This explains how you can send an account statement via WhatsApp. After you export the account statement from the system, it will arrive in your email in PDF or Excel format. You can then send it using any method you prefer, such as WhatsApp.
Steps
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Export the Report
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Go to the report page
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Select the required report, such as: Account Statement, Income Statement
- Choose the period and search
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Click on Export PDF or Excel
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Access Your Email
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Open your email registered in the system
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Download the attached file
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Send the File via WhatsApp
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Open WhatsApp
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Select the person or group
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Attach the file from your device or mobile phone
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Search keywords:
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How do I send the account statement I downloaded from the system via WhatsApp?
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I exported a PDF account statement, how can I send it via WhatsApp on my phone?
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The file arrived in my email, what should I do to send it via WhatsApp?
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How do I open the account statement PDF from email and send it via WhatsApp?
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I downloaded the report, but I don’t know how to send it via WhatsApp. Can you explain?
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Is there a direct way to send exported reports via WhatsApp?
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After exporting the account statement, how do I transfer it from email to WhatsApp?
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Is there an option within the system to send the report directly to WhatsApp?
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Can you guide me through the steps to send the account statement from the device to WhatsApp?
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Do I have to download the file first, or is there an easier way to send it via WhatsApp?
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I need to know how to send the PDF account statement via WhatsApp after downloading it
