Emailing EFT Remittances using Office 365 in the cloud

(0) Share

Report

Posted on by Community Member

We have a client using GP 2013 and Office 365 in the cloud. They would like to be able to use GP's EFT remittances by email. We have set up the Email Settings and Email Messages and selected the EFT Remittances.

Created a sample vendor using a testing email address on the EFT remittance address under Options. Created and EFT check batch and used Edit Checks to create 2 prepayments to the vendor. Processed the batch and it properly created the EFT word templates when we select Process Remittances. We marked the check box to print if the email is not successful. We receive the Exception report that says -0- errors and -0- emails sent.

What are we missing? Since Office 365 is cloud based do we also need an Outlook instance running from the same workstation where GP 2013 is located? GP2013 is accessed on a Citrix server.

Thanks for your ideas,

ML Suggs

*This post is locked for comments

I have the same question (0)

All responses (2)

Answers (0)

Suggested answer

babubaskaran@outloo... 12 on at

Like (0)

Report

Hi,

Yes I think you need outlook instance running on the workstation where GP is located. Please click here on the community post by Microsoft on the same.

Was this reply helpful? Yes No
Suggested answer

Redbeard 12,931 on at

Like (0)

Report

You will indeed need an instance of Outlook on the server under the profile you wish to send email from. The settings to configure email thereafter are located under Administration > Setup > Company > Email Settings and Email Message Setup.

Was this reply helpful? Yes No