# Uncategorized **URL:** https://api-discuss.freeagent.com/c/uncategorized/1.md [Latest](https://api-discuss.freeagent.com/latest.md) · [Categories](https://api-discuss.freeagent.com/categories.md) --- ## [Created a multi-tenant phone (VoIP) and billing system that integrates with FreeAgent for invoicing and updating contact details](https://api-discuss.freeagent.com/t/created-a-multi-tenant-phone-voip-and-billing-system-that-integrates-with-freeagent-for-invoicing-and-updating-contact-details/6785)
**Author:** [@Ellwould](https://api-discuss.freeagent.com/u/Ellwould)\ **Replies:** 1\ **Last updated:** [26 October 2026 11:10 UTC](https://api-discuss.freeagent.com/t/created-a-multi-tenant-phone-voip-and-billing-system-that-integrates-with-freeagent-for-invoicing-and-updating-contact-details/6785 "2026-10-26T11:10:44Z")
Created freely available open source software aimed at the IT/telecommunication industry that automatically bills for SIP extensions/seats, PBX’s and phone call minutes. The software can be run on one server and can be … --- ## [Practice API: sandbox practice account and app approval](https://api-discuss.freeagent.com/t/practice-api-sandbox-practice-account-and-app-approval/6824)
**Author:** [@johngillett](https://api-discuss.freeagent.com/u/johngillett)\ **Replies:** 1\ **Last updated:** [19 October 2026 11:04 UTC](https://api-discuss.freeagent.com/t/practice-api-sandbox-practice-account-and-app-approval/6824 "2026-10-19T11:04:21Z")
Hi all, I’ve built Practice API support into my integration, Receipt Relay (practice sign-in, client list, then filing for clients via X-Subdomain), and I’d like to test it before any practices use it. Two questions: … --- ## [Self assessment](https://api-discuss.freeagent.com/t/self-assessment/6780)
**Author:** [@robm](https://api-discuss.freeagent.com/u/robm)\ **Replies:** 2\ **Last updated:** [13 October 2026 15:01 UTC](https://api-discuss.freeagent.com/t/self-assessment/6780 "2026-10-13T15:01:06Z")
Is a self assessment always attached to a user, never the “company” (i.e. UkSoleTrader)? Does FreeAgent assume every user needs a self assessment? Is there a way of determining whether a user actually needs a self asse… --- ## [A(nother) app to upload receipts to FreeAgent](https://api-discuss.freeagent.com/t/a-nother-app-to-upload-receipts-to-freeagent/5353)
**Author:** [@Andrew\_Davies](https://api-discuss.freeagent.com/u/Andrew_Davies)\ **Replies:** 6\ **Last updated:** [5 October 2026 20:21 UTC](https://api-discuss.freeagent.com/t/a-nother-app-to-upload-receipts-to-freeagent/5353 "2026-10-05T20:21:32Z")
Hello all I’ve been using FreeAgent for what must be over ten years now and have never been able to keep on top of my receipts. I’ve used various add ons and Smart Capture etc - but they just don’t cut it for me So I … --- ## [Non-UK company types](https://api-discuss.freeagent.com/t/non-uk-company-types/6781)
**Author:** [@robm](https://api-discuss.freeagent.com/u/robm)\ **Replies:** 1\ **Last updated:** [25 September 2026 15:00 UTC](https://api-discuss.freeagent.com/t/non-uk-company-types/6781 "2026-09-25T15:00:10Z")
How common are these non-UK company types? My understanding was that FreeAgent is a UK accounting product? UsSoleProprietor UsCCorp UsSCorp UniversalCompany We’re trying to decide how to handle them in our integration… --- ## [Help to diagnose bank balance mismatches](https://api-discuss.freeagent.com/t/help-to-diagnose-bank-balance-mismatches/6724)
**Author:** [@sarumbear](https://api-discuss.freeagent.com/u/sarumbear)\ **Replies:** 1\ **Last updated:** [25 September 2026 14:13 UTC](https://api-discuss.freeagent.com/t/help-to-diagnose-bank-balance-mismatches/6724 "2026-09-25T14:13:17Z")
Often, especially if a current account linked to PayPal, FreeAgent goes out of sync with the bank and a mismatch is reported. It is not trivial to find the entry(s) causing this. I suggest a simple addition. FreeAgent h… --- ## [Sales tax rate for reverse charge payments?](https://api-discuss.freeagent.com/t/sales-tax-rate-for-reverse-charge-payments/6662)
**Author:** [@Andrew\_Stewart](https://api-discuss.freeagent.com/u/Andrew_Stewart)\ **Replies:** 3\ **Last updated:** [24 September 2026 10:44 UTC](https://api-discuss.freeagent.com/t/sales-tax-rate-for-reverse-charge-payments/6662 "2026-09-24T10:44:00Z")
I have been getting conflicting validation errors when I try to post reverse charge bank transaction explanations to FreeAgent. Usually I have sales\_tax\_rate set to -5 (out of scope) when ec\_status is "Reverse Charge". … --- ## [Payroll frequency values](https://api-discuss.freeagent.com/t/payroll-frequency-values/6772)
**Author:** [@robm](https://api-discuss.freeagent.com/u/robm)\ **Replies:** 1\ **Last updated:** [23 September 2026 09:26 UTC](https://api-discuss.freeagent.com/t/payroll-frequency-values/6772 "2026-09-23T09:26:55Z")
What are the possible values for payroll frequency here: --- ## [API technical support](https://api-discuss.freeagent.com/t/api-technical-support/6770)
**Author:** [@robm](https://api-discuss.freeagent.com/u/robm)\ **Replies:** 2\ **Last updated:** [22 September 2026 18:44 UTC](https://api-discuss.freeagent.com/t/api-technical-support/6770 "2026-09-22T18:44:36Z")
Is there an email address for API technical support? Relying on this forum seems patchy at best. Sometimes they reply the same day, sometimes in a few weeks or months, sometimes not at all. We’re trying to build an int… --- ## [UkUnincorporatedLandlord](https://api-discuss.freeagent.com/t/ukunincorporatedlandlord/6766)
**Author:** [@robm](https://api-discuss.freeagent.com/u/robm)\ **Replies:** 1\ **Last updated:** [22 September 2026 15:35 UTC](https://api-discuss.freeagent.com/t/ukunincorporatedlandlord/6766 "2026-09-22T15:35:57Z")
Are there any practical differences to be aware of when dealing with a UkUnincorporatedLandlord from an API perspective? Or are they essentially the same as a UkSoleTrader, just marked as being a landlord? --- ## [Harvest Invoices into FreeAgent](https://api-discuss.freeagent.com/t/harvest-invoices-into-freeagent/6760)
**Author:** [@FuturePlayMusic](https://api-discuss.freeagent.com/u/FuturePlayMusic)\ **Replies:** 0\ **Last updated:** [17 September 2026 07:56 UTC](https://api-discuss.freeagent.com/t/harvest-invoices-into-freeagent/6760 "2026-09-17T07:56:58Z")
Hello Has anybody found a way to automatically create invoices in FreeAgent once they are sent to a client via Harvest? Any help would be greatly appreciated. Thank you Loredana --- ## [Bills - adding multiple categories / cost lines](https://api-discuss.freeagent.com/t/bills-adding-multiple-categories-cost-lines/1965)
**Author:** [@ITS](https://api-discuss.freeagent.com/u/ITS)\ **Replies:** 5\ **Last updated:** [16 September 2026 08:51 UTC](https://api-discuss.freeagent.com/t/bills-adding-multiple-categories-cost-lines/1965 "2026-09-16T08:51:00Z")
I’m trying to add new bills from my sub-contractors who send in their invoice (bill) with both contractor time and expenses on. How can I add more than one line per invoice. E.g hotel costs, mileage, machinery hire? As… --- ## [High Level notes on an end client migrating to the breaking change: https://api-discuss.freeagent.com/t/breaking-change-notice-multiple-attachments-for-bank-transaction-explanations/6717](https://api-discuss.freeagent.com/t/high-level-notes-on-an-end-client-migrating-to-the-breaking-change-https-api-discuss-freeagent-com-t-breaking-change-notice-multiple-attachments-for-bank-transaction-explanations-6717/6727)
**Author:** [@cegan](https://api-discuss.freeagent.com/u/cegan)\ **Replies:** 0\ **Last updated:** [6 September 2026 20:28 UTC](https://api-discuss.freeagent.com/t/high-level-notes-on-an-end-client-migrating-to-the-breaking-change-https-api-discuss-freeagent-com-t-breaking-change-notice-multiple-attachments-for-bank-transaction-explanations-6717/6727 "2026-09-06T20:28:57Z")
"Since we were impacted by the recent breaking change Bank Transaction Explanation Attachments API Breaking Change, I had my AI agent execute and test a mitigation strategy over the weekend which has worked. High-Level … --- ## [Sandbox dummy data](https://api-discuss.freeagent.com/t/sandbox-dummy-data/6693)
**Author:** [@metricmogul](https://api-discuss.freeagent.com/u/metricmogul)\ **Replies:** 0\ **Last updated:** [25 August 2026 15:08 UTC](https://api-discuss.freeagent.com/t/sandbox-dummy-data/6693 "2026-08-25T15:08:52Z")
I swear in the past when I created a sandbox account it came with dummy data, including a bank feed and sample transactions. However, having just created a sandbox today, it is empty. Is there something special I need t… --- ## [Recurring Invoice Option 3 Years](https://api-discuss.freeagent.com/t/recurring-invoice-option-3-years/6674)
**Author:** [@node27](https://api-discuss.freeagent.com/u/node27)\ **Replies:** 1\ **Last updated:** [19 August 2026 11:35 UTC](https://api-discuss.freeagent.com/t/recurring-invoice-option-3-years/6674 "2026-08-19T11:35:39Z")
Can you add an option to recur invoice every 3 years please. --- ## [Adding categories](https://api-discuss.freeagent.com/t/adding-categories/6677)
**Author:** [@Henry\_H](https://api-discuss.freeagent.com/u/Henry_H)\ **Replies:** 0\ **Last updated:** [15 August 2026 16:22 UTC](https://api-discuss.freeagent.com/t/adding-categories/6677 "2026-08-15T16:22:40Z")
How do I add multiple balance sheet categories from a spreadsheet --- ## [How should I handle reverse VAT calculations before sending invoice data through the API?](https://api-discuss.freeagent.com/t/how-should-i-handle-reverse-vat-calculations-before-sending-invoice-data-through-the-api/6668)
**Author:** [@Sam\_Youl](https://api-discuss.freeagent.com/u/Sam_Youl)\ **Replies:** 1\ **Last updated:** [10 August 2026 12:23 UTC](https://api-discuss.freeagent.com/t/how-should-i-handle-reverse-vat-calculations-before-sending-invoice-data-through-the-api/6668 "2026-08-10T12:23:42Z")
I’m working with tax-inclusive prices and need to calculate the net amount and VAT amount before sending the values to an accounting system through an API. For example, if the total amount is £120.00 and VAT is 20%, I w… --- ## [Freeagent does not comply with google policies](https://api-discuss.freeagent.com/t/freeagent-does-not-comply-with-google-policies/6414)
**Author:** [@Nathan\_Jones1](https://api-discuss.freeagent.com/u/Nathan_Jones1)\ **Replies:** 2\ **Last updated:** [6 August 2026 10:35 UTC](https://api-discuss.freeagent.com/t/freeagent-does-not-comply-with-google-policies/6414 "2026-08-06T10:35:37Z")
I’m having an annoying issue with enabling the Bank Feed for Mettle account. I follow the steps to relink my Mettle account on a desktop machine, after scanning the QR code, I am asked to log in to freeagent on my mobile… --- ## [Payroll payslips in body is empty despite active payslips](https://api-discuss.freeagent.com/t/payroll-payslips-in-body-is-empty-despite-active-payslips/6653)
**Author:** [@atkjon](https://api-discuss.freeagent.com/u/atkjon)\ **Replies:** 1\ **Last updated:** [5 August 2026 14:32 UTC](https://api-discuss.freeagent.com/t/payroll-payslips-in-body-is-empty-despite-active-payslips/6653 "2026-08-05T14:32:19Z")
I am an accountant and I run a series of API requests against payroll data each month for over 100 clients. Most return info correctly, but for some reason some show a 200 response and return info but the payslips field … --- ## [Freeagent API: client\_contact\_name works via web UI but is ignored by estimates api](https://api-discuss.freeagent.com/t/freeagent-api-client-contact-name-works-via-web-ui-but-is-ignored-by-estimates-api/6611)
**Author:** [@andycutting](https://api-discuss.freeagent.com/u/andycutting)\ **Replies:** 2\ **Last updated:** [3 August 2026 08:44 UTC](https://api-discuss.freeagent.com/t/freeagent-api-client-contact-name-works-via-web-ui-but-is-ignored-by-estimates-api/6611 "2026-08-03T08:44:20Z")
Hi all, I’m trying to use the FreeAgent API to create/update draft Quotes/Estimates and override the displayed recipient/contact name using client\_contact\_name. The Estimates API documentation says: \> client\_contact\_n… --- ## [Automating export of bank transactions into google sheets](https://api-discuss.freeagent.com/t/automating-export-of-bank-transactions-into-google-sheets/6621)
**Author:** [@rachel.hughes](https://api-discuss.freeagent.com/u/rachel.hughes)\ **Replies:** 1\ **Last updated:** [30 July 2026 13:35 UTC](https://api-discuss.freeagent.com/t/automating-export-of-bank-transactions-into-google-sheets/6621 "2026-07-30T13:35:40Z")
Hi all, I’m trying to build a dashboard for my company and want it to be automated as much as possible. One of the required fields is outflow of cash from the company bank account. Obviously I can export all data into … --- ## [Upload a file to Files area via API?](https://api-discuss.freeagent.com/t/upload-a-file-to-files-area-via-api/2481)
**Author:** [@theboyler](https://api-discuss.freeagent.com/u/theboyler)\ **Replies:** 11\ **Last updated:** [17 July 2026 13:23 UTC](https://api-discuss.freeagent.com/t/upload-a-file-to-files-area-via-api/2481 "2026-07-17T13:23:55Z")
Free Agent used to have a really great feature to upload attachments directly by simply sending an email to a specific address for each user. That’s been switched off now, which means that when I get a PDF receipt from a… --- ## [New invoice creation API error](https://api-discuss.freeagent.com/t/new-invoice-creation-api-error/6612)
**Author:** [@ptgnet](https://api-discuss.freeagent.com/u/ptgnet)\ **Replies:** 3\ **Last updated:** [7 July 2026 10:18 UTC](https://api-discuss.freeagent.com/t/new-invoice-creation-api-error/6612 "2026-07-07T10:18:01Z")
Using code that has been in production for maybe nearly a decade, which has obviously been tweaked here and there as the FreeAgent API has been adjusted, I am now getting an error when I try to create an invoice. The err… --- ## [Fetching Historic Payruns with rate limit](https://api-discuss.freeagent.com/t/fetching-historic-payruns-with-rate-limit/6580)
**Author:** [@Emilios\_Penfold](https://api-discuss.freeagent.com/u/Emilios_Penfold)\ **Replies:** 3\ **Last updated:** [2 July 2026 09:18 UTC](https://api-discuss.freeagent.com/t/fetching-historic-payruns-with-rate-limit/6580 "2026-07-02T09:18:43Z")
Hey there :slight\_smile: I’m an engineer from Penfold. We’re a pension provider and have a FreeAgent integration for our customers to link their FreeAgent account. We are looking to fetch filled pay runs over the span o… --- ## [Publishing FreeAgent app](https://api-discuss.freeagent.com/t/publishing-freeagent-app/6590)
**Author:** [@Vijay](https://api-discuss.freeagent.com/u/Vijay)\ **Replies:** 2\ **Last updated:** [1 July 2026 21:03 UTC](https://api-discuss.freeagent.com/t/publishing-freeagent-app/6590 "2026-07-01T21:03:29Z")
I would like to check what’s the process of publishing our app to Freeagent (live). we are almost complete with the development of the app. any pointers much appreciated. --- ## [Historical data import](https://api-discuss.freeagent.com/t/historical-data-import/6593)
**Author:** [@Andrew](https://api-discuss.freeagent.com/u/Andrew)\ **Replies:** 2\ **Last updated:** [26 June 2026 09:20 UTC](https://api-discuss.freeagent.com/t/historical-data-import/6593 "2026-06-26T09:20:02Z")
Hi all, I’m planning to switch from Xero to FreeAgent this year. I would like to transfer several years of historical data between the two systems rather than only the limited datasets documented in the official import i… --- ## [Monzo Integration for Bill Payment Reconcilliation](https://api-discuss.freeagent.com/t/monzo-integration-for-bill-payment-reconcilliation/6595)
**Author:** [@Oliver\_Diggins](https://api-discuss.freeagent.com/u/Oliver_Diggins)\ **Replies:** 0\ **Last updated:** [24 June 2026 13:52 UTC](https://api-discuss.freeagent.com/t/monzo-integration-for-bill-payment-reconcilliation/6595 "2026-06-24T13:52:09Z")
Hi all, We have Monzo Faster Payments coming into our Freeagent feed and we need to associate the payments to bills that have been created automatically. Is this possible to do? --- ## [FreeAgent API — invoice reference and global sequencing](https://api-discuss.freeagent.com/t/freeagent-api-invoice-reference-and-global-sequencing/6559)
**Author:** [@snappyfish](https://api-discuss.freeagent.com/u/snappyfish)\ **Replies:** 1\ **Last updated:** [9 June 2026 13:03 UTC](https://api-discuss.freeagent.com/t/freeagent-api-invoice-reference-and-global-sequencing/6559 "2026-06-09T13:03:27Z")
I’m integrating with the FreeAgent API to create daily sales invoices via the Invoices endpoint. I have two questions: How does the built-in Amazon integration create invoices with a reference like “Amazon Sales 2026-05… --- ## [Trial Balance Summary API returns missing April data for zero-balance GL Account after reversal (Credit Note) when fiscal year is April–March](https://api-discuss.freeagent.com/t/trial-balance-summary-api-returns-missing-april-data-for-zero-balance-gl-account-after-reversal-credit-note-when-fiscal-year-is-april-march/6550)
**Author:** [@vinayjoshi567](https://api-discuss.freeagent.com/u/vinayjoshi567)\ **Replies:** 0\ **Last updated:** [20 May 2026 05:08 UTC](https://api-discuss.freeagent.com/t/trial-balance-summary-api-returns-missing-april-data-for-zero-balance-gl-account-after-reversal-credit-note-when-fiscal-year-is-april-march/6550 "2026-05-20T05:08:51Z")
Summary When a reversal (Credit Note) is posted against a specific GL\_Account\_Number to bring its balance to 0.00, the GET /accounting/trial\_balance/summary endpoint returns 0.00 for all months as expected — except for … --- ## [Access API/Secret keys](https://api-discuss.freeagent.com/t/access-api-secret-keys/6539)
**Author:** [@LPGlobal](https://api-discuss.freeagent.com/u/LPGlobal)\ **Replies:** 1\ **Last updated:** [10 May 2026 16:05 UTC](https://api-discuss.freeagent.com/t/access-api-secret-keys/6539 "2026-05-10T16:05:15Z")
I have recently signed up using Free Agent, I am not a technical person, can you tell me where I can get hold of my API/Secret keys for my account so I can pass on to my development team so they can access my transaction… [Next page](https://api-discuss.freeagent.com/c/uncategorized/1.md?page=1)