Immediately after connecting to GoCardless you will be on the configuration page. You can also click the Edit this rule button on the GoCardless account page to go to the configuration page.
You can also set a nickname for this GoCardless account. This defaults to the email address on your GoCardless account, but you might prefer to use the name of the product or service people are paying you for. This nickname is only used on DoubleAgent's pages; it doesn't affect any of the explanations DoubleAgent puts into FreeAgent for you.
Example
Let's say:
you sell an online product called My First Product;
UK customers pay 20% VAT;
for EC customers the reverse charge scheme applies.
Furthermore, you want the explanations in FreeAgent to require your manual confirmation (in FreeAgent it's easy to filter for "Marked for Approval" transactions). And finally, you want DoubleAgent to email you when it explains a payout.
You would set this all up as follows:
We always recommend clicking the Dry run button to check DoubleAgent will do what you would expect.
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 & Add-ons → Banking, bank feeds and approved applications page, click the Revoke Access button for DoubleAgent.
