Samantha Crane's dashboard

The problem seems to be timing.

As this is just a way to get data records into freeagent - the real invoices that are sent are generated as pdfs by us as the freeagent api doesn't allow the export of invoice pdfs for emailing - the plan was... post an invoice and identify it's invoice number, post the invoice items and then put that invoice as sent.

Posting the invoice and invoice items works OK but if I immediately put an empty xml string to /mark_as_sent I get a error status 401.

If I just do the posts and then stop. Then refire and just do the put it works.

I'm using php and it's curl functions.

I'll try and workaround with this for now, but will need to solve this in the future, any suggestions gratefully received.

Thanks, Olly. That's great.

Hmmm the xml doesn't show, so the above doesn't make much sense, but hopefully you'll understand, Olly.

Hooray! Finally managed to create an invoice via the API.
Thoroughly fed-up and frustrated until I found this thread.
PLEASE, PLEASE, PLEASE update your API page to stop others wasting hours.
ie change this...
"To create an invoice you should POST to /invoices. You only need to specify the required elements which for invoices are , , , and , e.g.:

42
21
2008-02-17T00:00:00Z
INVOICE 2001
Draft
A comment
"

To...
"To create an invoice you should POST to /invoices. You only need to specify the required elements which for invoices are , , and .
project-id can be excluded if there is no project for the invoice.
You also don't need to specify the status -- all invoices are created as draft and you must use the specific resources for changing state, e.g.:

2008-02-17T00:00:00Z
INVOICE 2001
A comment
30
1

Not that I can see - no expenses, no bank entries - any other sections I should check?

Thanks Emily - looking at it again I wonder if it's a date thing?
As the start of the corporation tax year isn't until the 5th April, Freeagent's automatically calculating the 20% less figure on my opening balance?? (So what I've entered isn't actually the opening balance but a figure that will make the opening balance correct post Freeagent magic.)

Sorry, it was late! That's what I meant my Settings > Initial Tax Data.
are 0.00 but in my corporation tax page it says "less brought forward Trading Losses £440.75"

I too have Settings > Opening Balances > Losses Brought Forward as 0.00 but in my corporation tax page it says "less brought forward Trading Losses £440.75" Why is this, and how can I correct it?

Thanks Emily. I hadn't discovered the opening trial balance sheet, but when I did it indeed showed all bank accounts twice and your fix worked. Useful knowledge for anyone else who has this problem!

Thanks for the solution.

Did this ever get solved?

I am at year end and the correct negative opening bank balance has worked fine to give the correct bank account balance all year.

However, it appears in the 750-1 transactions list as an opening balance at double the amount (+4k) as a credit, and on the balance sheet as a liability - which I agree is correct - but also at double the amount, making the balance sheet not balance by that amount. Have I misunderstood something and need to put another balancing journal somewhere, or is there still an issue?

I've found a partial answer at Capsule...

--------------------------------------------------------------------
FreeAgent Integration FAQ
How often is data imported from FreeAgent?
Invoice information from FreeAgent is always up-to-date in Capsule. If you add customers to FreeAgent without adding them to Capsule first, the customer will automatically appear in Capsule within one hour.

How do I export contacts to FreeAgent?
We let you choose which Capsule contacts are exported to FreeAgent so your FreeAgent account doesn't fill up with leads and other contacts who may not become customers. Click the "Export to FreeAgent" link from the contact summary in Capsule when you want the contact added to FreeAgent. Once the contact is exported you'll see invoices created in FreeAgent for that contact.

Do I have to update contacts in both FreeAgent and Capsule?
If you want to update a contact's details just make the change in Capsule. Once a contact is linked with FreeAgent when you save changes to a contact in Capsule those changes will be pushed out to FreeAgent for you automatically. So you only need to apply your changes in one place.

--------------------------------------------------------------------

Option One is therefore ruled out as I'd have to wait an hour before putting anything to Capsule

Option Two (as they are suggesting) means putting in Capsule, then going in and manually linking to Freeagent - and the point of contact currently isn't syncing then...sigh!

Option Three still seems the best way forward for full automation, but how to ensure no duplication and the 2 systems are syncing?

Would love any answers anyone has otherwise it's going to be a lot of trial and error.

Did this ever happen? Or is it still a future request?
We bank with HSBC too so this would really save me some time.

Any further updates on timescale?
I need to keep a pdf of the statistics that justify the invoice with the invoice. It's for a new business that I really want to use Freeagent for, integrated with Capsule CRM.

Adding my vote for a request for this - I was wondering whether to just enter it as other employment for now, so glad you suggested that Ed.