Accreditation top-up webinar

18 February 2026, 10:00am

Join our webinar on Wednesday 18th February where we’ll take you through what’s new in FreeAgent. You’ll also learn about powerful tools that will help you and your clients manage MTD with ease. The content will prepare you to complete your top-up accreditation module.

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Below are some of the things we’ll cover:

  • Banking Adjustments: splitting bank transactions over multiple accounting categories, assigning multiple invoices/bills to a single bank transaction and adding property management, letting agency fees or any type of fee to a bank transaction.
  • CIS for contractors: creating CIS for subcontractors, adding CIS to bills, creating payment and deductions statements for subcontractors and populating the CIS300 report to export.
  • Find & Fix: bulk reclassify up to 100 bank transactions, bill items and out-of-pocket expenses at a time.
  • Management Reporting: ability to prepare management reporting packs and include notes below each report.
  • Invoice Quick Actions: change the status of an invoice and send different customer emails from the Invoicing page.
  • Tax submission and access controls: limit the client’s access to the Income Tax area of FreeAgent and restrict a client’s submission permissions if needed.

Once you’ve attended the webinar, you’ll be in a great place to complete our top-up module to stay accredited. Plus, you’ll earn CPD points while doing so! We’ll also be there during the webinar to answer any questions.

Regina Pereira

Regina Pereira

Practice Implementation Consultant, FreeAgent

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