Reply to: Specific Free Agent questions

[SeanT]

Excellent, thank you!

[Louisa@AardvarkAccounting]

I still can't work out how to do this! Just added another journal entry (which is easy enough)

You need to go to the bank payment that you want to split.

Then click on 'more options'. This will allow you to then overtype the amount. For example, if the payment was £1,000 in total, you wanted to take out £243 for childcare, then you'd change the bank payment to £243, choose childcare costs and explain transaction.

The remaining £757 will then show up on the bank section as an 'unexplained' transaction for you to explain.

HTH

[SeanT]

P.S. this should become a sticky imho

[SeanT]

Ooh, I didn't know you could split the transactions, I've been using a journal entry to transfer 243 from salary to childcare vouchers...

I still can't work out how to do this! Just added another journal entry (which is easy enough)

[northernladuk]

haha - you're my 'go to guy' for FA queries.

You are so screwed

[radish2008]

Have you asked your accountant?

haha - you're my 'go to guy' for FA queries.

[radish2008]

If you go onto work > invoicing > add new invoice > select the contact and add the date and invoice reference > create new invoice at the bottom > add invoice item and follow the steps as per the previous message.

ahah. thanks for that - didn't realise you could add details once 'create new invoice' had been clicked. liking it even more now. thanks for the help.

[northernladuk]

Hmm - I don't seem to have that option - it seems to be pushing me towards creating a project and timeslips and then invoicing from that ?

Have you asked your accountant?

[Louisa@AardvarkAccounting]

Hmm - I don't seem to have that option - it seems to be pushing me towards creating a project and timeslips and then invoicing from that ?

If you go into 'Work' and then 'Invoices'. You can then add your invoices. Once you have got past the first screen, this will show the draft invoice.

You can then click 'Add Invoice Item' where you will be able to enter the quantity, days, description and day rate in the unit price.

There is then a tick box underneath that says 'Add this to your Price List' and it will remember it for next time.

If you are just adding one line, click 'Create and Finish'.

HTH.

[Neil@Intouch]

Hmm - I don't seem to have that option - it seems to be pushing me towards creating a project and timeslips and then invoicing from that ?

If you go onto work > invoicing > add new invoice > select the contact and add the date and invoice reference > create new invoice at the bottom > add invoice item and follow the steps as per the previous message.

[radish2008]

Yes you can, when adding the invoice line, after selecting the date and client, you would change the quantity to 5, with the unit as days, then add the description i.e. 'Week ended 19/05/2017' and in the unit box at the bottom put the day rate. Final step will be to select 20% VAT, and then this can then be saved to your price list for adding this quicker next time.

Hmm - I don't seem to have that option - it seems to be pushing me towards creating a project and timeslips and then invoicing from that ?

[Neil@Intouch]

So I've switched.

Is there a way to generate a 5 day invoice i.e. 5 days @ XXX with the VAT amount etc on it ?

Yes you can, when adding the invoice line, after selecting the date and client, you would change the quantity to 5, with the unit as days, then add the description i.e. 'Week ended 19/05/2017' and in the unit box at the bottom put the day rate. Final step will be to select 20% VAT, and then this can then be saved to your price list for adding this quicker next time.

[radish2008]

So I've switched.

Is there a way to generate a 5 day invoice i.e. 5 days @ XXX with the VAT amount etc on it ?

[youngguy]

I can't find any answers to these questions and am probably going to move from SJD so any help from the FA experts on here will be gratefully received:

1. Is VAT really one click ?

2. P11d - currently I fill out a questionnaire online and submit - is there a similar function in FA ?

3. Share split - I have a share split between myself and my wife - can FA deal with this when doing SA and the P11d ?

4. I don't have to give access to my business account to anyone do I ?

If you haven't seen already, do sign up for a free demo. I did and ran a 'dummy ' month to get a feel for the everyday stuff

[dmini]

Our company is just moving from SJD spreadsheets to FreeAgent at the moment - we are in a 2 month parallel run to the end of company year.
They do a webinar each week for new people that you can sign up to - even if you are not signed up to FreeAgent itself.
They also provide both phone and email support before you join up - we asked quite a few questions before we moved, as well as a couple after.
So far our experience is good, it simplifies a lot of stuff that we were doing and gets them all in 1 place rather than an invoice system, payroll, and the spreadsheet. As of year end we intend to move fully across to FreeAgent. Don't think we've told our accountant yet though