You can email your financial statement as a Word, Excel or PDF document to your client. You can edit the recipient, subject and email body before sending the email.
Go the the Client Accounting Reports tab, select a report and click Preview Reports at the bottom. See Previewing financial statements.
- On the Report Preview window toolbar, click Send via E-mail to send a PDF copy, or click the drop-down to select PDF, Microsoft Word or Excel. The email is opened in your email program.
- Review and edit the email as necessary.
- If an email address is defined for the client in MYOB AE, it'll be added to the To field.
- The email Subject contains the client name and financial period for which the financial statements have been produced.