Freestyle Contractor Online Portal

As part of the Freestyle Contractor limited company service, our customers are given access to the Freestyle online portal, where they can manage their contracts, submit expenses to us, create and send invoices and even see an up to date live position of their limited company.

The information and videos below provide a summary of what can be done in the individual sections of the Freestyle portal...

1.  Main Dashboard

What can you do in this section?

  • View and manage your latest tasks
  • View available funds and/or issue a dividend
  • View profit and loss account summary
  • See invoicing statistics
  • Manage your contacts / address book
 Main contractor dashboard

2.  Clients / Projects

What can you do in this section?

  • Organise and manage your contracting clients
  • Create and manage projects for each contract
  • Create new contacts
  • Create new tasks / reminders
  1. View 'Setting up Clients and projects' video
 CLients

3.  Expenses

What can you do in this section?

  • Add expenses quickly and easily.
  • Add mileage quickly with our mileage wizard.
  • View expenses statistics
  1. View 'How to add  expenses' video
  2. View 'Adding mileage' video (coming soon)
 Manage expenses

4.  Invoicing

What can you do in this section?

  • Create invoices and send them directly to your clients
  • Add client billable expenses to your invoice
  • Enter payments received from your clients
  • View invoicing statistics
  • View PDF versions of sent invoices
  1. View 'Creating an invoice' video
  2. View 'Adding client payments' video (coming soon)
 Create and send invoices

5.  Financials

What can you do in this section?

  • View your live profit and loss account
  • View your live balance sheet
  • Issue dividends and view dividend history
  • View corporation tax owing
  • View current cash balance
  1. View the 'Financials overview' video (coming soon)
  2. View the 'Issue dividend' video (coming soon)
 Up to date live Financial positions