Introducing Find & Fix: a quicker, easier way to correct errors in bulk

Periscope emerging from an iPad

If there’s one thing we know about working in practice, it’s that even small bookkeeping errors can quickly snowball, turning a routine review into a time-consuming, manual slog. Whether it’s misclassified transactions, inconsistent VAT rates, or other inaccuracies, the challenge is the same: you want a fast, simple way to find those errors and fix them - without spending hours clicking into individual entries or juggling journal entries.

That’s exactly why we’re excited to announce Find & Fix, our new bulk editing feature designed to make error correction faster, easier, and much less of a headache.

Why we built Find & Fix

In our 2023 research, bulk editing stood out as one of the top requests from our Partners. While FreeAgent has long supported bulk editing of bank transaction explanations, we heard loud and clear that you need more than that. Editing Bills, Invoices, and Out-of-pocket expenses one at a time? Painful. Time-consuming. A drain on productivity.

That’s why we’ve built Find & Fix - to help you work smarter, not harder, so you can spend less time chasing errors and more time adding real value for your clients.

What Find & Fix does (and why it matters)

With Find & Fix, accountants, bookkeepers, and clients with level 8 access can now edit up to 100 items at once, across:

  • Bank transaction explanations
  • Out-of-pocket expenses
  • Bills

What can you update? You can quickly change the accounting category, VAT rate, and description on your chosen items - no journals, no repetitive clicking.

Plus, we’ve built in Bulk Edit History, so you always have a clear record of what’s been changed (from/to states included).