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To email from AccountRight you need Microsoft Outlook (2007 or later) installed on your computer.

You're then ready to You can stay in touch with your contacts by emailing invoices, statements, bills and more.When you

Setting up emailing in AccountRight

There are 2 ways you can email from AccountRight:

From AccountRight 2016 onwards you can send emails directly from online company files,

the document is converted to a PDF and attached to an email sent through Outlook.

without the need for email software. Learn how to Set up AccountRight to send emails.
Or, you can choose to send emails using Microsoft Outlook, if it's installed on your computer. Learn how to Send emails using Microsoft Outlook.

Need help choosing? See Choose how to send emails.

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If you're

not using Microsoft Outlook, save your document as a PDF (Send To > Disk) then attach it to an email

using AccountRight 2015 or earlier, you can only use Microsoft Outlook to send emails.

How to email

Typically, you can display what enter the transaction you want to email , and then click Send to > Email before recording it.

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To

The transaction is automatically recorded and you can then change the default email settings before sending it.

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You can also send your emails in a batch. You might do this for your monthly statements or employee payslips. e.g. Sales > Print/Email Statements > To Be Emailed tab.

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More details

See these topics for more details about emailing specific documents:

To email...	See

Transactions (when recording)

Sending forms when you record a transaction

Transactions (after recording)

Sending forms in a batch

Statements

Sales (invoices, quotes and orders)	Print or email sales
Purchases (bills, quotes and orders)	Print or email purchases
Remittance advices	Print or email remittance advices
Statements	Print or email customer statements
Reports	Printing

, saving and sending a report

and emailing reports
Pay slips (Australia only)	Print or email pay slips
Payment receipts	Printing payment receipts
A short message to a contact	Other ways to keep in touch

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Trouble Having trouble emailing pay slips? See Print or email pay slips? Check Email troubleshooting for a solution. If you're using a classic (v19) AccountRight version - see Fixing email issues for troubleshooting.

Emailing attachments

Do you want to include your latest price list when emailing an invoice? Or perhaps you want to include a birthday card when emailing a report to your accountant (stranger things have happened!).

Click When emailing an individual sale or purchase by clicking Send To > Email in the transaction (not available for batch emailing), you can attach another document or file to the email. Just click Attach on the Email window to and select an the additional attachment.

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Email addresses

The email addresses in your contacts’ contacts' cards are used when sending emails. Click To if you have additional email addresses specified in a contact’s card which you want to use. Or you can type email addresses directly into the To field, and use a semi-colon (;) to separate multiple addresses.

Email Defaults

The default Subject and Message for your emails are specified using the Email Defaults window (Setup > Preferences > Reports & Forms tab > Emails). This lets you customise your email text making it specific to your business.

You can override the default text in the Email or Review Forms Before Delivery windows when sending an email.

To change the form which is used when emailing, see Setting the default form to print and email.

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title	Which email programs work with AccountRight?

AccountRight only supports Microsoft Outlook 2007 or later (32 bit only). If you use a web email service, such as Gmail, you can access and send emails for these services within Microsoft Outlook (via IMAP or POP). Your email provider will have instructions on how to set this up in Outlook.

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Outlook 2013 must be installed on your computer and not used online as part of an Office 365 subscription.

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Default subject and message

To set up a default email subject and message for your emails, see Set up your default email messages.

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<h2><i class="fa fa-comments"></i>  FAQs</h2><br>

set Microsoft Outlook as my default email program?

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AccountRight sends emails via the default email program and email address set up on your computer. Microsoft Outlook is the only email program you can use with your MYOB software. Here's how to set Outlook as the default email programm in Windows 7 or later.

From the Control Panel, choose Internet Options.
Click the Programs tab > Set programs.
Choose the option Set your default programs.
Select Microsoft Outlook then click Set this program as default.

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title	How do I set the default email address?

AccountRight sends emails using the default email address set up in Microsoft Outlook. If you have more than one email address in Outlook, here's how to set the default one:

In Outlook go to File > Info > Account Settings > Account Settings.
Click the Email tab.
Select the email address you want to use, then click Set as Default.
Click the Data Files tab and again select the email address you want to use then click Set as Default.

check my sent emails?

How do I check my sent emails?

If you send emails through AccountRight, your sent emails can be seen by clicking Sent Emails at the bottom of any command centre.

If you send emails through Microsoft Outlook, your sent emails will be in the Sent Items folder in Outlook.

If you need to reprint or resend

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I get an "Error sending email" message. What should I do?

In you get this message when emailing pay slips, go to Setup > Preferences > Reports & Forms tab and deselect the option Include all YTD amounts and Entitlement Balances on Paycheque Stubs.

If you're still getting the error, record another pay for that employee by entering an hour and amount next to each payroll category. Then delete this pay (display the pay transaction via the transaction journal, then go to Edit > Delete or Reverse). Now try emailing the pay slip which was causing the error.

If the occurs when emailing something other than pay slips, it means something is stopping the email being sent from your MYOB software to Outlook. This can include:

Windows permissions

Outlook security settings

Third party security software, such as antivirus

User Access Control

These are outside of your MYOB software and may relate to numerous causes, so you might need the help of an IT person to determine the exact cause and the appropriate fix.

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title	How do I reprint or resend forms?

How do I resend a form I've already emailed?

If you need to resend a transaction, redisplay it and

then click Print or

then click Send To from the transaction window. For example, to reprint a sale, find it in the Sales Register window and click the zoom arrow to display it in the Sales window. Then click Send To.

If you need

to reprint or resend

to resend a few transactions look for the Print/Email...

If the transactions aren't listed in the Review... window,

buttons in the relevant command centre

(for

. For example, to reprint a few sales, click Print/Email Invoices in the Sales command centre

)

. If the transactions aren't listed in the Review... window, click Advanced Filters and deselect the Unprinted or Unsent Only option.

If you only have a few emails to be removed open each of the transactions and change the Delivery Status to Already Printed or Sent.

If you have lots of emails to be removed, disconnect your computer from the Internet. In your software send all the emails, but without an internet connection, it will only move them to the Outbox in Outlook. Delete these from the Outbox and then reconnect to the Internet

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How do I remove emails from the To Be Emailed tab.

Can I CC an email to another recipient?

While there isn't a CC field, you can include multiple email addresses in the To field when sending the email. Just make sure the email addresses are separated by a semicolon and there are no spaces.

If you'd like to see a CC field added to AccountRight, vote for this idea on the AccountRight Idea Exchange.

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title	Is there a character limit for my email messages?

Is there a character limit for my email messages?

When you email a sale or purchase when recording the transaction (using the Send To > Email function), the email message is limited to 255 characters. Learn more about Sending forms when you record a transaction.

When you email sales or purchases using the Print/Email function, such as Sales > Print/Email Invoices, the email message is limited to 4000 characters. Learn more about Sending forms in a batch and Setting up your default email settings.

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I prefer to email sales, rather than print them. Is there a way to make email the default delivery method?

Yes, go to the Selling Details tab of each customer card and set the Invoice Delivery field to To be Emailed.

If you want to email sales immediately after recording them, select the Automatically [Email] Sales When They are Recorded option in the Preferences window (Setup menu > Preferences > Sales tab)

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title	Why are fields missing on my forms when I email an attachment even though they display when the form is printed?

Try making the field larger on your form. If a field in a customised form is too small, it might get missed when the form is converted to PDF to be emailed - even though the field might display when printed.To enlarge a field when you're customising a form, click and drag a corner of the box surrounding the field.

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Where do I set my my email "reply-to" address?

If you send emails directly from AccountRight (online company files only), you can set the reply-to email address in the email preferences (Setup menu > Preferences > Emailing tab > Reply-to Email Address). Note that you can only have one reply-to address for each company file, and it will apply to all emails.

If you send emails via Microsoft Outlook, emails are sent from the default email account. To change this:

Open Microsoft Outlook.
Go to the Tools menu and choose Account Settings.
Select the email account you want to make the default account, and then click Set as Default. (If the option is greyed out, it means that the account you’ve selected is already the default account.)
Click the Data Files tab and again select the email address you want to use then click Set as Default.

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title	How do I send an email to multiple addresses?

How do I send an email to multiple addresses?

When emailing a single document or a batch, click To if you have additional email addresses in a contact’s card which you want to use. Or you can type email addresses directly into the To field, and use a semi-colon (;) to separate multiple addresses and make sure there are no spaces.

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title	Related topics

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Sending emails using Microsoft Outlook

Set up your default email messages

Personalising forms

Working with In Tray documents

Sending forms in a batch

Sending forms when you record a transaction

Print or email customer statements

Email troubleshooting

Fixing email issues

Setting your default email program or email address

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Key

Setting up emailing in AccountRight

How to email

More details

Emailing attachments

Email addresses

Email Defaults

Default subject and message

How do I check my sent emails?

How do I resend a form I've already emailed?

Can I CC an email to another recipient?

Is there a character limit for my email messages?

Where do I set my my email "reply-to" address?

How do I send an email to multiple addresses?

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