Faxing reports to clients and vendors and employees

Important! If there is no fax contact information entered in 3-6 Receivable Clients, 4-4 Vendors, or 5-2-1 Employees, a message appears indicating that there are no records containing the appropriate information.

To fax a report:

  1. In any Report Printing window, do one of the following:

    • Click File > Fax.
    • From the toolbar, click Fax this report.
  2. In the Subject text box, enter the fax subject line.

  3. In the Fax Cover Page Message text box, enter additional text to include as the fax cover page message.

    You can enter alphanumeric text and characters in the Fax Cover Page Message text box. You can also paste text the text box from other sources.

  4. Select the contacts to whom to fax the report:
  5. Expand the Clients, Vendors, or Employees folders to list each available contact.
  6. Expand each contact folder.
  7. Select each desired recipient from the contact folder.

    A red arrow appears when a recipient is selected.

  8. In the Fax Sender’s Name text box, enter your name.
  9. Under Fax Line Access, confirm that the information is correct or select Change to edit your settings.
  10. Select Send Now.

    A message displaying Report Distribution Progress appears on your screen.