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KashFlow Ideas

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Status New
Categories Clients
Created by Guest
Created on Jan 4, 2024

Archive clients

We would find it useful to be able to archive clients that are no longer using Kashflow. We would still have access to the data and continue to use a credit to keep them on our system but not have them on our client list. This would be useful for if a clients chooses to use a different software or if the client changes accountants but we still want to keep the historical information.

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