How Do I Email From Cashflow Manager?

How Do I Email From Cashflow Manager?

How do I email from Cashflow Manager? 

Cashflow Manager offers two main ways to send emails via the program: 

  1. Sending through your desktop email program (e.g. Outlook) 
  2. Sending through your web email client 
To get started, open up your business in Cashflow Manager, select the [File] menu, and select [Email Settings]. 


Image1_File-Email Settings.png
 

1. How do I connect my desktop email program?

If you have a desktop email program (e.g. Outlook) installed on your computer and would like to use it, keep the [Use Installed Email Client] selected and just click [Save].

Image2_Email setup-desktop email program installed.png

To ensure this is fully set up:
  1. Click on the [Windows Start] button in the bottom left corner of your screen.
  2. Select [Settings].
  3. Select [Default Apps] on the left-hand side.
  4. Ensure that Outlook is selected under the Email option.
  5. Restart the Computer.
Please Note: Cashflow Manager applications cannot connect with the Windows Mail App

 

2. How do I connect my web client email account?

  1. Untick the [Use Installed Email Client] option. Then fill in the fields below:
Image3_Email setup-web client email account.png
  1. Select your [Web Email Provider] from the dropdown menu. 
    • Note: Bigpond email users should select Telstra
  2. Enter your name or business name in the [Senders Name] field. This will appear in the ‘From’ address of your emails.
  3. Enter your [Email Address]
  4. Select [Send a copy to myself], if you would like to send a copy of all emails to your own inbox.
  5. Enter the Password* / App ID for your email account:
    -    Gmail: App ID (click here to learn how to generate an App ID )
    -    Hotmail: Current email password 
    -    Telstra/Bigpond: Current email password
    -    Other: This may require either your email password or an App ID. We recommend contacting your email service provider.
  6. Click [Save] and [Send Test Email] if you would like to check for the correct setup.

Please note:
  • The Server Details (Mail Server, Port Number, and Authentication Type) will be automatically filled in when you select your Web Email Provider. 
  • If your Web Email Provider is not on the list and you selected Other, you will need to find the Mail Server contacting your email provider.
  • The Port Number, and Authentication Type will be set to 465 and SSL by default as these are the most common settings, but you can update them if it is needed.

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