Money Paid to User

Money Paid to User

Set the various dropdowns to explain your transaction, just as you would in FreeAgent.

When it comes to the Description field, you have several options:

  • Leave it blank: DoubleAgent will keep the transaction's original description.
  • Fill in some text: DoubleAgent will use that text for every matching transaction's explanation.
  • Extract and use all of the transaction's original description (via "{{*}}").
  • Extract and use part of the transaction's original description (via "... {{}} ..."). This is handy for quoting reference numbers.

Sometimes you need to split an explanation between two categories or reasons. Read split payments to find out how.

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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 Settings → Approved Applications page, click the Revoke Access button for DoubleAgent.

Any questions? Please email us at hello@doubleagent.io :)

Now, please agree to the legal docs and then you can begin!