Setting Up Signature Thresholds

Signature thresholds are used to set up signature rules based on your organization’s policies. They ensure the correct signature appears on the check at print time, based on your rules. You can also control whether signature lines are printed or not, depending on whether you are using one or two signatures, and you can turn off lines entirely if you are using pre-preprinted checks.

Prior to setting up thresholds, we recommend that you gather the following information:

• For each Checking account, who are the signers on the account?
• What amounts require 1 signature?
• What amounts require 2 signatures?
• Is there an amount above which you want a handwritten signature rather than an electronic signature?
• Is there an amount above which you want 2 handwritten signatures?
  

Here, we will use this example:

Follow these steps to set up a signature threshold:

1. Navigate to Mekorma Thresholds List.
   

2. In Mekorma Thresholds List, click on New to set up a new signature threshold.
   

3. Enter a Threshold ID and Threshold Description.
   

4. With your cursor positioned on the Threshold or Threshold Description field of the row you want to define, click Details on the list page to configure your threshold limits.
   

5. In the Mekorma Threshold Maintenance page, begin by entering the Threshold From Amount and Threshold To Amount values. Based on your check signature rules, you can determine whether you will need no signatures, 1 signature, or 2 signatures, and establish which signatures appear at which threshold levels.

The following shows how you would fill it in for our example scenario:

• Note that in the above scenario, check payments between $0.01 and $50,000.00 only require Dave, the CFO’s signature. A signature line will also be printed.
• Check payments between $50,000.01 and $200,000.00 carry both Dave, the CFO, and Ellen, the CEO’s signature. Signature lines will also be generated for each signer.
• Check payments above $200,000.01 only print the signature lines. These checks require two handwritten signatures.

6. Click the Back button on the Mekorma Threshold Maintenance page when finished to return to the Mekorma Threshold List page.

7. Repeat steps 3 through 6 to set up additional thresholds.