When uploading an Alliance & Leicester Commercial Bank statement, the upload does not import interest/bank charges into FreeAgent.
The reason is because the bank charges and interest items are given a transaction id of zero in the OFX export file. It looks like FreeAgent ignores all FITID's of zero or one.
I managed to fix this manually by editing the file and changeing the FITID to 2+, but it'd be great if they got imported automatically. Would it be possible for you to query the user about the import of the transactions with invalid id's rather than ignore them?
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).
I currently use a home-grown invoicing system - it's basic but is at least built on a database. It's got about 2 years of invoices in it - is it possible to import these into FreeAgent somehow? I can get the data into a CSV format or whatever's easiest.
Thanks in advance
Nick
Just a quick question. I want to be able to import 18 months worth of bank account details and then in real terms add all my clients that I have worked for over the last two years, effectively creating my accounts historically for Free Agent to then do all the relevant tax calculations for a ltd company. And yes I am lax in this area hence why I want to use Free Agent lol!!