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 of your companies, review the permission sets for your users. Review your Business Central permissions.

Having trouble using your bank accounts with Action Board?

As with any ERP, before you begin using Action Board, ensure that the bank accounts you plan to use with Action Board are established and active. Bank accounts are tied to each step of the Action Board process, so ensure that they align with your organization’s requirements.

Having trouble keeping track of your companies?

When using cross-company configuration, we recommend adding a way to distinguish your companies, such as a badge. This helps ensure you can clearly discern which company you are operating in. For more information on setting up a company badge, see Display a company badge–Business Central | Microsoft Docs.

Having trouble printing with Action Board?

If you’re unable to print in some companies but not others, the issue might be with how your printers are named. Action Board relies on the printer names in the Printer Selection table (shared across companies). If the printer names differ between companies, printing may not work in certain ones.

To resolve this issue, ensure that all printers are named exactly the same in every company. This consistency allows Action Board to detect and use the correct printer, no matter which company you’re working in.

Need to ‘reset’ Action Board?

The Action Board table is common for all users, so once data is loaded, it remains until it’s been ‘processed’ out of the list or the batch was otherwise removed (i.e. the batch was processed or deleted).

If there are issues or the table is otherwise out of sync, navigate to Mekorma Payment Hub Configuration and click Clear Action Board Cache to remove all records. The next time you select an action in Action Board, the table will be repopulated with clean data.

Positive Pay files are not exporting as intended.

Ensure that you have added the Mekorma codeunit to the Positive Pay Export Format. Navigate to Data Exchange Definition, select the export format you are using, and in the Ext. Data Handling Codeunit field, enter 70819738. This helps Action Board handle export files and ensures the cross-company functionality of Action Board is preserved.

Action Board processes are not completing or are yielding unexpected results.

If you’re running an Action Board process that isn’t completing or is yielding unexpected results, check the Action Board Audit List page to see if there are any errors. Sometimes these errors require a simple configuration adjustment. If you receive an error that you don’t understand, contact Mekorma Support.