Emailing Account Registers

You can click the Email icon in the footer of any register to email that register to an employee, vendor, customer, or partner entered in your account.

To email a register:

  1. Go to an account register in one of the following ways:

    • Go to Lists > Accounting > Accounts, or Setup > Accounting > Chart of Accounts, and click the account name.

    • From a list of all transactions of a particular type, like sales orders, purchase orders, or checks, click the account.

    • On a transaction record, from the Actions list, select Go to Register.

  2. Click the Email icon in the footer and complete the Email Report page.

    For details about email options and how to use them, see Emailing a Report.

Related Topics

General Notices