To configure the email settings go to Main menu > Manage Application Settings > Email Settings
Enter the following information:
| SMTP Server Name |
This is the name of your mail server. If you are using Microsoft office 365 please click on this link for instructions Configuring-Email-settings-when-using-Microsoft-Office-365 Otherwise, see below. An authentication method may not be required for a smtp server internal to your organisation, however authentication is generally required for external third party providers such as gmail.com and outlook.com. |
| Check port number |
You will need to enable your firewall to allow data through a particular port, especially if your mail server is using a non-standard port (which are detailed below). If there is an error connecting to the SMTP Server check whether the server needs to specify a port number with the server IP address (in the format 10.2.3.4,25 or smtp.mydomain.com,25). Use a comma to separate the port number. For example: Outlook.com generally requires TLS authentication method and connects via port 587. In this case you would enter the following as the SMTP server name: smtp-mail.outlook.com,587 and set the authentication method to TLS. GMail.com's smtp server name is smtp.gmail.com and you can connect on either port 465 for SSL and port 587 for TLS. Your user name and passwords would be provided by your smtp service provider. If you are using an internal server, ensure the SMTP service is enabled on the mail server. |
| Ping Test |
A ping test confirms that the SMTP server can be accessed through your firewall. You should be able to ping the smtp server to test the connection, e.g. at a command prompt |
| Alert From Mailbox |
This enables the alerts to come from a particular user. It is recommended that a specific mail account is set up for this purpose. These are emails are that sent automatically from the system, e.g. Weekly Task Alerts System alerts generated by the software will be sent from this mailbox. This should be an internal email address. Using a separate mail account rather than a partner's or manager's mail account avoids confusion between system alerts and other e-mails from that user. |
| System Notification Mailbox |
This allows system alerts received to be collated into one mailbox. This may be a specified mailbox or a particular user. If a specified mailbox is used, the user responsible for monitoring the alerts must have access to this mailbox. This mailbox is used to receive notifications from the System, e.g. when System Tasks are sent or if there are any errors sending these alerts. System alerts will be sent to this mailbox. This should usually be an internal email address. |
| Bounced Alerts Mailbox |
This allows bounced alerts to be collated into one mailbox. Similar considerations to the system notification mailbox should be given. This mailbox is used to receive bounced back email either internally or externally. This should be an internal email address. The bounced back emails will be send from the "Alert From Mailbox". |
| Email Debug File Path |
This provides a location for debug reports to be saved and reviewed in the event of a problem sending or receiving alerts. Enter a file path where the system will save a debug report. The debug path should be on a network drive accessible to all users. Make sure you click "Send Test" to check whether the connection information is correct. The test will be sent to the System Notification Mailbox. |
Note
Emails received from the creditors portal alerts require certificated TLS email authentication.
See also: Why is a user not receiving emails?
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