Everything displayed in screenshots and printed in reports in Uniconta can be emailed in various file formats.
Watch a short VIDEO here.
All reports and screenshots can be modified before emailing. You can:
- Moving fields around
- Remove/insert fields
- Determine field width
- Sorters
- Filter and search etc. all before printing and/or saving.
This allows you to quickly and easily adjust the content and design before exporting to file. You are also not dependent on fixed report designs or need help creating a special report over a screenshot. You can quickly and easily adjust the content and report yourself.
Printouts of invoices, quotes and other printouts based on the invoice layout etc. cannot be modified before printing and emailing. This requires modification of the layout.
Printouts and data in screenshots can be emailed in various file formats that are available. At the top right of the View transcript window, Send as the email icon.
Select the desired format. Depending on the selected format, a window will open where you can specify additional options, click OK and a new email will be created in your default email program with the printout attached as a file.
This example shows how to email a quote. Offers are created under Accounts receivable/Offer. The overview shows all created quotes.
Select the offer you want to email and click the Offer button.
Select the date and check Show quote and click Generate, then open the quote in View printout.
Click the Send as email icon.
Click the arrow to the right of the icon if you want to select a different format than Uniconta remembers you using last time.
In the example, the offer is emailed as a PDF file.
Fill in any additional options in the PDF Export Options window and click OK.
A new email is then automatically created in your default email program with the printout attached as a file. Fill in the recipient's email address and any additional text before the offer is emailed to the recipient(s).