A journal service is a feature that allows you to connect your accounting software with your payroll platform so that you can capture journal entries in your chart of accounts. If you use FreeAgent for your accounting software and journal service, you can simply connect FreeAgent with your payroll via the Journal Service integration feature.
After connecting your FreeAgent and payroll platforms together, and setting up your chart of accounts, you can post payroll journals automatically into FreeAgent upon finalising a pay run. You will also notice that with this export feature we format the data to reflect automatically your FreeAgent reporting layouts.
Getting started
- Log into your payroll platform.
- Click the Business Settings menu.
- Click the Payroll Settings submenu.
- Under Business Management, click Integrations.
- Go to the FreeAgent box, and click the Add button.
- In the dropdown field, click Singular Business.
- Click the Connect to FreeAgent button.
- You will be taken to the FreeAgent sign in page, where you will need to enter your login details.
- Click the Approve button.
- You will be taken back to the Add FreeAgent Integration box. Click the Save button.
- Log into your payroll platform.
- Click the Business Settings menu.
- Click the Payroll Settings submenu.
- Under Business Management, click Integrations.
- Go to the FreeAgent box, and click the Add button.
- In the dropdown field, click Singular Business.
- Click the Connect to FreeAgent button.
- You will be taken to the FreeAgent sign in page, where you will need to enter your login details.
- Click the Approve button.
- You will be taken back to the Add FreeAgent Integration box. In the Select a Business dropdown, select the business you need.
- Click the Save button.
Data management
Once you have connected your FreeAgent file, you will need to map the chart of accounts. You can do this by following these steps:
- Click the Business menu.
- Click Payroll Settings.
- Under Business Settings, click Chart of Accounts.
- Click Import Accounts to select which accounts you would like to use.
- Click Default Accounts and you will see a list of transaction types that need to be mapped to a FreeAgent file. The FreeAgent accounts appear in the drop-down list next to the transaction type. You can select the same account for multiple transaction types.
- Once you have completed all the mappings, you are now ready to export a journal.
If you add any extra accounts to your FreeAgent chart of accounts, you can click on Import accounts and select these accounts so that they appear in your drop-down lists in the account mappings.
Further information on location-specific account mapping can be found in the Mapping GL Accounts support article.
- Log into your payroll platform.
- Click the Pay Run menu.
- Click the finalised pay run that needs exporting to FreeAgent.
- Click the Actions tab.
- Click the Export to FreeAgent button.
- Log into your payroll platform.
- Click the Business Settings menu.
- Click the Payroll Settings submenu.
- Click the Integrations button.
- Locate the FreeAgent logo and click the button.
- Click the Disable button.