Date: 6th Feb

Time: 7-9pm

Title: FreeAgent: Getting Started 

Name of trainer: Katie Lafferty

Let’s get you ready to Make Tax Digital! 

We all know that the admin side of our profession can be time consuming; creating invoices, keeping track of the late payers, filing away receipts for however many years. The aim of this webinar is to show how FreeAgent’s features can support you to create a streamlined admin process whilst being able to view important data in one place - saving time and energy. 

Three weeks before the webinar you will receive a PDF step-by-step guide demonstrating how to sign up to FreeAgent and perform tasks such as creating an invoice, connecting your bank account, matching invoices and creating expenses. After having a couple of weeks of using it independently you’ll attend the webinar where you can ask any questions that might have arisen. 

(You will sign up to a free one-month trial with Freeagent, so once you have attended Katie’s session, you can then choose to carry on using Freeagent or cancel the account.)

We have timed this training to be just before the new financial year starts, so this is your opportunity to get up to speed with accounting software and turn over a new highly-organised leaf!

Language of delivery: Spoken English

Interpreters will be booked

Pre-webinar activity: You will receive a document with step-by-step instructions how to sign up to FreeAgent and perform simple tasks. First 30 days of FreeAgent is a free trial, so attendees should have a couple of weeks to sign up and have a good look around FreeAgent so they can have questions ready for the webinar. 

Minimum and maximum: maximum 20. 

NOT RECORDED

ASLI CPD certificates will be issued

No breakout rooms. 

Organised by South West Massive

Other accountancy software is available! ;)