Updating SMTP Settings (Non-PS Cloud Customers Only)

In order for emails to be sent correctly, you need to set up the SMTP settings on each user's machine. These settings link Direct Debit Emailer to your email server.

  1. Select Smtp Settings.

    The most efficient way to complete the SMTP settings is to ask another user to take a screenshot of their Smtp Settings and use these to complete your configuration.

  2. The Smtp Settings dialog displays with all available fields greyed out. Select New.

  3. Fields in the right-hand panel are then enabled. Overwrite the word NEW with a name for this SMTP configuration in Name. You can then identify this configuration in the future.

  4. In Mail Host, enter the email hosting server name and server port in Port.

    This information can be copied from another user, or obtained from your IT department.

  5. If your SMTP server uses SSL or TLS, select Use SSL/TLS.

  6. If your SMTP server requires a user name and password, enter these in Mail Username and Mail Password. Otherwise, select No credentials required.

  7. You can add different SMTP settings for different companies in your IRIS Financials system. If the current SMTP settings are only applicable for one company, select the applicable option from Company drop-down list.

  8. When you have entered all the applicable settings, test the connection to the SMTP server by typing an email address in From and To and selectTest.

  9. When you have finished, select Save.