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A way to have a more specific downloadable info into excel - based on data fields eg overdue date/amount

To download overdue invoices from Kashflow into an excel spreadsheet

I would like to do this for a specific date range and possible for amounts over £1000 for example. At the moment this only seems possible for into a PDF.

  • Guest
  • Jun 7 2021
  • New
IRIS KashFlow / Payments
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