Windows
MoneyWorks supports creating messages and adding attachments in Outlook. But only in “Real” Outlook.
Microsoft has been aggressively pushing “New” Outlook, which is not a local app but just a wrapper on the website outlook.live.com. As merely a webpage, the “New” outlook has no support for local automations, so MoneyWorks cannot communicate with it to make messages for you. If you want to create messages from MoneyWorks in Outlook, you must use real Outlook.
On Windows, MoneyWorks offers two methods of interfacing to Outlook: Via Simple MAPI, or via the Outlook automation API. “New Outlook” does not work with either.
- Ensure you have real Outlook installed. This is part of Microsoft Office
- Real Outlook is labelled Outlook (classic). It has an option to switch to New Outlook. Do not use that. If you have switched on New Outlook, look in the top right of the window for a switch to turn off New Outlook
Mac
On Mac, MoneyWorks uses the Apple sharing API to create messages with attachments in the default mail client. New Outlook does not properly support this API.
- Ensure you have real Outlook installed. This is part of Microsoft Office
- Outlook has has an option to switch to New Outlook. Do not use it. If you have switched on New Outlook, look in the top right of the window for a switch to turn off New Outlook