Set the various dropdowns to explain your transaction, just as you would in FreeAgent.
You have several options for the Description field which you can read about here.
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 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!
