Cost Centres; Email integration

Cost Centres now support email integration. This replaces the current Email settings in Global Settings and User Preferences.

Important, before upgrading, please take note of your current Global Settings and User Preferences.

The email integration is now brought into line with the SMS integration in the New Messaging Interface and works in the same way.

There are two supported email services:

• SMTP: This is a basic Simple Mail Transfer Protocol integration that can be used for any email service that supports Basic SMTP authentication.
• Microsoft Exchange: This is the Microsoft Exchange integration.

NOTE, for emails to work in an unattended environment it is very important to set and define the default email service for the Cost Centre.

SMTP

To configure SMTP email you need to provide the following information.

• Server Details:
• SMTP Server
• Port
• Security - some services may require specific settings, leave as Auto if unsure
• SMTP Credentials:
• SMTP Service User Name
• SMTP Service Password
• SMTP Sender Details:
• Name
• Email

These can be overridden on a per user basis in the Cost Centre.

NOTE, if there is no user override the service will use the main Cost Centre details.

Microsoft Exchange

Microsoft Exchange will need to be configured to use a Entra ID Application. Follow the instructions here to configure this: https://www.intersoft.co.nz/Blog/Default.aspx?id=BLOG.FINC20251209

The following additional API permissions will need to be configured in order for the Entra ID Application to send email and access the mailboxes:

• Mail.ReadWrite - Application type
• Mail.Send - Application type
• MailboxFolder.ReadWrite.All - Application type

Once this has been completed you can use the settings that you have created in the Cost Centre:

• Tenant ID
• Client ID
• Client Secret
• User Name

These can be overridden on a per user basis in the Cost Centre.

NOTE, if there is no user override the service will use the main Cost Centre details.

Composing an email

The Email Message wizard allows the user to specify how the email is to be sent, and to compose the email.

Specifying the From address

The user can specify a different email address to send the email from. This is dependent on the service and is configured outside of finPOWER Connect. For example, in Microsoft Exchange you can use the Groups, Settings, Edit Manage Delegates, Add Delegate to add users that can send on behalf of a distribution list or group.

Access to this feature can be controlled by a new permission key: Messaging.Email.UpdateFrom This is set to DENY by default.

NOTE, the email is still sent from the user account and will be in their Sent Items folder, but is sent as the distribution list or group.

Sending emails from within finPOWER Connect

There are various places in the application that allows you to send an email, e.g.:

• The footer of any summary page report has "Email PDF" e.g. Support Information, the PDF will be attached to the email
• Help, About

These will open the Email Message wizard.

Open for Edit

This option is only available outside of the Email Message wizard. When specifying "Open for Edit", the finPOWER Connect Email Message wizard will be opened. This will allow the user to make any changes before sending the email.

Save as Draft

If an email service supports the "Save as Draft" function, the user can specify that as an option instead of sending the email. This will allow the user to open the email in their email application and make any necessary changes.

NOTE, Microsoft Exchange is currently the only service that supports this functionality.

Documents and Workflow Actions

These are similar to the Send Email wizard and are used to compose and send emails from other parts of the application. If "Open for Edit" is specified, it will open the email in the Email Message wizard.

Task Manager 2

As with SMS, bulk sending of emails is no longer supported.

Web Configurations

The Web Configurations has been updated to use the email services defined in Cost Centres. There is a new "Email" page where the user can specify to override the "Global" Cost Centre and the default email service.

Obsoleted Business Layer Properties

• Global Settings obsoleted
• finSettings.EmailExchangeUserName
• finSettings.EmailExchangeClientId
• finSettings.EmailExchangeTenantId
• finSettings.EmailExchangeHasRefreshToken
• finSettings.EmailExchangeRefreshToken
• finSettings.EmailSmtpEnableSsl
• finSettings.EmailSmtpServer
• finSettings.EmailSmtpPort
• finSettings.EmailSmtpUserId
• finSettings.EmailSmtpPassword

• User Settings obsoleted
• finSettingsUser.EmailEditInternal
• finSettingsUser.EmailUseMailTo
• finSettingsUser.EmailExchangeUserName
• finSettingsUser.EmailExchangeUserNameResolved
• finSettingsUser.EmailExchangeClientId
• finSettingsUser.EmailExchangeClientIdResolved
• finSettingsUser.EmailExchangeTenantId
• finSettingsUser.EmailExchangeTenantIdResolved
• finSettingsUser.EmailExchangeHasRefreshToken
• finSettingsUser.EmailExchangeRefreshToken
• finSettingsUser.EmailExchangeRefreshTokenResolved
• finSettingsUser.EmailSmtpEnableSsl
• finSettingsUser.EmailSmtpEnableSslResolved
• finSettingsUser.EmailSmtpSenderDisplayName
• finSettingsUser.EmailSmtpSenderEmailAddress
• finSettingsUser.EmailSmtpServer
• finSettingsUser.EmailSmtpServerResolved
• finSettingsUser.EmailSmtpPort
• finSettingsUser.EmailSmtpPortResolved
• finSettingsUser.EmailSmtpUserId
• finSettingsUser.EmailSmtpUserIdResolved
• finSettingsUser.EmailSmtpPassword
• finSettingsUser.EmailSmtpPasswordResolved
• finSettingsUser.EmailIsUnattendedAvailable
• finSettingsUser.EmailUseGlobalSettings
• finSettingsUser.EmailExchangeUseGlobalSettings

• ISSupport obsoleted
• CreateMessageProviderSmtp
• CreateMessageProviderExchange

• finWebConfig obsoleted
• EmailSmtpOverride
• EmailSmtpEnableSsl
• EmailSmtpServer
• EmailSmtpPort
• EmailSmtpUserId
• EmailSmtpPassword
• EmailSmtpSenderDisplayName
• EmailSmtpSenderEmailAddress

The following HTML Widgets have been updated:

• HtmlWidget_EmailMessage
• Version: 1.05 (13/11/2025)

• HtmlWidget_DocumentCreate
• Version: 1.12 (26/11/2025)

• HtmlWidget_DocumentExecute
• Version: 1.05 (13/11/2025)

• HtmlWidget_WorkflowActions
• Version: 1.01 (13/11/2025)

• HtmlWidget_CostCentreEdit_General
• Version: 1.01 (05/11/2025)