When you use Outlook with Sage 50 HR, 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

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.

1. In Sage 50 HR, click the option you require in the bottom left, for example Employee.
2. Click the reports option you'd like to access, for example Employee reports.
3. Right-click the report you need to update, and click Edit to open 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.
8. To save these changes, click File then Save All.
9. 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.

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. 

1. Visit Gmail support to create your App Password, and find out more about how it works.
2. Once you have your App Password, open Sage 50 HR as normal.
3. Click the option you require in the bottom left, for example Employee.
4. Click the reports option, for example Employee reports.
5. Right-click the report you need to update, and click Edit to open the Sage Report Designer.
   
6. In Report Designer, click Tools, then Options.
7. Click the Email Setup tab.
8. Check the Default Provider displays Internet Mail (SMTP).
9. Under the Available Providers section, click Internet Mail (SMTP).
10. Click the Configure button.
11. Select Google Mail / Google Apps / GMail then click Next.
12. Clear the Password field, and enter the Gmail App Password you created in Step 1.
13. Enter the new App Password in the Repeat Password field.
14. Click Next, then Finish. 
15. If you'd like to check your email configuration, click Test.
16. Click OK to close the Options window. 
17. Click File then Save All.
18. Click File then Exit.

You've updated your SMTP settings, and can continue to email reports as normal.