4 views Overview
E-mail Configuration allows you to add and connect an e-mail account to your organization and use it as the sender for e-mail-based reports and communications.
Benefits
- Configure e-mail accounts centrally for your organization.
- Assign a configured e-mail account to a client.
- Send reports through the selected sender e-mail.
How to Configure E-mail
- Go to Settings. Click Email Configuration.
- Click Add Email.
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- Enter the following details:
- Name – Enter the name for the e-mail account.
- Email – Enter the e-mail address.
- Mobile No. – Enter the mobile number.
- Click Add Email to save, or Add & Continue to add and continue with the setup.
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- Upon clicking “Add & Continue,” an email verification process will be initiated for authorization purposes.
- Once connected, the e-mail account will appear in the Email Configuration list with its Connection Status.
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Assign E-mail to a Client
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- Open Client Settings and edit the required client.
- In the Sender Email field, select the configured e-mail account.
- Click Save.
Usage / Reference
The configured sender e-mail can be used while sending reports, such as GSTR 2B v Purchase Register reports through:
Export → Email Report → Email with Filter / Email without Filter
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Option Availability:
The email feature is compatible and available with the following reconciliation reports:
- Purchase vs. 2A
- Purchase vs. 2B
- Purchase vs. 8A
- GSTR-3B vs. GSTR-2A
- GSTR-3B vs. GSTR-2B
- GSTR-1/1A Filed vs. E-Invoice
- GSTR-3B vs. GSTR-1/1A
- Sales vs. E-Invoice
- Purchase vs. IMS
- Purchase vs. GSTR-4A
Important Note
Only a configured e-mail account can be selected as the Sender Email for the client.
Client company email for each client can be updated or fetched directly from the Client Settings page.
Need Assistance?
If you face any issue while configuring or connecting your e-mail account, contact the Munim Support Team for assistance.
