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Need to be able to email reports directly out of PC

It would be much nice if I could run reports and email directly out of PC vs. saving to desktop or other file, renaming, and then sending to the person I need to get a report to.  I can email billing directly out of PC - but don't have that same option to send reports.

  • Lysa Drain
  • Aug 6 2015
  • Likely but not yet planned
  • Attach files
  • Jordan Davidson commented
    April 21, 2021 19:46

    Nearly 6 years old. The ability to e-mail reports directly out of the software would be a huge time saver. Currently, we are only able to email binder items via outlook. Saving a report as a pdf, then opening up an email, then attaching it is a waste of time. Ideally this functionality would work with all email providers (gmail, icloud, etc.)

  • Tina Calma commented
    September 30, 2016 18:05

    It seems that since you can email from the binders this would be an easy fix.

  • Triniti Hall commented
    September 30, 2016 17:01

    Why has this not been addressed?

  • Jim Saad commented
    June 30, 2016 17:36

    Agreed.  Just like American Contractor and Sage 100 Contractor do!

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