Saving a form or report as a PDF file to attach to an email

Reports and forms > Emailing reports and forms > Saving a form or report as a PDF

In MYOB AccountEdge, you can save a 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.

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: If forms and reports are saved as PDF files

If you save a form or report as a PDF (Portable Document Format) file, the customer or vendor who receives the form or report 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 save a sale or purchase as a PDF file to attach to an email
To save a report as a PDF file to attach to an email


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