Setup Email for the Company:

1. Expand Library Master, Main, Company Maintenance
2. Select the desired Company Code and Navigate to the Email tab
3. Enter your Mail Server's IP or Physical Address
4. Choose Authentication Options including method (TLS, SSL, or none) and Username/Password/Domain (if applicable)
5. Click Test Email button to verify that the Email test works here.
6. Click Accept
   • Note: Each Mail Server will have unique settings and authentication options. TLS and SSL options are only available on Sage 100 ERP 2013 and higher. Sage Software Support cannot assist with configuring your Email Server. For External email servers without a TLS or SSL option, Relay will be required on the Server side in order to mail to succeed

Setup for Paperless Office:

1. Expand Paperless Office, Setup, Paperless Office Options.
2. In the Enable Electronic Delivery and PDF Storage area, select the Forms check box, and click Accept.
3. Open Paperless Office, Setup, Form Maintenance
4. Select the Flashlight (Detail) lookup to verify if records exist that apply to the current Company code.
5. Select applicable Company Code and Module from lookups
6. Select Document(s)
7. On the Main tab, select the Electronic Delivery checkbox
8. Enter a valid From email address. Note: It is likely this address will need to match the email address entered in Form Maintenance but this depends on email Server settings.
9. In Storage Location field, specify an UNC path (i.e. \\server name\mas90) for Direct Deposit PDFs to be saved.
10. Enter an Override Password
11. Click on the Additional tab, select Delivery During Check Register Update (if desired)
    • Select Delivery During Check register Update to send Direct Deposit Stubs during Electronic Delivery in Payroll Check Printing
    • If you do not select Deliver during Check Register Update option, the direct deposit stubs can be emailed from the Employee Viewer under Payroll, Direct Deposit, Employee Viewer. Use the SHIFT or CTRL keys to Multi-select documents then select the Envelope icon to email them.
12. Select a Default Employee password that will be used during Employee Setup (None, Social Security or Random)
    • For more information see related article below, How to Generate passwords for direct deposits stubs using Paperless Office
13. Click Accept

Setup for Employees:

1. Expand Payroll, Main, Employee Maintenance
2. Select an Employee No from lookup, on the Main tab (click Direct Deposit button on versions 2017 and prior)
3. Click the Paperless Button
4. **********Starting with version 2018, Payroll 2.0, Select Paperless button from the Main tab beside the email field.
5. Select Document(s)
6. Select PDF Delivery Options - select Print and/or E-mail to print or email
7. Specify a valid Email Address and Password for the Employee
   • Note: The password assigned when this window opens will be the one specified in Form Maintenance (None, Social Security or Random)
8. Click Accept
   • Note: Records created for Employees Paperless Office will be retained in ..\..\MAS90\MAS_XXX\PRXXX directory PR_EmployeeDocuments.M4T

Print the Direct Deposit Stubs:

1. Expand Payroll, Main, Payroll Data Entry
2. Enter the Payroll run for the Direct Deposit Employee(s)
3. After accepting in the Payroll Data Entry window, run the Payroll Tax Calculation
4. Print all appliable Payroll reports for this payroll run, as usual
5. Expand Payroll, Main, Check Printing
6. Select the Direct Deposit Stubs button
   • If there are Payroll Checks to print, print payroll checks first, after check printing is complete the Direct Deposit Stub Printing window will automatically open
7. Select a Paperless Delivery Option that includes "Electronic Delivery" from the drop down and click Print
8. If no "Electronic Delivery" options appear, "Deliver During Check Register" update was not selected in Form Maintenance. The stubs will need to be emailed from the viewer after the update.

Electronically Deliver the Stubs:

1. Click Yes to the prompt "Do you want to Print the Check Register?"
2. Print the Check Register and review and Click Yes to the prompt "Do you want to Update the Check Register?"
3. Depending on Form Maintenance option, do one of the following:
   • If "Delivery During Check register Update" was selected in Form Maintenance, an Electronic Delivery window will appear as part of the update to confirm and click Accept
   • If "Deliver during Check Register Update" was not selected in Form Maintenance, the stubs can be emailed from the Employee Viewer under Payroll, Direct Deposit, Employee Viewer. Use the SHIFT or CTRL keys to Multi-select documents then select the Envelope icon to email them.

Note: The Payroll check register must be updated in order to email stubs from the Direct Deposit Stub Viewer.