FreeAgent – Gotchas
FreeAgent's powerful and easy-to-use accounting software for UK businesses brings everything together – from invoices and expenses to Self Assessment tax returns, payroll and MTD-compatible VAT filing. Take a.
8 gotchas across 4 resources
These are connector-specific behaviors and limitations to be aware of when integrating.
Customers2 gotchas
customersAllIn FreeAgent, newly created customers will not appear in customer list responses until an invoice has been assigned to them. This is because FreeAgent only classifies contacts as customers once they have associated invoices. See Set up a contact as a customer or a supplier for more details.
customersAddYou can create customer contacts, but they will not be visible in customer list responses until an invoice is assigned to them. FreeAgent only classifies contacts as customers after they have associated transactions. See Set up a contact as a customer or a supplier for more information.
Invoice Items3 gotchas
invoiceItemsAllWe use price list items from FreeAgent to support invoice items. To access stock items, please use the Proxy API.
Related resources:
invoiceItemsAddWe use price list items from FreeAgent to support invoice items. To access stock items, please use the Proxy API.
Related resources:
invoiceItemsOneWe use price list items from FreeAgent to support invoice items. To access stock items, please use the Proxy API.
Related resources:
Journal Entries2 gotchas
journalEntriesAddLine items must balance to zero — FreeAgent rejects the whole entry otherwise, rather than
accepting it and leaving the books unbalanced. Only ledger_account, total_amount,
type and description are supported per line; a category that requires an associated
user, stock item, capital asset, property, or contact (used for opening balances and a
handful of specialised ledger accounts) cannot be targeted through this connector.
journalEntriesUpdateLine items must balance to zero. Only ledger_account, total_amount, type and
description are supported per line; a category that requires an associated user, stock
item, capital asset, property, or contact cannot be targeted through this connector. A
line included in the update is modified in place; lines from the existing entry that are
left out of the request are not removed.
Profit And Loss1 gotcha
profitAndLossOneFreeAgent's Profit and Loss API has a date range limitation. The specified period must be 12 months or less, or contained within a single accounting year. Periods that exceed 12 months and span multiple accounting years will return an error.