At the moment it is not available to export the list of clients or print it out. Can this be added please?
At the moment you cannot print out the clients or export the data from KashFlow Connect. Can this be added please.
There is a way to get a list, but it's not that great as it is in CSV format:
Go to Reports
Scroll Down to 'Sage Exports' report
Change the dates at the top to include everything (eg. 01/01/1980 to 31/12/22)
Click 'Re-run' report
Click on the 'Download' button in the Customers section
Save the CSV file
No brilliant, but the information will be included in it.
Just go to Customers and hit Download at the top right of the screen.
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