Sending a statement via email

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Financial Reporter module

If your computer is set up to use an Internet mail application, you can send statement definitions via email. Please note that you cannot send the completed statement. You can only send the statement definition (the *.FSR file).

Choose File > Send. Your email application will open and a message will be created with the current statement attached. All you have to do is type in the address of the person to which you are sending the statement and send it off.

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