Emailing a form or report

Reports and forms > Emailing reports and forms >>

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.

Sales and purchases

When you choose E-mail, the E-mail window appears. If you're emailing a sale or purchase and have entered an email address for the customer or vendor in the Card Information window, that email address will be displayed in the E-mail window. You can use the drop-down menu to choose another card.

Forms

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 automatically when the form is emailed. You can select a different form if you wish.

Reports

If you're emailing a report, you can select a card from the drop down list in the Name field of the E-mail window. 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 list.

When you click Send, an email with the sale, purchase or report attached as a PDF file is sent to the outbox of your email application. You' can then send the file as you normally do using your email application.

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

Note:  The recipient must have Adobe Acrobat Reader

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