New FreeAgent feature for bulk bank transactions

FreeAgent announce the long-awaited arrival of bulk bank explanations!

A few weeks ago FreeAgent released the bulk approvals feature - useful, but a mere taster for the release of bulk transaction explanations.

On the statement view you will now see checkboxes next to all unexplained transactions. When you select one of these you can then select similar transactions (money in for example) and explain these in a single bound.

Currently FreeAgent supports a few of the most commonly used transaction types:

  • Money in > Sales
  • Money in > Refunds
  • Money out > Payments
  • Money out > Sales Refunds

This works with all bank account types, including PayPal accounts, which will come in handy for lots of similar sales or payments.

Order bank transactions

Now you can also reorder your bank transactions on the statement page by date, so the most recent ones are shown first. You just need to click the Date heading in the statement table to change the ordering.

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