Most services which you pay for regularly – for example web hosting, or project management software – send you an invoice or receipt by email.
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.
It's a really good idea to attach these subscription invoice/receipts to the corresponding bank transactions in FreeAgent. HMRC love to audit small businesses (it's easy for them to catch people out), 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 transactions already have their invoices/receipts attached.
Here's how to get DoubleAgent to do this for you:
- First, set up an upload rule for each service's emails.
- Second, forward your receipt emails to DoubleAgent.
Finally, sometimes you need to use text specific to each email when looking for suitable transaction explanations. This is how: