Reports and forms

Emailing reports and forms

A feature of MYOB AccountEdge is the ability to send forms (sales, purchases and statements) and reports by email. The default mail program will be set to Mail, unless you change the setting.

Depending upon what version of Mac OS X and Mail you are using, you may need to be connected to the internet while emailing from within AccountEdge. If you are not connected to your ISP, no email will be sent and you will not receive an error message.

You can access the email feature in the following ways:

Send to button

You can access the email feature by clicking the Send To button in the Sales, Purchases, Index to Reports and Screen Reports windows and then choosing Email. All types of sales -- Quotes, Orders, Invoices and all types of purchases -- Quotes, Orders and Bills can be emailed by using the Send To button.

Using the Send to button > Email, reports, sales and purchases are saved as PDFs, attached to an email message and are prepared for sending one at a time.

As an alternative, you can save reports, sales and purchases as PDFs that you can attach to an email at a later time. To do this, you'll choose Disk from the Send to button.

If you want to send a batch of email sales or purchases or if you want to email statements, you can access the email feature by clicking the Print/Email button in the Sales or Purchases Command Center.

Print/Email button

You can also access the email feature by clicking the Print/Email button in the Sales or Purchases Command Center. You'll use the Print/Email Statements option when you want to send statements by email.

Using this method, you can send a number of sales, purchases and statements that are individually saved as PDFs and attached to email messages; the emails are sent in a batch.

Email button

You can also send an email message -- one that doesn't contain a form or report -- using the Email button found in the Card Information window.

Notes:
QuickTime 4 (or newer) must be installed on your computer

The recipient must have Adobe Acrobat Reader

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