| | How to update email settings due to authentication changes |
| Description | Microsoft retired Basic Authentication on Outlook.com, and Google is retiring Basic Authentication for Gmail. If you don't email documents from your software, or you already use the MAPI, or the Outlook app you don't need to act.  NOTE: To find out more about this change, visit our changes to SMTP email authentication affecting Sage software guide.
|
| Resolution | New options available in v31 In v31, we've included options for modern authentication methods. We recommend upgrading to v31 or above. To continue to send emails in v30 or below with a: - Microsoft account, you need to send using classic Outlook
- Gmail account, you need to either send using classic Outlook or use an App Password to continue using SMTP
Update your email configuration If you can't upgrade to v31 or above, manually configure your software as explained below. Click the relevant option below to find out more: Email documents using the Microsoft Outlook app > When you use Outlook with Sage 50 Accounts, you can configure what happens when you click the Email button on a document. Follow the steps to edit the settings on multiple documents at once. - In Sage 50 Accounts, click Settings, then Email Defaults.
- In the Email Program drop-down, select Microsoft Outlook.
- Click the relevant tab for the layout type, for example Invoice, and complete the necessary fields.
- Click Apply, then select the check box for each layout you want to apply the email settings to.
- Click OK.
- Edit any Attachment or Outlook Settings under the relevant document tab.
Configure how your documents send: - Save emails to mailbox - Emails documents to your Drafts folder, to review before you send them
- Send emails immediately - Emails send directly when you export them to Outlook
You've updated the settings on your document, and can email them as normal. Your software now creates or sends your emails in the Outlook app using the settings you applied 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. You can edit the settings on an individual document or multiple documents at once. Select the relevant option below to view the steps. Multiple documents > - 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 Accounts as normal.
- Click Settings, then Email Defaults.
- In the Email Program drop-down, select Webmail.
- In the Email Provider drop-down, select Gmail.
- In Sender Details, enter your Email Address and the Display Name you wish to use.
- In Login Details, select Use Username and password, and enter your email address and your App Password that you created in Step 1.
- Click Apply, then select the check box for each layout you want to apply the email settings to.
- Click OK.
You've updated your SMTP settings, and can continue to email documents as normal. Individual documents > - 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 Accounts as normal.
- Click any report or layout and right-click.
- Click Edit to open the Sage Report Designer.
- 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.
- 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 documents as normal.
|
|