International Trade Tips
Oliver Clark

Global Success: 11 Quick Tips for International Trade

International trade offers businesses across the world a wide range of benefits. However, year after year, small businesses regularly resist trading in foreign markets. One major reason is that they simply don’t know where to start. If you’ve had similar concerns, check out the 11 quick tips provided below to help you trade internationally. Whilst this list is not exhaustive, it should guide you in the right direction. What is

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Oliver Clark November 15, 2023
Plain Certificate Papers
Oliver Clark

10 Reasons Why Plain Certificate Papers Are Vital for Trading Physical Goods

As the world of trade steadily transitions towards a digital future, you’re likely wondering, ‘Why does my business still need physical documents?’ It’s a good question, and it’s one that you should continue to ask yourself in the future. However, for now, paper documents remain essential for trading physical goods. Namely, the Plain Certificate Paper. What Is a Plain Certificate Paper? Also known as a Plain Paper UK Certificate of

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Oliver Clark October 17, 2023
Packing List or Delivery Note
Mark Sheahan

How to create a Packing List or Delivery Note from EdgeCTP for a sales invoice in FreeAgent.

This blog shows you how to use EdgeCTP to create a packing list and then generate a delivery note from the packing list, which are both associated with a sales invoice that has been sent/copied to FreeAgent as your accounting package.  As a result, you will learn how to create a delivery note for an invoice in FreeAgent Use EdgeCTP for managing your business operations and FreeAgent for business accounting

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Mark Sheahan July 3, 2023
Create a Quotation in EdgeCTP
Mark Sheahan

How to create a Quotation in EdgeCTP and send to FreeAgent as an Estimate.

Before you begin, make sure that you have connected FreeAgent to EdgeCTP via the settings within EdgeCTP. How to create the quote in EdgeCTP to copy to FreeAgent as an estimate From the EdgeCTP home dashboard, choose Docs & Certs > Financial Documents from the left menu. From the Financial Documents dashboard click the + New Financial Docs > Quotations button on the right side. When the quotation page appears,

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Mark Sheahan July 3, 2023
stock item how to account for physical goods in freeagent when using edgectp for stock control
Mark Sheahan

Stock Item: How to account for physical goods in FreeAgent when using EdgeCTP for stock control

In this blog, we’ll show you how FreeAgent and EdgeCTP’s stock control system can bolster your business. Effortlessly manage your business operations in EdgeCTP by monitoring your stock items and quantities and account for it all within FreeAgent to instantly see accurate valuations. Follow our step-by-step guide below to learn more. How to create Stock Items in FreeAgent and see in EdgeCTP Products created in FreeAgent are “pulled” into EdgeCTP,

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Mark Sheahan July 3, 2023
Sync Data Between Freeagent and EdgeCTP
Mark Sheahan

What data flows and how to sync data between FreeAgent and EdgeCTP

When you have FreeAgent connected with EdgeCTP and manually click the sync button or simply leave the connection to automatically sync in the background, the following data is exchanged between FreeAgent and EdgeCTP. Contacts (two way) Products (pull from FreeAgent and appear in EdgeCTP) Tax Rates (pull from FreeAgent and appear in EdgeCTP) Accounts (pull from FreeAgent and appear in EdgeCTP) Chart of Accounts (ledgers) Bank Account details Bank Name

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Mark Sheahan July 3, 2023