You can access the email feature of MYOB AccountEdge 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 be displayed if you've entered an email address for the location of the customer or vendor in the Card Information window. Use the drop down menu to choose another card, if you wish. 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 can select a card from the drop down list in the Name field. The primary email address listed on this card will appear in the E-mail Address window. If you'd like to use another email address from this card, select the arrow button next to the E-mail Address field and choose the address from the popup that appears.
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 application. You'll then send the file as you normally do using your email application.
Note: If you plan to email a form or report, be sure that QuickTime 4 or a newer version is installed on your computer. QuickTime can be installed using your MYOB AccountEdge program CD.
Note: Forms and reports are saved as PDF files
When a form or report is saved using the email feature, it's saved as a PDF (Portable Document Format) file. The contact who receives the email must have software that is capable of opening a PDF file. To view a file in PDF format, you need Adobe Acrobat Reader, a free application distributed by Adobe Systems, which is available at www.adobe.com.
Step by step
To email a sale or purchase