Export a Transaction to a Sage Simply Accounting User
Before you can perform this task, you need to check that:
- You have added the customer
or vendor's e-mail address to their record in your Sage Simply Accounting company
file.
- Identified the
customer or vendor as a Sage Simply Accounting user in their record.
- Your vendor or
customer has identified you in their records as a Sage Simply Accounting user
in their Sage Simply Accounting company file.
- The default form type for e-mailing the transaction is set to Custom Crystal Reports Form.
- (Optional) If you
want to e-mail transactions regularly to a vendor or customer, set up
e-mail as their transaction preference.
- If your customer
or vendor uses different item numbers to refer to goods or services, you
must match their item
or service numbers with the item numbers or accounts you use in your records.
You only need to set this up once for each item.
To export a transaction
to a Sage Simply Accounting user, e-mail the transaction to them:
- In the transaction window, open the File menu choose E-mail.
- After verifying
the information displayed in the E-mail Information window is correct,
click Send.
What do you want to do?
Learn about
importing and exporting transactions
Import a transaction
from another Sage Simply Accounting user