How can I sent a statement as an Excel attachment

BMCK
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Australia
BMCK
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How can I sent a statement as an Excel attachment

I have had a customer request his statement in Excel format. Any ideas on how to do this?

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MYOB Moderator Steven_M
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MYOB Moderator
New Zealand
Steven_M
MYOB Moderator

22977Posts

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Re: How can I sent a statement as an Excel attachment

Hi @BMCK

 

AccountRight will only allow the user to produce a customer in a printed format i.e. you need to select a printer to produce the statement. This does mean that you will not be able to the directly produce a statement in an Excel format, only a printed copy.

 

The only way that I could see you getting that information in an Excel format would be to print that statement a PDF printer. Once you have a PDF copy of it use a PDFConvertor to convert that across to an Excel format. 


Kind Regards,
Steven
MYOB Client Support
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