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 Multi-Entity Management (MEM) by Binary Stream®. If you have Mekorma’s Payment Hub Shared Services Multi-Entity solution, you can enable and process Action Board for more than one company.
From one screen, you can:
- Build payment batches
- Submit batches for approval
- Process payments
- Post batches
- Generate Positive Pay files
Actions can be used end-to-end—from batch creation through posting—but users can also jump in at any point. Action Board supports flexible, non-linear workflows and allows mass processing of each step, whether handled individually or as part of a full cycle.
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 and selecting Mekorma Action Board. Bookmark Mekorma components 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.
Using Action Board with MEM
Before processing MEM payments with Action Board, the following steps must be taken:
- Mekorma Payment Hub Shared Services Multi-Entity subscription is required.
- Mekorma Electronic Signatures for Binary Stream MEM must be installed on your system.
- MEM must be activated for all entities you want to process with the Action Board.
- Your companies must be marked active in Action Board.
- All users must have an entity assigned in the MEM User Security Setup window. The entity assignments dictate which records a user can access and the MEM dimensions they can use. If you do not have an entity ID set up for a company that is going to be included in your Action Board processes, you will be notified through a warning message.
All batches can be viewed and selected for processing within one window. Batches are further filtered out by the user’s access level. This means users can only view and select batches from companies to which they have access.
If a MEM field caption appears as something other than Company Code, that means it was customized on the Dimensions page. In the COMPANY row, the name entered in the Code Caption column determines how the field name appears throughout your system on Mekorma/MEM pages.
Security
Access to batch information is controlled by your user permissions. You can only view and select batches from companies or entities you have access to. If you’re using MEM, Action Board respects MEM security settings and restrictions.
Additional resources
Enable Action Board for Your Companies – Set companies up for Action Board processing.
Creating a Build ID – Build IDs tell Business Central how to find which invoices to pay.
Creating a Process Template – Process Templates tell Business Central how you are going to pay your vendors/invoices.
Check documents and journals in while you work–Business Central | Microsoft Docs – Learn how Business Central checks documents and journals for errors in the background.
Binary Stream – Learn about Binary Stream and Multi-Entity Management.
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