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.
To email a financial statement
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Go the the Client Accounting Reports tab, select a report and click Preview Reports at the bottom. See Previewing financial statements.
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On the Report Preview window toolbar, click Send via E-mail
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Review and edit the email as necessary.
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If an email address is defined for the client in MYOB AE, it'll be added to the To field.
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The email Subject contains the client name and financial period for which the financial statements have been produced.
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Click Send.
Watermarks and images are not included when emailing Microsoft Word or Excel attachments. See
Setting report display options.