Emailing with EFT Processing
You can email remittance advices and Payroll related documents using EFT Processing.
The Email tab lets you define your email server. When you fill in the email option on the EFT Processing Options, it will email directly to your email server using the selected service. You can email documents using 2 methods, SMTP with basic authentication or App password or Microsoft Graph (when using Microsoft Office 365 and SMTP basic authentication is not enabled).
Email Service
SMTP (Simple Mail Transfer Protocol). You can use your own SMTP server, or an SMTP service.
Example: SMTP Email Examples
Microsoft Graph. This service sends email via Microsoft Office 365. It is generally used when SMTP Basic authentication is not enabled in Office 365.
Refer to Office 365 and Microsoft Graph
Note: Microsoft Graph is available in the latest product updates for Sage 300 versions 2020 and above, since October 2022.
Emailing FAQ
Refer to Emailing with EFT Processing FAQ
