Search
Related topics are listed below.
Adding a Logo to a Bank Account
Configuring Mekorma Payment Hub » Bank Accounts » Adding a Logo to a Bank Account
*You are required to use the Mekorma Super Check report to use Mekorma bank account logo features. A company logo can be associated with individual bank accounts, and used within multiple companies. This feature is useful if you use one check format in many companies…
Apply a Threshold to a Bank Account
Configuring Mekorma Payment Hub » Electronic Signatures » Apply a Threshold to a Bank Account
You can apply a specific threshold to each of your bank accounts. In many cases, you may have different check signing rules in your organization based on your different bank accounts. To apply a threshold to a bank account, follow these steps: Go to Bank…
Enhanced Bank Account Management
Introduction to Mekorma Payment Hub » Enhanced Bank Account Management
Localize your bank account configurations Maintaining bank accounts across multiple companies is tedious. With Mekorma Bank Accounts, manage all your companies and their bank accounts, check reports, and check report layouts from one screen. Mekorma Bank Accounts…
Assigning Purchase Invoices by Bank Account
Configuring Mekorma Payment Hub » Bank Accounts » Assigning Purchase Invoices by Bank Account
Some companies need to ensure that certain invoices are paid from certain bank accounts. For example: A non-profit might use one account for operating expenses and another for grant payments. A property management company might pay invoices from different accounts…
Paying Purchase Invoices by Bank Account
Using Mekorma Payment Hub » Bank Accounts » Paying Purchase Invoices by Bank Account
Mekorma’s Assign by Bank Account assists in paying purchase invoices from the correct bank account, making payments simpler and more accurate. Before paying with a default bank account, configure the pay-from bank account. Assigning purchase invoices by bank account…
Setting Up Bank Accounts for Remote Payments
Configuring Mekorma Payment Hub » Remote Payment Services » Setting Up Bank Accounts for Remote Payments
Remote Payment Services allows you to connect an unlimited number of bank accounts for payment processing. Bank accounts must first have a contract with the outsource provider—contact Mekorma Support for help with the initial Remote Payment Services set up. For…
Bank Accounts
Configuring Mekorma Payment Hub » Bank Accounts
Payment Hub streamlines managing your bank accounts. This section details how to configure bank accounts to help with your day-to-day business operations. The fundamental steps of your bank account setup are to: Configure the MICR line. This is the primary item…
Bank Accounts
Using Mekorma Payment Hub » Bank Accounts
Payment Hub streamlines managing your bank accounts. This section details how to use bank accounts to help with your day-to-day business operations.
Changing Bank Accounts During Check Printing
Using Mekorma Payment Hub » Bank Accounts » Changing Bank Accounts During Check Printing
Use Payment Hub to manage bank account preferences that follow the bank account throughout the payment process. If you change the bank account during check printing, the check report and check report layout associated with a bank account automatically update with the…
Setting Up Check Parameters
Configuring Mekorma Payment Hub » Bank Accounts » Setting Up Check Parameters
You can customize how checks for each bank account behave. Establish your check printing parameters in the bank account settings. Click on Print Payment Options (Bank Account Card > Mekorma Settings > Payment Hub > Print Payment Options) to review and define the check…
Setting Up Signature Thresholds
Configuring Mekorma Payment Hub » Electronic Signatures » 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…
Setting Up Email Printers
Configuring Mekorma Payment Hub » Printers » Printing Options » Setting Up Email Printers
Email printing sends print jobs directly to email-configured printers, so there’s no need to download or preview files. It also keeps a clear record of each emailed document, helping users track what’s been sent and maintain accurate records. To set up email…
Setting Up Universal Printers
Configuring Mekorma Payment Hub » Printers » Printing Options » Setting Up Universal Printers
Payment Hub allows you to configure printer settings for each bank account and company. Prior to printing with Payment Hub, you must set up your printer settings for universal printing. This allows you to use a local or network printer to use Business Central’s…
Setting Up Positive Pay
Configuring Mekorma Payment Hub » Action Board » Setting Up Positive Pay
Set up positive pay to generate an electronic list of checks that is provided to the bank. Then, when a check is presented to the bank, the bank compares it with the list of checks. If the check matches a check in the list, the bank clears it. If the check…
Setting Up Check Copies
Configuring Mekorma Payment Hub » Bank Accounts » Setting Up Check Copies
*You are required to use the Mekorma Super Check report to use Mekorma check copy features. Payment Hub allows you to create copies of checks and remittances. When enabled, each copy automatically: Saves as a PDF Includes a void watermark Removes the MICR…
Managing Bank Accounts for All Your Companies
Configuring Mekorma Payment Hub » Bank Accounts » Managing Bank Accounts for All Your Companies
*Only companies set up for use with Action Board appear in this page. Please enable Action Board for your companies before using this feature. Cross-company configuration streamlines managing all companies within your organization. From Mekorma Bank Accounts, you…
Setting Up Batch Approval Workflows
Configuring Mekorma Payment Hub » Action Board » Setting Up Batch Approval Workflows
Prior to submitting batches for approval with Action Board, you need to create batch approval workflows in Business Central. When these workflows are created and enabled, the batches for each company display in Action Board. For more information on approval workflows…
Setting Up Payment Run Validations
Configuring Mekorma Payment Hub » Vendor Validation » Setting Up Payment Run Validations
Pay run validations allow you to automatically validate vendors at the time of payment. This helps ensure vendor data remains accurate and compliant. Validating at the time of payment is especially useful for customers who choose not to perform a bulk validation of…
Setting Up Vendor Validation Providers
Configuring Mekorma Payment Hub » Vendor Validation » Setting Up Vendor Validation Providers
The Mekorma Vendor Validation Setup page is where you enable, disable, and configure each validation provider. By default, each provider is disabled. Click the toggle button to activate the providers you wish to use. When a provider is disabled, its configurations are…
Setting Up Users for Vendor Validation
Configuring Mekorma Payment Hub » Vendor Validation » Setting Up Users for Vendor Validation
Vendor Validation is especially beneficial for users who can modify vendor master data. To allow users to validate vendors in Business Central, you must enable this feature for each user and company in the User Setup window. Users who have access to Vendor Validation…
Adding Bank Names and Branch Numbers to Check Reports
Appendix: Customizing Checks with Microsoft Report Builder » Adding Bank Names and Branch Numbers to Check Reports
Adding bank name and branch information helps maintain consistent banking standards. If you need to add these to your checks, follow the steps below: Open the check report in Microsoft Report Builder. Expand the Datasets folder in the Report Data…
Creating a Build ID
Configuring Mekorma Payment Hub » Action Board » Creating a Build ID
A Build ID allows you to save rules for selecting purchase invoices for payment. You then assign the Build IDs to Process Templates to build numerous batches with different criteria in one streamlined process in Action Board. A Build ID is a template comprised of…
Creating a Process Template
Configuring Mekorma Payment Hub » Action Board » Creating a Process Template
A Process Template lets you specify all the payment batches that you want to build. Combine your previously created Build IDs to define how payments should be created. Action Board works with Multi-Entity Management (MEM) by Binary Stream®, so you can build Process…
Previewing Signatures on a Check
Using Mekorma Payment Hub » Electronic Signatures » Previewing Signatures on a Check
Electronic Signatures allow you to preview the signatures that will appear on the check by selecting Preview Check from the Check action. This applies when the Bal. Account Type field has been set to Bank Account and you have selected a bank account in the Bal. Account…
Printing a Check with Signatures
Using Mekorma Payment Hub » Electronic Signatures » Printing a Check with Signatures
The steps below show you how to print a check with a signature attached. Click on Check and select Print Check. In the payment options, fill in the fields as necessary. You must at least select a bank account to print your checks. If your printer is set up…
How to Create a Digital Signature
Configuring Mekorma Payment Hub » Electronic Signatures » How to Create a Digital Signature
Here are the step-by-step instructions, as recommended by Mekorma, to provide the digital signatures you want to print on your checks: Print out our Template for Gathering Signatures. Ask each check signer to reproduce their signature within a rectangle. Use…
Adding the Vendor Number to a Remittance Report
Appendix: Customizing Checks with Microsoft Report Builder » Adding the Vendor Number to a Remittance Report
The following steps show you how to add the vendor number to your remittance reports: Open the remittance report in Microsoft Report Builder. In the cell where you want the vendor number to display, click to open the available datasets for the…
Selecting Check Reports
Configuring Mekorma Payment Hub » Bank Accounts » Selecting Check Reports
With Payment Hub, you can link check reports and specific layout preferences to each bank account. This is helpful when you have multiple bank accounts that require their own check layout. Mekorma’s cross-company configurations allows check reports and check report…
Processing Reports
Using Mekorma Payment Hub » Mekorma Reports » Processing Reports
Mekorma stores your Action Board runs in the Processing Reports database. When all batches have been built, the Mekorma Process Report becomes available. The report shows you: Which action was run Which template was used Who initiated the run The status of the…
Generate Positive Pay Files
Using Mekorma Payment Hub » Action Board » Generate Positive Pay Files
The Positive Pay action works a little differently from other actions. Instead of focusing on payment batches, it displays all Action Board-enabled companies and their associated bank accounts. You can generate Positive Pay files for one or more bank accounts in a…
Check Remittances and Overflows
Configuring Mekorma Payment Hub » Bank Accounts » Check Remittances and Overflows
*You are required to use the Mekorma Super Check report to use Mekorma check remittance features. A check remittance lists the invoices included in a payment. When processing check payments, it’s important to configure how remittances and overflows are handled to…
Configuring the MICR Line
Configuring Mekorma Payment Hub » Bank Accounts » Configuring the MICR Line
The MICR line is the coded banking information on your check which is printed in the E13 font. By printing the MICR line, Payment Hub can provide the capability of printing on blank, rather than pre-printed, check stock. You can customize the MICR line for each bank…
Selecting Mekorma Electronic Signatures Check Reports
Configuring Mekorma Payment Hub » Bank Accounts » Selecting Check Reports » Selecting Mekorma Electronic Signatures Check Reports
*Our legacy Electronic Signature Check reports are still functional but have limited capacity. We recommend switching to the Mekorma Super Check report, which includes the same Electronic Signature functionality along with enhanced features. Mekorma Electronic…
Processing Payments Batch Statuses
Using Mekorma Payment Hub » Action Board » Process Payments » Processing Payments Batch Statuses
The Batch Status column helps you quickly see the status of each batch, showing whether it’s ready or waiting on follow up. This makes it easy to track where each batch stands and spot any issues. This table defines what each status means. Errors Exist…
Using Custom Check Report Layouts
Configuring Mekorma Payment Hub » Bank Accounts » Selecting Check Reports » Select Your Check Report Layout » Using Custom Check Report Layouts
Some banks require customized check report layouts, assigned to individual bank accounts. Some custom layouts may resemble a standard check report, but incorporate custom bank or company branding. You can use the Mekorma Super Check report layout as the foundation for…
Activating Remote Payment Services
Configuring Mekorma Payment Hub » Remote Payment Services » Activating Remote Payment Services
To activate Remote Payment Services, you must change the payment processing location from Local to Outsourced. This allows payments to be outsourced to your chosen remote payment service provider instead of being processed locally in Business Central. Local…
Select Your Check Report
Configuring Mekorma Payment Hub » Bank Accounts » Selecting Check Reports » Select Your Check Report
On the bank account card, select your check reports in the Mekorma Settings. The following check report options are available: Mekorma Super Check: Required to use Mekorma’s advanced print and check features. Mekorma Electronic Signatures check reports:…
Generating Check Copies
Using Mekorma Payment Hub » Bank Accounts » Generating Check Copies
Some Mekorma customers like to feed PDF check copies into their document management system. With Business Central, you can choose to attach a copy of a check to individual payments. If you have check copies configured, automatic check copies generate in Business…
Troubleshooting Miscellaneous Scenarios
Troubleshooting » Troubleshooting Miscellaneous Scenarios
This section provides solutions to commonly troublesome topics. For more detailed and specific topics, visit our Knowledge Base. What does the Vendor Validation status System Issue mean? If a validation provider experiences a system issue during the vendor…
Displaying Purchase Invoice Lines
Configuring Mekorma Payment Hub » Bank Accounts » Displaying Purchase Invoice Lines
By default, Business Central check stubs display the invoice or transaction information as a single line. Mekorma gives you the option to show purchase invoice lines on the stub instead. This can be useful, for example, for an event planner who wants to provide clients…
Select Your Check Report Layout
Configuring Mekorma Payment Hub » Bank Accounts » Selecting Check Reports » Select Your Check Report Layout
Select specific layouts for a check report in the Bank Check Report Layout lookup, also known as the Check Report Layout Library. !Only the Mekorma Super Check report and its associated layouts should be used. Other layouts are obsolete and may not function correctly.…
Building Remote Payment Batches with Action Board
Using Mekorma Payment Hub » Action Board » Build Payment Batches » Building Remote Payment Batches with Action Board
One of the advantages of Remote Payment Services is that all standard Business Central procedures for building batches can be used to build remote batches and all payment types can be combined in a single batch. The batches are built as standard check batches, yet the…
Generating Check Remittance Overflows
Using Mekorma Payment Hub » Bank Accounts » Generating Check Remittance Overflows
If an invoice stub overflow is encountered on the Mekorma check report, the remittance report is automatically generated after the Mekorma check report and in the same sequence as the check report. Remittance reports are configured in the bank account card. To generate…
Appendix: Customizing Checks with Microsoft Report Builder
Appendix: Customizing Checks with Microsoft Report Builder
Mekorma’s custom check reports are built using Microsoft Report Builder, a report authoring tool that enables you to build and customize your check reports. Our check reports include the essentials for accounts payable (AP) check printing and display a wide range…
Processing Payments with Action Board
Using Mekorma Payment Hub » Action Board » Process Payments » Processing Payments with Action Board
The Process Payments page shows all your payments available for processing, including those that have errors or are pending approval. Transactions are processed at the batch and bank account level, so if you have multiple lines in a batch using different bank…
Introduction to Mekorma Payment Hub
Introduction to Mekorma Payment Hub
Welcome to Mekorma’s online user guide, designed to equip you with the knowledge needed to install, configure, and run payment processes using Mekorma Payment Hub for Microsoft Dynamics 365 Business Central® (Business Central). This guide can always be accessed from…
Release Notes
Release Notes
Mekorma Payment Hub version 1.1 Hotfix Delta was released November 18, 2025. *If you are a new user, please go directly to: Introduction to Mekorma Payment Hub. What’s new and improved? Payment Hub We have added a new feature that allows you to itemize your…
Troubleshooting Action Board
Troubleshooting » Troubleshooting Action Board
This section provides solutions to commonly troublesome topics related to Action Board. For more detailed and specific topics, visit our Knowledge Base. Having trouble viewing Action Board? If for some strange reason you have trouble viewing Action Board, or any…
Deluxe Check Report Layouts
Configuring Mekorma Payment Hub » Bank Accounts » Selecting Check Reports » Select Your Check Report Layout » Deluxe Check Report Layouts
You can choose from five check report layouts designed for out-of-the-box use with Deluxe check stock. Each report layout aligns and prints seamlessly with its respective Deluxe check format. Select them from the report layout library. This table shows which…
Prior to Configuring Electronic Signatures
Configuring Mekorma Payment Hub » Electronic Signatures » Prior to Configuring Electronic Signatures
Prior to configuring Electronic Signatures, it is important to understand how you will implement your signature logic and the required personnel. There are several things that you should prepare: For each checking account, who are the signers on the account? What…
Action Board
Configuring Mekorma Payment Hub » Action Board
Action Board was designed with simplicity in mind. The configuration process is straightforward, allowing you to get started quickly. The steps to getting started building payment batches in Action Board are: Enable Action Board for your selected companies Create…
Selecting Your Printers
Configuring Mekorma Payment Hub » Printers » Selecting Your Printers
Once you have determined which printer will be used for payment processing, go to Printer Selections to set up which printer(s) you want to send check reports to. Printers are set up per user, so each user can have their own printer setups. You must set up a printer…
Security
Configuring Mekorma Payment Hub » Security
Security for Payment Hub requires users to be granted access to the Mekorma permission set for each company. These permission sets give users physical access to Action Board and allow control over which companies users are able to process payments with. The…
Printers
Configuring Mekorma Payment Hub » Printers
This section covers how to set up Action Board-compatible printers in Business Central, using Email Print and Universal Print options managed from the Printer Management page. Before printing with Action Board, configure Printer Selections for each printer and…
Configuring Mekorma Payment Hub
Configuring Mekorma Payment Hub
Once you’re registered, it’s time to get things set up. This section explains how to configure Mekorma Payment Hub to match your organization’s needs.
Adjusting Your Check Stub Sizes
Configuring Mekorma Payment Hub » Bank Accounts » Selecting Check Reports » Adjusting Your Check Stub Sizes
Each Mekorma Super Check report layout includes adjustable stub and font sizes. The default font size is 10, while stub size varies. Increasing the font and/or row size beyond the default may require layout edits in Microsoft Report Builder to ensure the check section…
Vendor Validation
Introduction to Mekorma Payment Hub » Vendor Validation
Mekorma Vendor Validation allows you to use Business Central to validate different types of vendor data during onboarding and on demand. This ensures that each vendor’s information—such as their address, Taxpayer Identification Number (TIN), and compliance…
Registering Payment Hub
Getting Started with Mekorma Payment Hub » Registering Payment Hub
Payment Hub is provided under trial with your registration. Upon termination of the trial period, you must register the product to continue with the onboarding process. Registering your product is important so that Mekorma can provide the best customer support…
Vendor Validation
Configuring Mekorma Payment Hub » Vendor Validation
Vendor Validation ensures your company’s vendor data is compliant and less likely to invoke sanctions by verifying critical information like addresses, Taxpayer Identification Numbers (TIN), and compliance with the Office of Foreign Assets Control (OFAC)…
Enrolling in Remote Payment Services
» Enrolling in Remote Payment Services
Mekorma and your remote payment service provider will handle the initial implementation and configuration of Remote Payment Services. Once registered and set up with both services, Mekorma will provide you with an enrollment key. Your enrollment key is a unique…
Validating an Individual Vendor
Using Mekorma Payment Hub » Vendor Validation » Validating an Individual Vendor
You can validate a single vendor directly from their vendor card. Open the vendor card for the vendor you want to validate. Click Validate (vendor card > Vendor menu option > Validate Vendor button). Alternatively, validate from the Actions menu (Actions >…
Action Board
Using Mekorma Payment Hub » Action Board
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. Action Board is compatible with…
Enable Action Board for Your Companies
Configuring Mekorma Payment Hub » Action Board » Enable Action Board for Your Companies
Action Board requires that you enable the specific companies to use for Action Board processing. The number of companies that can be enabled depends on your Mekorma license: Mekorma’s Payment Hub Core solution includes Action Board for a single company. You cannot…
Validating Multiple Vendors
Using Mekorma Payment Hub » Vendor Validation » Validating Multiple Vendors
After implementation, it is helpful to perform a bulk validation of your existing vendors. This helps reveal data or compliance issues, reducing potential problems later. The first time you validate a group of vendors, we recommend the following configuration in the…
Importing Signatures in Business Central
Configuring Mekorma Payment Hub » Electronic Signatures » Importing Signatures in Business Central
The next step is to import your signatures into Business Central so that Electronic Signatures can use them. Follow these steps to import a signature file: Go to Mekorma Signatures List. In Mekorma Signatures List, click on New to set up a new…
Appendix: Updating Mekorma Apps in Business Central
Appendix: Updating Mekorma Apps in Business Central
If you need to update a Mekorma app in Business Central from your currently installed version to the latest available version, follow the steps on this page. Apps are updated in Business Central from the Admin Center. Navigate to Settings > Admin Center. Click…
Building Payment Batches with Action Board
Using Mekorma Payment Hub » Action Board » Build Payment Batches » Building Payment Batches with Action Board
Building payment batches begins with your Build IDs and Process Templates. Once your Process Template has been created, you can build batches through Action Board. Go to Action Board. Select Build Payment Batches from the Action menu. Select the desired…
Validating During the Payment Process
Using Mekorma Payment Hub » Vendor Validation » Validating During the Payment Process
Pay run validations occur at the time of payment for all payment types and processes: Ad-hoc checks Remote Payment Services Action Board No matter how you process payments, when pay run validations are enabled, vendors may be automatically validated during the…
Requesting Support, Implementation, or Customization
Requesting Support, Implementation, or Customization
We are here to help! If you are having a specific issue with your Mekorma products and require help from our Customer Success team, log in to our online portal and open a new case. Technical Support is included with your yearly enhancement plan. Implementation…
Action Board
Introduction to Mekorma Payment Hub » Action Board
If your organization can set certain basic policies for: how you select your check batches how often you pay which payment discounts you want to capture what payment methods you want to use then Action Board provides a way to streamline your processing efforts.…
Process Payments
Using Mekorma Payment Hub » Action Board » Process Payments
After creating payment batches and having them approved, the next step is to process payments. This could entail: Printing checks Creating and sending EFT remittances Sending your batches to an outsource provider Essentially, it is the process of conveying…
Creating Payment Suggestions
Using Mekorma Payment Hub » Remote Payment Services » Submitting Remote Payments » Creating Payment Suggestions
Standard Business Central functionality allows shared payment document numbers, while Remote Payment Services does not. For optimized remote payment services integration, Mekorma requires you to enable one of two options when using Suggest Vendor Payments. In the…
Changing the Date Format on Check Reports
Appendix: Customizing Checks with Microsoft Report Builder » Changing the Date Format on Check Reports
Business Central offers built-in date formats, but you may need a format that isn’t provided. There are two ways to change the date format on Mekorma check reports: Use Business Central’s vendor card date settings (this is a Business Central-native…
Obtaining Your Vendor AP Spend Information
Appendix: Remote Payment Services Assessment and Onboarding Guide » Manually Completing the Assessment and Onboarding Worksheets » Obtaining Your Vendor AP Spend Information
Part of the Assessment process is to obtain your vendor AP spend information, which will aid both Mekorma and the payment provider to determine the mix of payment types (check, ACH, credit card) that your vendors will accept. It also allows Mekorma to determine the…
Submit Batches for Approval
Using Mekorma Payment Hub » Action Board » Submit Batches for Approval
Select specific batches across all your companies to submit for workflow approval. Utilizing the cross-company configuration approach, you can view all batches for all your companies (as long as they have the approval workflow enabled) and submit as many for approval…
Moving the Super Stub Check to the Top of the Report
Appendix: Customizing Checks with Microsoft Report Builder » Moving the Super Stub Check to the Top of the Report
Mekorma’s Super Check report is designed to print the check at the bottom, with up to 30 invoice lines above. The report is divided into 8 regions, controlled by row expressions in Microsoft Report Builder. If you want the check to print at the top of the report…
Excluding Vendors from Validations
Using Mekorma Payment Hub » Vendor Validation » Excluding Vendors from Validations
Sometimes you might want to exclude specific vendors from validations. This could be due to knowing that vendors are an established institution, such as the IRS, and you are certain they don’t require any validations. You can also choose to exclude specific…
Understanding Your Validation Results
Using Mekorma Payment Hub » Vendor Validation » Understanding Your Validation Results
After successful validation, each validation provider displays a status to reflect the results of the validation, allowing you to easily identify and address any issues. Validation Statuses The three possible statuses are: OK, Warning, and Error. OK OK means…
Renumbering Payment Numbers
Using Mekorma Payment Hub » Remote Payment Services » Submitting Remote Payments » Renumbering Payment Numbers
There are scenarios in which you may find duplicate payment or check numbers. Remote Payment Services has the ability to renumber payments so that there are no duplicate numbers. Renumber at the payment level for ad hoc updates, or enable automatic renumbering that…
Submitting Remote Payments
Using Mekorma Payment Hub » Remote Payment Services » Submitting Remote Payments
*This topic covers submitting remote payment batches through the standalone process. For submitting remote payments with Action Board, see Processing Remote Payment Batches with Action Board. When you have one or more invoices ready to pay, go to Payment Journals.…
Vendor Validation
Using Mekorma Payment Hub » Vendor Validation
Validating your vendors shows the current status of your vendor record and overall cleanliness of your vendor data. A comprehensive review allows your organization to evaluate how and what information is stored and how robust your vendor record is. Regular validations…
Troubleshooting
Troubleshooting
If you ever run into trouble, the troubleshooting topics are available to help. If you need more information, visit Mekorma’s Knowledge Base for more topics. Troubleshooting Action Board Troubleshooting Remote Payment Services Miscellaneous…
Printing Options
Configuring Mekorma Payment Hub » Printers » Printing Options
Mekorma currently only supports the cloud version of Business Central, and thus printers must be handled via cloud printing. There are two options available with Payment Hub for printing: email printers and universal printing. Email Printers send all the print outs…
Adding and Removing Logos on Check Reports
Appendix: Customizing Checks with Microsoft Report Builder » Adding and Removing Logos on Check Reports
Adding a second image to a check report Logos are helpful to for identifying checks and adding a personal touch. The Mekorma Super Check features one built-in check image. Mekorma Payment Hub offers the ability to add a second image to your checks, which requires…
Troubleshooting Remote Payment Services
Troubleshooting » Troubleshooting Remote Payment Services
This section provides solutions to commonly troublesome topics related to Remote Payment Services. For more detailed and specific topics, visit our Knowledge Base. Having trouble with payment numbers in Remote Payment Services? Mekorma recommends using…
Check Documents and Journals While You Work
Using Mekorma Payment Hub » Check Documents and Journals While You Work
The Journal Check feature in Business Central is an easy way to better understand errors and review the specifics of batch lines using FactBoxes. While this feature is native to Business Central, Mekorma recommends using it to help with your Payment Hub…
Processing Remote Payment Batches with Action Board
Using Mekorma Payment Hub » Action Board » Process Payments » Processing Remote Payment Batches with Action Board
Process remote payments the same as you would process local payments with Action Board. All standard Business Central procedures for processing payments can be used to process remote payments. Remote and local payments can be processed at the same time. There are a few…
Appendix: Remote Payment Services Assessment and Onboarding Guide
Appendix: Remote Payment Services Assessment and Onboarding Guide
To use Remote Payment Services, it is necessary to first determine your AP spend. AP spend is a qualifier for remote payment service eligibility. For more information on eligibility, review the section Is Payment Outsourcing for You? on the Mekorma website. To…
Handling Remote Payment Errors
Using Mekorma Payment Hub » Remote Payment Services » Submitting Remote Payments » Handling Remote Payment Errors
Error messages in Business Central are generally specific and provide sufficient detail on what the issues are, enabling you to take corrective action. With Remote Payment Services, errors are expressed either through the Batch Status field or the Journal Check…
Using the Mekorma RPS Assessment Tool
Appendix: Remote Payment Services Assessment and Onboarding Guide » Using the Mekorma RPS Assessment Tool
As mentioned previously, assessment is the process of evaluating your vendor spending to determine how Remote Payment Services fits with your organization. After registering with Mekorma, use the built in Mekorma RPS Assessment Tool to compile and download your…
Remote Payment Services
Configuring Mekorma Payment Hub » Remote Payment Services
Remote Payment Services connects Business Central to a third-party payment provider for secure, convenient AP payment outsourcing. This section details how to configure Remote Payment Services. Mekorma and your remote payment service provider will handle the initial…
Post Batches
Using Mekorma Payment Hub » Action Board » Post Batches
To post a batch with Action Board, you must first have built a batch via Action Board or created a batch manually, then follow the steps below: Go to Action Board. Select Post Batches from the Action menu. In the Marked column, select which batch(es) you…
Completing Assessment and Vendor Onboarding Worksheets
Appendix: Remote Payment Services Assessment and Onboarding Guide » Manually Completing the Assessment and Onboarding Worksheets » Completing Assessment and Vendor Onboarding Worksheets
The next prerequisite for onboarding is to sync your vendor information in the assessment and onboarding documents. This will allow Mekorma to analyze your spending and qualify your vendors for remote payments. You will receive two documents from the Mekorma…
How to Use This Guide
How to Use This Guide
New users can follow step-by-step installation, configuration, and usage instructions delivered via written content and video demonstrations. Experienced users can review this guide for any applicable new feature information, or use it as an ongoing reference…
Excluding Vendors from Remote Payment Services
Configuring Mekorma Payment Hub » Remote Payment Services » Excluding Vendors from Remote Payment Services
Vendors that are marked to be excluded from remote payments in the vendor card will not be included in any remote payments batches. To enable/disable a specific vendor for remote payments, go to the vendor card > Mekorma settings > Remote Payment Services and toggle…
Multi-Entity Integration
Introduction to Mekorma Payment Hub » Multi-Entity Integration
Multi-Entity Management® (MEM) is a product written for Business Central by Binary Stream Software. MEM allows organizations to manage multiple legal entities (companies) in one single database. MEM integration is available for users of the Payment Hub Shared Services…
Remote Payment Services
Using Mekorma Payment Hub » Remote Payment Services
Once Remote Payment Services has been configured, you are ready to begin outsourcing your payments.
Selecting the Remittance Address to Print on the Check
Configuring Mekorma Payment Hub » Electronic Signatures » Selecting the Remittance Address to Print on the Check
Electronic Signatures provides the flexibility to select the remittance address to print on the face of the check. You can select either the address from the vendor’s purchasing invoice or the address from the vendor card. The following describes how to enable this…
Remote Payment Services
Introduction to Mekorma Payment Hub » Remote Payment Services
Remote Payment Services handles all your vendor payments through this process flow: You send check batches to the service provider The service provider sends payments on your behalf Your vendor gets paid the way they want—by check or electronically All your…