Payment Hub stores supported generated files using either internal or external storage. The storage location depends on the file type and its configured destination.
For multi-company users: File destination selections are shared. Changing the destination in one company applies it to all companies.
How file storage works
- [Required for external file storage] An admin configures external storage in Business Central using External File Accounts.
- In Mekorma Configuration, select Internal or External for each supported file type.
- When Payment Hub generates a file, it stores the file within the selected destination.
- Users continue to access files from Payment Hub regardless of where the files are stored.
File storage options
Internal file storage
Uses Business Central’s internal file storage database.
- No additional setup required
- Files are stored internally, accessible only in Business Central
- Files can be downloaded through the browser
- EFT and Positive Pay files are available from Export Files in Action Board
- Check copies and check remittances are available from Incoming Documents in the Payment Journal
External file storage
Uses external file storage to store files outside of Business Central.
- Setup requires an administrator and may require assistance from your IT team or Microsoft partner
- Must be configured for each company
- Files are stored in the configured external storage account
- Files are not automatically deleted and must be manually maintained
- If not configured, files default to internal storage
- EFT and Positive Pay files are available from Export Files in Action Board
File storage by file type
The available storage options depend on the type of file being generated.
| File type | Available storage locations |
|---|---|
| Generate EFT | Internal or external |
| Export EFT | Internal or external |
| Positive Pay | Internal or external |
| Check copies | Internal |
| Check remittances | Internal |
| Process reports | Downloaded locally through the browser |
Set the file destination
- Go to Mekorma Configuration.
- Select the file destination for each of the following:
- Export EFT
- Generate EFT
- Positive Pay
When Internal is selected, Payment Hub stores files using Business Central’s internal storage.
When External is selected, Payment Hub stores files using the external storage account configured by your administrator. You do not select the storage provider in Payment Hub.
Access stored files
The location to access files depends on the file type.
EFT and Positive Pay files
- Open Action Board.
- Select any of the following actions: Export EFT Files, Generate EFT Files, or Positive Pay.
- Click Download Export Files. This page displays files regardless of whether they are stored internally or externally. It also indicates the storage destination for each file.
- Select the files you want to download and click OK. This downloads the files through your browser.
Check copies and check remittances
- Go to the Payment Journal and open the payment containing the check copy or remittance.
- Open the FactBox pane.
- Under Incoming Document Files, select the file.
- To view the file, click the file name. To download it, click … > Download.
Maintaining your internal file storage
Internal file storage has limited capacity. Regularly remove unused files to ensure storage remains available.
EFT and Positive Pay files
To delete EFT and Positive Pay files:
- Go to Action Board.
- Select Export EFT Files, Generate EFT Files, or Positive Pay.
- Click Download Export Files to open the Export File page.
- Select and delete files that are no longer needed. This removes them from Business Central’s internal storage.
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