Email Setup - Gmail
If you are using AcctVantage to email any documents (e.g. Quotes, Invoices, Purchase Orders, Client Statements, etc.) you will need to set up the software to use this functionality.
While we test with a variety of email services, it is impossible to guarantee that your email provider will accept a connection from AcctVantage ERP. In those very rare instances, the Windows or macOS option for "Print to Email" will be your best option.
Email aliases are currently not supported in AcctVantage. The original email address that is associated with the account must be used.
Initial setup only needs to be completed once. When all User records and System Setup have been configured, each user will follow these authentication steps as they're sending an email from AcctVantage.
1. User setup
- Navigate to Administration ➤ User Access Levels.
- Click Show All to see all users.
- Open each user who needs to send email and go to the Email Settings tab.
- Enter the user's Email Address and save.
2. System Setup
- Navigate to Administration ➤ System Setup and select Email from the drop-down list.
- From the Service Name menu, select Google Gmail.
- Click Send Test Email.
3. Sign in or choose an account to use
An authentication window will open in your default web browser.
If you're not already signed in to your Google account, you will need to sign in now. Enter your email or phone, click Next, then enter your email password.
If you are already signed in to your Google account, select the account you want to use.
4. Allow access to your Google account
Click Continue to allow AcctVantage to access your Google account.
What kind of access does AcctVantage have?
5. Send Test Email is successful
6. Authentication is successful
1. Sign in to your Gmail account
The first time a user attempts to send an email, the system will open an authentication window in your default web browser.
If you're not already signed in to your Google account, you will need to sign in now. Enter your email or phone, click Next then enter your email password.
If you are already signed in to your Google account, select the account you want to use.
2. Allow access to your Google account
Click Continue to allow AcctVantage to access your Google account.
What kind of access does AcctVantage have?
3. Authentication is successful
When you see the following message in your browser, the authentication is successful and the email will be sent.
