Setting up SMTP in Uniconta

In Uniconta, it is possible to use your own SMTP setup and thereby use your own email server to send emails from Uniconta. We recommend that all our customers use their own SMTP setup. You can set up your SMTP in two places in Uniconta:

1. Accounts Receivable/Maintenance/Email setup
2. Company/Maintenance/Email setup

We recommend using the Company/Maintenance/E-mail setup as you only need to create your SMTP setup in one place, which makes it easier to maintain your SMTP information, e.g. when you change your password or similar. When setting up under Company/Maintenance/E-mail setup, select this SMTP setup under Accounts receivable/Maintenance/E-mail setup in the E-mail setup field. The content of the email must be set up under Customer/Maintenance/E-mail setup, where you can define who should be the sender, cc, bcc, subject and content of the email when sending.

Important for email setup

Note! We recommend that everyone fills in the email setup with their own SMTP server information. If you do not fill in your own SMTP server information, emails will be sent via 'mailmailmail.net' with the sender address mail@unicontamail.com, which can result in these emails ending up in the spam filter of the email recipient.

Note! If you do not set up an email setup, the sender's email (i.e. the user's email) will receive a copy of all emails sent from the accounts.

Note! If you do not set up an email setup with SMTP and use Microsoft as the provider, the maximum number of emails that can be sent, for example in connection with a mass update, is 50. Note! An email setup must be created in the Company module if approval emails are to be sent when approving physical vouchers. Note! If you use CRM, the email sender must be set up under Company/Maintenance/Email setup. Read more about CRM here...

DNS record and IP address

Often you will also need to make some adjustments to your own mail server to allow Uniconta to send emails on your behalf. If you need to know our DNS records and related IP address, you can view these here

Setting up SMTP

• Go to Company/Maintenance/Email setup
• Select the Add or Edit button on the ribbon
• Select the Wizard button on the ribbon. The wizard can help you fill in the SMTP server and SMTP port number fields as long as you select whether you are using Office 365, Gmail or Yousee.
• If you do not use Office 365, Gmail or Yousee, you must manually fill in the SMTP information. The following fields must be filled in:
  • SMTP server (ask your IT provider about this if you don't know it)
  • SMTP port number (ask your IT provider for this if you don't know it)
  • SMTP User, usually the email address to send from.
  • SMTP password, the password that matches the user/email.
• It is recommended to check the Use SSLbox . If TLS is used, which is at protocol level, the SMTP server address should start with tls:// and the SMTP port number should be set to 587. Example of SMTP server address: tls://smtp.minmailserver.dk
• Check the Allow different senders box if you want different senders to send emails. 'Allow different senders' is a setting in Office 365 and other systems that generally does not allow a mail account to send emails in someone else's name. By checking the Allow different senders box, we know that you have ensured this.
  • ATTENTION! If you check Allow different senders, all users who send invoices must go to 'My Profile' and find the item "Password on email system" on the menu bar. Here, each employee must enter their own login details for their email. Otherwise, there is a risk that invoices will not be sent correctly.

• Select the button Check Email Host (SMTP) / Send control email and enter e.g. your own email address or even better an email address in another domain, e.g. your private email address or similar and select the OK button. If the SMTP part is set up correctly, you will see the message 'Email sent without errors' and a test email will be sent to the email address you provided.
• Select the Save to tape button

Description of fields

In the 'Setting up SMTP' section of this article, you can see a description of the fields under the heading 'SMTP - Host'. The fields under the heading 'Email setup' are described in this article.

Example - SMTP Setup Office365

Outgoing server SMTP server: smtp.office365.com SMTP server port: 587 SMTP User: Entire Email Addresses. SMTP password: The assigned code for your Office 365 account. Use SSL: (SSL = Secure Socket Layer) Check here for a secure encryption protocol.

Example - SMTP Setup One.com

SMTP User must be your email registered with One.com SMTP password is the password associated with your email that you use in the SMTP User field. SMTP server: send.one.com SMTP port number: 587 SMTP user: emailing SMTP password: the code

Example - SMTP Setup Simply.com/UnoEuro.com

SMTP User must be your email registered with Simply.com, formerly UnoEuro.com SMTP password is the password associated with your email that you use in the SMTP User field. SMTP server: smtp.simply.com SMTP port number: 587 SMTP user: emailing SMTP password: the code

Gmail

Read more about gmail here

In case of errors when sending emails

If you experience errors when sending emails, read more Here.