Access to old accounts
Problem reported by Craig Lowe 7 years ago
We need to retrieve some information from our old accounts with Clearbooks in order to complete our annual acc ounts. Is it possibl;e to grant temporary access so I can print off what we need and extract the info etc for each customer?
Also we were refunded our annual subscription a while back when we cancelled - how are we able to withdraw this amount to our bank rather than being held as a credit?