FreeAgent Training Courses

FreeAgent Introduction

This one day course provides a new user or user with basic experience of FreeAgent Book Keeping / Accounts software the confidence to use a wide range of features and to enable the user to feel confident in producing their figures on a weekly or monthly basis.

Understand setting up of the system, creation of Customer and Supplier Accounts, creation of Invoices Templates, linking the bank to the system, allocation of banking’s in and out, bank transfers, journals, bank reconciliation, VAT Returns and monthly reporting. Our courses also have time allocated to discuss specific scenarios or questions.

Prerequisite: Delegates wishing to attend our FreeAgent Introduction training course should be comfortable with using a computer.

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FreeAgent Introduction

Setting up Organisational and Financial Settings in FreeAgent

• Creating Invoices
• Setting up Multiple Currencies
• Sales Tax Rates
• Set up a Chart of Accounts
• Import a Chart of Accounts from Excel
• Set up Products and Services
• Import Products and Services from Excel
• Create and amend Customers
• Create and amend Suppliers
• Import Customers and Suppliers from Excel
• Import Customer Invoices from Excel
• Import Supplier Bills from Excel
• Set up Account Balances
• Invite Users

Working with the Bank

• Set Up Bank Feeds
• Reconcile Downloaded Bank & Credit Card Transactions
• Manually Enter Bank & Credit Card Transactions

Quotes & Invoices

• Create an Online Quote, Bid or Estimate
• How to Invoice a Customer
• Produce a Credit Note
• Receiving Customer Payments
• Create an Accounts Receivable Aging Report

Expenses & Billing

• Create and Manage Expense Claims
• Create a Bill
• Mark Bills Paid Online
• Pay Bills with a Check
• Create an Accounts Payable Aging Report

Payments and Reconciliation

• Accept Online Payments from Customers
• Reconcile Credit Card Payments & Fees from a Merchant
  

Statements & Reporting

• Create an Income Statement
• Create a Balance Sheet Report
• Create a Cash Flow Statement

Training delivery

At your office on a date to suit you

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FreeAgent Training

Switching to a cloud based accountancy software can seem like a huge step, especially if you’re used to using spreadsheets, but whilst moving over to FreeAgent will be a large shift, that doesn’t necessarily mean it’ll infinitely more difficult, in fact, it’s the reverse, once you've attended our training course! Plus we'll be there to support you afterwards.

Please ask us about tailoring this course to meet your needs. One to one training on request.

Book or Enquiry: FreeAgent Courses

Live Online Training Delivery – how it works

We email you a link to join the course where our expert trainer will deliver instructor-led training. 

This is similar to classroom delivery, but you’re watching on a second screen, rather than the trainer being physically in front of you.

Many companies are adopting this delivery method and it’s working well to keep structure whilst working from home or taking the course in your office meeting room without the need to travel.

However, we know that although things work well on the course, when putting things into practice you may need a bit of extra support – so all courses include support for 1 year. If you do however want a trainer to deliver training at your offices, we may be able to provide this also.

Please contact us for a discussion, whatever your training need.

E: info@tcstraining.co.uk
T: 02380 527816