richallum's dashboard

richallum replied on August 27, 2009 10:27 to the idea "Feature Request: Send automated payment reminders & overdue reminders" in FreeAgent Central:

Anyone got any good wording for late invoice reminders they would like to share that balances "pay up or else we send the boys round" with "we love having you as a client"?

richallum replied on August 25, 2009 12:20 to the question "invoice reminder and thank you emails" in FreeAgent Central:

I switched to Freeagent from Freshbooks 1 year ago and the thing I miss most is invoice reminders and thank you emails. However, the other benefits far outweigh this, I know it's coming and I am not going anywhere so keep up the good work.

richallum replied on May 10, 2009 19:24 to the question "can't make invoice draft" in FreeAgent Central:

Has it gone through a VAT period?

richallum started following the question "invoice reminder and thank you emails" in FreeAgent Central.

richallum asked a question in FreeAgent Central on April 25, 2009 06:46:

Online payroll discount

I submit my payroll online and have a credit of £75 added to my account. Therefore the first payment I make in May (re April) needs to be reduced by £75. My payroll has been set up for the 2 employees but only one is paying any tax. How do I account for this in Freeagent?

A comment on the question "Paying bills" in FreeAgent Central:

I am with you on that one. – richallum, on April 17, 2009 11:58

richallum asked a question in FreeAgent Central on April 06, 2009 17:31:

banking functionality

Any chance of moving the add money in or out buttons to the top of the screen as I keep having to scroll down to see them.

richallum asked a question in FreeAgent Central on April 06, 2009 17:29:

Paying bills

Any chance of making Bills and Banking more joined up like it is with invoices? Within an invoice entry I can click 'Add Payment' and it is all joined up with the bank account. If I set up a bill and then pay it I have to jump between bills and banking. Having a 'Pay bill' button would really help.

richallum started following the question "How to customize bills list sorting?" in FreeAgent Central.

richallum replied on March 03, 2009 06:53 to the question "Emailed recurring invoices not showing on profit & loss" in FreeAgent Central:

Sorted.

richallum replied on March 02, 2009 13:37 to the question "How do I edit a recurring invoice?" in FreeAgent Central:

Hi Olly,

I don't see what you can! I have about 20 invoices I set up for 2 march which are on a monthly recurring cycle. The invoices for today (2 march) have all be created and emailed. If I go into invoices and select recurring from the drop down menu, they all show up as you describe with the recurring sign and telling me that they are either open or paid. I can also see that invoice next recurs on 2 April.

If I click into an invoice it shows it as sent or paid. There is no edit option. I can print to PDF, email or stop it recurring but no edit!

richallum replied on March 02, 2009 13:15 to the question "Fields not showing in invoice subject email" in FreeAgent Central:

Thanks Olly.

richallum asked a question in FreeAgent Central on March 02, 2009 06:58:

How do I edit a recurring invoice?

Just sent my first batch of these and need to change something for future ones but I can't see any way of editing the invoices. What am I missing?

richallum asked a question in FreeAgent Central on March 02, 2009 06:11:

Fields not showing in invoice subject email

I added the [reference] field to the subject line of all my recurring invoices that went out for the first time today. The field did not work and the subject of all the emails was...

Invoice [reference]

richallum asked a question in FreeAgent Central on March 02, 2009 06:10:

Emailed recurring invoices not showing on profit & loss

Just ran my first monthly, recurring invoices. They have all been sent fine BUT they are not showing on the P&L annual or monthly. They are all dated 2 Mar with 15 day terms. They do show in the Balance Sheet under trade debtors.

richallum replied on February 22, 2009 20:51 to the question "Accepting deposits/part payments" in FreeAgent Central:

In your chosen bank account select 'Add Manual Money In'

In the drop down menu next to Type, scroll down to the Money In bit and you will see it there

richallum replied on February 22, 2009 16:32 to the question "Accepting deposits/part payments" in FreeAgent Central:

Hi Ryan. I have the same issue and the team are working on a credit function. IN the meantime I add the deposit under 'other sales income' and refernce it to the client/project. This allows me to reconcile the accounts with the bank balance. When I raise an invoice I then edit the 'other sales income' entry to a payment in respect of the invoice. This keeps the dates right and everything ends up all OK. More steps than I would like but does the job.

richallum asked a question in FreeAgent Central on February 14, 2009 11:21:

Tax and NI on director's loan

Will FA work out the tax & NI due on a loan to a director if it is classified as a 'Payment from Director Loan Account'?

Also, when it is repaid, how do I enter it?

richallum replied on February 13, 2009 08:03 to the question "Viewing invoices on new site" in FreeAgent Central:

FF 3 on XP. IT only does it for draft invoices - all mine are also recurring if that makes any different.

richallum asked a question in FreeAgent Central on February 12, 2009 22:48:

Viewing invoices on new site

First of all, new site looks and works great. When viewing an invoice there is quite a large white space below the invoice number and the start of the invoice. I@m sure it never used to be this way?