Send a copy of reports as they appear on the Kashflow screen rather than as a CSV
When asked to send a copy of a report from Kashflow, the CSV option is very unappealing and requires changes to make it user friendly.
Why can we not save a copy of the report in a pdf format and attach this to an email to send?
This looks far more professional for Clients.
Thanks Amanda
Guest
Hello
Great news - we have improved our reports! Look for 'Balance Sheet - New' in the reports list to see the fresh new format and functionality. We'll be following with a new Trial Balance, Profit & Loss, Debtors and Creditors in a couple of weeks.
Thanks
Natasha