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 Dynamics 365 Business Central. You can take advantage of Dynamics 365 Business Central check printing or ACH features.
• Outsourced Payments: Payments are processed from within your Dynamics 365 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. Customizing Your Remote Payment Services Configurations below provides more information on customizing your configurations.

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.

Customizing Your Remote Payment Services Configurations

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

General Journal Template

The system creates a default General Journal Template upon successful enrollment. To apply a specific template to Remote Payment Services, navigate to the General Journal Templates page. Toggle the check box in the RPS Template column. Enabled templates are available in the General Journal Template drop-down menu on the Mekorma RPS Configuration page.

RPS Call Type

Use RPS Call Type 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 are not submitted to the payment provider, thus not impacting your bank account balances. To submit payments for disbursement to your vendors, choose the Production option. This ensures your vendors are paid and will affect your bank accounts, as payments are disbursed by our payment provider.

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

Mekorma RPS Banks

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