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  • Setting up email in BankLink Books


 

 

ANSWER ID:36149

BankLink Books

MYOB BankLink Books has the ability to email a client file and currently uses either:

  • MAPI Mail (if you use a MAPI compliant email program such as Microsoft Outlook), or
  • Internet Mail (if you access your email using an internet web browser)

This article steps you through the process of setting up and/or changing your email for both emailing options.

SSL or TLS security

At this time BankLink only provides and recommends the options listed in this article. The ability to configure an internet email provider using SSL or TLS security is currently unavailable.

MAPI Mail option

BankLink Books is set up by default to use MAPI mail and to use the default profile used to log in to your email.  An example of a MAPI compliant mail program is Microsoft Outlook.

To set up MAPI email using the default profile 

  1. From the Home screen in BankLink Books, click on the File option and choose Preferences.
  2. Click the Email tab. BankLink Books displays the E-mail options.
    The Use MAPI Mail option and the Use Default Profile check box are selected by default. Depending on your version of Outlook additional formatting can be taken over from BankLink, which is enabled by ticking the Turn on extended MAPI support check box.

    If your version of Outlook does not support extended MAPI support then you will get the error BankLink Practice Unable to send to mail - Extended MAPI failure.  To correct this error un-tick this option.

  3. If required, specify which Profile Name and Password to use in BankLink Books. 

To set up MAPI email with a specified profile name 

  1. Un-tick the Use Default Profile check box.
  2. Click in the Profile Name field and enter the name you use to log in to your email program.
  3. Click in the Password fieldand enter the password you use to log in to your email program.
  4. Tick the Turn on extended MAPI support check box.
  5. Click OK.
Internet Mail option

If your email program is not MAPI compliant then you will need to use the Internet Mail option.

This option can only be used if you have an email address that allows email forwarding. Typically these are email addresses given out by Internet Service Providers (ISPs).  If you are unsure about this please contact your IT Consultant or ISP. 

To set up Internet Mail 

  1. From the Home screen in BankLink Books, click on the File option and choose Preferences.
  2. Click the Email tab. BankLink Books displays the E-mail options.
  3. Click the Use Internet Mail option. This will enable you to use an internet mail server such as SMTP.service_provider.co.nz to send email from BankLink Books.
  4. In the Outgoing Mail Server field, enter the address of your Internet Mail SMTP Server. If you are unsure of this, check with your ISP.
  5. (Optional) Click in the Timeout (sec.) field and enter how many seconds to wait for a response from the server before disconnecting.
  6. In the Return E-Mail Address field, enter the default return address to appear on all sent emails.
  7. Tick the My Mail Server requires Authentication check box if your mail server requires you to enter a user name to log in to your email.

    Usually one Internet Account Name and password logs you into both the Internet and then into your mail server. Only in rare cases is an additional Account Name needed to log in to the mail server.


  8. In the Account Name field, enter an account name to use when logging in to your email.