Configuring Mekorma Remote Payment Services

To configure 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 Dynamics 365 Business Central.

• Local Payments: allows you to process payments directly within your Dynamics 365 Business Central application. You can take advantage of Business Central check printing or ACH features.
• Outsourced Payments: Payments are processed from within your Business Central environment but handled by Mekorma’s payment provider for disbursement to your vendors.

1. Using the search bar, navigate to Mekorma RPS Configuration.
   

2. Open Mekorma RPS Configuration.
   

3. Change Payment Processing Location from Local to Outsourced.

Note: Enroll in Remote Payment Services and ensure the other setups on this page are complete before changing the processing location from Local to Outsourced.

4. Remote Payment Services is now configured and you are ready to start sending payments remotely!
   

Review the information below to learn more about Mekorma Remote Payment Services Configuration settings.

Mekorma RPS Configuration Page

The fields in the Mekorma RPS Configuration page are customizable and enable you to set the configurations to meet your needs.

The system creates a default General Journal Template upon successful enrollment. Should you want to apply a specific template to Remote Payment Services, navigate to the General Journal Templates page and toggle the check box in the RPS Template column. Enabled templates are listed in the General Journal Template drop-down menu.

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Payment Journal Batch Number is the batch number that will be auto incremented for Remote Payment Services payment journal batches. Click here to learn more about Dynamics 365 Business Central Number Series.

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Using RPS Call Type, Mekorma allows you to perform connectivity testing between your Dynamics 365 Business Central environment and Mekorma’s remote payment platform. To submit test transactions, set the option to Test. Test transactions will not be submitted for payment to the payment provider, thus not impacting your bank account balances. To submit payments for disbursement to your vendors, choose the Production option. This option will ensure that your vendors are paid and will affect your bank accounts, as payments are disbursed by our payment provider.

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*If Test or Production do not appear in your RPS Call Type list, contact Mekorma Support.

Bank accounts that have been enrolled in Remote Payment Services display under Mekorma RPS Banks. Only bank accounts that have been enrolled can be used for remote payments. Review enrolling a bank account in Remote Payment Services here.