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.
Example
Let's say you receive royalties for an online training course you have produced; from, in this case, Pluralsight.
Pluralsight is a U.S. company so the income is outside the scope of VAT.
I previously created Royalties as a new Income category in FreeAgent, which DoubleAgent imported.
You could set up a rule like this:
We always recommend doing a dry run (by clicking the Dry Run button) to see whether your rule does what you want.
Sometimes you need to split an explanation between two categories, for example to account for bank fees or commission payments. 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.
