Your ideas allow us to crowdsource feedback, gain customer insight and prioritise our roadmaps.
At the moment it is not available to export the list of clients or print it out. Can this be added please?
Just go to Customers and hit Download at the top right of the screen.
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.
At the moment you cannot print out the clients or export the data from KashFlow Connect. Can this be added please.
Just go to Customers and hit Download at the top right of the screen.
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.
At the moment you cannot print out the clients or export the data from KashFlow Connect. Can this be added please.