Solution Properties
Solution ID:
200427112238795
Last Modified Date:
Thu May 02 14:02:55 UTC 2024
Taxonomy Path:
Case category//How do I...//setup/create/run a report
Author:
[email protected]
Send reports and payslips by email
Description

Before you can start emailing your documents, you need to ensure your email settings are correct, depending on the email service you use. Let's take a look at them together.

IMPORTANT: Microsoft's New Outlook application isn't supported in your Sage software. If you enable this, you can no longer export emails from Sage 50 Payroll to Outlook. You can disable this setting in Outlook to

Cause
Resolution

Preparation

Before you can email a payslip or report to your employees, there's a few preparation steps to carry out first.


 NOTE: If you've already updated records and need to reprint payslips, follow our separate guide on how to print and reprint payslips > 

Microsoft OutlookOutlook should be set as the default email program on your computer and you must apply email settings to your document. Email a document using Microsoft Outlook >
WebmailYou can use services such as Gmail, Yahoo and Microsoft 365 to email your documents. As these are cloud based services, you'll need to configure your SMTP settings. Use webmail to email documents >
Set up your employees to receive document by emailYou can specify which employees have agreed to receive documents electronically and on which date this was confirmed. You can also set up a password to protect these documents from being opened by an unauthorised person. Set up employees to receive documents by email >

Email a payslip

  1. Select the relevant employee, then click Pre-update reports.
  2. Click Email, then use one of our standard email payslips.
  3. Click Email.

Email a report

You can email different reports to your employees, such as a payslip.

  1. Locate and select the report you want to use, then click Email.
  2. If required, enter your criteria, then click OK.
    A missing email settings screen appears.




  3. Click Yes, then select your Provider and Format.



  4. Click OK.

Troubleshooting

There may be times when your documents fail to email or don't look as expected when you open them.

You can use our troubleshooting email errors and issues guide to fix any issues you may experience.

[BCB:177:Mia - B:ECB]


[BCB:130:Limitless - 50 Payroll - Email:ECB][BCB:19:UK - Sales message :ECB]










Steps to duplicate
Related Solutions