The Email Configuration utility lets you set up SMTP information so you can email payroll vouchers to employees. The voucher is attached to the email message as a secured PDF file. 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 |
Tip: Your IT department should be able to provide further assistance if needed.
Configure the Following Fields
- SMTP Server: Enter the name of your mail server or your Internet Service Provider (ISP) mail server.
- Port: Enter the port your SMTP server uses.
- Timeout: The default timeout when this field is left blank is 20 seconds.
- Use SSL/TLS Encryption: If this box is checked, use the SSL Log Path field to specify the location of the SSL log.
- SSL Log Path: Specifies the location of the encryption log file if the Use SSL/TLS Encryption box is checked.
- Batch Size: Determines how many emails are sent to the mail server in each batch.
- Pause Duration: Determines how long (in seconds) the program pauses between sending each batch of emails to the mail server.
- Username: Your SMTP username.
- Password: Your SMTP password.
- Email Log Path: The location of the email log file.
- Send Exception: If this box is checked, use the Exception Recipient field to specify an email address to which the system sends any exceptions. No exception notifications are sent if the Exception Recipient field is empty.
- Exception Recipient: Used with the Send Exception option. Any exceptions that occur when sending email from the program are sent to the address in this field.
- Send ALERT: If this box is checked, the system notifies Support of any exceptions.
- Organization Email: Enter the from and return address for emails sent from the program.
- Organization Email Name: Enter your organization name or another name for emails sent from the program.
Note: The Username and Password fields auto-populate if you are using Google Chrome and choose to save your passwords on the site.
You can test your email configuration using the Send Test Email area. Enter an Email Address in the field provided and click Send Test Email. The system then attempts to send you an email message confirming that your configuration is working.
To save or discard your changes:
- Update: Saves your changes.
- Reset: Undoes all changes since the Email Configuration utility was last updated.
- Cancel: Returns to the main Financials screen without saving.
Updated