Action Board helps you manage your accounts payable processes more efficiently. It is designed to operate across companies, allowing you to view, build, and post batches from all your companies, while remaining logged into just one.
From one screen, you can:
Before you can build batches using Action Board, you need to create at least one Build ID and use it to create a Process Template. Then you are ready to build your batches.
Navigating to Action Board
Navigate to Action Board by using the search feature and typing in Mekorma. Select Mekorma Action Board. You can bookmark commonly used features in Business Central to add them to the main menu for easy navigation.
Understanding the Action Board Interface
Action Board uses a consistent interface across all actions, allowing for consistent processing and making it easier to use. This simple layout ensures you can complete tasks without confusion. Below is a breakdown of the key components on Action Board:
| Component | Description |
|---|---|
| Action | The specific action you’re currently using. |
| Status | Shows which part of the process an individual action is at. There are two types: Processing Status and Refresh Status. Processing Status is interactive; clicking Processing Report Available opens a run report. |
| Process | The primary button for executing any of the Action Board processes. |
| Refresh | If a process is moving slowly or seems stuck, clicking Refresh can help it move along. |
| Processing Reports | Lets you view your Action Board run history. |
| Actions | Provides additional tools, like marking all items or changing document dates. |
Action Board uses Business Central’s standard data check/Journal Check functionality, designed to allow you to review any errors Business Central identifies with the batch.
Security
Batch information is only available if you have been granted access. This means you can only view and select batches from companies to which you have access.
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