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Emailing Overview
A feature of MYOB Accounting Plus is the ability to send forms and reports by email. In order to use the email feature, your email software must be MAPI compliant.
In order to send a sale, purchase or report by email from MYOB Accounting Plus, the email software you use must be MAPI, (Messaging Application Programming Interface) compliant. The following are some email software programs that are MAPI compliant: Microsoft Outlook (97 and 98), Netscape Messenger (Version 4), Outlook Express (Version 4 and later), Qualcomm’s Eudora (all versions), Pegasus Mail (Version 3) and Microsoft Exchange.You can access the email feature by clicking the Send To button in the Sales, Purchases, Index to Reports and Screen Reports windows. All sales --Quotes, Orders, Invoices and all purchases -- Quotes, Orders and Bills can be emailed. You can also send an email message -- one that doesn’t contain a form or report -- using the Card Information window.
If your email software is MAPI compliant, you can email forms and reports. 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 E-mail.
When you choose E-mail after clicking the Send To button, the E-mail window will appear. If you’re emailing a sale or purchase, the email address for the customer or vendor will display if you’ve entered an email address for the location of the customer or vendor in the Card Information window. Also, if you’ve selected a form in the Selected Form field of the Selling/Buying Details view of the Card Information window, that form will be used when the form is emailed. You can select a different form if you wish.
If you’re emailing a report, when the E-mail window appears, you’ll enter the email address of the contact to whom you wish to email the report.
When you click Send, an email which has the sale, purchase or report attached as a PDF file is sent to the outbox of your email program. You’ll then send the file as you normally do using your email program.
You can save an sale, purchase or report as a PDF file that you can attach to an email. You can access this feature by clicking the Send To button in the Sales, Purchases, Index to Reports and Screen Reports windows and choosing Disk. If you click Disk at the Index to Reports and Screen Reports windows, choose PDF from the list of file formats.
Click below for the step-by-step procedure:
To save a sale or purchase as a PDF file that you can attach to an email
To save a report as a PDF file that you can attach to an email
You may want to send an email message while using Accounting Plus. You can do so by clicking the E-mail button in the Card Information window. If you have several locations recorded for a card, remember to simply change the selection in the Location field to access the email address for a contact at a different location.
Click below for the step-by-step procedure:
To send an email message using the Card Information window
If you’ve installed fax software on your system, you can fax a form or report. You can access this feature by clicking the Send To button in the Sales, Purchases, Index to Reports and Screen Reports windows and then choosing Fax. Accounting Plus will access your fax program. See the documentation included with your fax software for further information.
Click below for the step-by-step procedure:
Emailing Overview