for VAT in their country.

More info from HM Revenue here http://www.hmrc.gov.uk/vat/managing/i...

Kind regards,

Emily

Emily replied on March 16, 2010 18:12 to the question "How to "reset" global sequence number?" in FreeAgent Central:

Thanks for the suggestion, we have now added a note to the bottom of that article!

Kind regards,

Emily

Emily replied on March 16, 2010 12:26 to the question "change to flat rate vat" in FreeAgent Central:

Hi Nigel,

Further to my e-mail from support, I'll look at this for you privately.

Kind regards,

Emily

Emily replied on March 16, 2010 11:24 to the question "change to flat rate vat" in FreeAgent Central:

Hello Nigel,

You weren't invoice accounting for VAT for the November 2009 return?

Kind regards,

Emily

Emily replied on March 16, 2010 10:51 to the question "change to flat rate vat" in FreeAgent Central:

Hello Nigel,

No problem at all.

In answer to your first question, what kind of a transaction is this, please? (e.g. Invoice Receipt, Other Sales Income)

And for your second, we did double-check this with HMRC and the correct rate to use in that scenario is the rate which was in force at the time the invoice was issued - even if you're cash accounting for VAT.

Kind regards,

Emily

Emily replied on March 16, 2010 09:29 to the problem "Reconciling bank statement finds no matching Paid invoice" in FreeAgent Central:

Hello,

Yes, please do let us know if this problem recurs.

KInd regards,

Emily

Emily replied on March 16, 2010 09:24 to the problem "Rebilled transactions are not cancelled from accounts" in FreeAgent Central:

Hello,

I think you have got it - well done.

If you click on Expenses, it will then say, e.g. "Out-of-Pocket Expenses - Shentonfreude", to help you remember, before you add a new expense, that this area is for out-of-pocket costs. Does that help, please?

Kind regards,

Emily

Emily replied on March 15, 2010 13:06 to the question "Invoice - Mileage Expense" in FreeAgent Central:

Hi Mark,

Can you reply to this with an attachment showing the invoice, please?

If you're not comfortable with entering this on a public forum, you can e-mail it to support[at]freeagentcentral[dot]com.

Many thanks.

Kind regards,

Emily

Update: Solved by phone discussion.
The starting point for entering expenses and mileage is either My Money, or, if you're a sole trader with no staff, Expenses. This allows you to track expenses, rebill them to projects and make sure you get tax relief on the cost.

Emily replied on March 15, 2010 11:25 to the question "Associating existing invoices with a new project" in FreeAgent Central:

Calling all users for some feedback please!

Madelyn has asked if it would be possible to have non-contact specific projects in FreeAgent (so you could send invoices to several different contacts, for the same project).

Would this be something other users would find useful, please?

Thanks!

Emily

Emily replied on March 15, 2010 10:54 to the question "Associating existing invoices with a new project" in FreeAgent Central:

Hi Madelyn,

The answer to your second question is "I'm afraid not". You would need to either delete the bank transaction if you'd entered it manually, or remove the explanation if you'd explained an uploaded transaction.

We're looking at the original question in the support console. Thanks for sending the screengrab.

Kind regards,

Emily

Emily replied on March 15, 2010 09:29 to the question "Payment categories" in FreeAgent Central:

Hello,

So you're looking for a way to enter your salary from your second job and have it automatically feed through to the Self Assessment screen?

This isn't something we support at the moment but I think it's a really good idea, so I'll add it to our development ideas list.

Many thanks for this, please do keep the feedback coming!

Kind regards,

Emily

Emily replied on March 14, 2010 16:26 to the question "Sending a thank you email manually" in FreeAgent Central:

Hello,

You can enable the thank-you e-mail later, even if you've already marked the invoice as sent. Here's how:

- Click on the invoice from the list. It'll show as Open or Overdue.
- Click the "Make Draft" button to put the invoice back into draft status.
- Click the "Edit" button above the top right of the invoice.
- Scroll down to "Advanced Options" and click the arrow next to that.
- Tick the "Thank You Email" box.
- Save your changes.
- Click the "Mark as Sent" button to put the invoice back to Sent status.

Once payment is received and you've explained it as an Invoice Receipt that fully pays off the invoice, FreeAgent will then send the thank-you e-mail.

Does that help, please?

Kind regards,

Emily

Emily replied on March 12, 2010 15:44 to the question "How do I track Use of home, rates etc. (expenses?)" in FreeAgent Central:

Hello Mark,

You're half way there!

All journal entries must have two sides, a credit entry (which you've posted, with the amount as a minus), and a debit entry, with the amount as a plus, needing no sign in front.

So as well as posting a credit entry -£7,000 to Use of Home, you also need to post another entry, a debit entry, to Drawings, for the same amount, dated on the same day as your credit journal.

Otherwise you'll end up with a suspense account balance in your accounts.

That is a quick workaround to save you editing lots of transactions, though it doesn't give you the same level of detail for each entry.

If you get stuck with journal entries, have a look at this article from our knowledge base http://www.freeagentcentral.com/suppo...

Kind regards,

Emily

Emily replied on March 12, 2010 15:37 to the question "How do I track Use of home, rates etc. (expenses?)" in FreeAgent Central:

Hello Mark,

Journal entries can be complicated - how have you been posting them, please?

Kind regards,

Emily

Emily replied on March 12, 2010 14:52 to the question "How do I track Use of home, rates etc. (expenses?)" in FreeAgent Central:

Hi Mark,

Of course you can make a feature request, but I might ignore it if you call me Emma :-) It's Emily!

Not to worry, you're not the first to make that mistake and you won't be the last!

I'll certainly put your suggestion on to the list for potential future development.

Take care and if you have any other queries, please don't hesitate to ask.

Kind regards,

Emily :-)

Emily replied on March 12, 2010 12:31 to the question "Second tax "value added" missing" in FreeAgent Central:

Hello,

Yes, we are planning to add this feature at some point for our Quebec-based users.

Unfortunately we can't promise when this will be available, as we don't publish our development roadmap - we don't want to make promises we can't keep.

Apologies for the inconvenience this causes you.

Kind regards,

Emily

Emily replied on March 12, 2010 11:53 to the question "FreeAgent Subscription Bill shows ex VAT, Bank statement shows inc VAT" in FreeAgent Central:

Hello Ian,

Firstly, apologies for taking so long to get back to you.

Could you please send a screenshot of the FreeAgent bill you've set up in your accounts?

Click on it to edit it, then send a screenshot of that screen ("Edit a Bill").

Thanks,

Emily

Emily replied on March 12, 2010 11:17 to the question "How on earth do I reconcile an overpayment in the banking?" in FreeAgent Central:

Hello Lee,

Great. Do let me know if you get stuck.

Kind regards,

Emily