In Uniconta, we can set up our own Graph/SMTP sending for sending various documents such as invoices, order confirmations, delivery notes, purchase orders, approvals and much much more.
There are two places in Uniconta where you can create an email setup. One is under Company, where you can set up one or more Graph/SMTP setups, which can then be used under Debtor. From here it is also possible to copy an e-mail setup from another company.
The other place is under Debtor, where you can also set up an SMTP setup. However, this must be created per email setup, which is why we recommend using the email setup under Company.
Sending mail via Microsoft Graph. Microsoft Graph is Microsoft's API that makes it possible to communicate with various Microsoft products from other applications. We have registered and approved Uniconta as an application in the Microsoft Graph universe. You can read more about Microsoft Graph here: Microsoft Graph overview - Microsoft Graph | Microsoft Learn
It is now possible to let Uniconta send emails on behalf of you and others in your organization. All emails are sent from the account of your choice. This means that there is no difference between sending an email yourself via Outlook or letting Uniconta do it for you. The email is placed in your sent mail folder and if the recipient replies to the email, the reply lands in your inbox.
Setting up email under Company
This feature is the start of an expansion of the email setups and possibilities in Uniconta. This will provide new email features all around Uniconta.
Go to Company/Maintenance/Email setup
Description of the menu
| Buttons | Description of the button |
| Add to cart | Add a new email setup Here you can choose between SMTP and MS Graph Note! If you want a setup without SMTP and Graph, select SMTP and do not fill in the fields under the SMTP section. |
| Edit an existing email setup | Edit an existing email setup |
| Copy | Copy an existing email setup |
| Copy from another company | Copy an existing setup from another company. |
| Approval setup | Here you choose which email setup you want to send approval/reminder emails from |
| Attachments | It is possible to attach one or more documents to the created email setup. The attached documents are sent together with the current document that the email setup is set up for. For example, Terms of Delivery, together with an invoice. |
For example, if Graph/SMTP should always be used, you can simply create a Graph/SMTP setup, and in Accounts Receivable/Maintenance/E-mail setup you can refer to this setup with Graph/SMTP. So a Graph/SMTP setup can be used for all your email sends.
All other elements such as sender, bcc, etc. can also be set up here and used by default in "Email setup" under Debtor
There is a parameter called "Merge PDFs" that only works when using Microsoft Graph. The parameter makes it possible to merge multiple PDF documents together for e.g. invoicing. Example. If you have a timesheet that you want to merge with your invoice in one document. Read more about setting up the SMTP information itself here. Read more about setting up Microsoft Graph itself here. Read more about setting up email in the Debitor module here.