This screen is used to set up e-mail settings to allow users to e-mail sales invoices and customer statements directly from the system to customers.

Either Liberty Accounts or another e-mail provider can be selected by the user as the outgoing e-mail server.

Further details on using the email function is available from the user guide

By default emails and their attachments are despatched via the Liberty Accounts email servers.

If you prefer to direct emails through your own business email server to have more complete records of email despatch activity for your business you should click the USE YOUR SERVER option and enter the account details in the SMTP Mail Server Logon Information section below.

The reply-to address is taken from the email address on the user profile of the person who triggers the sending of an email. If you wish to specify an e-mail address to be used on all emails sent on behalf of your business enter the e-mail address details in the E-mail Preferences section.

Mail Email Address

Enter the email address associated with the email account.

If you are uncertain you may need to contact your ISP provider or e-mail provider.

Enter the account/username through which emails should be sent. This may be an email account for an individual, or an account created specifically for the purpose of handling your email despatches from Liberty Accounts.

If you are uncertain please contact your e-mail service provider or check the existing settings of your email client.

Enter the details of the Outgoing Mail Server Hostname.

The format will be something like smtp.mymailserver.com or possibly an IP address such as 123.123.123.123

If you are uncertain please contact your e-mail service provider or check the existing settings of your email client.

Enter the outgoing email port number

Standard smtp port numbers are:

• No security: Port 25 or 587
• TLS: Port 25 or 587
• SSL: Port 465

Port 25 is the standard for outgoing emails. However your email provider may require another configuration and you may need to check with them.

Tick this box if authentication is required by the e-mail provider.

If you are uncertain please contact your e-mail service provider or check the existing settings of your email client.

Select the type of security demanded by your e-mail provider, either None, TLS or SSL.

If you are uncertain please contact your e-mail service provider or check the existing settings of your email client.

A user will have an associated e-mail address (In their User Profile) and any reply will be directed to that address unless an alternative is entered here.

Any e-mail address entered here will overwrite the usual e-mail address for the user for any reply to the outgoing e-mail.

A user will have an associated e-mail address (In their User Profile) and any reply will be directed to that address unless an alternative is entered here.

Any e-mail address entered here will overwrite the usual e-mail address for the user for any reply to the outgoing e-mail.

Enter a display name for any e-mail address entered above.

Tick this box to request a notification of a received e-mail. The receipt will be sent either to the e-mail address associated with the e-mail account or the Reply-To E-Mail Address if set.

Enter any information or disclaimers that needs to be added as a footer to outgoing e-mails.

Please check with an advisor if you are uncertain whether something needs to added as a footer for compliance purposes.

Please note that if you are using the Liberty Accounts server, a disclaimer footer is added on behalf of Athene Systems Limited (Trading as Liberty Accounts) making it clear that the contents of any attached documents and the performance of any service to your clients is your responsibility. Additionally that we are not responsible for any implications if the e-mail is not delivered, is delivered late or contains a virus when it is delivered.

Click this box to send a test e-mail message to the e-mail account specified on your user profile when the SUBMIT button is clicked.