Assessment and Onboarding

To use Mekorma Remote Payment Services, it is necessary to first determine your AP spend. AP spend is a qualifier for remote payment service eligibility. For more information on eligibility, review the section Is Payment Outsourcing for You? on the Mekorma website. To determine your AP spend, there are assessment and onboarding worksheets that must be completed and sent to us so we can review your vendor information.

• Assessment is the process of evaluating your vendor spending to determine how Remote Payment Services will fit with and benefit your organization.
• Onboarding is the process of qualifying and registering all your vendors with Mekorma’s payment provider.

There are two ways you can send Mekorma the assessment information:

1. Use the integrated Mekorma RPS Assessment Tool in the Mekorma Remote Payment Services app.
2. Manually complete the assessment and onboarding documentation.

Prior to completing the integrated assessment via the app, we encourage you to register so we know more about you as a potential customer and can use your information in conjunction with the spreadsheet we receive. If you wish to manually complete the assessment, be sure to work with our Sales team prior to submitting any documentation.