Setting up email notification

 

From the Home tab select Email > Email Setup.

Note: If you are using a version prior to 2013.  From the main menu, select Email, then Setup Email.

 
 
 

Welcome screen
Covers basic concepts and reminds users that they will need ACH Universal Corporate or Processor level editions.
Click 'Next'.

 
 
 
Activate and Select Screen
To activate email notifications for the current account, click the check box at the top of the screen.
 
At this screen you have two main choices:
--Outlook Integration
--Advanced setup
 

This page follows the instructions for Outlook.  See the next page for the Advanced setup.

 
****Note: If you have Outlook (or Outlook/Exchange) - always select the Outlook option.

 

 
 
Settings - Subject line and cc/bcc

Enter the subject line.

If another user needs to be cc'ed / bcc'ed - enter it now.

Notes:

--If you cc yourself - you will 'spam' yourself.  Remember, the email will be in your Outlook 'Sent' mail folder.
--The 'From' address will always be your default Outlook profile.

 

 

 

 

Email body (template)
Here you can fully customize the email message/body.
 
Please note the tags below (capitalized and within brackets) - such as [DATE], [AMOUNT], etc...
 
These tags merge data from the transaction into the email body.
 

 

 
 

 
 
 
 
 
 
You will now be on the Basic Settings screen (Figure 2 below).

 

 

With the exception of the To: field (which is automatically filled in by ACH Universal), all fields will be used for each email notification.

 

 

Click Next.

 

 
You will be be on the email template screen (Figure 3 below).
 
Note: There are different templates - one for debits and one for credits.

 

Information on this tab will be used for notification regarding all debit (or credit) transactions. A basic notification email is provided by default.  You may customize the email as you see fit by editing directly in the window.  Click the Credit tab to modify settings for credit notifications.

 

There are variables available for use in the emails to provide customer-specific information.  This list is available in the Help/Tags tab as well as at List of Transaction Tags.

 
Note: The Memo tag holds the information for QuickBooks vendor 'stub' information.

 

 

 

When finished editing all tabs, click Next.

 

 

 

 

 

You will see Figure 4 (below).  On this screen you will provide the settings needed to transmit emails using the email account you listed earlier.  These settings can be obtained from your email client (for example, Outlook) or from your system administrator.
 
Enter the name of your SMTP server into the textbox.  Click the Security - Authentication tab.  You will see Figure 5 (below).
 
Exchange Server:
1. Configure these panels to connect to your SMTP port.
2. Initially test with an internal address (within your domain)
3. Tip: The Exchange console setting under the Server Transport - choose the internal connector.
4. Tip: Exchange's Network tab - add thenIP address of the computer that will be sending emails to the Exchange Server.

 

 

 
Security - Authentication panel
Enter your email credentials on the left side ('Outgoing email server requires authentication).

 
Tip: Are you only able to send emails internally (to your domain), but fails when sending outside your domain?  If so, check your settings here. Make sure 'My outgoing server requires authentication' is checked, and your User name and password are correct.
 
If your SMTP server is configured with either SSL or TLS (gmail), then check the box and leave 'explicit' as your initial setting.

 
 

When all settings are entered, go back to the Server Name tab and click Test Email Setting.  Enter your email address.  If your settings are correct, you will receive a system-generated test message.  If your settings are not correct, ACH Universal will display a message.

 

When everything is correct, click Next.

 
 
 

Preferences
You will be on the final screen.
The first two options are for our users integrating with QuickBooks:
1. QuickBooks stub information - Check this to populate the Memo field with the check stub information from within QuickBooks.
 

Important - Remember to have the '[MEMO]' tag placed in the body of the email in the Debit (or Credit) template.  See screen number 4 above.

 

2. QuickBooks account information - Typically unchecked for QuickBooks users, this will display in the [MEMO] field your chart of account name for each line item detail.
 
3. To transmit emails automatically, enable the 'Automatically ... ' checkbox.  These emails will be transmitted on a workstation level when you exit ACH Universal.  If you do not check this box, you can trigger the email blast from the Home tab select Email > Send.

Note: If you are using a version prior to 2013.  From the main menu at Email > Send emails.

 
 

 

Click Finish to complete email setup.

 

 

How to enter email addresses
If you are:
--importing transactions, map 'ACH_Email_Address' to identify the email address column.
--using ACH Universal profiles, make sure that an email address is entered in the profile
--integrating with QuickBooks, enter an email address in the QuickBooks Vendor, Employee or Customer profile.
 
Note: It is also possible to enter email addresses manually before transmission.  See Editing Untransmitted Records for more information.

 

 

 

Troubleshooting
Can't get an email out?
1. Check that your anti-virus software is not blocking you.

Norton Anti-virus and other packages may quarantine the file:
TreasurySoftware_email.exe
when it attempts to send  out emails.  Make sure that you add this file to your 'white' list.
 
2. Confirm that there are no firewalls, such as Microsoft Windows Firewall blocking you.
 
3. If using Exchange server, make sure that you ave proper permissions, and that your computer IP address has been added to the sender's list.