i have given this another shot for a few weeks now, and while i can see how to get to where I need to be, it takes a large number of keys presses and clicking here and there just do simple things. I can get a cash in hand figure in seconds using a spreadsheet, using freeagent takes ten minutes.
first I needed to set up an account called 'cash in hand' for entering my till sales. Again this just smacks of accountant thinking rather user thinking - everything has to have a category and /or an account!
ok , so to enter sales, click on ' banking' at top, click on account 'cash in hand', zoom across screen to 'more' and click on that (where the add transaction is hiding just above delete account bizarrely), click on add transaction,select a type (sales is way down this list), make sure date is set to what you want because it always defaults to today,enter till sales in amount box, enter a description 'till', finally click one of the create buttons.
I make that six clicks and a lot of fiddling around the screen to get to the bits you need. Spreadsheet method: click cell , enter sales, done.
Can you see which is easier?
A similar pattern of events occurs when trying to enter invoices from suppliers. Oh and don't forget some till sales are by debit cards which seem to need yet another transaction...
There does not seem to be be a way of entering invoice number with 'add transaction', only on the long winded method of creating an invoice. Neither method allows for a local reference number and invoice number to be added that i can see.
As it stands, this program is a hundred steps behind what our simple spreadsheet can do for us, and the time it takes to enter less information over multiple screens is frankly archaic. Is it based on some account program from about 20 years ago?!
I still feel that this program has been written by accountants and not business people. What we really need is a system whereby we can enter ALL the days activities on ONE screen. The system should be intelligent enough to select the categories accountants want by itself not force us businesses to do the work manually.
Even export data is limited to a Microsoft format, what about csv so we can at least load it up properly in libreoffice.
I do believe there is a program out there somewhere built for small businesses like ourselves. Freeagent unfortunately is not it at the moment. It is pretty much the same as the big guns like Sage, and although 'free' through RBS, I do also have concerns that if your contract with RBS was to end, then we would have to pay just to see and use already entered data. Having used Sage and others on test in the past, they basically turn into ransomware if you refuse to pay.
Sorry if this seems all negative, but I hope you find some of it constructive criticism.