Improved email capability lets you email forms and reports directly from AccountEdge
Now you can quickly and easily email your sales and purchases documents and reports directly from AccountEdge. With its enhanced email system, AccountEdge now creates your forms and reports in PDF format, for sending through your default email program. (PDF is a popular cross-platform, easy-to-read format that can be viewed using Adobe Acrobat Reader.)
In addition, you now can send email messages to customers, employees and other contacts directly from the Card Information window. For more information about changes to the Card Information window, see A redesigned Card Information window tracks more information about customers, vendors and employees.
To send a PDF version of your AccountEdge documents, simply click the new Send To button and choose E-mail from the list that appears; the E-mail window appears with the email address entered on the contact's card, a subject line that identifies the document and your company, and a brief message. You also can select the form layout that will be used for your document. (If you plan to send invoices and you normally print them on letterhead, you may want to create a new custom form layout that includes your logo, for example.) You can change these entries if you like. Your email message will be sent automatically to your email program’s out box, where you can review it before sending it using that program.
If you’re unsure about how your email program is set up, or which options are available with it, please consult the documentation that accompanied that program.
Improved email capability lets you email forms and reports directly from AccountEdge