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You can stay in touch with your contacts by emailing invoices, statements, bills and more.

Before you email from AccountRight, you need to:

  1. set up Microsoft Outlook
  2. set your email preferences in AccountRight
  3. select the default forms to use when emailing.

When you email a transaction (such as an invoice or purchase order), it's attached to your email as a PDF. You can also attach a file, such as your latest catalogue, override the default subject, message and address, and add more addresses.

If you want to check the status of an email or review what was sent, you'll find the original email in your Outlook mailbox.

If you don't use Microsoft Outlook, you can save your document as a PDF (Send To > Disk) then attach it to an email in your preferred email software .

How to email

Typically, you enter the transaction you want to email and then click Send to > Email before recording it. The transaction is automatically recorded and you can then change the default email settings before sending it. You can also send your emails in a batch, you might do this for your monthly statements or employee payslips.

To email...See
Transactions (when recording)Sending forms when you record a transaction
Transactions (after recording)Sending forms in a batch
StatementsSend customer statements
ReportsPrinting and emailing reports
Pay slips (Australia only)Print or email pay slips

Trouble emailing pay slips? See Print or email pay slips

Emailing attachments

When emailing an individual sale or purchase, you can attach another document or file to the email. Just click Attach on the Email window and select the additional attachment.

Email addresses

The email addresses in your 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.


I get an "Error sending email" message

If you get a message stating "Error sending email" or "1 of 1 Emails are not sent" when emailing, make sure you are using the latest version of AccountRight. An issue was found in an earlier version of AccountRight and fixed in 2015.2.

If you're emailing a contact who has multiple email addresses, make sure the email addresses are separated by a semi-colon (;). The above message can occur if email addresses are separated by a comma.

This message can also appear when other software or your system settings stop the email being transferred from AccountRight to Outlook. This includes:

  • Windows permissions
  • Outlook security settings
  • Third party security software, such as antivirus
  • User Access Control settings

As the issue is outside AccountRight, it's difficult to know the exact cause. We recommend seeking help from an IT specialist or the MYOB community to find an appropriate fix.

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

If you need to resend a transaction, redisplay it and 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 resend a few transactions look for the Print/Email...buttons in the relevant command centre. 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.

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

If you need to remove emails from the To Be Emailed tab, there's two ways to do it:

  • 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:
    1. If your company file is online, check out your file.
    2. Disconnect your computer from the internet
    3. In your software send the emails you want to remove from the To Be Emailed tab. Without an internet connection, it will only move them to the Outbox in Outlook.
    4. Delete the emails from the Outbox.
    5. Reconnect to the internet and check in your file.
Why are fields missing on email attachments but appear correctly when 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.

Why do my emails include an attachment called "Winmail.dat"?

If Outlook is set up to compose emails in Rich Text Format, Outlook will sometimes attach a file called "Winmail.dat" to your emails.

To stop this, ensure Outlook is set up to compose emails in HTML or Plain Text. This setting is usually under the Mail settings in Outlook.

In Outlook 2010 and later: File > Options > Mail > Compose messages

In Outlook 2007: Tools > Options > Mail Format > Message Format

Why am I prompted to click "Allow" or "Deny" each time I send an email?

A message requiring you to "Allow" or "Deny" when emailing from AccountRight means Microsoft Outlook incorrectly thinks the email is suspicious. Here's an example:

You know the email isn't suspicious, so it's fine to click Allow to send it.

To prevent this warning

You have two options: 

  • Repair Microsoft Outlook to ensure it works smoothly with AccountRight. This is the preferred solution which will permanently fix the issue without affecting the security of Microsoft Outlook. You might need help from an IT person to complete the repair. See this Microsoft support article for more info.
  • Change a security preference in Microsoft Outlook. This is a temporary solution which should only be undertaken if you have up-to-date antivirus software on your computer. This Outlook security setting is intended to prevent malicious and unauthorised access to Outlook, so you should discuss the implications of changing it with an IT person.

    If using this Outlook versionDo this
    2010 or later
    1. Close Microsoft Outlook.
    2. Simultaneously hold down the Shift key on your keyboard and right-click the Outlook icon (or shortcut) and choose Run as administrator.
    3. In Microsoft Outlook go to the File menu and choose Options.
    4. Click Trust Centre, then click Trust Centre Settings.
    5. Click Programmatic Access. This will display 3 options.
    6. Select the first or last option - whichever best suits your needs. If the middle option (Always warn me about suspicious activity) is selected, you will still be prompted to allow or deny each time you send an email from AccountRight.
    7. Click OK.
    1. In Microsoft Outlook go to the Tools menu and choose Trust Centre.
    2. Click Trust Centre Settings.
    3. Click Programmatic Access. This will display 3 options.
    4. Select the first or last option - whichever best suits your needs. If the middle option (Always warn me about suspicious activity) is selected, you will still be prompted to allow or deny each time you send an email from AccountRight.
    5. Click OK.