Email Configuration

The Email Configuration utility lets you configure SMTP settings so you can email payroll vouchers to employees. The voucher is attached to the email as a secure PDF. The password is the last few digits of the Social Security number (for individuals) or federal ID number (for organizations).

Suggested SMTP Settings

Provider	SMTP Server	SMTP Port	Use SSL/TLS	Encryption Protocol
Gmail	smtp.gmail.com	587	Yes	TLS 1.2
Office 365	smtp.office365.com	587	Yes	TLS 1.2
Outlook	smtp-mail.outlook.com	587	Yes	TLS 1.2
SendGrid	smtp.sendgrid.net	587	Yes	TLS 1.2

Note: Your IT department should be able to provide further assistance if needed.

Configure the Following Fields

1. SMTP Server: Enter the name of your mail server or your Internet Service Provider (ISP) mail server.
2. Port: Enter the port your SMTP server uses.
3. Timeout: Defaults to 20 seconds if left blank.
4. Use SSL/TLS Encryption: If checked, use SSL Log Path to specify the SSL log location.
5. SSL Log Path: The location of the encryption log file, if Use SSL/TLS Encryption is checked.
6. Batch Size: How many emails are sent to the mail server in each batch?
7. Pause Duration: How long (in seconds) the program pauses between sending each batch.
8. Username: Your SMTP username.
9. Password: Your SMTP password.
10. Email Log Path: The location of the email log file.
11. Send Exception: If checked, use Exception Recipient to specify where exceptions are sent. No exception notifications are sent if that field is empty.
12. Exception Recipient: Used with Send Exception — any exceptions from sending an email are sent to this address.
13. Send ALERT: If checked, the system notifies Support of any exceptions.
14. Organization Email: The from and return address for emails sent from the program.
15. Organization Email Name: Your organization name, or another name, for emails sent from the program.

Note: The Username and Password fields auto-populate if you're using Google Chrome and have enabled password saving on the site.

To test your email configuration:

1. Enter an Email Address in the Send Test Email area.
2. Click Send Test Email.
3. The system attempts to send a confirmation email to that address.

To save or discard your changes:

1. Update: Saves your changes.
2. Reset: Undoes all changes since the Email Configuration utility was last updated.
3. Cancel: Returns to the main Financials screen without saving.

Updated July 10, 2026 04:17