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 custom check report layouts. For more information on report layouts, see Get Started Creating Report Layouts–Business Central | Microsoft Docs.

If you wish to use custom check report layouts, you will manage them from Bank Check Report Layout field of the Mekorma Settings area in the bank account card. The steps below show you how to export and import check reports in Business Central.

Exporting check reports from Business Central

Before making any edits, you’ll need to export the Mekorma check report layout (.rdl file) from Business Central. Here’s how:

1. In Business Central, go to Report Layouts.

2. Use the search bar to find layouts that include Mekorma.

3. Select the check report you want to edit.

4. Click the ellipsis (…) in the menu and choose Export layout. This downloads the .rdl file to your machine.

5. Open in Microsoft Report Builder and customize as necessary.

When your edits are complete, follow the next section to add your updated report back to Business Central.

Adding check reports to Business Central

After editing the report, you can either replace an existing layout or add a new one in Business Central:

To replace an existing layout:

1. In Report Layouts, select the report you want to update.

2. Click the ellipsis (…) in the menu and choose Replace layout.

3. Upload the edited .rdl file.

4. The check report is now updated and ready to use.

To add a new layout:

1. In the Report Layouts menu, click New.

2. Enter a report ID and layout name. If uploading as a Mekorma layout, enter 70819700 for the report ID.

3. Set the format to RDLC to match the check report file type.

4. Set the format to be available in all companies.

5. Upload your .rdl file.

6. Once uploaded, you can assign the layout to a bank account.