How to E-mail quotes, invoices, purchase orders (anything!) out of Advanced Accounting 5.1
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While in future versions this will be further enhanced and streamlined, you can generally E-mail any document that is otherwise destined for a printer in Advanced Accounting 5.1.

For quotes (as but one example), select the "non-compressed" option when printing a quote and then when it asks you where to print, select "D"isk. Output the file to a name in this format:


where the first letter represents the quote type and XXXX is the quote number

Suppose the quote number is 762. When asked for the file name the name under the foregoing procedure would be:


Then you simply go into your E-mail and 'attach' the Q762.TXT file (in some software such as Pegasus you may need to specifically indicate that it is a text or "ASCII" file in order for it to be sent correctly - you would navigate to the path where Advanced Accounting is installed, e.g. F:\ADV51\Q762.TXT).

Be sure not to put any spaces in the file name.

For purchase orders, it is recommended you use a common beginning letter such as a "P" and for sales orders use an "S" and that keeps everything separate and it also avoids the possibility of overwriting a key system file of any kind and this is the simplest approach.

For sales invoices, it is normally best to print a posted invoice to disk using the reprint invoice program (sales order option N).

Another approach if you have a lot of users who will be doing this: set-up a special directory on each person's local C: drive or in a subdirectory under ADV51 and then tell them to reference that path when outputting a file - that way it keeps the clutter out of your ADV51 directory and it will also avoid the possibility of anything to disk overwriting anything.

So under this approach, you might want to create a directory on each PC called: C:\EMAIL. Then when you are asked where you want to print in my first example, you would answer "D"isk and then type:


And then when you go into your E-mail you would simply attach and send the C:\EMAIL\Q762.TXT file.