Sage Online :using Gmail

[fiza]

We have just moved to SAGE Online and the Finance Staff want to be able to email Remittance notices out to companies. Our workstations are set so that Gmail (Chrome) is the default mail client so any mailto links open in gmail. Problem is SAGE wants to configure Outlook each time they try to send an email out.

Does anyone know how to change this behaviour. We have followed the help guides on setting up smtp within SAGE but its this configuring Outlook problem we cant get past. We dont use Outlook so want SAGE to open Chrome/Gmail instead.

 

Is this possible?

[FN-GM]

We use this with Sage Online and Gmail. - https://www.affixa.com/

 

You can configure it to send straight from the Gmail web interface or open gmail and put them into the drafts ready to be sent.

[fiza]

We use this with Sage Online and Gmail. - https://www.affixa.com/

 

You can configure it to send straight from the Gmail web interface or open gmail and put them into the drafts ready to be sent.

So i need a 3rd party application to get this to work?

 

How much does Affixa cost please? Never mind , found it. Seems cheap for the 3 users who need it.

 

Will give it a go. Thanks

[RLR]

So i need a 3rd party application to get this to work?

 

How much does Affixa cost please? Never mind , found it. Seems cheap for the 3 users who need it.

 

Will give it a go. Thanks

 

We've just moved to Sage200c. I had the same issue but you can change it. Took me a while to figure it out but we got it working in the end. I'll have to go over to finance and take a look because I can't remember exactly what I did. There is a mail preferences area when you open up a template. You can then set the smtp settings here to gmail. There is then another option somewhere to default the sending of remittances to smtp.

 

This might help:

How to email reports

[fiza]

We've just moved to Sage200c. I had the same issue but you can change it. Took me a while to figure it out but we got it working in the end. I'll have to go over to finance and take a look because I can't remember exactly what I did. There is a mail preferences area when you open up a template. You can then set the smtp settings here to gmail. There is then another option somewhere to default the sending of remittances to smtp.

 

This might help:

How to email reports

 

If you could look to see which template it is because we have been through that guide you linked to.

[RLR]

If you could look to see which template it is because we have been through that guide you linked to.

 

Just spoke to finance and I can't see them until Friday. I got the remittances working a few weeks ago but never finished getting the statements working.

 

I don't have a login to Sage so can't take a look myself. I do remember that one of the issues was port 587 wasn't allowed on our firewall so had to add that.

[Sheridan]

We did something similar - using a Gmail account, which we setup specifically to generate the emails and I remember you have to set it to allow apps with lower security to access it, otherwise the emails aren't sent.

[MatthewL]

To setup Outlook just create an IMAP connection when setting up the account.

 

I did manage to set mailto: to open with web based Lotus Notes by editing the default programs but it was that long ago now.

[fiza]

We did something similar - using a Gmail account, which we setup specifically to generate the emails and I remember you have to set it to allow apps with lower security to access it, otherwise the emails aren't sent.

Insecure apps. Did that.

[fiza]

To setup Outlook just create an IMAP connection when setting up the account.

 

I did manage to set mailto: to open with web based Lotus Notes by editing the default programs but it was that long ago now.

We don't want to use outlook. Want to use Gmail.

[elsiegee40]

We use this with Sage Online and Gmail. - https://www.affixa.com/

 

You can configure it to send straight from the Gmail web interface or open gmail and put them into the drafts ready to be sent.

We just configured it to send straight through the gmailweb interface. We didn't use outlook, but given that a copy ends in the Sent Items folder on gmail I would have thought it would sync into the same place with Outlook?

[fiza]

We just configured it to send straight through the gmailweb interface. We didn't use outlook, but given that a copy ends in the Sent Items folder on gmail I would have thought it would sync into the same place with Outlook?

We must be doing something wrong then because gmailweb interface is set as our default for everything else but SAGE insists on trying to configure outlook when they try to send an email from within SAGE.

[elsiegee40]

We must be doing something wrong then because gmailweb interface is set as our default for everything else but SAGE insists on trying to configure outlook when they try to send an email from within SAGE.

 

I no longer work where I set this up unfortunately. Give Sage support a ring they are, or at least were, very good for the accounts package. Support for payroll was nowhere near as good, but accounts support never let me down.

[RLR]

Okay, I was ill on Friday so didn't get chance to see finance and sort out their Statement emailing. I've been over this afternoon and finally got it to work after a couple of hours.

 

First thing is to open the template/report in the designer. At the top select: Report > Email Settings. You should see this:

 

 

Make sure at the bottom you have selected "Send email immediately" and change the Mail Provider to "Internet Mail (SMTP).

 

Click OK to save these settings.

 

Next click: Tools > Options > Email Setup. Change the default provider to "Internet Mail (SMTP)".

 

Also, tick the box "When MAPI is specified...."

 

In the available providers, select Internet Mail (SMTP) and then click configure.

 

From the list of Options select "Custom" at the bottom. I found the built-in Gmail option didn't work.

 

Enter a Display Name, Email address, username (account email address) and the password for the account. If you have 2 step verification on you will need to generate an app specific password from your google account. If you don't have 2 step turned on you will need to allow less secure apps to access the google account.

 

SMTP server: smtp-relay.gmail.com

Port: 587

Select Use Secure Socket Layer (SSL) connection.

[RLR]

Something else I found out today when setting up a new user. Email settings are set in a template that everyone uses so you would expect the email settings to stay the same for anyone using that template. Nope, each user that needs to email the reports will need to open the template and configure the template's SMTP settings. The only way to open the template to edit it is to give the user full admin permissions. This gives them access to the designer. Once they've got access they can add the SMTP settings and it'll work. You can then remove their admin access.

 

Sage have confirmed this is how it works and agrees it's a bit odd and have suggested putting in a change request. Hope this helps others.