Applying a Threshold to a Cash Account

You can apply a specific threshold to each of your cash accounts. In many cases, you may have different check signing rules in your organization based on your different cash accounts. Creating multiple thresholds and applying them to each account as necessary will help you ensure you follow your organizational rules.

To apply a threshold to a cash account, follow these steps:

1. In the main Mekorma menu, navigate to Cash Accounts.
   
   

2. In the Cash Accounts list page, click on the cash account you would like to add signatures to.
   

3. In the specific Cash Account page, navigate to the Signatures tab. Select the Mekorma Threshold radio button and use the search icon in the Threshold field to select the threshold you would like to apply to the Cash Account.
   

4. Once you have chosen your threshold, click Select.
   

5. Save the record. The threshold is now applied to your Cash Account. All checks from this account will have signatures print according to the assigned Threshold logic.
   

6. Use the back button to return to the main Cash Accounts list page.
   

7. Repeat steps 2-6 for each cash account you would like to add signatures to.