This page is for our clients that are using Email - Legacy Hosted - which required a 10 digit access code.
If you received an email that brought you to this page - this is for you.
If you still want to use the Legacy Hosted Email, you will need to update your software to at least Treasury Software 2022 build 2214.
Need to update - next steps:
1. Confirm you are using Legacy Hosting (10 digit code required) - see screen shot below.
On the Home tab click the bottom half of the Email icon and select Setup. Click Next.
If you are on 'Legacy Hosted 10 digit code required' please continue these steps (ok to close the window).
All others can stop now.
2. Check to see if you have a valid license for the current edition.
Within the software, click on Help > About. If you are on a subscription license, continue to step 3.
If you are not on a subscription - stop here and contact Treasury Software support.
3. Download and install the current version of software from:
https://www.treasurysoftware.com/download/index.aspx
When you start the software, allow the migration wizard to copy your settings.
4. Update your email settings (for each account):
Enter into an account within ACH Universal and select the lower half of the email icon > Email Setup.
On the Email Setup Wizard, click Next several times to reach Screen 5 of 7.
Click on the Advanced Settings tab at the top
Click on the link 'Update Legacy (10 digit) settings'
Click Next and Finish to complete the Wizard and save your work.
Exit the software and re-enter.
Create a test transaction to verify your work.
If it works - congratulations, you're all set.
Troubleshooting (port 587 vs 465)
It is possible that your port 465 is blocked (not working). If so, please change the port from 465 to 587.
A. To do this, click on the link 'Update Legacy (10 digit) Settings' as shown in the instructions above.
Note: Each time you click this link it resets the port to 465. Only click it once to enable editing.
B. Then click on the first tab 'Security - Authentication' and change the port from 465 to 587.
C. Click Next several times and then Finish. Exit and re-enter the software.
Create a test transaction to test the settings. You should be all set.
If not, please schedule a call with our support team.
