Bank transaction explanations now sync between Mettle and FreeAgent

If any of your clients have a Mettle business account, their bank transaction explanations will now sync between Mettle and FreeAgent. This new functionality should save you and your clients valuable time and help them keep their accounts in order.

How it works

• When your clients allocate an accounting category to a transaction dated after 1st June 2021 in their Mettle account, the explanation will be reflected in both accounts.
• When your clients explain a bank transaction in FreeAgent, the explanation will be reflected in both accounts. 
• If your clients add an attachment (e.g. a receipt) when they explain a transaction in their Mettle account, the attachment will also appear in the transaction explanation in their FreeAgent account.

There are a small number of scenarios where accounting categories and transactions explanations won’t sync between Mettle and FreeAgent. You can find out more about these scenarios and the syncing functionality itself on our Knowledge Base.

If any of your clients are a good fit for Mettle, you can share this page with them to let them know about our partnership with Mettle.