asw-JA's dashboard

aswl replied on February 19, 2008 19:31 to the question "custom VAT rate" in FreeAgent Central:

What about buying from the EC?
I have recently purchased a few computer things online from france and germany 'VAT free' (ie. the space for vat was zero and therefore it was not added to the grand total). I assume that this has to be recognised on the vat return somewhere?

aswl replied on February 19, 2008 17:42 to the discussion "Why is VAT added when I rebill zero-rated expenses?" in FreeAgent Central:

I agree - that is quite clear
However where do we input disbursements in freeagent so that they are not re-billed for VAT?

aswl replied on February 19, 2008 11:14 to the question "how to recognise changed year end" in FreeAgent Central:

Thanks - I have set it up that way now inside freeagent and I have had a word with an accountant
first 5 months - dormant company accounts (late - oops!)
subsequent 12 months - 'normal' accounts
... and on
Actually the whole point of me doing this now is to input a full year myself to get a feel for freeagent, and then go to a couple of accountants to get quotes for them to do the rest - SJD-style (SJD asks you to send them a filled out spreadsheet that they provide and which I find unfriendly)
the rest - ie. advice, payroll, returns etc

aswl replied on February 18, 2008 20:26 to the question "how to recognise changed year end" in FreeAgent Central:

I think I've got it but I would like it a specific way around ...
from 26 May 06 (ref date 31 May) to 31 Oct 07 (end of extended year) is 17 months
The first five months (up to 31 Oct 06) was no trading
Therefore can I make the first 5 months my 'short' year and the next 12 months my full year?
This is better for me as it reflects a 'true' trading year

aswl replied on February 15, 2008 16:35 to the question "how to recognise changed year end" in FreeAgent Central:

now that you have got universal out and you have loads of free time, any joy on this one??

aswl replied on February 14, 2008 10:06 to the idea "Invoice Numbering" in FreeAgent Central:

I will reiterate my vote for a billings-style system
- the core numbering system is simply sequential regardless of project
- you can decide what number it starts at
- you can specify any prefix or suffix leaving the sequential numbering untouched
- the prefix/suffix can be any text you write or a string automatically putting in a year, month, day, client name, project name or project code or more than one of each in either the prefix or suffix
eg. bargain invoice 138 PEPSI WEBSITE
I just use the simple numbers without any prefix or suffix. This makes it very easy to track invoices -
ie. 136 is older than 137
136 is more overdue than 137 etc (of course we try not to have too many overdue)

aswl replied on February 03, 2008 23:17 to the question "lump sums on invoices" in FreeAgent Central:

thank you
done

aswl replied on February 03, 2008 10:13 to the question "lump sums on invoices" in FreeAgent Central:

Sorry to be daft
how do i do this?

aswl shared an idea in FreeAgent Central on January 29, 2008 16:10:

basecamp

I have been looking at basecamp recently (www.basecamphq.com). Actually the developers have a great suite of products for project, contact management etc (http://37signals.com/).
Wouldn't it be great (hint hint) if freeagent could integrate. Basecamp already works with freshbooks and others (for the US market)
www.basecamphq.com/extras

aswl replied on January 25, 2008 17:09 to the question "how to recognise changed year end" in FreeAgent Central:

oops - typo in the dates - should be:
incorporated 26 may 06
accounting ref date 31 may
year end 31 oct 07 (changed to this date)
accounts due 26 mar 08 (unchanged)

aswl asked a question in FreeAgent Central on January 24, 2008 20:10:

lump sums on invoices

more and more of my work is agreed on a lump sum basis. Even if agreed otherwise i frequently put in an interim/installment invoice as a lump sum with notes
is this possible via the timesheet or another method?

aswl replied on January 24, 2008 20:07 to the problem "new client not appearing" in FreeAgent Central:

yes that's right
eg:
JOHN DOE as private client - ok
then XYZ LTD with john doe as the contact person - says successful but does not appear

aswl reported a problem in FreeAgent Central on January 24, 2008 19:08:

new client not appearing

After creating a client successfully (private client), I tried creating a separate client - this time the same person as a 'contact' person but a ltd co as the ultimate client. It says that i have created it successfully but then it does not appear.
I have tried it the other way around as well without success - ie. ltd co with a contact person and then the contact person as a separate private client.

aswl shared an idea in FreeAgent Central on January 24, 2008 18:43:

customising invoices

As i am in a creative industry i put a lot of importance on presentation of everything that goes out of the office - including invoices.
I would really love the ability to tweak your invoice or select from options. I have mentioned it elsewhere but Billings (www.billings2.com) has gorgeous invoices that you can edit further. Of course it is an installed application so I realise that there are limitations with an online system in this regard.

aswl replied on January 24, 2008 18:37 to the idea "Invoice Numbering" in FreeAgent Central:

After trying various systems i am most a fan of the system used by Billings (www.billings2.com) - simple sequential numbering, regardless of project + numbered automatically.
i hope that is not too difficult

aswl replied on January 24, 2008 17:58 to the question "Produce Company accounts" in FreeAgent Central:

why not a 'freeagent accountants ltd' ?

aswl replied on January 23, 2008 15:34 to the question "how to recognise changed year end" in FreeAgent Central:

no i'm afraid - the 1st year is effectively 18 months - from may 05 to oct 07
with accounts still due 26 mar 08

aswl replied on January 22, 2008 17:15 to the question "how to recognise changed year end" in FreeAgent Central:

hi
incorporated 26 may 05
accounting ref date 31 may
year end 31 oct 07 (changed to this date)
accounts due 26 mar 08 (unchanged)

aswl asked a question in FreeAgent Central on January 22, 2008 14:18:

how to recognise changed year end

I changed my company year of my first trading year 5 months back - from end may to end october. Is there a way that that can be recognised in the corporation tax timeline
... specifically - my orig year was starting may 06 with corp tax accounts due mar 08. Although i have changed my year end the corporation tax accounts due date should be the same.
However in the tax timeline the accounts due date is shifted back