Little improvements to spark joy

One of our resolutions this year is to continue giving FreeAgent a cleaner and leaner look. Alongside doing a bit of spring cleaning, we’ll also be tackling some long-standing user niggles and frustrations.

So to kick things off, here are a few recently released little improvements that we hope will spark joy amongst your clients.

New tabs in the Contacts section

First off, the Contacts section has been given a new lease of life with the inclusion of new tabs for bills and recurring invoices.

Previously, clients had to go rummaging about in various places to find these, but now everything related to each contact is all neatly packaged in one easy-to-access place.

Statement of Account - now with bank account details

Of course, all of your clients’ customers pay their invoices promptly and without any nudging, that goes without saying. On the off chance, however, that they occasionally need to remind a late payer, this next feature might help.

Any Statement of Account sent to customers now includes your client’s bank details, as a small reminder to encourage payment.

Timesheet improvements

We’ve made a couple of improvements to the Time Tracking area:

• Clients can now export their timesheet reports as CSV files. Perfect for slicing and dicing that data in the spreadsheet software of their choosing.
• Clients can now filter the Timeslips view by user, so they can see exactly how hard everyone is working.

Unexplained transactions in search

Finally, we’ve updated the search facility in FreeAgent so this now returns both unexplained and explained transactions. Perfect for when the client is catching up on a backlog of unexplained transactions and wants to match them up with receipts.

That’s all the mini improvements for now. We'll be in touch soon with more little features to spark joy in your clients’ daily admin.