Recently active topics in FreeAgent Central
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  • 0 Replies 1 Follower

    Generating invoices with a PayPal payment button

    I've tested out quite a few online accounting apps lately and FreeAgent seems to have virtually all of the features I'm seeking - save one. LessAccounting.com gives users the ability to send their invoices with a PayPal button for clients who wish to pay their invoice via credit card. Is this functionality under consideration or is there a workaround using custom invoice templates?
    Dave Onkels Dave Onkels asked this question on July 08, 2008 20:03. It's tagged invoices, paypal, and template
  • 6 Replies 2 Followers

    Importing Clients from Mac Last reply on July 08, 2008 20:00.

    On a Mac, exported my address book contacts to vCard format and continue to an error that reads "Please select a valid CSV file". Is the system down or are there any special tricks to getting the vCard format to work? For reference, I am trying to export quite a few contacts (1000+ to be more specific).
    Dave Onkels Dave Onkels asked this question on July 08, 2008 18:11. It's tagged mac, vcard, import, and client
  • 0 Replies 2 Followers

    Monthly profit & loss prob

    Hi there,

    I just noticed a little issue with the Monthly profit and loss - not a big deal but...
    I updated some expenses I'd entered previously last night because i'd accidentally put them as Dec 08 instead of Dec 07. The monthly profit and loss hasn't updated yet though and is still showing expenses for Dec 08. Is this because this is only updated every 24 hours or something or an error?

    Cheers
    Chris
    coldpie coldpie reported this problem on July 08, 2008 14:58. Antony Adel also has the problem coldpie reported. It's tagged monthly profit and loss
  • 0 Replies 1 Follower

    Job Reference on Projects Summary

    Hello, my company would like the option to see the "Invoice Reference / PO Number" field from a project listed as a column on the "Projects Summary" page.

    As an alternative, perhaps a user could change what's displayed in the "Project" column on that page. So instead of: "[Client]: [Project or Contract Name]", I could set it to: "[Invoice Reference / PO Number]: [Project or Contract Name]".

    It'd help that page be a more useful overview for us.
    fb42 fb42 shared this idea on July 08, 2008 12:47. It's tagged ui, at a glance, feature request, interface, and projects
  • 0 Replies 0 Followers

    How can I view all unpaid expenses at once? (inc. before apr 07)

    I entered expenses for the last 2 years, but in the 'By tax year view' I can only see expenses after April 2007. I found that I can view older expenses in 'By month' view, but for some reason I cannot view them in 'By tax year' view.

    Can I see all unpaid expenses at once?

    At the moment I can view expenses for a variety of time periods, showing different totals. I need to see a single view, telling me how much I need to transfer to my personal account to cover all out of pocket expenses for the last 2 years.

    Can I claim expenses incurred before April 2007? Is there a time limit on how far I can go to claim out of pocket expenses related to the business?

    Thank you
    Olga Olga asked this question on July 07, 2008 22:43. It's tagged unpaid, and all
  • 0 Replies 1 Follower

    Books&Magazines expenses: who owes whom?

    I paid out of pocket for some professional books and magazines for the company. Tried to input it using 'Books' expense category.
    It looks like it is added as a balance I owe to the company!
    All other expenses are shown as balance owed to me.

    Is it a bug? Should I assign books and magazine to Staff Training instead?

    Another question: can I not claim VAT on travel expenses and books & magazines?

    Thank you
    Olga Olga asked this question on July 07, 2008 21:00. It's tagged vat, expenses, books, and magazines
  • 2 Replies 2 Followers

    How can I input out of pocket expenses in other currencies? Last reply on July 07, 2008 20:48.

    can I input out of pocket expenses in other currencies?
    I travelled in China, New Zealand, France, Israel etc., and I want to input business expenses, how do I do it? do you have a currency converter?
    Olga Olga asked this question on July 07, 2008 20:21. It's tagged expenses, and currency
  • 11 Replies 3 Followers

    Is there a way to export timesheets? Last reply on July 07, 2008 20:44.

    Hi there, I'm a new (but so far, very pleased!) FreeAgent user from Canada. :-)

    Is there a way to export timesheet reports, or generate a pretty PDF version like you can do for invoices? One of my clients requires that I submit timesheets every week along with my invoice. I like the amount of detail in the Time Tracking / Report screen... now I just need a way to get that into a single-page file I can send to my client. Any advice would be appreciated. Thanks!
    Tanja Tanja asked this question on March 19, 2008 18:21. It's tagged timesheets
  • 2 Replies 2 Followers

    Expense category for Product Research? Last reply on July 07, 2008 20:10.

    My company specialises in Museum software. For product research I attend many museums and rent interactive handsets. What category can I expense that under? Can I create custom expense category?
    Olga Olga asked this question on July 06, 2008 22:50. It's tagged product, expenses, and research
  • 2 Replies 2 Followers

    Profit & Loss - Error Last reply on July 07, 2008 15:21.

    When I review the P&L it always has the following warning 'MAY BE INCOMPLETE DATA
    *This calculation may be based on incomplete data". What is the checklist for 'complete data'?
    Antony Adel Antony Adel asked this question on July 07, 2008 15:05. It's tagged pl, loss, and profit
  • 2 Replies 2 Followers

    Google Adsense income - what to do with it Last reply on July 07, 2008 12:34.

    We have started getting income from google adsense. We have not raised an invoice so how should I add this to FAC?
    richallum richallum asked this question on July 04, 2008 15:14. It's tagged google
  • 12 Replies 4 Followers

    FAC incorrectly calculates an opening loss Last reply on July 06, 2008 19:51.

    I need to bring forward a loss from a previous year.

    Under HMRC rules (http://www.hmrc.gov.uk/manuals/bimman...), I can carry forward a loss into the next trading year in order to offset the corporation tax liability for the current year.

    However, if I enter a negative value in the opening balance profit box this figure is used as a retained profit and utilised AFTER current year CT liability has been calculated. My understanding is that if the opening balance for "profit" is a negative, this denotes a loss and hence this value should be deducted from the current operating profit in order to reduce CT.
    Mike Wilson Mike Wilson reported this problem on May 06, 2008 11:23. It's tagged loss, and opening balance
  • 1 Reply 2 Followers

    Sortable bank a/c transactions Last reply on July 06, 2008 09:48.

    Is there any plans to be able to sort transactions in the bank statement by anything other than date? ie. transaction, value, etc? Thx
    Gav32 Gav32 asked this question on July 05, 2008 09:47. It's tagged bank statements sort
  • 3 Replies 3 Followers

    "Email is invlaid" error. Last reply on July 04, 2008 13:14.

    my accountant has a hyphen in her email address and when I enter it I get an "Email is invlaid" error.
    netta netta reported this problem on January 09, 2008 19:40. itsolutions also has the problem netta reported.
  • 5 Replies 3 Followers

    Include comments on Timesheet Reports Last reply on July 04, 2008 08:30.

    I like the new Timesheet report facility but it needs to have an option to include the comments I so painstakingly add!

    My Tasks are fairly generic, so I give them some context in the comment field. If this is missing from the Timesheet report, it's pretty meaningless to my clients!

    Keep up the great work!
    Michael
    Michael M Michael M shared this idea on June 30, 2008 07:52.
  • 1 Reply 2 Followers

    Invoice numbering bug Last reply on July 03, 2008 19:57.

    Hi,
    I'm aware there's' currently a discussion going on about invoice numbering, and planned improvements to that feature, however I've run into a bug with something I think should work on the current system.

    My invoice numbers a formatted like this: [client number]-[invoice number], so a set of invoices might be:

    050-001
    050-002
    051-001
    051-002
    051-003 etc.

    When I create the first invoice for a new client I format the number as it should be (052-001). But when I go to create subsequent invoices the automatic numbering numbers it 053-001, when it should be 052-002.

    Can this be fixed?
    J Sleight J Sleight reported this problem on July 03, 2008 12:07. It's tagged invoice, and numbering
  • 6 Replies 2 Followers

    Summary page not recognising all payments. Last reply on July 03, 2008 10:55.

    Hi, our Summary page is displaying an incorect amount and I've realised that it hasnt taken in to account the amount of some invoices that are marked paid. Any ideas to try and get the system to make this recognition?

    Thanks! Dan
    dmts dmts reported this problem on July 03, 2008 10:09. It's tagged payment, account, and summary
  • 4 Replies 2 Followers

    IR35 deemed payment Last reply on July 03, 2008 10:23.

    The project definition screen has a checkbox asking whether the project is "Actually Employment". Are there any calculations done for 'Deemed Payment' etc or is this something coming?
    SimonH SimonH asked this question on July 03, 2008 09:00. It's tagged ir35 deemed
  • 2 Replies 4 Followers

    FAC sync with iPhone? Last reply on July 03, 2008 08:55.

    Are there any plans to provide iPhone sync with FAC?

    There's a lot of activity amongst developers at the moment to provide WebDav synching for the iPhone, just wondered if the guys at FAC are looking at this at all?

    I'm only asking as I'll be getting my shiny new 3G on 11 July!

    Regards
    Mark :)
    MarkF MarkF asked this question on July 01, 2008 16:19. richallum also has the question MarkF asked. It's tagged synchronisation, and webdav
  • 3 Replies 8 Followers

    Feature Request: Send automated payment reminders & overdue reminders Last reply on July 02, 2008 11:04.

    Send a reminder email when the invoice is due within x-days and when the invoice is overdue.
    Mike Wilson Mike Wilson shared this idea on April 07, 2008 14:02. Antony Adel joined Mike Wilson and 5 other people who like this idea. It's tagged payment, invoice, late, and email
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