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Print out the list of clients

At the moment it is not available to export the list of clients or print it out. Can this be added please?

  • Guest
  • Jan 23 2020
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  • Guest commented
    23 Jan 15:08

    At the moment you cannot print out the clients or export the data from KashFlow Connect. Can this be added please.

  • G B commented
    26 Jan 14:46

    There is a way to get a list, but it's not that great as it is in CSV format:

     

    Go to Reports

    Business Tax

    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.

  • David Evans commented
    04 Feb 21:14

    Just go to Customers and hit Download at the top right of the screen.