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:
| Question | Answer |
|---|---|
| For each Checking account, who are the signers on the account? | Dave, CFO Ellen, CEO |
| What amounts require 1 signature? | Check payments up to 50,000.00 only require Dave’s signature |
| What amounts require 2 signatures? | Checks between 50,000.01 and 200,000.00 require both Dave’s and Ellen’s signature |
| Is there an amount above which you want a single handwritten signature rather than an electronic signature? | In this case, no |
| Is there an amount above which you want 2 handwritten signatures? | Yes, checks 200,000.01 and above require 2 handwritten signatures |
Follow these steps to set up a signature threshold:
- Go to Mekorma Thresholds List.
- Click New to create a new signature threshold.
![Creating new threshold]( "Creating new threshold")
- Enter a Threshold ID and Threshold Description.
![Add threshold ID and description]( "Add threshold ID and description")
- Highlight the row you want to configure and click Details to configure your threshold limits.
![Add details to threshold]( "Add details to threshold")
- 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.
An example threshold based on our scenario above:
- 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.
- Return to the Mekorma Threshold List page and repeat steps 2 through 5 to build additional thresholds.
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