Connecting Payroll to FreeAgent

 

You can integrate your payroll with FreeAgent to export your payroll details to the FreeAgent journal entries.  Once your FreeAgent account is connected, you simply need to map your chart of accounts and then export your payroll journal to the general ledger when you finalise your pay run.

 

Connecting to FreeAgent

You can connect to FreeAgent by following these steps:

  • Go to 'Payroll Settings' > 'Business Management' > 'Integrations'.
  • Go to ‘FreeAgent' and click 'Add':

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  • Once you have selected ‘FreeAgent’, you will need to select the business type. This will either be 'Singular Business' or 'Accountancy Practice'
  • Click the 'Connect to FreeAgent' button:

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  • You will be redirected to the FreeAgent login page. Sign into your FreeAgent account, and click the Approve button.
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  • You will then be redirected to the Integrations page. If you have connected to an Accountancy Practice you will need to confirm the FreeAgent file you are connecting to. Then, click Save.FB image 4.jpeg

 

 

Mapping 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. Go to 'Payroll settings' > 'Business Settings' > 'Chart of accounts'.
  2. Click on 'Import accounts' to select which accounts you would like to use.
  3. 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.
  4. 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.

 

Exporting your journal

Once you​ have completed a pay run, you​ will be able to export a journal to the FreeAgent journal entries. You can export a journal by following these steps:

  1. Once you've created and completed your pay run, click 'Finalise pay run' from the 'Pay run actions' tab.
  2. In the 'Finalise pay run' dialogue, ensure 'Export journals to FreeAgent now' is selected:
  3. Click 'Finalise pay run' and your journal will be exported.

If you have any questions or feedback, please let us know via support@yourpayroll.co.uk

 

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