Email Manager

The Email Manager option includes the information required to send emails through your school district’s SMTP mail server from within the School Accounting System and the applicable add-on modules. Also, the email addresses from which the emails will be sent are defined within the Email Manager option.

The following options and functions in the School Accounting System utilize the information entered within the Email Manager option:

Email Direct Deposit Stubs option (and Resend Email Direct Deposit Stubs option) in Accounts Payable and Payroll
Email Purchase Orders option in Accounts Payable
Emailing reports in the School Accounting System
Emailing 1095-B forms in Payroll
Emailing 1095-C forms in Payroll
Emailing Employee W2s in Payroll
Emailing Vendor 1099s in Accounts Payable
Emailing with the automatic password retrieval option in Web Link
Emailing with the multi-factor authentication in Web Link
Employee personal information change notification emails in Web Link
Leave request notification emails in Payroll and Web Link
Notification emails for daily backups in the School Accounting System
Receiving notification emails in Accounts Payable and Web Link
Requisition notification emails in Accounts Payable and Web Link
Checklist instance notification emails in Human Resources
Select Email Criteria option in Human Resources
Sick bank deposit notification emails in Human Resources
Training event notification emails in Human Resources
View Room Inventory Status option in Fixed Asset Inventory
Print/Email Statements option in Accounts Receivable
Emailing documents from K12Docs within the Document Inquiry option
Emailing documents from K12Docs within the View Documents screen
Pending employee documents uploaded in Web Link to be filed in K12Docs

Note: In order to send emails through your school district’s SMTP mail server from within the School Accounting System, the workstation must have an active Internet connection, and the user must know the name of the school district’s mail server, which is entered in the Email Manager option.

Steps to Complete Email Manager