FreeAgent - Expenses & Receipts

[TheCyclingProgrammer]

I have a business credit card which I figured would go great with FreeAgent except 1) The Bank Feed doesn't work and 2) It keeps on duplicating entries when I import new statements.

Also you need to watch out with potential P11D/BIK issues - most of this stuff, travel, subsistence etc. doesn't normally need to be reported any more but IIRC the provision of a company credit for use by an employee on out of pocket expenses can potentially be reportable in its own right. Worth checking.

[adubya]

I use the app on android - it stores them in a separate folder. So it should be easy enough to just upload that to OneDrive periodically (or auto sync it - I don't use OneDrive, so no idea if that's possible).

Just did a test and can't find any local image on the Android filesystem.

[SeanT]

Paper expenses I photograph on my phone and then upload via the app or mobile site. These are then stored in my iCloud aswell as the FreeAgent DB. The paper copies accumulate for a few weeks and then get rifled through (make sure I didn't miss anything) and binned. Online / emailed receipts get saved to Dropbox and then put on FreeAgent via the desktop site. Again stored in original format in a cloud system I have control of in addition to FA. I work in Cloud Computing though, I've seen it all disappear before

[l35kee]

Paper expenses I photograph on my phone and then upload via the app or mobile site. These are then stored in my iCloud aswell as the FreeAgent DB. The paper copies accumulate for a few weeks and then get rifled through (make sure I didn't miss anything) and binned. Online / emailed receipts get saved to Dropbox and then put on FreeAgent via the desktop site. Again stored in original format in a cloud system I have control of in addition to FA. I work in Cloud Computing though, I've seen it all disappear before

I've just been uploading to FA via the app or desktop site. But their support pages recommend keeping your own backup, which doesn't fill me with much confidence... Surely they keep multiple backups of these... :/

I wish they made it easy to pull a backup of all files uploaded. Doesn't seem to be any way for me to grab the existing receipt photos out of there, so if they do lose it I may be screwed..

[FrontEnder]

I've just been uploading to FA via the app or desktop site. But their support pages recommend keeping your own backup, which doesn't fill me with much confidence... Surely they keep multiple backups of these... :/

I wish they made it easy to pull a backup of all files uploaded. Doesn't seem to be any way for me to grab the existing receipt photos out of there, so if they do lose it I may be screwed..

This is my biggest issue with expenses. A download of all files would be very useful.

The reporting in general in freeagent could be a lot better e.g. Should be able to download a data file with all expenses between a certain period.

[l35kee]

I've just got a reply form FA support on the same question.

Unfortunately, attachments do not form part of the export all data you can acquire from your FreeAgent account so you will have to download these individually I'm afraid.

There is a 3rd party app that we are aware of (there may be others) that report it will create a copy of the documents held in your online accounting package and puts them in your existing cloud storage provider: https://assistnt.com/index

And one which reports it will export your data including receipts and attachments: https://exportify.co.uk/

The export function is something that we have considered as a future development so I will add your vote to this.