Accounts and payroll

Changes to Email Settings

Microsoft have retired Basic Authentication on Outlook.com, and Google are retiring Basic Authentication on Gmail.

If you don’t email from your software, or you are already using the MAPI, or the Outlook app you will not be affected.

If you use SMTP to email documents from Sage 50 Accounts, via Outlook or Gmail you will need to update your email configuration.

Update your email configuration

Microsoft Outlook app

You can use the following steps to edit the settings on multiple documents at once

1. In Sage 50 Accounts, click Settings, then Email Defaults.
2. In the Email Program drop-down, select Microsoft Outlook.
3. Click the relevant tab for the layout type, for example invoice, and complete the fields necessary.
4. Click Apply, then select the check box for each layout you want to apply the email settings to.
5. Click OK.
6. Select the relevant document tab and edit any Attachment or Outlook Settings.

Configure how your emails are sent:

• Save emails to mailbox from your software to export emails to your Drafts folder, to review and click send in Outlook, (recommended) or
• Send emails immediately from Outlook to send emails out when you export them from Sage to Outlook.

You have updated the settings on your documents, and you can click the email option as normal.  Your software now creates or sends your emails in the Outlook app, based on the settings you entered above.

Gmail App Password

If your email provider is Gmail, based on their support guide you can create an App Password and continue to use SMTP.

The use the following steps to edit the settings on multiple documents at once

1. In Sage 50 Accounts, click Settings, then Email Defaults.
2. In the Email Program drop-down, select
3. In the Email Provider dropdown, select
4. In Sender Details, enter your Email Address and the Display Name you wish to use.
5. In Login details, select Use Username and password, and enter your email address and your App Password you have already created.
6. Click Apply, then select the check box for each layout you want apply the email settings to.
7. Click OK.

You have updated your SMTP settings and can continue to email documents as normal.

If you would like help changing the email settings on any layout or need any other help with your Sage Accounts, please contact us

Payroll

The same as with Sage 50 Accounts, Microsoft have retired Basic Authentication on Outlook.com, and Google are retiring Basic Authentication on Gmail.

If you don’t email from your software, or you are already using the MAPI, or the Outlook app you will not be affected.

If you use SMTP to email reports from Sage 50 Payroll, via Outlook or Gmail you will need to update your email configuration.  Alternatively, you can set up sage HR online Services and upload employee’s payslips to a secure online portal.

Update your email configuration options

To continue sending emails with a:

• Microsoft email address, you will need to send using classic Outlook.
• Gmail email account, you need either send using classic Outlook, or use an App Password to continue using SMTP.

Microsoft Outlook app

The steps are the same whether the report you need to edit is pre-update, or post-update.

Email settings re unique to each report in your software.

1. In Sage 50 Payroll, click Reports, or click Payroll then click Pre-Update Reports.
2. Locate the report you need to edit.
3. Right-click the report, and click Edit to open the Sage Report Designer.
4. In Report Designer, Click Report then Email Settings.
5. In the Sending options section, select one of the following options:

• Send emails immediately.
• Save emails to mailbox

6. Click the Mail Provider drop-down and select Microsoft Outlook.
7. Click OK.

You have updated the settings in your reports, and can click the email option as normal to email your report.

Gmail App Password

If your email provider is Gmail, based on their support guide you can create an App Password and continue to use SMTP

When you follow the steps below, you don’t need to update multiple reports, once one report is updated, the settings for all reports are automatically up dated.

1. Click Reports, or click Payroll then click Pre-Update Reports, and right-click on any report.
2. Click Edit, Sage Report Designer opens,
3. Click Tools, then Options.
4. Click the Email Setup tab.
5. Check the Default Provider displays Internet Mail (SMTP).
6. Under the Available Providers sections, click Internet Mail (SMTP).
7. Click the Configure button.
8. Select Google Mail / Google Apps / Gmail then click Next.
9. Clear the Password field, and enter the Gmail App Password you created earlier on.
10. Enter the new App Password in the Repeat Password field.
11. Click Next, then Finish.
12. If you would like to check you email configuration, click Test.
13. Click OK to close the Options window.
14. Click File then Save All.

You have updated your SMTP settings and can continue to email reports as normal.

If you need help changing your email settings or need any other help or advice with your payroll, please contact us

We can also provide a remote access service where we can link into your computer to help you resolve your Sage Accounts or Payroll problems.