Lee Probert's dashboard

Ed Molyneux replied on November 18, 2008 15:05 to the question "Importing Corporation Tax data" in FreeAgent Central:

Lee

(just tying up our recent email exchange).

We now have the figures from your accountant and are working towards getting them into your FreeAgent account...

Lee Probert asked a question in Google on October 31, 2008 11:16:

Orange Windows Mobile doesn't let me view Google Reader pages

Orange Windows Mobile doesn't let me view Google Reader pages. I can view my latest RSS feeds but when I click on subscriptions and then try and view a post I get a 404. Has anyone else had this problem? I'd love it if I could use Google Reader on my phone.

Lee Probert asked a question in FreeAgent Central on October 31, 2008 11:12:

Importing Corporation Tax data

I have my corporation tax figures for my first year of trading and would like to import them into FreeAgent. This will give me a complete record despite only using FreeAgent since year 2. Is this possible?

Ed Molyneux replied on July 28, 2008 21:55 to the question "How to set opening balances for new financial year and ignore the last?" in FreeAgent Central:

Lee

Nothing will be lost by changing your FreeAgent Start Date - it's purely used to determine which accounting periods to show and where to reference the opening balances from.

We would just need to allow viewing of pre-freeagent-start invoices which is currently not possible.

Do drop me an email directly (ed at freeagentcentral dot com) and we can work through this together...

A comment on the question "How to set opening balances for new financial year and ignore the last?" in FreeAgent Central:

Hi Ed. Can you give me some idea on how to go about setting my Start Dates without losing my invoices, timesheets etc. I need to do this at the end of this month to start using the service properly. – Lee Probert, on July 28, 2008 13:36

Lee Probert replied on July 25, 2008 08:17 to the question "How to set opening balances for new financial year and ignore the last?" in FreeAgent Central:

OK ... so this isn't an easy fix then. Can I liaise with you on this over the next week or so. I really want to make a good start this financial year and I'm hoping using FreeAgent will be infinitely less stressful than the Google Docs Spreadsheet I'm using at the moment! What can I do to set my opening balances for August 1st?

Ed Molyneux replied on July 24, 2008 22:10 to the question "How to set opening balances for new financial year and ignore the last?" in FreeAgent Central:

Lee,

Looks like you'll probably need to set your FreeAgent Start Date to be at the start of this year.

Even if you do that, the invoices and time will still be in the system - although we might need to make some changes to allow you to view the invoices...thinking out loud...shouldn't be too hard...maybe a 'by month' view that includes all months with invoices rather than just the accounting periods...

Lee Probert asked a question in FreeAgent Central on July 23, 2008 14:26:

How to set opening balances for new financial year and ignore the last?

I need to start my financial year using FreeAgent for the first time. I'm already using it for tracking time and drawing up invoices and have also started explaining bank account transactions. My problem is that the Taxes and Accounting 'widgets' are busy crunching numbers for my 07/08 year and it's obviously incomplete and wrong. I want to start fresh from August but do not want it to lose my information re. Invoices and time. Can I set a new opening balance for 08/09 and have the system 'ignore' 07/08?

Lee Probert marked one of Ed Molyneux's replies in FreeAgent Central as useful. Ed Molyneux replied to the question "Delete a bank statement entry".

A comment on the question "Delete a bank statement entry" in FreeAgent Central:

Hi there ... I deleted the manual entry and then I was able to explain the debit from my main account as an account transfer ... this option wasn't there before ... hence, the duplication. I assume the system hadn't registered the account yet as I'd only just added it. – Lee Probert, on July 17, 2008 10:05

Ed Molyneux replied on July 17, 2008 09:50 to the question "Delete a bank statement entry" in FreeAgent Central:

Hmmm. When you uploaded your savings account it should have matched up that end of the transaction with the existing entry that was created when you originally explained the main account transfer.

Could you email me the dates of the transactions and entries and I'll try to work out what went wrong?

To workround in the meantime, you should delete the manual debit from the main account (manual entries are marked with a pencil icon) and any explanations for each end of the transfer. Then when you explain the transfer from scratch FreeAgent should correctly create the other end of it, and also attach it to the appropriate transaction.

Do let me know how you get on, and we're sorry to have frustrated you.

Lee Probert asked a question in FreeAgent Central on July 17, 2008 09:42:

Delete a bank statement entry

I have transfered money from my main account to my savings account. Explaining this transaction in my savings account has now created a debit in my main account BUT there was already an explanation for this from a previous statement upload ... the result is that my balance is now incorrect. I need to manually remove the transaction to put things right.

Lee Probert marked one of Stuart Jones' replies in FreeAgent Central as useful. Stuart Jones replied to the discussion "Managing Expenses with a personal bank account or out-of-pocket form? Which works best?".

Stuart Jones replied on April 04, 2008 16:35 to the discussion "Managing Expenses with a personal bank account or out-of-pocket form? Which works best?" in FreeAgent Central:

If you add your personal bank account to FAC you will complicate completion of your P11D. Better to "submit" expenses claims. These will still have to be included on your P11D but will be far easier to summarise.

The easiest option is to apply for a dispensation which includes the expenses you are claiming back. This will stop them having to go on the P11D.

I was going to give you a link to HMRC website but it isn't working even though it's the end of the tax year!!

Lee Probert replied on April 04, 2008 12:31 to the discussion "Managing Expenses with a personal bank account or out-of-pocket form? Which works best?" in FreeAgent Central:

I'm a limited company and already have my business account in the system which is great. I just wondered if I should also add my personal account and use this to log expenses that have come from it or whether this is not worth the hassle of having to account for entries in my personal account when there are only a few relevant transactions. It would be easier for me to use the out-of-pocket expenses form to log these expenses I guess. Just wondered what other people were doing. As for grouping, I do intend to batch travel, taxi, lunch receipts into monthly chunks and use a filing system at home as reference (an envelope with the date on it). Again, I wondered what other people were doing for this. If you're like me your probably sifting through receipts every month and inputting these individually would be a nightmare.

Olly replied on April 04, 2008 12:11 to the discussion "Managing Expenses with a personal bank account or out-of-pocket form? Which works best?" in FreeAgent Central:

Hi Lee

Do you have a business bank account, or are you a sole trader using only your personal account?

Regarding the group of expenses, there's nothing stopping you totalling up expenses for a particular category into one out-of-pocket expense. The receipt reference in FreeAgent is for you own use, so you only need to fill it in if you want to.

Olly

Lee Probert replied on April 03, 2008 14:33 to the discussion "Managing Expenses with a personal bank account or out-of-pocket form? Which works best?" in FreeAgent Central:

I'm a limited company ... at the moment I'm tracking expenses in a Google Spreadsheet and a shoe-box full of receipts ... {sigh}

Stuart Jones replied on April 03, 2008 14:26 to the discussion "Managing Expenses with a personal bank account or out-of-pocket form? Which works best?" in FreeAgent Central:

Lee, are you trading as a limited company or as a sole trader?

Lee Probert started a conversation in FreeAgent Central on April 03, 2008 09:44:

Managing Expenses with a personal bank account or out-of-pocket form? Which works best?

Should I add my personal bank account to manage expenses incurred through it or just use the out-of-pocket feature to add the expenses manually? My personal account would have so much stuff to explain in it, most of it completely irrelevant to my business so I'm guessing I shouldn't and add the expenses manually.
Also, with expenses I'd prefer to group a whole bunch of expenses like travel together into a month and add the total in as one sum. Are people doing this and what are they using as a reference to this bunch of receipts?