Send reports via email

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Send reports via email
« on: March 01, 2020, 01:43:09 PM »
With the e-mail module in Payroll4 you can easily e-mail reports. With 1 click you can send each employee his own salary slip, or e-mail the monthly journal to the accountant. Sending a report via email is as easy as printing a report, but without the waste of paper and time.

To email a report, do the following:

1) Click on "Reporting"
2) Select the desired report, period, and employees
3) Select the destination "Email"
4) Click on "OK".
5) Fill in the details of the sender and the consignee if necessary
6) Click on "Send"



If you want to send a report to each employee, such as a Payslip or the Payroll Card, the addressee will be "Every Employee". When sending each email, the program will automatically select the email address entered on the employee's "Employee" tab. Also, the %n is automatically replaced in the message with the name of the employee. For example, every employee receives a personal email with only his own salary slip or payroll tax card.

If you want to send yourself (or someone else) a copy of all emails sent, enter the email address in Cc or Bcc. It is always possible to enter multiple recipients, separated by a comma or semicolon.

If you are sending the emails on behalf of someone else, please enter their email address in "Reply to".

Options

Before you can send e-mails, you must first set up the e-mail module. Click on "Options".

- With a checkmark at "Test mode" the module will not send emails. This is useful if you want to test whether everything is set up correctly and whether all e-mail addresses are correct. Uncheck this box when you're ready to actually send a report for the first time.

- With a check mark at "Warning about emails to employees" you cannot accidentally send emails to all employees.

Email program

Payroll4Mail

The sender of all emails is noreply@payroll4mail.com with a ReplyTo containing your email address. You don't have to set anything else.

Custom SMTP Server

If you have your own company website, you can use your own SMTP server. Before you can send emails you need to configure the outgoing SMTP server settings. Check with your system administrator for the correct STMP server settings for your website.



Microsoft Outlook

Microsoft Outlook is part of Microsoft Office. Select this option if Microsoft Outlook is installed on your computer and you use it to read and send emails. (Note! This is not the same as an email address that ends in @outlook.com).

N.B. If you have full UAC protection on your computer, you may receive a warning with every email. Consult your system administrator to disable UAC protection.

Mozilla Thunderbird (recommended)

Mozilla Thunderbird is the most widely used free e-mail program. If you only use webmail (eg hotmail or gmail), you can install a copy of Thunderbird. Enter your e-mail address and password once in Thunderbird and then you can read and send all your e-mails with Thunderbird.

Thunderbird can be downloaded for free: https://www.mozilla.org/thunderbird/


Note: As long as Test Mode is checked, no emails are sent. This allows you to test whether the settings and email addresses are filled in correctly.
« Last Edit: June 30, 2023, 05:12:55 AM by Support »

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Re: Send reports via email using Office 365
« Reply #1 on: March 02, 2020, 12:09:26 PM »
To use your Office 365 SMTP server, use these settings:

Server: smtp.office365.com
Port: 25
Authentication: Basic
Username: jouwnaam@office365.com
Password: jouwwachtwoord
SSL: Enabled
« Last Edit: March 06, 2020, 06:37:42 AM by Support »