Set up Email for the Company

1. Go to Library Master, Main, Company Maintenance.
2. Select the Company Code, then open the Email.
3. Enter your Mail Server's IP or Physical Address.
4. Choose Authentication Options (TLS, SSL, or none) and enter Username/Password/Domain if needed.
5. Click Test Email to verify.
6. Click Accept.

Note: Each mail server has unique settings. TLS and SSL are available only on Sage 100 ERP 2013 and higher. Sage Support can’t assist with configuring your email server.  You need relay for external servers without TLS/SSL,

Setup for Paperless Office

1. Go to Paperless Office, Setup. Paperless Office Options.
2. In Enable Electronic Delivery and PDF Storage, select Forms, and click Accept.
3. Open Paperless Office, Setup, Form Maintenance.
4. Use the lookup to verify records for the current Company Code.
5. Select the Company Code and Module.
6. Select Documents.
7. On the Main tab, check Electronic Delivery.
8. Enter a valid From email address.
9. Specify a Storage Location (UNC path, for example, \server\mas90).
10. Enter an Override Password.
11. On the Additional tab, select Delivery During Check Register Update if desired.
12. Click Accept.

Note: If you don’t select Deliver during Check Register Update, you can email stubs from Payroll, Direct Deposit, Employee Viewer. Use SHIFT or CTRL to multi-select documents, then click the Envelope icon.

Setup for Employees

1. Go to Payroll, Main, Employee Maintenance.
2. Select an Employee No from the lookup.
3. On the Main tab, click Direct Deposit (for versions 2017 and prior).
4. Click the Paperless Button.
5. For Payroll 2.0 (version 2018+), click Paperless beside the email field.
6. Select Documents.
7. Choose PDF Delivery Options: Print and/or E-mail.
8. Enter a valid Email Address and Password for the employee.
9. Click Accept.

Note: Form Maintenance specifies the password assigned (None, Social Security, or Random).  The system stores Employee Paperless Office records in the ..\MAS90\MAS_XXX\PRXXX directory.

Print the Direct Deposit Stubs

1. Go to Payroll, Main, Payroll Data Entry.
2. Enter the payroll run for Direct Deposit employees.
3. Accept the entry, then run the Payroll Tax Calculation.
4. Print all applicable payroll reports.
5. Go to Payroll, Main, Check Printing.
6. Click Direct Deposit Stubs.
7. Print payroll checks first if needed; the Direct Deposit Stub Printing window opens automatically.
8. Select a Paperless Delivery Option with Electronic Delivery and click Print.

Note: If no Electronic Delivery options appear, email stubs from the viewer after the update.

Electronically Deliver the Stubs

1. Click Yes to print the Check Register.
2. Review and click Yes to update the Check Register.
3. If you selected Delivery During Check Register Update, an Electronic Delivery window appears—confirm and click Accept.
4. If not selected, email stubs from Payroll, Direct Deposit, Employee Viewer using SHIFT, or CTRL to multi-select. Then click the Envelope icon.

Note: Update the Payroll check register by emailing stubs from the Direct Deposit Stub Viewer.

Generate passwords for payroll direct deposit stubs using Paperless Office
Paperless Office Output Options are available for Payroll Direct Deposit Stubs
Change the Electronic Delivery E-Mail Message