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There's lots of things you can print from AccountRight including invoices, reports and customer statements. In fact, there's not much you can't print. All you need is a printer and AccountRight does the rest.
Printing a single document
Display what you want to print and click Print (usually at the top of the window).
For reports, the Print option is under the dropdown button in the top-left of the window.
Printing a batch of documents
There are some documents like invoices, purchase orders, statements and receipts which you can print in batches. This saves you from needing to open each document to print them one at a time.
What can I print?
|Transactions (when recording)||Sending forms when you record a transaction|
|Transactions (after recording)||Sending forms in a batch|
|Statements||Send customer statements|
|Reports||Printing, saving and sending a report|
|Pay slips (Australia only)||Print or email pay slips|
AccountRight 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.
Outlook 2013 must be installed on your computer and not used online as part of an Office 365 subscription.
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.
If you get an "Error sending email" message when emailing pay slips, 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.
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.
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.
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:
- Disconnect your computer from the internet
- 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.
- Delete the emails from the Outbox.
- Reconnect to the Internet.
You can set an option to make email the default delivery on each customer card. Go to the Selling Details tab of a customer card and set the Invoice Delivery field to To be Emailed. Note that if this option isn't available, it's likely you've selected the No Default or Miscellaneous sales layout type which is only used for recording adjustments.
You can also set a preference to email sales immediately after recording them. Go to the Sales Preferences (Setup menu > Preferences > Sales tab) and select the Automatically [Email] Sales When They are Recorded option.
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.
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