Online servicesAs an easier alternative to emailing payslips, you can use your software to upload payslips directly to a secure, integrated online portal. Employees can then log in to their Sage HR Online Services portal 24/7 and view, download or print their payslips and P60s. This option saves you the time of maintaining a version of Microsoft Outlook that's compatible with Sage 50 Payroll. To find out more, register for a free webinar with our Sage experts, or visit our what is Sage HR Online Services guide.
Your email configuration optionsIf you decide to continue sending emails from your software, your options depend on which email provider you use. To continue to send emails with a: - Microsoft email account, you need to send using classic Outlook
- Gmail email account, you need to either send using classic Outlook, or use an App Password to continue using SMTP
How to update your email configurationClick the relevant option below for how to configure Sage software to: Email documents using the Microsoft Outlook app > When you use Outlook with Sage 50 Payroll, you can configure what happens when you click the Email button on a report. During the setup steps below, you can select: - Save emails to mailbox for your software to export emails to Outlook, for you to review and click Send in Outlook, or
- Send emails immediately for Outlook to send emails out when you export them from to Outlook
The steps are the same whether the report you need to edit is pre-update, or post-update. Email settings are unique to each report in your software. Follow the steps below in each report that you need to be able to email from Outlook. - In Sage 50 Payroll, click Reports, or click Payroll then click Pre-Update Reports.
- Locate the report to edit.
- Right-click the report, and click Edit to open Sage Report Designer.
- In Report Designer, click Report then Email Settings.
- In the Sending options section, select one of the following options:
- Send emails immediately
- Save emails to mailbox
- Click the Mail Provider drop-down and select Microsoft Outlook.
- Click OK.
- To save these changes, click File then Save All.
- Click File then Exit.
You've updated the settings on your report, and can click the email option on it as normal. Your software now exports the email, or sends it using Outlook using the settings you entered above. Use a Gmail App Password and continue to use SMTP > 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. Follow these steps in one report, and the settings automatically apply to all reports. - Visit Gmail support to create your App Password, and find out more about how it works.
- Once you have your App Password, open Sage 50 Payroll as normal.
- Click Reports, or click Payroll then click Pre-Update Reports, and right-click on any report.
- Click Edit, Sage Report Designer opens.
- Click Tools, then Options.
- Click the Email Setup tab.
- Check the Default Provider displays Internet Mail (SMTP).
- Under the Available Providers section, click Internet Mail (SMTP).
- Click the Configure button.
- Select Google Mail / Google Apps / GMail then click Next.
- Clear the Password field, and enter the Gmail App Password you created in Step 1.
- Enter the new App Password in the Repeat Password field.
- Click Next, then Finish.
- If you'd like to check your email configuration, click Test.
- Click OK to close the Options window.
- Click File then Save All.
- Click File then Exit.
You've updated your SMTP settings, and can continue to email reports as normal.
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