Mekorma
Mekorma Invoice Capture for GP Implementation Guide — 1
Table of Contents
Mekorma
GrabGrab
GrabGrab
  • What’s In This Guide?
  • About Mekorma Invoice Capture
    • Service Account
    • Associate the Mekorma partner ID with your Service Account
  • Invoice Capture Architecture and Security
    • How the Gateway Works
    • Security and Authentication
    • Synchronize an On-Premises Active Directory with Azure Active Directory
  • Microsoft Power Platform Requirements
    • Creating the Power Platform Environment
    • Power Automate Environments and Email Setup Requirements
    • Determine the Number of AI Credits Needed
    • Purchasing AI Builder Licenses and Assigning Capacity to the Environment
    • AI Builder Report
  • Setting up a SQL Server Proxy Login
  • Installing Microsoft On-Premises Data Gateway
    • System Requirements and Considerations
    • Download and Install a Standard Gateway
      • Latency Testing
    • Add Another Gateway to Create a Cluster
      • How Do I Tell What My UPN Is?
  • Connecting to Your On-Premises SQL Server in Your Power Apps Environment
    • Creating a Connection to Your On-Premises SQL Server in Your Power Apps Environment
  • Installing Invoice Capture
    • Provisioning OneDrive for Business
    • Downloading Invoice Capture Components
    • Installing the Dynamics GP Component
    • Setting up Invoice Capture
    • Importing the Invoice Capture Solution into Your Power Apps Environment
  • Upgrading Invoice Capture
    • Determining Your Mekorma Payment Hub Build
    • Determining Your Current Invoice Capture Solution
    • Deleting Previous Versions of the Invoice Capture Solution
    • Downloading Components for an Upgrade
    • Upgrading the Dynamics GP Component
    • Confirming Invoice Capture Setup
    • Importing the Invoice Capture Solution for an Upgrade
  • Appendix
    • Links for Additional Information
    • Requesting Support, Implementation, or Customization
Download as PDF

Links for Additional Information

Appendix
Requesting Support, Implementation, or Customization

This table includes links to additional information that you might need for Mekorma Invoice Capture.

Description Link
Mekorma Download https://www.mekorma.com/downloads.aspx
About Invoice Capture https://www.mekorma.com/products/invoice-capture.aspx
Power Apps https://make.powerapps.com/
Gateway Download https://docs.microsoft.com/en-us/data-integration/gateway/service-gateway-install#download-and-install-a-standard-gateway

https://go.microsoft.com/fwlink/?LinkId=2116849&clcid=0×409

https://azurespeedtest.azurewebsites.net/
Invoice Capture Online User Guide https://userguide.mekorma.com/invoicecapture/x96/en/topic/introduction-mekorma-invoice-capture
Get Started with AI Builder Licensing https://docs.microsoft.com/en-us/learn/modules/get-started-with-ai-builder-licensing/
Get a Premium AI Builder License https://docs.microsoft.com/en-us/learn/modules/get-started-with-ai-builder-licensing/3-get-premium-license
Manage AI Builder Capacity https://docs.microsoft.com/en-us/learn/modules/get-started-with-ai-builder-licensing/4-manage-capacity
Assign Power Apps License to Environment https://admin.powerplatform.microsoft.com/
Last modified: March 17, 2025
Appendix
Requesting Support, Implementation, or Customization
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