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Assessment and Onboarding
Assessment and Onboarding
After contacting Mekorma Sales to confirm you want to enroll in Remote Payment Services, you will be required to submit an assessment worksheet and vendor onboarding worksheet. Assessment is the process of evaluating your vendor spending to determine how Remote…
How to Use This Guide
How to Use This Guide
Welcome to Mekorma’s online user guide, designed to equip you with the knowledge needed to configure and run Remote Payment Services. This guide can always be accessed from our website. You can review this guide for any applicable new feature information, or utilize…
Registering Mekorma Remote Payment Services
Registering Mekorma Remote Payment Services
Remote Payment Services is provided under trial with your registration. Upon termination of the trial period, you must register the product to continue with the onboarding process. Registering your product is important so that Mekorma can provide the best customer…
Introduction to Mekorma Remote Payment Services
Introduction to Mekorma Remote Payment Services
Move towards a truly paperless Accounts Payable (AP) process and end your reliance on check printing. Mekorma Remote Payment Services connects your Microsoft Dynamics 365 Business Central to a third-party payment provider for secure, convenient AP payment…
Enrolling in Mekorma Remote Payment Services
Enrolling in Mekorma Remote Payment Services
Mekorma and your remote payment service provider will handle the initial implementation and configuration of Remote Payment Services. Once you are registered and set up with both services, Mekorma Support will provide you with an enrollment key. Your enrollment key is…
Submitting Payments with Mekorma Remote Payment Services
Submitting Payments with Mekorma Remote Payment Services
Once you have completed the setup process, you are ready to begin submitting payments through Remote Payment Services. When you have one or more invoices ready to pay, navigate to Payment Journals and select your remote payment service provider—in this…
Requesting Support, Implementation, or Customization
Requesting Support, Implementation, or Customization
We are here to help! If you are having a specific issue with your Mekorma products and require assistance from our Customer Success Team, please log in to our online portal and open a new case. Technical Support is included in your yearly enhancement plan. Open a…
Prerequisites for Remote Payment Services Setup Configuration
Configuring Mekorma Remote Payment Services » Prerequisites for Remote Payment Services Setup Configuration
To help minimize errors when using Remote Payment Services, enable Data Check in the General Ledger Setup page. This feature activates the Journal Check FactBox, which makes errors and solutions more visible to users. Learn more about errors and troubleshooting…
Configuring Mekorma Remote Payment Services
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…
Handling Errors with Remote Payment Services
Submitting Payments with Mekorma Remote Payment Services » Handling Errors with Remote Payment Services
Error messages in Dynamics 365 Business Central are generally specific and provide sufficient detail on what the issues are, enabling the user to take corrective action. With Remote Payment Services, errors are expressed either through the Batch Status field or the…
Enrolling Bank Accounts in Remote Payment Services
Configuring Mekorma Remote Payment Services » Enrolling Bank Accounts in Remote Payment Services
Mekorma Remote Payment Services allows you to enroll an unlimited number of bank accounts for payment processing. To set up a bank account that you want to use for remote payments, navigate to Bank Accounts and select the bank account you will be processing remote…
Suggest Vendor Payments
Submitting Payments with Mekorma Remote Payment Services » Suggest Vendor Payments
Standard Dynamics 365 Business Central functionality allows shared payment document numbers, while Remote Payment Services does not. For optimized remote payment services integration, Mekorma requires you to enable one of two options when using Suggest Vendor Payments.…