System Manager > Manage Security Settings > User Account Setting

The E-mail Account Setup function provides users the ability to define and set up email information that will be used when a specific user sends a report from within AccountMate Enterprise. The information defined in this function is used when sending e-mails from either the Reports menu or from the Save window in Transaction functions for the user who is emailing the report. Authorized users must set up the e-mail account information for each company they are assigned to. Users must provide the required information based on the option they select in the SMTP Mail field.

Emailing reports that have recipients already set up in the Email Setup page in either the Customer Maintenance or Vendor Maintenance functions are sent immediately without any additional steps. However, reports that do not have the recipients fields set up or are not in the Email Setup page in either the Customer Maintenance or Vendor Maintenance functions will display a new Simple Email Screen. This email screen allows users to enter the report's e-mail recipients, compose and format message, and to add attachments.

To set up e-mail account for a company, perform the following:

1.Access the E-mail Account Setup function from the User Account Setting menu in the System Bar.

2.The User Name field shows the account name of the user currently accessing the function and the Full Name field shows the the current user's full name. Authorized users can set up only their own e-mail accounts using this function.

3.The Email Accounts grid lists all the companies that the user has access to based on the Companies assigned to all the groups the user belongs to.

4.The Company Name and Alias fields shows the name and aliases of these companies as defined in the Company Setup function. Both fields are read-only.

5.In the SMTP Mail field, click the drop-down list and select the option you want to use. Select either of the following options:

•Exchange

•Gmail

•Hotmail (Office 365)

•Yahoo

•Other

6.Enter in the Display Name field the value that will be displayed in the From field when emailing reports using the specified e-mail address.

7.In the Email field, enter the user's e-mail address. The value in this field must correspond to the option selected in the SMTP Mail field. For example, if the option selected is Gmail; then, the e-mail address entered in this field must have '@gmail.com'

8.Enter in the App Password field the password for the SMTP client application. This is the password that is auto-generated when users activate the 2-step verification and set up the application password in their email accounts.

9.In the Description field, enter a brief information that helps distinguish this account from others (e.g. work e-mail, personal e-mail, etc.)

10.Enter in the SMTP Server Name field the name of the mail server that you wish to use; then, enter in the Port # field the port number that the mail server you entered will use. These fields are enabled only if the option selected in the SMTP Name field is 'Other'.

11.When you are ready, click the Test button to run a validation test and check if the system can connect using the information provided in this function. If successful, the message "Connected successfully" is displayed; otherwise it will show "Test connection failed. Please review email account information entered."

E-mail Accounts Setup

E-mail Accounts Setup

See Also