Sage export

IRIS KashFlow believes that you own your data, therefore we give you the option to export your data into the standard Sage format which is downloaded as a CSV spreadsheet. Using these files, you can import your data into almost any other accountancy software if necessary. This export can also be used to create a backup on demand.

Running the Report

Access this report:

  1. Go to Reports > Business > Sage Export

Using the options of the report:

  1. Specify a date range (to capture all data we advise using a Start Date of 01/01/1970 and End Date of the present day).

  2. Select Include payments in Audit Trail Transactions to include Invoice and Purchase payments.

  3. Select Re-Run Report.

  1. Select each of the download options to download all Customers and their data, all Suppliers and their data, your Nominal Codes and your entire Audit Trail for the period defined above.

This export does not include any attachments or other documents stored in IRIS KashFlow. Also, note that support cannot help with the importing of this data into any other systems.