If you get invoices or receipts emailed to you, it's a good idea to attach them to the corresponding bank transaction explanations in FreeAgent. HMRC love to audit small businesses and when they do you need to produce receipts for all your bank transactions, and prove you accounted for VAT correctly on each one.
This is much less stressful if your explanations already have their invoices/receipts attached.
Sometimes the invoice/receipt is attached as a PDF; sometimes there's no attachment and you just have the email itself. DoubleAgent can handle both.
Here's how to get DoubleAgent to do this for you:
- First, if you intend to upload any one-off, non-recurring emails, tell DoubleAgent to keep emails that don't match any rules. You can do that on the Upload Rules tab.
- Second, set up an upload rule for each recurring email.
- Third, forward your all receipt emails to DoubleAgent.
Finally, sometimes with recurring emails you need to use text specific to each email when looking for suitable transaction explanations. This is how: