This is how DoubleAgent knows which bank explanation to attach each PDF receipt to.
Example
Here's my upload rule for the Pingdom emails.
When DoubleAgent receives a receipt email, it looks for the earliest, matching, explained transaction (included those "for approval") dated on or after the transactions-after date in your rule. Transactions with explanations waiting for approval are included in this.
Normally the corresponding bank transaction appears 1-5 days days after you receive a receipt email.
FreeAgent only lets you upload attachments to explained transactions (including those awaiting approval), not unexplained ones. Which means the transactions corresponding to your receipt emails need to be explained. If you'd like to have these transactions explained automatically, add an explainer rule. DoubleAgent always runs the explainer rules before uploading attachments, for this very reason.
Once DoubleAgent finds a matching explanation, it uploads the PDF to the explanation.
You can see where things stand at any time by looking at the list of emails:
Example
Here's a screenshot showing DoubleAgent has received a forwarded Pingdom email, but Pingdom hasn't debited my bank account yet.
If you haven't yet forwarded any emails to DoubleAgent, you can learn how to do so here.
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 → Approved Applications page, click the Revoke Access button for DoubleAgent.
