# Uncategorized **URL:** https://api-discuss.freeagent.com/c/uncategorized/1.md?page=1 [Latest](https://api-discuss.freeagent.com/latest.md) · [Categories](https://api-discuss.freeagent.com/categories.md) **Page:** 2 --- ## [Access to bank transactions via API](https://api-discuss.freeagent.com/t/access-to-bank-transactions-via-api/6543)
**Author:** [@dannyho](https://api-discuss.freeagent.com/u/dannyho)\ **Replies:** 1\ **Last updated:** [8 May 2026 14:39 UTC](https://api-discuss.freeagent.com/t/access-to-bank-transactions-via-api/6543 "2026-05-08T14:39:58Z")
Hi, I’ve successfully set up the FreeAgent API and connected via OAuth. The following endpoints work: /v2/company, /v2/contacts, /v2/invoices, /v2/bank\_accounts However, the standard bank transaction endpoint: /v2/ban… --- ## [WHMCS to freeagent](https://api-discuss.freeagent.com/t/whmcs-to-freeagent/179)
**Author:** [@Darren\_Player](https://api-discuss.freeagent.com/u/Darren_Player)\ **Replies:** 6\ **Last updated:** [7 May 2026 13:32 UTC](https://api-discuss.freeagent.com/t/whmcs-to-freeagent/179 "2026-05-07T13:32:52Z")
Hi I've been using Freeagent now for a while, I wish to continue using it as my main accounts application, I have recently started to mange my webhosting and domains accounts on my server Via WHMCS WHMCS create… --- ## [500 errors updating explanations with attachments](https://api-discuss.freeagent.com/t/500-errors-updating-explanations-with-attachments/5224)
**Author:** [@Andrew\_Stewart](https://api-discuss.freeagent.com/u/Andrew_Stewart)\ **Replies:** 5\ **Last updated:** [1 May 2026 14:08 UTC](https://api-discuss.freeagent.com/t/500-errors-updating-explanations-with-attachments/5224 "2026-05-01T14:08:19Z")
Hello! For a few months I have been seeing sporadic HTTP 500 responses from the API when I try to upload an attachment to an explanation. The code is run in a background job and for years it’s been fine; I don’t know w… --- ## [Extending my sandbox trial](https://api-discuss.freeagent.com/t/extending-my-sandbox-trial/6515)
**Author:** [@stucky](https://api-discuss.freeagent.com/u/stucky)\ **Replies:** 1\ **Last updated:** [29 April 2026 11:47 UTC](https://api-discuss.freeagent.com/t/extending-my-sandbox-trial/6515 "2026-04-29T11:47:56Z")
Hi, I’m using the account ellira.sandbox.freeagent.com to integrate and test our operations software with FreeAgent in preparation for MTD. The portal is warning me that my “free trial” is expiring in 10 days. I would… --- ## [VAT Entry Sorting, Exact Figures: HMRC requirement](https://api-discuss.freeagent.com/t/vat-entry-sorting-exact-figures-hmrc-requirement/6443)
**Author:** [@MartinB](https://api-discuss.freeagent.com/u/MartinB)\ **Replies:** 3\ **Last updated:** [6 April 2026 12:46 UTC](https://api-discuss.freeagent.com/t/vat-entry-sorting-exact-figures-hmrc-requirement/6443 "2026-04-06T12:46:21Z")
Hello. As HMRC is now doing this tax-digital and using AI for auditing - can we please request 2 things, as a matter of urgency? EXACT figures - global setting. We need s simple global setting for the system to display… --- ## [Country name changes](https://api-discuss.freeagent.com/t/country-name-changes/6469)
**Author:** [@Andrew\_Stewart](https://api-discuss.freeagent.com/u/Andrew_Stewart)\ **Replies:** 0\ **Last updated:** [26 March 2026 12:07 UTC](https://api-discuss.freeagent.com/t/country-name-changes/6469 "2026-03-26T12:07:22Z")
Hello! I have noticed that some of the country names have changed since…I’m not sure when. For example Turkey is now Türkiye, The Republic of. There’s nothing in the API changelog. The unfortunate thing is that the A… --- ## [Adding Box 190 support](https://api-discuss.freeagent.com/t/adding-box-190-support/6451)
**Author:** [@Amir\_Lakha](https://api-discuss.freeagent.com/u/Amir_Lakha)\ **Replies:** 3\ **Last updated:** [16 March 2026 19:15 UTC](https://api-discuss.freeagent.com/t/adding-box-190-support/6451 "2026-03-16T19:15:36Z")
Hi, I am thinking of building something that will allow incorporated landlords to use FreeAgent, by adding Box 190 support outside of FreeAgent. Please contact me on amir.lakha@gmail.com If you would be interested or … --- ## [New integration with Jb logic](https://api-discuss.freeagent.com/t/new-integration-with-jb-logic/6381)
**Author:** [@andy](https://api-discuss.freeagent.com/u/andy)\ **Replies:** 2\ **Last updated:** [13 March 2026 15:53 UTC](https://api-discuss.freeagent.com/t/new-integration-with-jb-logic/6381 "2026-03-13T15:53:41Z")
Hi - using a new software and need to import and integrate.. the page you’ve provided outlines the predefined integrations and partner platforms that Free Agent currently supports. While this is useful for understanding… --- ## [Sudden API Failures with Bank Transaction Explanations](https://api-discuss.freeagent.com/t/sudden-api-failures-with-bank-transaction-explanations/6409)
**Author:** [@ptgnet](https://api-discuss.freeagent.com/u/ptgnet)\ **Replies:** 6\ **Last updated:** [5 March 2026 20:07 UTC](https://api-discuss.freeagent.com/t/sudden-api-failures-with-bank-transaction-explanations/6409 "2026-03-05T20:07:07Z")
Hi, it appears that as of about somewhere between three and five days ago, something has changed in the FreeAgent API on the bank transaction explanations endpoint. I have checked the documentation, but there has been … --- ## [Add "Purchase Order Number" to the list of "Email Tags" for email templates](https://api-discuss.freeagent.com/t/add-purchase-order-number-to-the-list-of-email-tags-for-email-templates/6143)
**Author:** [@thepeginator](https://api-discuss.freeagent.com/u/thepeginator)\ **Replies:** 4\ **Last updated:** [27 February 2026 15:43 UTC](https://api-discuss.freeagent.com/t/add-purchase-order-number-to-the-list-of-email-tags-for-email-templates/6143 "2026-02-27T15:43:24Z")
I’m sure I’m not alone but the only two things my clients are about when I invoice are the bottom line, and the PO number. It would be VERY useful to automatically be able to put the PO number in the email subject and e… --- ## [API Automation of Supplier Invoices](https://api-discuss.freeagent.com/t/api-automation-of-supplier-invoices/6433)
**Author:** [@VET](https://api-discuss.freeagent.com/u/VET)\ **Replies:** 0\ **Last updated:** [27 February 2026 05:21 UTC](https://api-discuss.freeagent.com/t/api-automation-of-supplier-invoices/6433 "2026-02-27T05:21:52Z")
Good morning, We’re building a small integration to automate creating supplier bills and attaching invoice PDFs. We want least-privilege access so our developer cannot view the full accounting data. Can you confirm bes… --- ## [Deep linking to a FreeAgent Contact](https://api-discuss.freeagent.com/t/deep-linking-to-a-freeagent-contact/6408)
**Author:** [@lee\_onboardme](https://api-discuss.freeagent.com/u/lee_onboardme)\ **Replies:** 1\ **Last updated:** [20 February 2026 09:44 UTC](https://api-discuss.freeagent.com/t/deep-linking-to-a-freeagent-contact/6408 "2026-02-20T09:44:57Z")
Hi All, Busy building an integration into FreeAgent and trying to see if i can build a URL that allows me to take user to a contact record? Does each FreeAgent firm have their own URL? Is there a way to get the URL via… --- ## [VAT reverse charge invoices](https://api-discuss.freeagent.com/t/vat-reverse-charge-invoices/6395)
**Author:** [@Roger\_Walker](https://api-discuss.freeagent.com/u/Roger_Walker)\ **Replies:** 0\ **Last updated:** [15 February 2026 14:25 UTC](https://api-discuss.freeagent.com/t/vat-reverse-charge-invoices/6395 "2026-02-15T14:25:54Z")
Just doing my first invoice - this doesnt look in accordance with HMRC requirements to me. No VAT amount or rate shown Wording insufficient. It could be easily mistaken for an invoice from a not VAT registered c… --- ## [API access is disabled while rebuilding company accounts, again](https://api-discuss.freeagent.com/t/api-access-is-disabled-while-rebuilding-company-accounts-again/6357)
**Author:** [@SendOwl](https://api-discuss.freeagent.com/u/SendOwl)\ **Replies:** 2\ **Last updated:** [26 January 2026 16:00 UTC](https://api-discuss.freeagent.com/t/api-access-is-disabled-while-rebuilding-company-accounts-again/6357 "2026-01-26T16:00:25Z")
Hi there, We’re seeing near constant errors while sending requests to the API, with the error message: API access is disabled while rebuilding company accounts. The last time I spoke to someone (Jamie, a few months ba… --- ## [Bank Statement Access](https://api-discuss.freeagent.com/t/bank-statement-access/6344)
**Author:** [@ajay](https://api-discuss.freeagent.com/u/ajay)\ **Replies:** 0\ **Last updated:** [13 January 2026 11:58 UTC](https://api-discuss.freeagent.com/t/bank-statement-access/6344 "2026-01-13T11:58:51Z")
Hello, I work for a finance company. We’re building an in-house portal for our finance team to manage loans. One of the things we want it to do is show our bank account information in one place. The idea is that our use… --- ## [Creating A Paid Invoice](https://api-discuss.freeagent.com/t/creating-a-paid-invoice/6335)
**Author:** [@Kai\_Bodimeade](https://api-discuss.freeagent.com/u/Kai_Bodimeade)\ **Replies:** 2\ **Last updated:** [8 January 2026 14:10 UTC](https://api-discuss.freeagent.com/t/creating-a-paid-invoice/6335 "2026-01-08T14:10:50Z")
Hello all, I’m wondering if anyone can help me create a paid invoice via the API? Despite following the API documentation for creating an invoice and populating the relevant fields for invoice payment and providing a s… --- ## [VAT Issue - Recording VAT](https://api-discuss.freeagent.com/t/vat-issue-recording-vat/6330)
**Author:** [@andyk155](https://api-discuss.freeagent.com/u/andyk155)\ **Replies:** 1\ **Last updated:** [6 January 2026 06:25 UTC](https://api-discuss.freeagent.com/t/vat-issue-recording-vat/6330 "2026-01-06T06:25:54Z")
Looking for a way to record a VAT payment that was the VAT portion only. Client had a car crash that the insurance paid the body shop net of VAT and the client paid the VAT portion only. Is there a way of recording this? … --- ## [API access is disabled while rebuilding company accounts](https://api-discuss.freeagent.com/t/api-access-is-disabled-while-rebuilding-company-accounts/5589)
**Author:** [@SendOwl](https://api-discuss.freeagent.com/u/SendOwl)\ **Replies:** 3\ **Last updated:** [5 January 2026 11:02 UTC](https://api-discuss.freeagent.com/t/api-access-is-disabled-while-rebuilding-company-accounts/5589 "2026-01-05T11:02:25Z")
Hi there, We’ve been seeing elevated errors while sending requests to the API, with the error message: API access is disabled while rebuilding company accounts. I’m not an accountant, but I’m presuming the “rebuilding… --- ## [Auotame invoices via mondays.com](https://api-discuss.freeagent.com/t/auotame-invoices-via-mondays-com/6284)
**Author:** [@Rtibbs](https://api-discuss.freeagent.com/u/Rtibbs)\ **Replies:** 1\ **Last updated:** [23 December 2025 11:12 UTC](https://api-discuss.freeagent.com/t/auotame-invoices-via-mondays-com/6284 "2025-12-23T11:12:33Z")
Hi, I am trying to auotomate creating an invoice from Mondays.com via Pabley.com. I have set up the webhook etc, but when i link Freeagent, it doesnt give me the option to greate a new invoice only the below --- ## [API response for invoice containing item with VAT unit](https://api-discuss.freeagent.com/t/api-response-for-invoice-containing-item-with-vat-unit/6318)
**Author:** [@bertiecroll](https://api-discuss.freeagent.com/u/bertiecroll)\ **Replies:** 1\ **Last updated:** [17 December 2025 05:00 UTC](https://api-discuss.freeagent.com/t/api-response-for-invoice-containing-item-with-vat-unit/6318 "2025-12-17T05:00:23Z")
Hi, We’re encountering an issue with the API response for invoices that include line items with the VAT unit type. We’ve identified two specific problems: Sales Tax Status and Rate The sales\_tax\_status is returned as… --- ## [API End point For creating an invoice](https://api-discuss.freeagent.com/t/api-end-point-for-creating-an-invoice/6285)
**Author:** [@Rtibbs](https://api-discuss.freeagent.com/u/Rtibbs)\ **Replies:** 2\ **Last updated:** [13 December 2025 08:47 UTC](https://api-discuss.freeagent.com/t/api-end-point-for-creating-an-invoice/6285 "2025-12-13T08:47:10Z")
Hi How do i find the API endpoint URL for creating an invoice --- ## [How to know if a credit note is applied to an invoice?](https://api-discuss.freeagent.com/t/how-to-know-if-a-credit-note-is-applied-to-an-invoice/6243)
**Author:** [@js10855](https://api-discuss.freeagent.com/u/js10855)\ **Replies:** 2\ **Last updated:** [12 December 2025 10:29 UTC](https://api-discuss.freeagent.com/t/how-to-know-if-a-credit-note-is-applied-to-an-invoice/6243 "2025-12-12T10:29:08Z")
Hi, I’m using the GET /v2/invoices/:id API call, but I can’t find any field in the response that shows whether a credit note has been applied to that invoice or not. How can I know from the API if any credit note is ap… --- ## [Difficulty Accessing API / Personal Access Tokens](https://api-discuss.freeagent.com/t/difficulty-accessing-api-personal-access-tokens/6300)
**Author:** [@Lewis\_Burgess](https://api-discuss.freeagent.com/u/Lewis_Burgess)\ **Replies:** 1\ **Last updated:** [11 December 2025 11:22 UTC](https://api-discuss.freeagent.com/t/difficulty-accessing-api-personal-access-tokens/6300 "2025-12-11T11:22:33Z")
Hi, I’m trying to set up an integration between my Google Sheets client onboarding form and FreeAgent via n8n. I’ve encountered a few issues and need guidance: I created a separate developer FreeAgent account to crea… --- ## [How to get started - Help for NOOB!](https://api-discuss.freeagent.com/t/how-to-get-started-help-for-noob/6255)
**Author:** [@Aadil.Mitha](https://api-discuss.freeagent.com/u/Aadil.Mitha)\ **Replies:** 1\ **Last updated:** [9 December 2025 14:48 UTC](https://api-discuss.freeagent.com/t/how-to-get-started-help-for-noob/6255 "2025-12-09T14:48:07Z")
Hi I am very new to this. Currently trying to create a workflow automation with Make.com. In order for me to set things up I need an API It would be really helpful if you could point me in the right direction. The a… --- ## [API PDF from inbox to unexplained bank transaction](https://api-discuss.freeagent.com/t/api-pdf-from-inbox-to-unexplained-bank-transaction/5605)
**Author:** [@Miki](https://api-discuss.freeagent.com/u/Miki)\ **Replies:** 2\ **Last updated:** [5 December 2025 20:04 UTC](https://api-discuss.freeagent.com/t/api-pdf-from-inbox-to-unexplained-bank-transaction/5605 "2025-12-05T20:04:57Z")
I used make.com to create a scenario where it sees emails in my inbox that contain invoice emails, scans for content, matches the details that it gets from freeagent on unexplained transactions and once matched, it picks… --- ## [How to send attachment using bill api](https://api-discuss.freeagent.com/t/how-to-send-attachment-using-bill-api/6288)
**Author:** [@vinodjaiswal](https://api-discuss.freeagent.com/u/vinodjaiswal)\ **Replies:** 2\ **Last updated:** [5 December 2025 13:14 UTC](https://api-discuss.freeagent.com/t/how-to-send-attachment-using-bill-api/6288 "2025-12-05T13:14:20Z")
I am currently facing an issue while working with the FreeAgent API. I am able to create a bill successfully using the Bill API, but I am stuck on how to upload an attachment to the same bill. I checked the API document… --- ## ['Guess' reconciliation](https://api-discuss.freeagent.com/t/guess-reconciliation/6251)
**Author:** [@keystone](https://api-discuss.freeagent.com/u/keystone)\ **Replies:** 1\ **Last updated:** [27 November 2025 11:05 UTC](https://api-discuss.freeagent.com/t/guess-reconciliation/6251 "2025-11-27T11:05:42Z")
I am using the FA API to systemically send invoices from our CRM into FreeAgent. I was a little bit disappointed to learn that there is a level of autoreconcilliation, if the guess setting is enabled for the bank feed. H… --- ## [Accessing invoices by id](https://api-discuss.freeagent.com/t/accessing-invoices-by-id/2112)
**Author:** [@weblaunch](https://api-discuss.freeagent.com/u/weblaunch)\ **Replies:** 15\ **Last updated:** [23 November 2025 07:33 UTC](https://api-discuss.freeagent.com/t/accessing-invoices-by-id/2112 "2025-11-23T07:33:49Z")
Hi I’m trying to access invoices by invoice number. There’s a sparsely documented reference to this: Get a single invoice: GET https://api.freeagent.com/v2/invoices/:id Frustratingly ‘id’ is not defined in this cont… --- ## [GoCardless Customer IDs](https://api-discuss.freeagent.com/t/gocardless-customer-ids/5900)
**Author:** [@oliverdk](https://api-discuss.freeagent.com/u/oliverdk)\ **Replies:** 5\ **Last updated:** [14 November 2025 21:37 UTC](https://api-discuss.freeagent.com/t/gocardless-customer-ids/5900 "2025-11-14T21:37:05Z")
Hello :waving\_hand:t4: I can see that FreeAgent meta is sent to GoCardless when a payment is raised in the form of fa\_invoice\_id etc, but I can’t seem to see anything for the customer? Due to customers not receiving ou… --- ## [How to use curl to refresh token](https://api-discuss.freeagent.com/t/how-to-use-curl-to-refresh-token/6232)
**Author:** [@shaggy2dogs](https://api-discuss.freeagent.com/u/shaggy2dogs)\ **Replies:** 2\ **Last updated:** [14 November 2025 08:44 UTC](https://api-discuss.freeagent.com/t/how-to-use-curl-to-refresh-token/6232 "2025-11-14T08:44:22Z")
Newbie and hoping somebody can help. I am trying to automate the refresh token step in FileMaker Pro and I am having difficulty in finding out the full steps involved. My code which doesn’t work looks something like thi… [Previous page](https://api-discuss.freeagent.com/c/uncategorized/1.md) [Next page](https://api-discuss.freeagent.com/c/uncategorized/1.md?page=2)