1. Your Payroll (UK)
  2. Business Settings
  3. Setup and Configuration

Connecting Payroll to FreeAgent

Pippa Bennet
Updated
Partner Content Team

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

Connect to FreeAgent: Singular Business
  1. Log into your payroll platform.
  2. Click the Business Settings menu.
  3. Click the Payroll Settings submenu.
  4. Under Business Management, click Integrations.
  5. Go to the FreeAgent box, and click the Add button.
    Screenshot of employment hero payroll integration software options. down the lefthand side of the screen is a menu of payroll settings. In the main screen panel we have the options shown for company cliodna catering. they include xero, intuit quickbooks, sage 50 cloud, freshbooks and so on.
  6. In the dropdown field, click Singular Business.
  7. Click the Connect to FreeAgent button.
    Screenshot of the popup to add the free agent integration. it reads connect to freeagent.
  8. You will be taken to the FreeAgent sign in page, where you will need to enter your login details.
  9. Click the Approve button.
    screenshot of the Free agent access page. There are two buttons that give you the options to approve or deny the integration.
  10. You will be taken back to the Add FreeAgent Integration box. Click the Save button.
    screenshot of pop up to confirm addition of free agent integration. there are two buttons disable and save. save is highlighted.
Connect to FreeAgent: Accountancy Practice
  1. Log into your payroll platform.
  2. Click the Business Settings menu.
  3. Click the Payroll Settings submenu.
  4. Under Business Management, click Integrations.
  5. Go to the FreeAgent box, and click the Add button.
    screenshot of the integrations page, highlighting the add button for free agent
  6. In the dropdown field, click Singular Business.
  7. Click the Connect to FreeAgent button.
    screenshot of the add integration popup, highlighting the account type dropdown and connect button
  8. You will be taken to the FreeAgent sign in page, where you will need to enter your login details.
    screenshot of the free agent login page
  9. Click the Approve button.
    screenshot of the app approval page, highlighting the approve button
  10. You will be taken back to the Add FreeAgent Integration box. In the Select a Business dropdown, select the business you need.
  11. Click the Save button.
    screenshot of the integration popup, highlighting the business type and save button

Data management

Map your payroll accounts

Once you have connected your FreeAgent file, you will need to map the chart of accounts. You can do this by following these steps:

  1. Click the Business menu.
  2. Click Payroll Settings.
  3. Under Business Settings, click Chart of Accounts.
  4. Click Import Accounts to select which accounts you would like to use.
  5. 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.
  6. 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.

Export a finalised pay run into FreeAgent
  1. Log into your payroll platform.
  2. Click the   Pay Run menu.
  3. Click the finalised pay run that needs exporting to FreeAgent.
    Screenshot of pay runs with the date range on the left hand side vertical column. the first pay run on the page is highlighted
  4. Click the Actions tab.
  5. Click the   Export to FreeAgent button.
    Screenshot of the details of a pay run with names and earning detailed. along the top is a menu bar with the option to export to freeagent highlighted in red
Disable your FreeAgent connection
  1. Log into your payroll platform.
  2. Click the   Business Settings menu.
  3. Click the Payroll Settings submenu.
  4. Click the   Integrations button.
  5. Locate the FreeAgent logo and click the   button. 
    Screenshot of employment hero payroll integration software options. In the main screen panel we have the options shown for company cliodna catering. they are xero, intuit quickbooks, sage 50 cloud, freshbooks and so on. In the freeagent tile panel, the no entry icon is highlighted in red. clicking this is the first step to disable freeagent
  6. Click the Disable button.
    Screenshot of popup to confirm you wish to disable freeagent. There is a button to disable or the option to cancel.
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