Emails - BC Bookkeeping Tutorials|dwmbeancounter.com

By default, when you send an email from within Manager, the program emails a hyperlink allowing the recipient to view the transaction (and selected attachments) being sent. Of course, that option only works for web-accessible editions of the program, namely, internet-connected server installations and the cloud edition.

However, desktop edition users and others wishing to email transactions and reports in PDF format can do so.

Reliable and flexible PDF-formatted documents can be produced using your operating system’s built-in features. To take advantage of a built-in generator, click the Print button while viewing a transaction or report:

Then, depending on your operating system and version, choose a Print to PDF, Save as PDF, or similar option. Email the resulting PDF as an attachment using your regular email client.