What is Client Accounting?

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After previewing your financial statements, you can print or email them.

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Go the the Client Accounting Reports tab, select a report and click Preview the financial statement for the client. The Report Preview window appears.Click Print_{Image Removed}on the Report Preview window toolbar. The Print window Reports at the bottom.
On the Report Preview window toolbar, click Image Added Print. The Print window appears.
Select the printer and edit the printing preferences as necessary.
Click Print.

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.

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title	To email a financial statement

Go the the Client Accounting Reports tab, select a report and click Preview Reports at the bottom.
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.
Click Send.
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type note
Watermarks and images are not included when emailing Microsoft Word or Excel attachments.

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root	MYOB Ledger module 5. Produce financial statements

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Module 1. Set up MYOB Ledger

Module 2. Set up an Asset Register

Module 3. Add current-year data

Module 4. Substantiate balances

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Change the look of reports (MYOB Ledger)

Preview reports (MYOB Ledger)

Edit paragraphs (MYOB Ledger)

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What is Client Accounting?

MYOB Ledger

MAS, Accounts or AO GL

MYOB Essentials or
AccountRight Live

Need More Help?

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Versions Compared

Old Version 11

New Version 12

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Was this information helpful?

How would you improve this topic?

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What was the reason for your rating?

What is Client Accounting?

MYOB Ledger

MAS, Accounts or AO GL

MYOB Essentials or AccountRight Live

Need More Help?

MYOB Essentials or
AccountRight Live