When you are converting a receipt into a bill, and you choose the supplier, DoubleAgent looks up the most recent bill from that supplier and sets the new bill's category and VAT options to match the most recent one's.
Never again will you have to change the category away from Accommodation and Meals 😀
You can still change the category and VAT options yourself; after all not every bill from a supplier is the same. But generally they're pretty similar so this should help.
Start my free trial
First we need to connect your FreeAgent account.
When you click the button, DoubleAgent will send you to FreeAgent.
FreeAgent will ask you to log in and whether to allow DoubleAgent to access your account.
You need to have access to the tax, accounting & users level in FreeAgent. If you are your FreeAgent account owner, you are all set.
If your change your mind later, you can disconnect DoubleAgent like this:
On FreeAgent's Connections & Add-ons → Banking, bank feeds and approved applications page, click the Revoke Access button for DoubleAgent.
Any questions? Please email us at hello@doubleagent.io :)
Now, what type of FreeAgent account do you have?
Please agree to the legal docs and then you can begin!
